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Offer bundle: Nudge clients for Self Assessment with texts

4th Nov 2020
Brought to you by
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Award winning CRM & practice management software

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At AccountancyManager, our pricing is very simple. Everything is included in your per-user cost - all automation, emailing, document storage, client portal and support whenever you need it. 

Pay as you go texts and AML credits

The only two things for which you ‘pay as you go’, are sending text messages and completing AML ID checks and credit screens in the system. While these are already priced as competitively as possible, we like to shake things up with an offer every now and then.

Get 500 text messages and 50 AML credits for just £110 +VAT

This bundle offer saves you around £40 and will end on the 31st December 2020. The offer is available to any AccountancyManager user and you can use it as many times as you like.

Last year, we did the same offer, but that was before we dramatically reduced the normal price of our AML credits - just £1.25 when you buy in bulk. So this year we’ve reduced the bundle offer by £30 +VAT. 

Get a faster response to Self Assessments with texts

When you send emails to your clients from AccountancyManager, requesting records or approvals, you can send an SMS text message at the same time. This avoids the risk of your email getting missed in your client’s inbox. 

Texts also carry more urgency, our clients often report faster response times when they send a text alongside an email. Matt McConnell at Certax - Durham likes to include a link to the client’s portal in the text too, making things quicker and easier for his clients. During busy season, speed is crucial. So top up your credits and let AM do the leg work.

The cheapest AML credits around 

Even without the offer, our anti-money-laundering credits are the cheapest we’ve found. You can use credits to carry out both ID checks and credit screens. One credit for an ID check, two for an ID check and credit screen together.

Completing your AML checks through AccountancyManager speeds up the whole process end to end. All the information you need to submit will already be in AM from your onboarding process. Client details and deadlines are pulled through an integration with Companies House and you can enter the rest of the data as you chat to your client. Alternatively, they can add their own details through the client portal.

If you’re still waiting for ‘missing details’, AccountancyManager can automatically chase your client for you. 

Claim your SMS + AML bundle

If you have AccountancyManager, go to Settings and click Credits Bundle.

If you don’t have AccountancyManager yet, the offer is still available to new clients joining us before Christmas. Start your free 30-day trial today.