About AccountancyManager

AccountancyManager is a cloud-based customer relationship management solution that helps businesses automate processes for client interactions, proposals and letters of engagement. Key features include electronic signature, document management, email marketing and invoicing.

Designed for bookkeepers, accountants and payroll businesses, AccountancyManager sends requests to clients for account records via email/text messages based on specified intervals. It comes with a document portal, which allows accountants and customers to upload and share crucial data. Additionally, the solution provides interaction timelines and records of client text messages, emails, meetings, telephone calls and more.

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45 Reviews of AccountancyManager

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August 2019

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Emma from Emma Stevens Accountancy

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

Excellent practice management for small accountancy practice

Accountancy Manager has helped organise my practice. It keeps all information securely and allows clients to update/check their information anytime; assisting us to meet the GDPR requirements. The secure portal allows us to share information and obtain electronic signature, greatly reducing our postage costs. We’ve also noticed a better efficiency and improved cash flow thanks to a more streamline way of working.

Pros

Cloud access - I can check my tasks at work/home/on my mobile. Easy search function Good record of deadlines Easy to use portal Regular improvements and updates

Cons

Sometimes it can be hard to navigate the site. I think clients get confused with logging in to the portal from Accountancy Manager - would love an embedded log in for my own website.

August 2019

Darren from Pennybridge Accounting Ltd

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Accountancy Manager Review

Overall AM is the best around in our opinion and we will not be looking at any other software in this field.

Pros

AM is very simple to use and easily understood. I like the fact that all the invoices and statements can be emailed out and a copy kept for our records. The money laundering section is also very good to have on record and the HMRC authentication is handy to use and saves time.

Cons

The only thing about AM that I would love see changed is that you cannot print all statements at once as it only allows individually at the minute

Reasons for Choosing AccountancyManager

Easy understood and simple to navigate round.

August 2019

Baljit from Taxlite Ltd

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

August 2019

Review

Our experience has been positive with AM but there are still a few features that need to be added.

Pros

The software is easy to set up and is user friendly. You can save all your deadlines, references and customer information in one place. Keep track of all outstanding tasks. Send mass emails easily.

Cons

There are many areas that need developing eg adding budgeted hours against a client, mass documents to be attached when sending an email, uploaded documents to be saved all together, folders to be created to structure uploaded documents, exporting outstanding tasks, customised drop down boxes for short description on time log.

August 2019

Adil from Total Books

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Best Practice Management Software

Whenever we needed help from the team, they were utmost courteous. If issue was not resolved at the point of first contact, they ensured that call back was made as soon as possible.

Pros

Ease of use and ease of implementation. Great customer services especially from Customer Support Team. Our clients found it easier to use as well in terms of uploading/downloading documents and e-signing paperwork

Cons

I would love to see in future time management chart implemented whereby staff diary can be created and seen by the senior team

Reasons for Switching to AccountancyManager

Not a user friendly interface Not impressed with the customer service Slow software At times overly complicated

August 2019

Lauren from Charlton Baker Limited

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Great software!

Excellent. Brilliant service and it has made processes simpler and easier to use.

Pros

Software is very useful for our company.

Cons

There is nothing negative to report on Accountancy Manager, it is a great system to use. Every time there has been issues they have been resolved in an instant.

Reasons for Choosing AccountancyManager

Accountancy Manager stood out for us. We wanted something more modern and that is what they have given us.

August 2019

Alana from Rethink Accountancy

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Best in market!

This software saves us the cost of an extra employee a month - you really can't argue that this!

Pros

Too many amazing functions to mention but the integration with companies house is a godsend for us. The customer service team are exceptional and come back on all queries quickly.

Cons

The only area I would improve is the job flow could be more detailed.

Reasons for Choosing AccountancyManager

Seemed more user friendly, easy to implement.

August 2019

Paul from Cain & Beer Limited

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Brilliant CRM

It has completely transformed my practice I have already and will continue to recommend this software to my fellow business associates

Pros

I love it all but the automated emails etc ensure I never for when returns are due.

Cons

I really like everything about the software

Reasons for Choosing AccountancyManager

Ease of use, it was specific to accountants

Reasons for Switching to AccountancyManager

The previous CRM didn’t meet my specific requirements

September 2019

Rob from ChadStone Accountancy & Tax Ltd

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Practice management made simple

Pros

The ease of using the product, especially the reporting functionality and how easy it it is to get meaningful reports off the system. The ability to have all relevant client information in one place for all of my team to see, access and use.

Cons

I am yet to find something I don't like about this product but we are still finding our feet with it.

Reasons for Choosing AccountancyManager

Price was a large consideration but we also liked the tuition and help offered by Accountancy Manager

August 2019

Emma from Accounts in Cheque

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Sole practitioners

As a single person practice, 2 days of my week was spent on practice management, Accountancy manager has reduced this to 1/2 a day, but more importantly it has freed up my brain to concentrate on accounting.

Pros

Because there is so many areas of Practice and client manager that this software offers, it is a one stop shop. The tasks part has eliminated 4 hours per year of spreadsheet manipulation to produce tasks list for self assessment etc. and the progress of each task can updated so i always know where i am up to. The recording of time on client tasks, that moves easily into invoicing is brilliant. The information that is held on the system, for each client, makes form filling in easy, and with this being a safe area to hold information on, i sleep better at night. The automatic email system frees up so much of my time, and ensures my client are bringing in their books in earlier than they used to. The other area i like is the way the software developers are open to new ideas, they develop and add areas to the software regally, the support is outstanding with extremely quick replies and well explained remedies.

Cons

I would like the cost of additional users to be lower

August 2019

Jackie from Bingly Bingly Beep Limited

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Accountancy Manager

Very beneficial, definitely we took the leap to try it out, it has certainly streamlined the operation of the practice

Pros

It is a fantastic piece of software that organises all of your client data and assists with the practice management by organising the relevant tasks to ensure you don't miss a key deadline for a client. It is a great database making finding that key piece of information a quick exercise rather than raiding through files. The software ensures that the practice can comply with the GDPR legislation, and the portal is a great secure area for transfer of files both from the practice to the client and vice versa. As with everything sometimes things go wrong but the support team at Accountancy Manager as very helpful and get issues resolved very quickly

Cons

Not a lot, however it would be great if when a client left a comment, the practice was notified

Reasons for Choosing AccountancyManager

N/A

August 2019

Jennifer from Integrity Bookkeepers Ltd

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2019

Excellent system for keeping track in my practice

This system has helped me to keep all of my clients and prospective clients details in one easy to reach place. I can now easily keep track of the number of hours I am spending on each client task and it has reduced the amount of chasing up I was previously having to do in order to get paperwork from clients. It has also really helped my practice in becoming GDPR compliant with regards to sharing documentation with them. My clients have also commented on how easy the registration process with my practice is now that I have implemented Accountancy Manager.

Pros

The amount of client information that you can enter including details of any communication that has occured is extremely useful. I really like the task list and the automatic reminders that can be sent out to clients for various pieces of missing information. I also like the time tracking features and the fact that it is GDPR compliant.

Cons

I found the initial setup quite difficult to get to grips with and trying to tailor each template that was in the system was quite labourious but has paid off in the long run. I don't like not being able to pause a task for when I have to take a telephone call.

Reasons for Choosing AccountancyManager

After hearing reviews from other Professional Bookkeepers and after seeing a few of the free webinars showing examples of how to set the software up and all of the different features that it has. I also like being offered a discount as part of my membership to the Bookkeepers Alliance.

August 2019

Zoe from Revival Accountancy Ltd

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Amazing Software

See above

Pros

Our business was growing at a rate of 50% a year , we started using Accountancy Manager November 2017 as we could no longer manage with basic spreedsheets It took us a while to get to fully understand all its features , but withink 6 months we started bringing the clients on board to it and havent looked back since It allows us manager all our client data ( no more filling cabinets ) and ensure deadlines are meet and work is allocated out to staff at ease . The time record is brilliant and we can charge precisily and see how affective the staff are being . The customer service is fantastic

Cons

There are non , we have loved the software and all of the new faetures that keep getting added on

Reasons for Choosing AccountancyManager

We looked at a few and trialed some also this was the best for our business

September 2019

Mark from UNISOLUTIONS LTD

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

The Sole Practitioner

Overall, AccountancyManager has allowed me to organise my practice, keep control on all reporting deadlines, streamlined admin tasks, given a professional look and feel to clients and made my life much easier. I wouldn't/couldn't be without it

Pros

Ease of use - it does all the essentials straight out of the box without the need for lots of customisation Easy to import existing clients using spreadsheets Client client onboarding is well thought out and with the production of letters of engagement and proposal emails saves me a lot of time Client portal works well together with esigning of documents Email reminders are brilliant timesavers HMRC authorisation also saves me time rather than going to the HMRC site Excellent and speedy support The software does what you need it to do and is not big and bloated like other packages

Cons

Could do with a lower cost for additional users or specifically part time users Would like to be able to have more reporting flexibility on the task list

August 2019

Malek from Accounting

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2019

Accountants review

Pros

The ease if use. Automations invoicing section is great Very professional

Cons

emails, when you copy and paste to the email box in AM, it does not do a great job at it. Creating tables is not as easy and clean as others.

August 2019

Kellie from Pixie Payroll Services

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Outstanding Software

I am so glad I found this piece of software, my life is so much simpler now and I have everything in once place. The support team are quick to answer any queries, I couldn't recommend this piece of software enough

Pros

This software is very easy to use, saves time, tracks tasks, emails clients for missing records, free document portal. Most of my administration is now automated thanks to Accountancy Manager

Cons

You can't have more than 1 email address associated with Accountancy Manager. Ie: The accountant uses Accountancy Manager so my client cannot use Accountancy Manager with me for his payroll reports as his email address is already been used.

August 2019

Sharon from X5 Chartered Accountants

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Best thing we ever did

The time saved with automatic chasing means that we have more time available for our clients.

Pros

Easy to use, excellent fro chasing for information automatically which saves us so much time.

Cons

The implementation process, the import from digita database was not straightforward.

Reasons for Choosing AccountancyManager

Much better overall product

August 2019

Wendy from The Accounting Pig Limited

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Must have for busy accountancy practice

Brilliant software for a buy accountant practice - keeps all tasks in order and makes managing deadlines easy. Getting proposals to potential clients is a dream once you have everything configured/customised to your ways or working - 5 minutes after talking to a prospect you can have a full proposal with T&C's in their inbox.

Pros

Ease of use, support, regular software upgrades, never miss a deadline, client on-boarding, proposal management, customisation

Cons

Nothing major - perhaps the only minor item is cut and paste functionality can be a bit erratic when using templates. But this is minor....

September 2019

Kristian from Corbsco eAccounts ltd

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2019

Excellent product for modern accounting

Amazing product and excited to see it develop even further.

Pros

Cloud based, auto tasks. AML. Missing info checks. Client portal.

Cons

Timsheets are not up to scratch. Too slow.

Reasons for Switching to AccountancyManager

Cloud based

September 2019

Simon from Merlin Paul Limtied

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Helping to Develop Your Practice

This software has enabled me to grow from being a sole practitioner to a staff of 7.

Pros

I enjoy the fact that it is hosted as all of my staff are remote workers. This is a central point for the entire team to refer to. New features are coming out regularly

Cons

I have found no Cons in using this software,

August 2019

Elliot from Charlton Baker Limited

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

August 2019

A helping hand...

Pros

The functionality available is excellent and it is such a useful tool in the running of the business and the management of on-boarding clients and managing workflow.

Cons

Still quite obviously in development so at times the product is updated and this can cause a few issues. Lack of ability to make enough customized changes at the moment but hopeful that things will improve as it becomes more established.