Member Since: 20th Apr 2017
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
17th Apr 2018
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 £1.75 when purchased in bulk. If you require further help, please get in touch (01926 355366).
14th Apr 2018
Great you are using the software. It sounds like we need to work with you to ensure you are using all of the features to their full potential.
For the readers out there, I think it's worth mentioning that AM should be saving at least one hour per client, per annum through the automatic chasing of clients for information and automated reminders.
If you use the onboarding system with proposals and letters of engagement then you'd be saving even more time (not to mention the automatically generated tasklist/workflow for each staff member).
An accountant's hourly rate might range from say, between £100 -£250, therefore, as an example, a practice of 5 staff (standard AM cost - £195 +VAT) amounts to no-more than a couple of hours of time for that month.
Therefore, AccountancyManager should be a saving rather than an expense and if it's not, we would need to work with you to ensure it is.
To ensure all our customers are using all of the features to their maximum potential, we have arranged a number of technical webinars over the next few weeks to demonstrate their full potential.
Please get in touch if you would like to register.
29th Mar 2018
It's to save time and hassle for you and your clients.
It's also been said that now it is so easy to create false identification with new print technologies that digital ID checks are a much more reliable.
AccountancyManager also has the ability to carry out the all important (and legal) risk assessments for each client.