Accountancy Manager

AccountancyManager is a cloud-based software built by accountants, for accountants and has been designed to help you manage your clients, staff and workload. Automating everyday tasks, from requesting client records to online filing codes including Companies House, email and SMS integration. Our system aims to ‘reduce the administration time to zero’.

Client On-boarding – Bringing client on-board is made simple using our CH integration to Auto-fill client information, saving time, effort and reducing human error from manual data entry.

E-signing  Share documents with clients via the online portal using our electronic signature capabilities to legally sign and return documents from anywhere.

Automatic proposals & Letters of Engagement  Proposals and letters of engagements provided to prospects via online registration portal with e-signature facility. System updates of missing information such as, UTRs and online filing codes, avoiding the need for multiple correspondence via email or telephone.

Automatically reminds & chases clients for records and missing information – Automatically chase records from your clients via email and SMS. Set up requests for VAT, Accounts, Self-Assessment, CS01s and PAYE records on a day of your choosing.

Automatically generates task lists for all your staff – The system automatically generates a task list and workflow for staff user responsible. The task list is ordered by deadline & records received as default, but with additional sorts. Thus, saving time spent creating and allocating tasks to staff users.

Members Benefit

Our current pricing is £39+VAT per user per month, we would like to offer the members of AIA an exclusive offer of £25+VAT per month per user for 12 Months (Valid for New Customers Only).

To sign up for AccountancyManager, please Click HERE

AccountancyManager from AccountancyManager on Vimeo.