Customisations
AccountancyManager works ‘out of the box’, but it’s when you mould it to your practice and clients that the real magic starts.
Onboarding: Your process, just quicker
As well as standard fields and accountancy/bookkeeping services in the client file, you can create new fields and services any time. Set client-specific fees, select each clients’ portal functions and create custom forms.
"Others can be quite strict in how you can change things. But you can change AccountancyManager to how you want it."
Tasks: Plan your day, your way
Create your own ad hoc tasks and deadlines for any non-compliance work or internal projects. Reorder your task list however you like and set your favourite default view. And break tasks down into your own steps.
Automated emails: Make it personal
Edit the text in all of the provided templates to reflect your practice’s tone of voice. Use over 400 client variables to populate automated emails with client details. And kickstart all onboarding emails and tasks with one button.
Brand: Give your reputation a boost
Your efficiency and digital-forward approach will speak volumes amongst your prospective clients. In addition, add your practice’s logo to the client portal, Letter of Engagements, invoices and your email signature.
- Add custom services and fields
- Create custom online forms
- Make custom tasks
- Set your default task view
- Build task breakdowns
- Personalise emails with variables
- Brand your client portal
- Add your logo to letters
"AM completely revolutionised my practice overnight. I used to spend hours preparing..."
Find out how AM revolutionises practices by signing up today.
Sign upWhat Our Customers Say
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"Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."
Hannah Jeffery
HJ Accounts Management