Emails
Emails play an integral role within your firm, so we’ve improved the role they play within AM.
Email manager
Email Manager gives users the ability to view all emails that have been forwarded into AccountancyManager.
All emails that are received will appear in date order allowing you to view the most recent email first. You can also filter between All Emails, Linked Emails and Unlinked Emails.
Email scheduling
Our enhanced scheduling capabilities mean you can avoid automated emails from being sent on weekends and bank holidays.
When enabled, queued emails that are due to be sent on a weekend or bank holiday will be sent at 5pm the following day.
Create tasks from emails
You can assign and create tasks for your team straight away from emails in AM.
"AM completely revolutionised my practice overnight. I used to spend hours preparing..."
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"AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."
Martin Brooks
Gold Stag Accounts