Tag: accountancymanager

Appy Wednesday

We’re delighted to be involved in Appacus’ Appy Wednesday – our opportunity to introduce ourselves to the Appacus Community.

AccountancyManager is a multi award-winning ‘Onboarding and Practice Management Software’ built by accountants, for accountants.

Why AccountancyManager (AM)?

AM has focused on building a solution right from the onboarding process, which includes automatically populated LoEs, e-signing, document storage, AML ID and Credit checks and client portal, right through to task management and client communication via email and text. 

Our aim is to automate as many back-end processes as possible to alleviate the administrative burden.

To achieve this, you need to constantly be evolving…

Our development team is a busy bunch. They turn user feedback into features at an impressive speed – we’ve launched seven new releases in the last two months alone. All of our features are aimed at reducing your admin time to zero… because who has time for admin?

Here’s a quick round-up of the brand new features that have made us ‘appy in the last two months.

  • Bring your credit checks in-house

We’ve added in-system individual and company credit checks, making AM your one-stop-shop for onboarding new clients. 

  • Use multiple integrations

You can now use multiple integrations at once. For example, you can enable Xero and FreeAgent at the same time. It’s a great way to create a seamless practice management experience. Continue reading...

AccountancyManager portal factsheet – for your clients

Rachel, AccountancyManager’s Support Team Lead, has put together the best bits of the client portal from your clients’ perspective – a handy factsheet for you to share.

Keep all your documents in one place

All of your documents are stored and organised in one place for you to refer to and download anytime. So no more trawling through your email inbox searching for ‘that thing my accountant needed… what was it again?’ Simply log in to your personal (free) account.

Exchange and sign documents

Your accountant can email you to let you know they have uploaded a document for you to view or sign. If you upload something to your portal for your accountant to look at, they will be sent a notification automatically to let them know your document is there. They will also be notified when you have signed a document, so they can get your accounts or returns filed.

Update your details anytime

If you have moved to a new house, got a new email address or phone number you can update your details in your portal. Your accountant will also be notified of any changes you make to your personal details, so everyone is kept in the loop.

Fill in forms online

When self assessment comes around, you can enter all your information online, so no more printing out checklists or filling in temperamental Word docs.  Continue reading...

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Registered in England and Wales. No. 10658933.

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