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

Click an image to enlarge

What BrightManager 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
4.8
Sole Practitioner, Less than £250k
27 May, 2018

What do you like?

Everything in one place.

What would you change?

Ability to have multiple file folders and to be able to upload multiple documents at once.
3.5
Sole Practitioner, Less than £250k
23 May, 2018

What do you like?

Well put together, many inbuilt features. AML checks, client area.

What would you change?

Almost too busy on screen and the flow between clients and tasks not quite right. Screen tabs rather than sections. Client onboarding and client data visibility.
3.8
Management Accountant/Accountant, £250k-£499k
22 May, 2018

What do you like?

Easy to use, aimed at accountants in practice and has all the out-of-the-box functionality to get started straight away. Keeps track of jobs and client details very well.

What would you change?

Quite expensive considering we don't use all the features and don't have need for many of them. More focus on optimising the core functionality and less new features. Can be a little slow at retrieving information.
3.5
Principal/Senior Partner, £250k-£499k
22 May, 2018

What do you like?

CRM and timeline

What would you change?

Add recurring invoice facility and direct link with companies house for any changes
5
Sole Practitioner, Less than £250k
17 May, 2018

What do you like?

The functionality - AccountancyManager can run a practice in one program rather than having to use numerous packages.

What would you change?

An app for your phone for task reminders on the go

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