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Templates

Accountants have to send a staggering number of emails. Cut out the repetition and wasted time with templates.

Over 40 email templates ready to go

Over 40 email templates ready to go

Our pre-made templates cover every possible automated email and text you need to send to your clients. These include letters of engagement, all your record requests and reminders and many… many more.

"I chose AM because I really hated preparing letters of engagement in Word! It could take an hour to get all the formatting right, with the correct sections included, plus it used lots of paper, ink and stamps!"

Pre-written by a qualified accountant

Pre-written by a qualified accountant

The name ‘template’ undersells them somewhat. Imagine the lengthiest emails you send to clients, these are already written for you by an accountant. Just check them over and, if you like, make any edits.

Highly personalised emails for each client

Highly personalised emails for each client

Automated emails are automatically populated with any client-specific data held in your client’s file. There are hundreds of these client variables and you can create more by adding custom fields to the client file.

Stop rewriting the same things

Stop rewriting the same things

Massively speed up the process of writing emails with canned messages. These are paragraphs, or whole emails, that you write (just once) that you can quickly pull into automated email templates or your manual emails.

Keep your clients compliant and up to date with over 40 pre-written emails:

  • Proposal and Letters of Engagement
  • Registration & Professional Clearance
  • Record requests for every service
  • Record & signature reminders
  • Missing client details reminders
  • Part records received
  • Tax payments reminders
  • Completed tasks

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