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Client timeline

Record every communication between your client and your practice - and keep everyone on the same page.

A full history of client interactions

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."

— Jennifer Webster, Integrity Bookkeepers
Provide a seamless service

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

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.

Audit trail

Audit trail

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

Our users have described AM as revolutionary.

Find out why by signing up to a free 30-day trial.

Free 30 Day Trial

What Our Customers Say

  • "We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"

    Martin Brooks
    Caroline Hinde
    Caroline Hinde Accountancy
  • "AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."

    Martin Brooks
    Martin Brooks
    Gold Stag Accounts
  • "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."

    Martin Brooks
    Hannah Jeffery
    HJ Accounts Management
  • "AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."

    Martin Brooks
    Niall Hawkins
    Farrow Accounting & Tax