Record every communication between your client and your practice - and keep everyone on the same page.
A full history of client interactions
The Client Timeline keeps a time-stamped record of every email and text your practice sends to your clients - and any replies. Capture a summary of meetings or impromptu calls on the timeline and track time spent.
"The amount of client information that you can enter - including details of any communication that has occurred - is extremely useful."
Provide a seamless service
Picking up where another staff member left off is simple. As well as tracking emails, texts and calls, the timeline will record actions in the portal, such as changes to client details and documents uploaded or signed.
Protect your liability
AM will also tag emails that your client has opened, so if a disagreement arises - for missed or incorrect tax payments for example - you can guarantee that your practice has followed the correct procedures.
An audit trail is like insurance, when you need it, you’re really glad you have it. Having every interaction with your client recorded - with links to documents and notes on your clients’ activities - gives you an ideal audit trail.
- All interactions at a glance
- Track changes to client details
- See if emails are opened
- Share jobs and clients
- AML audit trail
- Prove penalty liability
What Our Customers Say
"Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."