Name: AccountancyManager
Rating: 9.4 (11 reviews)
Author: AccountancyManager

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

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### Task Management
User sentiment regarding AccountancyManager's task management functionality is mixed. While some users appreciate the automation and organization it provides, others express concerns about certain limitations, such as the visibility of task deadlines and the need for further development in certain areas. The software's ability to streamline task allocation, automate reminders, and centralize task information is generally well-received, but there are calls for enhancements to improve the overall user experience and efficiency in managing tasks.

### Workflow Automation
Users consistently praise AccountancyManager's workflow automation features for streamlining tasks and saving time. The ability to centralize account information and automate routine tasks has been highlighted as a significant benefit. Some users have expressed minor frustrations with task template breakdowns not carrying over to new tasks but are hopeful for improvements in the future. Despite this, the overall consensus is that AccountancyManager's workflow automation functionality greatly enhances task management efficiency and organization.

### Deadline Tracking
Users consistently praise AccountancyManager's efficient deadline tracking capabilities. They highlight the software's ability to streamline task management, prioritize deadlines, and ensure timely completion of work. The ease of setting up and accessing deadlines, coupled with the user-friendly interface, has garnered positive feedback. Clients appreciate the peace of mind that comes with knowing that all deadlines, both client and legal, are meticulously maintained and met. The software's cloud access feature allows for convenient monitoring of tasks from various locations, enhancing overall productivity. Additionally, the regular updates and improvements contribute to a positive user experience, further solidifying AccountancyManager's reputation for effective deadline tracking.

### Client Onboarding and Information
Users generally praise AccountancyManager's client management and task automation features. The system's ability to centralize client details and streamline onboarding processes has been highlighted as a significant benefit by many reviewers. Clients appreciate the ease of storing and accessing client information, as well as the efficient tracking of client interactions. Additionally, the platform's integration with various accounting software like Quickbooks, FreeAgent, and Xero has been lauded for enhancing overall client experience and practice efficiency. Despite some minor drawbacks mentioned by users, such as limitations on multiple email addresses associated with the platform, the consensus remains positive regarding AccountancyManager's client onboarding and information capabilities.

### Document Management and Security
Users consistently praise AccountancyManager's document management and security features. The software's ability to securely send and receive documents, facilitate electronic signatures, and streamline document approval processes has garnered positive feedback. While some users highlight areas for improvement, such as enhancing document organization and customization options, the overall sentiment remains favorable towards the platform's document management and security capabilities.

### Client Portal Features
Users consistently praise AccountancyManager's secure client portal functionalities. The general sentiment among reviewers is that the client portal features are robust and user-friendly, providing a secure platform for document sharing and electronic signatures. Clients appreciate the ease of use and time-saving capabilities offered by the portal, highlighting its efficiency in managing tasks and deadlines. Additionally, the integration with popular accounting software like Xero enhances the overall experience for users. Despite some minor navigation challenges reported by a few users, the majority find AccountancyManager's client portal features to be a valuable asset in streamlining their practice management processes.

### Time Saving Features
Users consistently highlight AccountancyManager's time-saving features as a key strength of the software. They appreciate the automation that streamlines tasks like sending client reminders and conducting AML checks, ultimately saving significant time on administrative processes. The ease of importing existing clients, client onboarding efficiency, and email reminders are also commended for their time-saving benefits. Additionally, users mention that the software's functionality helps in precise time tracking, enabling better staff management and cost-effectiveness. The overall sentiment is that AccountancyManager effectively optimizes time management for accounting professionals, allowing them to focus on core tasks efficiently.

### Email and Communication
Users consistently praise AccountancyManager's efficiency in managing emails and communication tasks. The software's email capabilities receive high marks for their user-friendly nature and time-saving features. Clients appreciate the ease of sending mass emails, tracking tasks, and automating reminders. Despite some minor drawbacks like difficulties in copying and pasting emails and creating tables, users find AccountancyManager's email functionalities to be a valuable asset in streamlining communication processes. The software's ability to centralize all email correspondence and provide a log of communications sent and received is particularly lauded by users for enhancing overall efficiency and organization.

### Customer Support and Services
Users consistently praise AccountancyManager's exceptional customer support and service team. The sentiment across reviews is resoundingly positive, with users highlighting the promptness and effectiveness of the support provided. Customers appreciate the quick responses to queries and the team's ability to resolve issues efficiently. The support team's knowledge and willingness to assist users in navigating the software's features have been particularly commended. In instances where users encountered challenges, the support team's responsiveness and dedication to problem-solving have left a lasting positive impression.

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.

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

Simple Start

Plus

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Essentials

Sage Accounting is online accounting software made to simplify life for small business owners, entrepreneurs, and freelancers by providing the functions needed to take care of daily business to-dos. 

Users can create and send professional quotes and invoices, track income and expenses and know where the business' financials stand. Every Sage Business Cloud Accounting subscription includes unlimited access to support as well as automatic backups and product updates.

Sage Accounting

AccountancyManager

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

AccountancyManager is an award winning CRM &amp; practice management software; built by accountants for accountants and bookkeepers, with every pain point in mind. From onboarding clients and managing workflow, to automated emails/sms and custom forms (new method of data gathering). With AccountancyManager you'll be working smarter in no time, sign up today for a free 30 day trial.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

AccountancyManager

Overview

What is AccountancyManager?