Member Since: 20th Apr 2017
23rd Jul 2020
At AccountancyManager we have just launched our Digital AML ID check service. You can now perform checks within AM using existing client data.
The results are logged against the client's file and reports are made downloadable for reference.
Checks are as little as £1.25 when purchased in bulk. If you require further help, please get in touch (01926 355366).
22nd Jul 2020
Hi Software Seeker,
As an early adopter of AccountancyManager it sounds like you are not yet using AM to its full potential.
I would ask why you are feeling the need to use Excel for your control lists when AM should take care of this for you. Please communicate with the support team, they are always happy to help and as we offer free support - it's worth picking up the phone.
AccountancyManager provides AML ID checks and Credit checks for individuals, with Company credit checks being released on Monday, all for as little as £1.25 per check when bought in bulk.
There is also an AML risk assessment form which has been built to assist you when carrying out a risk assessment on each client. This is currently undergoing some improvements, having employed a former HMRC investigator to ensure all relevant questions are being considered. Including the option to mark risks as low, medium or high risk with a reporting facility. This new update will be available in the next couple of weeks.
Whether you are using the existing form or waiting for the update, there really should be no need to use TaxCalc as well as Taxfiler. This should leave you only using two systems rather than four.
With more features being released every month (a total of 8 new releases [come Monday] in the past two months alone), and constantly building based on user feedback, it's worth getting in touch to see if we can assist you further or to find out what's coming around the corner.
I hope the information above helps.
3rd Feb 2020
We're looking at improving the client portal facility this year, if you have any suggestions please email [email protected], I'd like to do everything we can to improve your clients' experience using the portal.
In addition, it may be worth mentioning that there is a way for your clients to log directly onto their portal from your website, which avoids them having to go to separate places. Our support team can provide you with the HTML code to add to your website, you can reach them on 01926 355 366 (option 2). Hope that helps!
3rd Feb 2020
I just wanted to thank our users for their feedback and for your initial query Simon.
In terms of AML checks, you can manage the whole process through AM including completing risk assessments for your clients. Regarding the cost of AML checks, we offer them on a sliding scale from £3.70 for 10, right down to £1.75 for 500.
1st Oct 2019
Have you considered Practice Management Software?
AccountancyManager has a Tax Payment Reminder feature which allows you to set reminders to the client as often as you would like, details on the reminders include, 'amount due', 'tax office' and 'payment reference'.
The idea behind this feature was to alleviate blame if tax payments are missed or incorrect amounts paid. As an accountant I know that although we tell our clients at the time the tax due, they still expect to be reminded nearer the time and if they are not and miss the payment they look to blame the accountant (even though it's not our fault!).
If you are interested in using a practice management system to automatically deal with some of the issues we face when communicating with clients, please take a look at AccountancyManager.
2nd Jun 2019
Although the software was built for accountants by accountants within Accounts & Returns Ltd, AccountancyManager is not owned by Accounts & Returns Ltd. These companies have different directors and shareholders, with 2 common shareholders.
AccountancyManager is in compliance with the UK Data Protection Act and has been audited by solicitors for GDPR. As stated in our terms, AccountancyManager does not sell or pass subscriber's or their client's information to third parties.
Legally and ethically, none of the directors of AccountancyManager would share this data with any other company.
17th Oct 2018
Apologies if you have been experiencing issues, we have identified the issue causing occasional spikes in load on one of our servers and are working to resolve it quickly.
I understand my colleague is communicating with you via email, so we will keep you updated.
5th Jun 2018
Please call AM on 01926 355 366. We'll be happy to assist you in customising your LoE.
17th May 2018
So long as the solution you select has had a cyber security check carried out by an accredited government body such as IASME, this should not be a concern.
Security of data should be a top priority for any storage solution and should be reviewed annually.
17th May 2018
AccountancyManager does all 3 and is GDPR compliant having recently been audited by independent solicitors.
We don't charge for storage space or e-signatures. It's all included in the monthly subscription.
We will be integrating with Virtual Cabinet over the coming months if you require desktop syncing.
If you want to find out more, please get in touch 01926 355366.
CEO - AccountancyManager