AccountancyManager icon
AccountancyManager icon

AccountancyManager

AccountancyManager is an award winning CRM & practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. From onboarding clients and managing workflow, to automated emails/sms and custom forms.

Peform digital AML ID checks from within AccountancyManager. A simple, fully compliant, transparent and quick anti-money laundering check system.

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
  • Software as a Service (SaaS)
We've built a secure and GDPR compliant document portal. Both the accountant and client can upload and share documents between each other; including automatically generated letters of engagement!
Autofill records based on Companies House details - saving time and reducing human error from manual data entry. Plus, you'll be automatically notified of any Companies House changes.
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The timeline feature allows you to view records of client emails, SMS messages, telephone calls, meetings and changes to their information all in one place.
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Features

  1.  Marketing Automation
  2.  E-signature
  3.  Integration with CRMs
  4.  Workflow
  5.  Onboarding
  6.  Document Sharing
  7.  Portal

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AccountancyManager information

  • Developed by

    GB flagAccountancyManager

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription that costs $51 per month.

  • Alternatives

    1 alternatives listed

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  • Supported Languages

    • English
AccountancyManager was added to AlternativeTo by Ashleigh Hall on and this page was last updated .
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What is AccountancyManager?

AccountancyManager is an award winning CRM & practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. From onboarding clients and managing workflow, to automated emails/sms and custom forms (new method of data gathering). With AccountancyManager you'll be working smarter in no time, sign up today for a free 30 day trial.