Accountancy Manger Logo

Firm size

  • Small
  • Medium
  • Large

Functionality

Alert, AML, Bill, CRM, Docs, KPIs, OnBoard, Plan, Portal, Report, Time, Workflow, Custom tools

Integration

CoHo, HMRC, Stripe, Veriphy, Xero, FreeAgent, QuickBooks

Free trial

30 days

Pricing

£39/user/mo (unlimited clients)

£29/user/mo (7 users)

Additional users at £20 per month

User reviews

4.8
(138 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Self-generating task list based on deadlines and records received from the client
  • Automated SMS/email records requests driven by missing client data
  • Secure document portal with built-in e-signatures
  • Client timeline records client emails, SMS messages, telephone calls, meetings and changes to their information
  • Onboarding portal lets clients register with firm, sign terms and pay fees by card
  • Integration with Companies House to validate and import company data
  • Invoicing system emails PDF invoices and debtor statements

Product screenshots

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What AccountancyManager says

AccountancyManager is an award winning CRM & practice management software. Built by accountants, for accountants and bookkeepers to automate the management of staff, tasks and clients.

Our vision; to create a fully customisable system, consolidating many individual processes and integrating with multiple accounting and bookkeeping softwares. Acting as a solid foundation of your practice, allowing you to do what you do best - not admin!

Our mission; to reduce administration hours within practice to zero. We plan to do this by targeting the many pain points within practice and reduce them with well thought out processes and tools.

The three main features of AccountancyManager are:

  • Onboarding (Proposals, letters of engagement & professional clearance, client portals & e-signatures)
  • Automated task-list & workflows
  • Automatic email/sms reminders & requests sent to clients

What users say about AccountancyManager

Read user reviews

    Pros

  • “Simple but effective software with the ability to help price a job effectively and help with CRM”
  • “All client data, correspondence, tasks etc in one place”
  • “Best parts are the automated emails/reminders to clients and the engagement letter and client dashboard which lets clients chec
  • “Auto reminders are amazing, as well as the easy onboarding”
  • “The team listens to feedback and do their best to implement changes”

    Things you might change

  • “It’s early days and still evolving - looking forward to invoicing linking into Xero”
  • “inability to add custom fields”

Functionality

4.8

    Pros

  • “Simple but effective software with the ability to help price a job effectively and help with CRM”
  • “All client data, correspondence, tasks etc in one place”
  • “Best parts are the automated emails/reminders to clients and the engagement letter and client dashboard which lets clients chec
  • “Auto reminders are amazing, as well as the easy onboarding”

    Things you might change

  • “It’s early days and still evolving - looking forward to invoicing linking into Xero”
  • “inability to add custom fields”

Support

4.8

    Pros

  • “The team listens to feedback and do their best to implement changes”

Value for money

4.7

    Pros

  • “Great value for money”

What AccountingWEB says

AccountancyManager burst onto the market in 2017 and immediately made a name for itself as a no-nonsense cloud application that answered the main requirements of small practices. From a standing start, it demonstrated the agile nature of online software by swooping in to pick up last year’s Software Excellence Award for practice management.

The core element of AccountancyManager is the client data collection routine, which starts with a checklist of required documents, and keeps on dispatching reminders until the full list is complete. Since then, the company has added more sophisticated workflow controls and responded to user requests to deliver an increasingly functional practice management package. The developer is now seeking to broaden the product’s reach by integrating with external systems including Xero, QuickBooks Online and HMRC’s application programming interfaces (APIs).

User reviews (27)

About the reviews
Filter by
3.8
Practice Manager, £250k-£499k
8 June, 2018

What do you like?

It has a clean interface with lots of functions to explore and use with a great support team.

What would you change?

Some more marketing information to help us sell it to customers. More integrations, maybe an API integrate it into our website.
4
Sole Practitioner, Less than £250k
7 June, 2018

What do you like?

Time saved by automating routine tasks

What would you change?

Better links to cloud based accounts programs
4.3
Management Accountant/Accountant, Less than £250k
30 May, 2018

What do you like?

SMS reminders

What would you change?

Perhaps trying to be a jack of all trades rather than focusing on one specific job
4.8
Sole Practitioner, Less than £250k
29 May, 2018

What do you like?

Ease of use

What would you change?

API integration with accounting software
5
Practice Manager, Less than £250k
29 May, 2018

What do you like?

1. Autofill of companies from the companies house. 2. Sending engagement letters for signing. 3. Sending text messages requesting client records as well as keeping track of it.

What would you change?

Integration with HMRC would be beneficial for client authorisations

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