Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
4.5 / 5
Customer Support
5.0 / 5
Functionality
4.5 / 5
Pros
"Easy to use, excellent fro chasing for information automatically which saves us so much time."
"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. "
"The fact it makes my life so much easier and gives a really good impression to clients."
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...."
"The only area I would improve is the job flow could be more detailed. "
"I am yet to find something I don't like about this product but we are still finding our feet with it."
AccountancyManager Reviews
Filter by:
August 2019

Emma from Emma Stevens Accountancy
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.
August 2019
Kandarp from Taxacc Solutions Ltd
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
August 2019
Excellent Software
It saves a lot of my time.
Pros
1. Connection with Companies house 2. Automatic emails 3. Ease of creating engagement letters
Cons
Template customisation. You can't simply copy and paste directly to the software due to the HTML issues. I had to copy the contents first to notepad and then to the software. However, the support team was brilliant. They did a lot of work for many of my templates.
September 2019
Victoria from Klevas Consulting 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
4.0
Customer support
4.0
Functionality
3.0
September 2019
Not as good as expected
Overall, it is good that is a page, not a program. So you can use from home when you need it.
Pros
The really good thing is that they have tasks. The program generates deadlines and you can update progress and add a note.
Cons
Notes are so big and arranged uncomfortably. Sometimes you have to reload a few pages to find necessary information.
August 2019
Simona from Digital Accounting Enterprises 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
The best helper!
Using this software is helping me save time, it brings to my attention tasks that need sorting out daily, monthly and overall I do not see myself working without AM in the future.
Pros
The fact that I have everything in one place and helps me organize my workload.
Cons
Can not think of anything, or at least I have not encountered so far any fault.
August 2019
Martin from Gold Stag Accounts Ltd
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
Game Changer
Solved admin and time constraints of chasing clients. Allowing me to keep on top of deadlines and onboard so effortlessly has been amazing.
Pros
The fact it makes my life so much easier and gives a really good impression to clients.
Cons
I cannot find a con about using this software.
August 2019
Jadwiga from J&K Accounts 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
Best Software!!!!!
We run Tax Returns and MTD VAT returns using this software and we found it so easy to use that we definitely save a lot of time comparing to software we used before.
Pros
Functionality, reliability and excellent customer service
Cons
Price could be a little bit more affordable
September 2019
Ram from Ascot Accountancy
Company Size: 1 employee
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
2.0
Customer support
5.0
Functionality
5.0
September 2019
Very good software
Very impressive software and best customer service
Pros
Reminders automated and emails are automated
Cons
Tasks lists take time to update but has to be done so no cons actually
Reasons for Choosing AccountancyManager
Best services and very good automation for small business and one man sole trader business.
September 2019
Craig from Bisby Accountancy
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
Great product
I like everything that accountancy manager offers and it just keeps adding more and more useful things along the way
Pros
Its ease of use and the automatic reminders to clients
Cons
There was nothing I did not like about it
Reasons for Choosing AccountancyManager
Looked and felt a lot better than its rival products
August 2019
Mantas from Klevas Consulting Limited
Company Size: 11-50 employees
Industry: Accounting
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
August 2019
Easy to use, easy to understand
We can prioritize our work schedule and assign different work task to each employee
Pros
Very easy to use and to understand, high quality support
Cons
Customer service could have a webchat, sometimes AM becomes laggy
August 2019
Jaime from Jh bookkeeping 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
4.0
Functionality
4.0
August 2019
Am review
Reminders sent automatically
Pros
The automation for reminders sent to clients
Cons
Needs to link to software e.g. xero For invoices
Reasons for Choosing AccountancyManager
Member of bookkeeper alliance
December 2020
Sophie from HFL Accountants
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
December 2020
Accountancy manager is excellent!
I use accountancy manager every day. It is so simple to use. I can keep all of the clients contact information in one place and keep track of all tasks i need to do.
Pros
The best software for organizing your task list and keeping your clients contact details in one place.
Cons
There is not anything i did not like about this software.
August 2019
jamie from Finance & Accounting
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
Excellent software - life changing for my small business
Pros
Its very easy to use, simple to set up and has consolidated several spreadsheets into one place highlighting several errors in my schedules along the way.
Cons
I think it would be fantastic if the on boarding page of a client would also allow for the AML checks to be done at the same time.
August 2019
Philip from P J Buffrey 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
Review
Very good
Pros
Organisation of clients information and task organsistion
Cons
Some additional auto emails would be useful
September 2019
Daniela from Goddards Accountants
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
September 2019
Review
Very good software
Pros
Support team are very helpful and responsive. They are always willing to help. The software has great features and provides all the information we require.
Cons
Nothing, there is nothing I do not like about this software
September 2019
Nicola from Zest Accountants
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
September 2019
Easy to Use Practice Manager Software
Pros
Easy to use, with easy HMRC agent requests and automated emails to remind/prompt clients
Cons
There are a couple of ways which we could list tasks, etc, but this doesn't take away from the overall experience.
August 2019
Tania from HJP Chartered
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
Amazing
Easy, smooth, and their customer support is second to none!
Pros
We love the document sharing portal!!! E-signatures are amazing :D
Cons
That it doesnt have a link with go proposal yet - it is in the pipeline though!
August 2019
Danny from Thomas and Co
Company Size: 2-10 employees
Industry: Financial Services
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 product
Accountancy manager has prevented the chance of any missed deadlines completely.
Pros
It has all the functionality needed and very easy use.
Cons
I cannot think of anything I did not like about the product
August 2019
Mark from JRM Business Services 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
Good all round package
Had resisted implementing practice software as a small practice and was concerned about cost.
Pros
Price Easy of use Flexibility for small or large practice
Cons
Nothing really as with all practice software takes time to set up.
August 2019
Vinny from Consultancy Services
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
Amazing product
In a word excellent
Pros
So easy to use and takes away all of the mundane daily tasks
Cons
Nothing really. Works as you would expect and more
August 2019
Tim from SA Ledgers 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
4.0
Customer support
5.0
Functionality
4.0
August 2019
Great all round solution
We have been able to add new clients quicker and more efficiently with this software, saving around 2 hours per client.
Pros
Very easy to create proposals and letters of engagement. Maintains all critical client information with some workflow capabilities. Provides a file sharing portal and allows for client approval of documents.
Cons
More formatting capabilities would be appreciated. It is still very basic. Only stores one letter of engagement.
Reasons for Choosing AccountancyManager
Better value for money for overall product
August 2019
Sam from Just Accountancy
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 Software
Excellent, would recommend to anyone
Pros
Easy to use and set up. Has streamlined the process of onboarding new clients and made gettign documents signed a cinch
Cons
Letters of engagement templates took some time to set up. Bit confusing setting up linked client self assessments at first
August 2019
Charmaine from Passman Leonard
Company Size: 11-50 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
August 2019
Helps to manage workflow effectively
Pros
This software, helps to meet with the work deadline easily. It helps to know which tasks is due by setting a deadline date. I can also make a note of the time I spent on each task during the day which helps me manage my workflow easily.
Cons
It gets confusing sometimes to know what task is due first as all the workflow is displayed at the same time.
September 2019
Paul from Beechlands Accountancy Services
Company Size: 1 employee
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
Great software
very good
Pros
easy set up - could see the tasks being set up as implementation
Cons
i cannot fault any of the software , very user freindly
Reasons for Choosing AccountancyManager
Nice mail shot and appears simple to use , it took a day to set up even with 260 clients ,never looked back ,fees have increased ,really very organised
August 2019
Shelley from Nonprofit Organization Management
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
3.0
August 2019
New practice user
The signing up of the LOE is excellent, the proposal sending is good
Pros
It is very easy to use and intuitive. The cost is more than reasonable and the support is excellent.
Cons
Sometimes the functionality is a bit too rigid for differing clients mainly on the LOE
September 2019
Josie from Woolston Accounts
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2019
Excellent Software
Very happy with the software.
Pros
Easy access to communicate and see client records.
Cons
Not yet linking up with Xero and sometimes it can be tricky to navigate around the pages.
September 2019
Ian from Ian Styles Accountants Limited
Company Size: 1 employee
Industry: Accounting
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
2.0
Functionality
3.0
September 2019
Practice Managment Review
Pros
The cost is reasonable Ease of on-boarding new clients AML check link to Veriphy
Cons
No link to submit Confirmation Statements to Co Hse Lack of workflow Lack of link to other software
Reasons for Choosing AccountancyManager
Cost
Reasons for Switching to AccountancyManager
Cost