Although it doesn’t seem like it at a glance (due to the uncluttered interface) there’s a lot going on in AccountancyManager. Automated emails and texts to your clients, tasks being completed by different people and information and documents flowing in and out of your practice daily.
“The amount of client information that you can enter – including details of any communication that has occured – is extremely useful.”
– Jennifer W, AccountancyManager review on Capterra
The overview pages for clients, tasks, time tracking and profitability give you high-level oversight, but what about tracking and recording your interactions with specific clients over time? That’s where the Client Timeline comes in. A much-appreciated feature as far as our existing users are concerned.
Record every interaction, change, document shared – and time spent
Client emails, texts and calls
The Client Timeline keeps a time-stamped record of every email and text your practice sends to your clients – and any reply emails and texts. Crucially, AccountancyManager will also record whether your client has opened your email.
Whenever you have a meeting or impromptu call, you can also capture a summary of items covered by entering it into your client’s timeline. This keeps everyone in your practice on the same page.
Changes to client details
All updates to the client’s details – whether made by a member of your team, your client or an integration – are tracked on the timeline. The entry will detail who made the change and whether the change was made by an integration like Companies House, Xero or FreeAgent. Your client can also change their details in their portal.