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Your vote counts for AccountancyManager development

3rd Aug 2017
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Award winning CRM & practice management software

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It’s been 1 week since we launched our first development poll and what a fantastic response we’ve had. Thank you to everyone who has taken part in the poll and we are delighted to announce the next priority development will be – ‘Calendar view for deadlines’.

We will set the wheels in motion to get this development built and published to our customers. We look forward to updating you once complete.

Due to popularity of the free e-sign feature on the poll, we will be working on this development as well.

We have collated the next batch of features that we’ll be casting out to vote below, let us know what you would like us to develop next:

  • Client AML section for review and monitoring through AM, instead of using a 3rd party application.
  • Automatically remind clients about upcoming tax payments using email or SMS sent from AccountancyManager.
  • Daily tasks summary emails sent to your inbox to show you outstanding tasks.
  • Dropbox / Google Drive integration.

We’ve pitted Dropbox and Google Drive against each other to see which we should develop first. Both integrations would allow you to access client documents from within AccountancyManager. When uploading through AccountancyManager, they would automatically be available through Dropbox/Google Drive.

Cast your vote here:

 

 

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If you would like to become a customer of AccountancyManager, please sign up for our 30 day free trial here or view our pricing here.

Thanks

AccountancyManager

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