Client Timeline: A full history and audit trail for every client
14th Jul 2020
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Although it doesn’t seem like it at a glance (due to the uncluttered interface) there’s a lot going on in AccountancyManager. Automated emails and texts to your clients, tasks being completed by different people and information and documents flowing in and out of your practice daily.
The amount of client information that you can enter - including details of any communication that has occured - is extremely useful.”
- Jennifer W, AccountancyManager review on Capterra
The overview pages for clients, tasks, time tracking and profitability give you high-level oversight, but what about tracking and recording your interactions with specific clients over time? That’s where the Client Timeline comes in. A much-appreciated feature as far as our existing users are concerned.