AccountancyManager
Firm size
- Small
- Medium
- Large
Functionality
Integration
Free trial
Pricing
£39/user/mo (unlimited clients)
£29/user/mo (7 users)
Additional users at £20 per month
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
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- “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”
Pros
- “It’s early days and still evolving - looking forward to invoicing linking into Xero”
- “inability to add custom fields”
Things you might change
Functionality
- “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”
Pros
- “It’s early days and still evolving - looking forward to invoicing linking into Xero”
- “inability to add custom fields”
Things you might change
Support
- “The team listens to feedback and do their best to implement changes”
Pros
Value for money
- “Great value for money”
Pros
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).