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.

AccountancyManager comes with a tool to perform anti-money laundering (AML) identity checks on clients and ensure compliance. It is available on a monthly subscription and support is extended via documentation, phone and email.  

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Supported Operating System(s):

Web browser (OS agnostic)

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