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  1. Our new Task List (and how you made it even better)
    Practice software

    ... simplified Task List – with more control, visibility and filter options than ever before. It’s all part of our ... filters to create your ideal Task Lists  Apply multiple filter options at once: Previously you could only filter Tasks by one filter option. Now you can combine ...

    25th Jul 2022 | Industry insights

  2. Pain-free selling (and more growth tips)
    Practice software

    ... clients, but then, during the pandemic, we had time to filter down to the clients we wanted to invest our time in. ...

    12th Aug 2022 | Industry insights

  3. The unstoppable evolution of AccountancyManager…
    Practice software

    ... progress with the Task Progress Overview widget. You can filter this information by service and how soon the deadlines ...

    20th Jul 2022 | Industry insights

  4. How to fill in your Client Import spreadsheet
    Practice software

    ... you add, the more useful AM will be. Remember, you can filter and sort your Client List using this information too. ...

    31st May 2022 | Industry insights

  5. How choosing a niche can help your accountancy business thrive
    Finance & strategy

    ... of finding the people you want to serve, you can pool your money into creating better-targeted ad sets. You ...

    11th May 2022 | Industry insights

  7. Cloud Accounting Security: What You Need To Know
    Practice software

    30th Mar 2022 | Industry insights