AccountancyManager

AccountancyManager

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Score 7.8 out of 100
AccountancyManager

Overview

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Pricing

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What is AccountancyManager?

According to the vendor, AccountancyManager is an award winning CRM & practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. AccountancyManager provides users with features from on-boarding clients and managing workflow, to automated…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Features Scorecard

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Product Details

What is AccountancyManager?

According to the vendor, AccountancyManager is an award winning CRM & practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. AccountancyManager provides users with features from on-boarding clients and managing workflow, to automated emails/sms and custom forms. The vendor promises that users will be working smarter in no time with AccountancyManager.

AccountancyManager Features

  • Supported: Self Generating Task Lists
  • Supported: White Labelled Document Portal
  • Supported: Reinvented Client Onboarding Process
  • Supported: Inbound & Outbound; Email & SMS
  • Supported: E-Signing Functionality
  • Supported: Digital AML ID Checks
  • Supported: Automated Missing Information & Client Detail Requests

AccountancyManager Integrations

  • HMRC
  • Companies House
  • Veriphy

AccountancyManager Competitors

AccountancyManager Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited Kingdom, Republic of Ireland
Supported LanguagesEnglish
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Comparisons

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Reviews

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