Automated client emails and texts
AM will automatically chase records and tax payments from your clients by email and text.
Automated task management
Manage your time effectively with automatically generated task lists for you and the team.
Keep your whole practice on the same (paperless) page by sending internal messages through AM.
Make business-critical decisions by evaluating which jobs are the most, and least, profitable.
Our pre-made templates cover every automated email and text you’ll ever send to your clients.
Emails play an integral role within your firm, so we’ve improved the role they play within AM.
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."