TrustRadius Insights
AccountancyManager is a software tool that drastically reduces the administrative burden and time associated with accounting practices. It …
Overview
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…
Recent Reviews
Leaving a review helps other professionals like you evaluate Accounting Software
Be the first one in your network to review AccountancyManager, and make your voice heard!
Get StartedPricing
N/A
Unavailable
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
Would you like us to let the vendor know that you want pricing?
1 person also want pricing
Alternatives Pricing
What is Acumatica?
Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.
What is Xero?
Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features…
Product Details
- About
- Competitors
- Tech 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 Competitors
AccountancyManager Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United Kingdom, Republic of Ireland |
| Supported Languages | English |
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
AccountancyManager is a software tool that drastically reduces the administrative burden and time associated with accounting practices. It automates task management and client onboarding processes, providing an all-in-one solution for managing accounting operations. With AccountancyManager, users can easily manage deadlines, see ongoing work in progress, and securely share files with clients. The software provides a professional look and feel to clients while helping users to meet legal deadlines and maintain correspondence.
One of the most significant problems that AccountancyManager solves is the administrative burden of accounting practices. Users have reported that they spend less time chasing paperwork from clients and more time working on value-add activities. The software automates many tasks, reducing the need for manual tracking and allocating tasks automatically. This automation not only saves users' time but also cuts costs by reducing the need for extra employees.
Another problem that AccountancyManager solves is the lack of time faced by many users. The software makes it easy to keep track of the number of hours spent on each client task, freeing up more time for clients. The excellent support provided by the AccountancyManager team is also appreciated by users, who have reported quick responses to queries and prompt issue resolution. Overall, AccountancyManager streamlines accounting practices, making management easier, and saves both time and money while ensuring GDPR compliance.
Task Management: Users appreciate the straightforward and easy-to-use task management functions of AccountancyManager. Many reviewers have noted that this feature allows them to see what deadlines are coming up and what staff are working on, making it easier for them to manage their tasks efficiently.
Client Management: According to many users, AccountancyManager is a one-stop-shop for practice management. Reviewers love how it helps them manage their clients in one place by allowing them to enter a large amount of client information, including details of any communication that has occurred. This feature saves users time and helps keep them organized.
Automated Tasks: The automated task list generator is highly regarded among users as an extremely helpful feature. It eliminates the need for multiple out-of-date spreadsheets and ensures that all necessary tasks are completed in a timely manner. Many reviewers have mentioned that this automation significantly reduces their administration workload, allowing them more time for other important tasks.
Cumbersome Task Filters: Several users have found the task filters to be cumbersome and not very user-friendly, leading to frustration when attempting to use this feature.
Slow Timesheet Feature: Some users have reported that the timesheet feature is slow and not up to scratch, making it difficult for them to accurately track their time on projects.
Expensive Additional Users: The cost of additional users is a concern for some users who feel that it should be lowered in order to make the software more accessible for small businesses.