Webinar: How to revolutionise your practice's internal processes

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AccountancyManager is an award winning CRM & practice management software built by accountants, for accountants. Our mission; to reduce practice administration time to zero. How; by creating an innovative, thoughtful and evolving platform to revolutionise the way you work. 

Attend one of our webinars to see exactly how easy we've made the client on-boarding process, management of staff tasks, storage/signing of documents and gathering of data.

Upcoming webinar dates:

June

  • Monday 24th June - 11 AM
  • Tuesday 2nd July -10 AM

  • Wednesday 10th July - 2 PM

  • Thursday 18th July - 11 AM

  • Monday 22nd July - 12 PM

  • Wednesday 31st July - 3PM

  • Friday 9th August - 10 AM

  • Tuesday 13th August - 2 PM

  • Wednesday 21st August - 12 PM

  • Thursday 29th August - 11AM

Agenda:

  • Setting up AccountancyManager
  • Importing existing clients & prospects
  • The entire onboarding process, sending/signing of LOE, client portal & 64-8 authorisation
  • Automated task generation, management & timesheets
  • Automated emails & SMS for reminders & record requests

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