Practice management software for accountants

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
  • E-signing 
  • Automatic proposals & Letters of Engagement
  • Automatically reminds & chases clients for records and missing information  
  • 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.

AccountancyManager and AIA

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).

Sign up for AccountancyManager today.