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.