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It�s January. You�re crazy busy. We�ll cut to the chase.

2019 saw lots of new features introduced to AccountancyManager, 10 new people join us and a few award ceremonies to boot. Now we�re looking forward to making 2020 our best year yet...

Ease the pressure of busy season and beyond

AccountancyManager automates all your client-chasing and makes it easy to keep track of

who�s returned what - and whose signatures you still need. (And that�s just the start.)

You can sign up for our free 30-day trial or an upcoming webinar on our website,

or give us a call on 01926 355366.

Explore AccountancyManager

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming AM events. View online.

Next month we''re hosting a panel discussion about marketing, showcasing our new releases with our Support Team, taking a look at the essential apps for your accountancy practice and recording our second podcast episode.

Panel discussion

The importance of marketing & branding in a post-covid world

Is marketing still a dirty word in accountancy?

Talk to the more senior members of the accounting community and they'll recall a time when marketing and advertising was banned for accountants.

These days the larger firms have marketing departments and a sales team but what about the smaller firms? What marketing can they do themselves??Join us for a panel discussion exploring this with Phillipa Heynes, Founder of Insight 101, Mike Crook, Managing Director at PracticeWeb, and Bal Gora and Sam Patel from Diamond Accounts.

Weds 5th August

1pm

Register here

What''s new and how to use it

Ok, so here''s what we''ve been working on...

It's been a busy couple of months for our Development Team so far. They're working hard behind-the-scenes to turn your feedback into a load of new features that help reduce your admin time to zero.?

Seeing is believing - so join Rachel and Liston, two of the friendly faces from our Support Team, for a walk-through of our new releases. Check out the features in action, and get a greater understanding of how they could work in your practice.

Tues 11th August

11am

Register here

Webinar

Essential apps for your Digital Accountancy Practice

This year's sudden onset of remote working pushed accountancy practices to embrace cloud-based technology.

Some were reluctant, some enthusiastic, some already had it nailed - regardless, remaining the paper-based, meet-your-clients-in-person type simply hasn't been an option. This monumental kick up the behind to digitise has seen firms adopting multiple systems, in combinations that are as unique as their practices.

But what does the?perfect?AppStack look like? Join AM's CEO James Byrne, Director of the Digital Accountancy Show Dan Cockerton, and accountancy practice D H Tuck owner Jim Borrill for a webinar and AccountancyManager demo exploring that question.

Weds 12th August

10am

Register here

AM in the AM

Podcast with special guest

Dan Richards from MyFirmsApp

Tune in to our podcast, AM in the AM - where familiar faces from across the industry join AM CEO James Byrne for a morning chat.

Next up, James will be joined by Daniel Richards from MyFirmsApp; the first company to develop an App for accountants and bookkeepers. Dan is a renowned speaker and thought-leader and a leading expert on mobile and App technology. He understands the importance of connecting with clients digitally and meeting them where they are - on the home screens of their mobile.

You can watch the podcast recording live on Zoom or listen later by downloading the session from your preferred podcast provider.

Thurs 13th Aug

10 am

Register here

If you have any feedback, do let us know at info@accountancymanager.com.

?

Best wishes,?

The AM Team

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Upcoming Digital Events
Join our live webinars followed by Q&A

James Byrne sits down with SocksUpSimon of the Accountants' Mastermind to talk about all things Accountancy Practice related

Simon is passionate about embracing change and challenging accountants to think about themselves and the way they run their practice. As an accountant himself, Simon knows the challenges of running his own firm, albeit ditching timesheets or selling advisory services, but his real passion is inspiring other accountants.

Simon gives practical advice to his audience, sharing the advantages and disadvantages of allowing his team to work where and when they want!

Simon runs The Accountants' Mastermind Community and the session is sure to be thought-provoking and inspiring.

The session will take place on Zoom at 1pm on Wednesday 24th June.

Register here

Live Interactive Demo and Q&A with an Onboarding Focus with App Advisory Plus

For those of you new to AccountancyManager or would benefit from a refresher about the features within the software, join Will Farnell Co-Founder App Advisory Plus and James Byrne CEO AccountancyManager for a live interactive demonstration. The session will include a discussion around the benefits of using purpose-built practice management software to support onboarding clients, followed by a demonstration of AM.

App Advisory Plus are experts in accounting applications, and Will has vast experience in building a cloud-based accountancy business having adopted cloud accounting when it emerged in the Uk in 2009.

App Advisory Plus are helping accountants to:

Find the right apps for themselves and their clients
Get advice on apps and app advisory
Implement apps in their firm or for their clients

The session will take place on Zoom at 10am on Tuesday 30th June.

Register here

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming AM events. View online.

In the next few weeks we''re diving into the world of podcasts, hosting a panel discussion about marketing, running an AM user top tips session with our Support Team and taking a look at the essential apps for your accountancy practice.

AM in the AM

Our brand new podcast with special guest Matt Flanagan

Grab a coffee and a croissant* and tune in to our brand new podcast, AM in the AM - where familiar faces from across the industry join AM CEO James Byrne for a chat.

This month James will be joined by Matt Flanagan of Appacus (see what he did there?). Matt is a cloud accounting and technology specialist, who has spent the last six years supporting accountants in their transition to cloud accounting. You can watch live on Zoom or listen later by downloading the session from your preferred podcast provider.

Tues 28th July

10 am

*Pastries optional

Register here

Panel discussion

The importance of marketing & branding in a post-covid world

Is marketing still a dirty word in accountancy?

Talk to the more senior members of the accounting community and they'll recall a time when marketing and advertising was banned for accountants.

These days the larger firms have marketing departments and a sales team but what about the smaller firms? What marketing can they do themselves??Join us for a panel discussion exploring this with Phillipa Heynes, Founder of Insight 101, Mike Crook, Managing Director at PracticeWeb, and Sam Patel from Diamond Accounts.

Weds 5th August

1pm

Register here

What''s new and how to use it

Ok, so here''s what we''ve been working on...

It's been a busy couple of months for our Development Team so far. They're working hard behind-the-scenes to turn your feedback into a load of new features that help reduce your admin time to zero.?

Seeing is believing - so join Rachel and Liston, two of the friendly faces from our Support Team, for a walk-through of all our new releases. Check out the features in action, and get a greater understanding of how they could work in your practice.

Tues 11th August

11am

Register here

Webinar

Essential apps for your Digital Accountancy Practice

This year's sudden onset of remote working pushed accountancy practices to embrace cloud-based technology.

Some were reluctant, some enthusiastic, some already had it nailed - regardless, remaining the paper-based, meet-your-clients-in-person type simply hasn't been an option. This monumental kick up the behind to digitise has seen firms adopting multiple systems, in combinations that are as unique as their practices.

But what does the?perfect?AppStack look like? Join AM's CEO James Byrne, Director of the Digital Accountancy Show Dan Cockerton, and accountancy practice D H Tuck owner Jim Borrill for a webinar and AccountancyManager demo exploring that question.

Weds 12th August

10am

Register here

If you have any feedback, do let us know at info@accountancymanager.com.

?

Best wishes,?

The AM Team

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AM in practice. View online.

AM in Practice

This week AM's Jonathan Stobart caught up with Ben Steele - AM user and owner of Bristol-based firm, Steele Financial. On top of his accounting and people skills, Ben is quite the technical guru. In fact, he's been offering so much free advice to clients around the best technology to use, he's started to commercialise it.

Steele Financial

Ben Steele founded his firm in 2017, and now has clients from all over the world. Ever since he started, Ben has been advising all kinds of businesses on their app stacks. He''s now turned this tech knowledge into a new income stream. We talked about building a digital firm in the cloud, utilising an audit trail, and making self assessment more efficient.

"To send a tax return and five minutes later, you''ve got an email saying they''ve signed it, is a dream."

Read full case study

Discover our features

Take a look back at our feature spotlight articles and find out how AM can help you organise your practice.

Feature spotlights

Best wishes,?

The AM Team

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Lockdown life: An asset or a liability?

We''ve all seen the trials of working from home, first or second hand. As we''ll be ''staying aware'' - if not at home - for a few more months, attention is now turning to the ''new normal''. A term fast becoming a close contender to the dreaded hump day.

But this is no hump. This is the future we''ve all been planning for... it''s just a little early.

New additions to AccountancyManager

coming soon...

Client File

Add additional contacts

You''ll see a new tab in the Client File where you can add, update and remove additional contacts.

Client Portal

Document folders

If you''ve arranged client documents into folders, this folder structure will be mirrored within the Client Portal.

Tune in for our panel discussion

Have lunch tomorrow with AM''s James Byrne, Matthew McConnell from Certax Accounting and Jeff Neil from Move On Accountants as they share strategies and best practice tips for remote-working.

Rob Brown - founder of the Business Development Academy - will join us to host the session.

Book your place

Our Xero integration gets a test drive

Swiftly following the launch of our Xero integration last month, the team at App Advisory Plus took it for a test drive. The results are in.

"It is the only purpose-built practice management system with a direct, 2-way integration that allows you to raise invoices in Xero."

- Rowan Van Tromp, App Advisory Plus

Read Rowan's full review

Missed a spotlight article?

We''re putting the most useful AM features for remote working under the spotlight?.

This month we unpacked the client portal and notifications.

Notifications

Work together when you''re apart

Send messages directly to colleagues through AM or attach notes to certain tasks or clients. Notes relating to clients are recorded in their timelines.

You can make messages urgent, delay sending them and even create a new task from a note.

Explore notifications

Client portal

A streamlined experience

for you & your clients

Share documents and forms with your clients, get e-signatures and let your clients update their own details. They can even log in through your practice website.

Explore the portal

Meet Barry Adams

After a few friendly Twitter exchanges, we sat down with Barry Adams from Focus Accountancy Ltd. and talked about how he''s shifted his practice to a tech-based work pattern over the last five years.

Barry''s priority is providing an efficient and responsive experience for his clients, and we''re pleased to say that AM has helped him out.

Read case study

Coffee-break reading fodder

All eyes on Zoom: How the at-home era''s breakout tool is coping

Read article

Research reveals "fear & control" biggest blockers to automation

Read article

HMRC urges businesses using VAT deferral to cancel direct debits

Read article

If you have any feedback on your monthly update emails, working from home or the new Xero integration, do let us know at info@accountancymanager.com

Best wishes and stay safe,

The AM Team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming digital event. View online.

James Byrne sits down with Paul Dunn

Calling all accountants in practice!

We''re thrilled to announce that Paul Dunn will be joining AccountancyManager''s CEO James Byrne for a one-of-a-kind event that will provide you with beneficial insight.

Paul is a four-time TEDx speaker, award-winning entrepreneur and master presenter. He''s received numerous honours for his work such as the Global Lifetime Achievement Award for Service to the Accounting Profession.?

?Paul will be joining James to discuss:

How to present your business in a totally new light that builds trust and creates new connections
How to connect in an entirely different and deeper way with existing and potential customers
How to unleash the power of small to build an amazing business in amazing times
Simple changes in articulation to dramatically change impressions, leading to lifts in revenue and profit
How to get a powerful new sense of purpose in your business and the startling difference it makes

The session is going to be thought-provoking and inspiring. Register below to join the event live or receive the recording.

29th October, 11am - see you there!

Register here

Best wishes,?

The AM Team

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Spotlight on... Automated emails and texts

We''re taking a closer look at all the ways AccountancyManager

can help you run a more efficient practice.

Wherever you happen to be.

Gather everything you need

without lifting a finger

You didn''t go into accountancy to write the same emails over and over again - or endlessly chase for responses. So free up hours of time by automating all your requests and reminders for client records, signatures and payments.

Every date and deadline is already on the system

As well as keeping you and your team on track, these dates also control when clients receive your initial requests for information.

Say goodbye to

chasing clients

Choose how often to nudge your clients. (That's what the strings of numbers are after each of your client''s services.) When you have what you need, AM will stop chasing.

Ready-made and

customisable templates

Create template emails for each service - just once. We've gone ahead and saved a load of templates for you, but you can edit these however you like and create your own.

Get a faster response with SMS

You can also send an automatic text alongside every email. This text will let your client know there's an email waiting for them or include a link directly to their portal.

Can''t wait for our weekly feature-spotlight emails?

Our customer support team are available Monday to Friday via phone or email.

Read our full spotlight article

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming digital events. View online.

Using digital solutions to build your firm and advisory offering

Register here

What are the biggest barriers to growing your firm? And how can technology further extend your service offering - including enabling you to sell more advisory services? How can you encourage your clients to embrace cloud-based solutions? Join James Byrne, CEO of AccountancyManager, Aynsley Damery, CEO of Clarity, Oliver Cummings, Commercial Director at Capitalise and Andy Sullivan, Founder of Complete HQ Accountants as they answer these questions and discuss how you can use digital solutions to build your firm and advisory offering.

6th October, 11am

Digital Accountancy Week

We are delighted to be participating at Digital Accountancy Week, which is set to be the largest virtual technology event ever held for accountants in the UK, taking place from 12th - 16th October. Over 60 leading speakers will showcase the best digital tech for accountants and provide the latest advice on how to utilise digital software to fast track your profits and growth.

We are main sponsors to the Small Firms Festival on the 12th October and also a series of talks in the afternoon. Register your free place for this unique event below.

Register here

Digital leadership and culture shifts

How can you as an accountant, and more importantly, a business owner, capitalise on the benefits technology provides, whilst mitigating the impact on your team and company culture? Join AM''s James Byrne and Clarity''s Aynsley Damery as they explore the potential technology provides an organisation and the possible impact on the team.

Register here

New ways of working

Hear first-hand how Future Cloud Accounting embraces?technology?throughout their practice to best serve their?clients?and run their business in the most efficient way. Francesca and Charlotte will be sitting down with AccountancyManager CEO James to discuss what apps work for them, how they implemented this within their practice and encouraged their clients and staff to embrace?digital?solutions.

Register here

We look forward to seeing you at one of our events soon,?

The AM Team

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Over the next few weeks, we''re shining a spotlight on the AM features that have been keeping our users on track while working from home - and could make your life easier too.

Time tracking:

4 ways to get invaluable, practice-wide visibility

Keep track of who''s working

See who's logged into AM and what tasks they're working on in real-time.

Turn logged time into invoices

Export the time logs and create invoices from them in AM.

Identify your profitable clients

See which clients and client managers are generating the most profit.

Easily cover temporary absences

Reallocate work using time tracking data.

Learn more

AccountancyManager is a cloud-based practice management solution that makes remote working easy. It''s ready to go straight out of the (digital) box, and we provide free ongoing support every step of the way.

Got a question? Our customer support team are available Monday to Friday via phone or email.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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New features, new articles and new events. View online

October update for

Aaah-ccountants & Boo-kkeepers?

Don''t get spooked by your massive to-do list. Look on the fright side - we''ve got a load of new releases just around the corner to help you organise your practice, automate your admin and save time. Including our fang-tastic two-way integration with QuickBooks.

Launching Monday:

QuickBooks integration

It''s almost here.

On Monday 2nd November our QuickBooks integration goes LIVE! Users will be able to sync client data between the systems, with invoicing to follow. Any updates you make to customers and clients will be reflected in the other respective software, saving time.

This month''s new AM features

You asked, we listened.

Bulk SMS

Keep your clients up to date by sending SMS messages in bulk. It''s a quick and simple way to notify them, and you can filter your list to target specific clients.

Updated LoE templates

Based on guidance from ACCA, we''ve updated our Letter of Engagement templates. We still recommend that you customise these to best suit your practice and governing body.

Got a question about our new features? Contact our friendly support team.

Contact us

QuickBooks invoice sync

We''re enhancing our QB integration even further, so that you can also sync invoices between the two softwares.

Our portal, your brand

Our white-labelled client portal is in the final stages of development, so that you can create a consistent customer journey that aligns with your brand.

Zapier integration

We''re teaming up with Zapier, to enable you to integrate AM with other great systems - like Practice Ignition.

Risk assessment form

We''ve revised our risk assessment form ?- interrogated by former HMRC AML investigator, John Groves, to help guide you when creating risk assessments.

Panel discussion

What are the biggest barriers to growing your firm? And how can technology further extend your service offering - including enabling you to sell more advisory services? How can you encourage your clients to embrace cloud-based solutions?

AM''s CEO James, Aynsley Damery, CEO of Clarity, Oliver Cummings, Commercial Director at Capitalise and Andy Sullivan, Founder of Complete HQ put their heads together to answer these questions and discuss how you can use digital solutions to build your firm and advisory offering. Check it out below.

Real-time industry insight and

our recent case studies

Flick through our latest articles.

Industry survey: Pandemic impact

on accountants

As we move into winter and towards busy season, we've taken a health check of the industry. It's a good opportunity to take a step back, see how other practices have responded and consider steps you could take to ease the pressure moving forward.?

Why I left AccountancyManager...

and came back!

We caught up with Johann Goree, founder and MD of JGBC. Johann used AM when he was a one-man-band a few years ago, but (gasp) cancelled his account. We found out why he left AM, what he did in the meantime, and why - most importantly - he came back.

Saving hours of time with automation

Carolyn Cullen spent many years both in practice and in industry, before striking out on her own three years ago. Now,?Monton Green Accountancy?is going from strength to strength. We talked time management, the pandemic, and Carolyn''s love for all things automation in AM.

Coming to a device near you

We''re joined by Paul Dunn for a unique event this month, plus check out the latest episode of AMintheAM.

James Byrne sits down

with Paul Dunn

We''re thrilled to announce that Paul Dunn is joining AM''s CEO James Byrne for a one-of-a-kind event that will provide you with thought-provoking insight to benefit your firm. Paul is a four-time TEDx speaker, award-winning entrepreneur and master presenter. Register your interest to join us live or receive a recording.

29th October, 11am

Register here

AMintheAM:

Podcast with Reza Hooda

In our latest podcast, Marketing Manager Jonathan Stobart sits down with AM user Reza Hooda for a mid-morning catch up. Reza runs his own practice and provides mentoring and coaching to accountants. He gives accountants the support, direction and accountability they need to transform the profits of their firms.

Listen via your preferred podcast provider.

Listen here

Get to know us

We grill members of the AM team on all the most essential issues... like good books and their favourite tv shows.

First up, we spoke to Jonathan Stobart, AM''s Marketing Manager. Jon joined the team in March 2020 and has worked in accountancy for ten years.

Hi Jon!

What are you reading right now?

Ant and Dec''s new autobiography! I have to admit, I''m a massive fan of theirs... (is this embarrassing to admit?). It''s full of funny stories from their personal and working lives and makes me massively jealous of the life they live.

What must-see movie should we watch?

The Gentleman has just come onto Amazon Prime and it''s really worth a watch. Having watched this in the cinema last year I think it''s my favourite film of the past few years.

Tell us something interesting about yourself.

I play ice hockey and have done since I was a child. It often surprises people as I don''t "look like" an ice hockey player (whatever that means) and I don''t agree with the fighting in the sport... but I absolutely love it.

Coffee-break reading fodder

Secrets to start-up in practice success revealed

Why is brand strategy important for accountants?

Practice management software guide

If you have any feedback on your monthly update emails, do let us know at info@accountancymanager.com

?

Best wishes and stay safe,

?

The AM Team

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AM partnership with Clarity.

Choosing, using and proving

your accountancy technology

Every week, thousands of practices start free trials of software (which is nice for us). But like you, we celebrate more powerful, longer-term results - like those clients that say 'AccountancyManager has transformed our practice', 'we save hours of time every week' or 'we couldn't be without it'.

So how do you go from that initial trial to clearly seeing the impact of new tech on your day-to-day life, business metrics, and client satisfaction?

Join our trio of 30-minute events

in partnership with Clarity

We'll take a closer look at the three stages of implementing new software at your practice. Clarity CEO Aynsley Damery will co-host each discussion with James Byrne - CEO of AccountancyManager.

Choosing the right software for you

Thursday 12th November, 11am

Today, keeping up with the competition and surpassing both client and staff expectations, means cloud software, but there are a lot of options out there. Aynsley and James discuss the planning, research and testing stages of your journey.

Maximising your software?

Thursday 19th November, 11am

You've chosen your software. you wave a magic wand and all your staff and clients?embrace it fully. If only. Instead of a magic wand, get some practical advice on encouraging adoption from Aynsley, James and guest speaker Helen Cooke from Futrli.

Proving the ROI of software?

Thursday 26th November, 11am

For our final event, Aynsley and James are joined by Oliver Cummings from Capitalise. They'll examine the question of monitoring and proving the value of your software, by setting KPIs, running surveys and calculating time and cost saved.?

Register for the 3-part series via the link below to join us live or receive the recordings.

Register

Are there any topics you'd love us to cover in the future? Let us know at?

jonathan.stobart@accountancymanager.com

Best wishes,?

The AM Team

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Accounting industry

insight survey

Hi,

This year has been challenging, to say the least. Covid-19 and the disruption it''s caused has affected every level of the accounting industry, as well as your clients'' businesses.

We want to know exactly how you''ve been impacted. With that in mind, we''ve put together a brief, anonymous survey so you can share your industry insight.

We''ll be discussing the answers live during a digital event on Monday 12th October as part of the Small Firms Festival during Digital Accountancy Week.

To compare your firm to the results, register to watch live or to receive a recording of the session, sign up here.

Complete survey

Thanks in advance for your time,

The AM Team

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Spotlight on... Automated client reminders

Organise your practice and save time

with automated record requests and reminders.

New feature:

Remind clients to pay their VAT

As well as reminding your clients to pay their Self Assessment and Corporation Tax, AccountancyManager can now remind your clients to pay their VAT too.

(Just one of eight new features released in the last two months.)

All of our automated reminders at a glance

Automatic record requests

AM will automatically request clients'' records. You can set AM to request the records on repeat, based on x number of days after the period end. Once you select ''Records Received'' on the task - the requests will stop.

Remind clients to pay tax

Imagine how popular you'll be with clients if they never miss another payment deadline. AM can automatically remind them to pay their tax, actioned in the same way you set up your record reminders.

Use Latest Actions to

nudge clients

If you've only received part of the records you need, sent them queries required to finalise the accounts or you''re awaiting approvals to file, AM can remind them of this too.

Uncompleted Custom Forms

Build your own online forms within AM and automatically remind clients to complete them. It''s particularly useful when you're preparing self assessment tax returns.

Unsigned documents

Set up automatic reminders for your clients to sign their documents. They can provide court-submissible e-signatures through their portal and you'll get a notification when they do.

Agent authorisation codes

Things can get tricky if you don't have HMRC Agent Authorisation - especially if it's time-sensitive. Send your client polite nudges until they get those codes over to you.

Weekly reminders for missing details

If you're missing important details on a client's file, such as UTR numbers or Companies House authorisation codes - AM will keep reminding your client to provide them.

Read full spotlight article

If you have any feedback, do let us know at info@accountancymanager.com.

?

Best wishes,

The AM Team

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What do businesses look for in an accountant?

We were chatting recently about what really matters to accountants and bookkeepers, beyond saving time and increasing profits. It was a short conversation. Like us, your clients and prospects are why you do what you do, why your business exists and they're your future.?So, we've taken a break from interviewing AM users, to speak with their clients instead.

Novus Business Solutions

We spoke to Henry Waddilove about his business and his relationship with his accountants, AM users Venn Accountants.

Founded in 2017 by father and son, Justin and Henry Waddilove, Novus Business Solutions helps professional service firms engage with their ideal prospects, increasing quality leads and new business opportunities.

Henry talked to us about the importance of his accountancy fee going on advisory services, intelligent use of technology and having a shared digital mindset, and getting fast, proactive and relevant information.

"The accountant puts the accounts on AccountancyManager for us to review and have a conversation about. That's huge."

Best wishes,?

The AM Team

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Spotlight on... Onboarding

We''re taking a closer look at all the ways AccountancyManager

can help you run an efficient practice.

Wherever you happen to be.

Welcoming a new client should be cause to celebrate, not reach for the aspirin. Onboarding clients through AccountancyManager saves considerable time for both you and your clients.

Time you''d normally spend: compiling letters of engagement and terms, writing emails, chasing your clients, contacting their previous accountant and waiting for paper-based documents.

Automate your

letters of engagement

Select the services you're providing your new client and AM will automatically populate the letter of engagement for you.

Your clients simply log into their portal to sign their documents.

Speed up professional clearance and chase for responses

Your professional clearance and agent authorisations are also automated.

AM will chase your clients and their incumbent accountant - so you can get on with other work.

Complete AML checks in AM

You can manage the whole process through AM: ID and document requests, secure online document storage, e-signatures and submitting AML ID checks through our built in AML verification tool.

Use our integrations

to fill in client details

You can choose to pull a new client''s details directly from Companies House - including accounting deadlines.

AM also syncs with Xero and FreeAgent - with QuickBooks on its way. So if your clients already use these, you can populate AM with details held in these apps too.

Read our full spotlight article

Got a question?

Our customer support team are available Monday to Friday via phone or email.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Spotlight on... Client Timeline

This week we''re taking a look at the Client Timeline - a simple way that AM keeps everyone on the same page.

Record every interaction, change, document shared - and time spent

The Client Timeline tracks and records your interactions with every client over time. You can use search and filter functions to find what you need, and if the tax man ever comes knocking, you''re covered.

Client emails, texts and calls

Keeping everyone

in the loop

The Timeline records every email and text sent to your clients, whether your email''s been opened, and any replies. You can also add a summary of impromptu meeting/call items.

Changes to client details

Up to date and in sync

Updates to client details are tracked, as well as who/what made the change - you, your team member, or an integration. Clients can also change their details in the portal.

Documents and signatures

GDPR-compliant for

peace of mind

An automatic entry will be created when you or your client uploads documents to their portal and when your client e-signs. Click on the entry to see or download the document.

Updates to tasks and logged time

Easily justify client costs

Whenever a member of your team works on a client-related task and logs their time, this will be listed on the Client Timeline. Useful if you ever need to justify costs to your client.

Additional notes

Add what you like

You can log any additional notes against your client, either for other staff to see or to keep more comprehensive records. Again these will be listed and time-stamped.

Read full spotlight article

If you have any feedback, do let us know at info@accountancymanager.com.

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The AM Team

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AccountancyManager Panel Discussion:
Hear From Keynote Speakers On Mental Health And The Effect On You And Your Business

Join AccountancyManager for our next panel discussion to hear from three keynote speakers on mental health and the effect on you and your business.

Join us for our latest AM panel discussion where we'll be discussing the importance of positive mental health. It has been well publicised that COVID-19 has impacted the economy, but what isn’t as apparent is the impact on people’s mental health. We’ll be joined by three excellent speakers who will give their insight on how mental health can affect the accounting industry.

Hear from Andy Salkeld as he talks about his life of two halves. Andy has enjoyed a successful career within the accounting industry, holding several senior roles within well known companies. The other side that is not as obvious is Andy’s struggles with mental health. Andy has struggled with depression, anxiety, stress and suicidal thoughts and learned a lot along the way. He has written a book 'Life is a four-letter word' which is a mental health survival guide for professionals.

Dr Helena Boschi is a psychologist who focuses on applied neuroscience in the workplace. Helena will cover the psychological legacies of lockdown and the impact of the pandemic on our thinking and decision-making, offering several practical strategies for dealing with the current situation. Helena’s book is called ‘Why we do what we do’ and offers brain science to non-scientists who are interested in understanding human behaviour and responses.

Author of Amazon Best Seller, ‘True Worth’, Vanessa Ugatti, helps accountants take charge and get paid what they’re really worth, while still managing a healthier work-life balance. If you were struggling to charge your true worth, pre-COVID, the problem is almost certainly more acute now. Whatever emotions you usually feel around this area have probably intensified, often without you even being aware of it, resulting in poor decision-making. Vanessa’s input will be critical for your hip pocket AND your well-being.

The session will be taking place at 1 pm on Tuesday 2nd June on Zoom and will once again be hosted by Rob Brown, host of the popular Accounting Influencers podcast.

Register here

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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AM bookkeepers'' demo. View online.

AccountancyManager for bookkeepers

Every week, thousands of bookkeepers across the UK and Ireland log in to AM to automate their admin and manage their team, clients and business. But what makes our multi-award winning onboarding and practice management software SO handy for bookkeepers?

Join us next week for an AM demo hosted exclusively for bookkeepers. We''ll show you around the system and highlight the specific features that will benefit you and your practice - including your bottom line.

Thursday 26th November, 11am.

Register via the link below to join us live or receive the recording.

Register here

We look forward to seeing you there,?

The AM Team

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New features, new articles and new events. View online

November update

The UK is working from home again. We''re here to keep your brain fired up, with new articles on company culture and the foundations of a new accountancy practice, new features, and some very exciting developments just around the corner. Watch this space!

This month''s new AM features

You asked, we listened.

QuickBooks integration

Our QuickBooks integration is LIVE! Users can sync client data between the systems, with invoicing to follow. Any updates you make to customers and clients will be reflected in the other respective software, saving time.

Set frequency of notifications for following up with prospects

You can now define when you should receive notifications based on your last contact with prospects. It''s another way to customise AM to suit your individual working style.

Got a question about our new features? Contact our friendly support team.

Contact us

QuickBooks invoice sync

We''re enhancing our QB integration even further, so that you can also sync invoices between the two softwares.

Our portal, your brand

Our white-labelled client portal is in the final stages of development, so that you can create a consistent customer journey that aligns with your brand.

Zapier integration

We''re teaming up with Zapier, to enable you to integrate AM with other great systems - like Practice Ignition.

Risk assessment form

We''re revising our risk assessment form ?- interrogated by former HMRC AML investigator, John Groves, to help guide you when creating risk assessments.

SMS and AML credits bundle

Our SMS and AML credits are already?priced as competitively as possible, but we know that a little help here and there can go a long way - especially during the busy season. So, we''re offering?500 text messages and 50 AML credits for just ?110 +VAT. This is a reduction on our offer last year of ?140 +VAT. The offer ends on 31st December.

To claim your bundle, login to AM and visit Settings > Credits Bundle.

Login

Choosing, using and proving your accounting technology

In the second and third instalments of our 3-part web series, AM''s James Byrne and Clarity CEO Aynsley Damery will dive into how you can maximise your use of accounting technology and prove an ROI. Special guests Helen Cockle, COO of Futrli and Oliver Cummings, Commercial Director at Capitalise will join respectively to bring unique insight.

19th November, 11am

26th November, 11am

Register here

Company culture and practice management foundations

Flick through our latest articles.

The A to M of culture and technology

Every business has a culture, whether it's been purposefully cultivated or not (and we're not talking about that thing in the office fridge). We've pulled out the key considerations of building a strong culture - and looked at what part technology plays.

Everything you need for your future, from the start

AM has been a big part of building many new practices from scratch. So why is practice management software not just a 'nice to have', but a crucial foundation for business success from the word go? We've brought together insights from ACCA, ICAEW and more.

Coming to a device near you

Check out the latest episodes of our podcast, AMintheAM - where we sit down with familiar faces across the industry for a mid-morning chat.

Aynsley Damery from Clarity

Aynsley Damery, CEO of Clarity, told us about his background as a practicing accountant, and journey to software company CEO. Aynsley ran an accountancy firm that promoted advisory services, and we discussed the pressures of running a firm and a business.

Listen via your preferred

podcast provider.

Listen here

Lucy Cohen from Mazuma

Lucy Cohen from Mazuma Accountants sat down with our very own Jon Stobart. They talked about how Lucy''s drive for efficiency has shaped her firm and client service, providing Covid-related advice, MTD, and whether or not to extend the SA deadline. Oh, and they also talked about power lifting.

Listen via your preferred

podcast provider.

Listen here

Get to know us

We grill members of the AM team on all the most essential issues... like food and music.

This month we caught up with Marcus Bellis, AM''s Sales Director. Marcus is our go-to for 'trickier' practices, and also has all the know-how on AML and risk assessments.

Hi Marcus!

What does lockdown look like for you?

It''s all about food - there are five of us in the house so meal times are super important. We make sure we all come together and I love to cook. I get the usual ''What''s for tea'' text around lunch time from the kids and that''s where the fun starts... five different opinions on what we should be eating!

How are you staying focussed?

I love listening to music so I try and take a bit of time to myself to either listen to some old stuff (last night was Duran Duran''s first album - because the 80''s was obviously the best decade for music), or see if there''s anything new, like the latest albums from Billie Eilish and Michael Kiwanuka. I also like to listen to the odd podcast - Rich Roll is my current obsession. Trying to find that ''me time'' no matter how short can really make your day.

Tell us something we might not know...

I used to manage a gym/squash club in Warwick where I even used to teach the odd spin class! I was pretty decent at long jump as a teenager (and last time I checked, I still held the school record). I''m partial to a drop of Spanish, Italian or Portuguese red wine on the odd occasion too.

Coffee-break reading fodder

Covid workload prompts calls for SA extension deadline

Insight for accountants: comparing your practice's marketing to your rivals

4 ways to cure your Self Assessment headache

If you have any feedback on your monthly update emails, do let us know at info@accountancymanager.com

?

Best wishes and stay safe,

?

The AM Team

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AM in practice. View online.

AM in Practice

This week, AM's Marcus Bellis caught up with Paul Cain, owner of Croydon-based practice Cain & Beer.

Cain & Beer

Paul has been using AM for two years. In fact, the same year he joined, he closed his offices and moved everyone home. A decision he's certainly been grateful for this year. We talked about giving your brain a break with automated task management, faster onboarding, and the benefits of our Xero integration.

"It''s given me a lot of time back, but I think the key thing here is it''s taken a massive weight off my shoulders."

Read full case study

Discover our features

Take a look back at our feature spotlight articles and find out how AM can help you organise your practice.

Feature spotlights

Are you an AM user and want to be involved?

Get in touch to tell us how you''re using AccountancyManager in your practice.

Best wishes,?

The AM Team

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Over the next few weeks, we''re shining a spotlight on the AM features that have been keeping our users on track while working from home - and could make your life easier too.

Messaging:

Efficient internal communication

Communication is fundamental to an efficient accountancy practice, but it can be tricky to maintain, especially when your team are working from home. In order to provide a professional service, everyone needs to be on the same page - particularly if multiple team members are working with the same client.

Good communication, wherever you are
You can send messages to colleagues through AM - either an individual, or a group - and messages can be attached to specific tasks and clients too. Any notification where a client is selected will appear on the Client Timeline.

How does it work?

Navigate to the bell in the top right corner of AM (here you can see all your notifications). If you click Send Notification, a box will appear with a few options, (see image). Enter the details and hit send. You can also make it urgent - it will then appear in a red box at the top of your colleague''s screen.

You can stay on top of your notifications with the new notification manager. There''s a full page view and additional filters and actions, including the option to archive in bulk. To access, head to your notification bell and click Manage Notifications.

Learn more

AccountancyManager is a cloud-based practice management solution that makes remote working easy. It''s ready to go straight out of the (digital) box, and we provide free ongoing support every step of the way.

Got a question? Our customer support team are available Monday to Friday via phone or email.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming digital events. View online.

Choosing, using and proving

your accountancy technology

Every week, thousands of practices start free trials of software (which is nice for us). But like you, we celebrate more powerful, longer-term results - like those clients that say 'AccountancyManager has transformed our practice', 'we save hours of time every week' or 'we couldn't be without it'.

So how do you go from that initial trial to clearly seeing the impact of new tech on your day-to-day life, business metrics, and client satisfaction?

Join our trio of 30-minute events in partnership with Clarity

We'll take a closer look at the three stages of implementing new software at your practice.?Clarity?CEO Aynsley Damery will co-host each discussion with James Byrne - CEO of AccountancyManager.

Choosing the right software for you.

Thurs 12th November, 11am

Maximising your software.

Thurs 19th November, 11am

Proving the ROI of software.

Thurs 26th November, 11am

Register here

The AccountancyManager podcast

Since launching our accountancy podcast, AMintheAM, we''ve had the opportunity to sit down for a mid-morning chat with key industry players, practice owners, and accounting aficionados. You can check out all of our latest episodes via the link below, and listen via your preferred podcast provider.

Listen here

We look forward to seeing you at one of our events soon,?

The AM Team

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New feature and spotlight on tasks. View online.

New feature: Target Dates

&

Spotlight on... Task Management

This week our spotlight comes with a brand new feature.?

Bookkeepers, you''ll like this one...

New feature:

Set your own Target Dates

Now, as well as external deadlines, you can set internal deadlines.
Take more control over your time by working towards a target date and give yourself some breathing space.

As with everything AccountancyManager, this feature can be automated... Default the target dates (per service) to be set X number of days after the ''period end'' or ''records received'' date. Alternatively, you can enter custom target dates.

Automated time management

Hit every deadline and track

progress across your team

Endless to-do lists. Constant re-prioritising. Everyone managing their time?

separately and following different processes. Sound familiar??

That's life without AccountancyManager.?

Plan your day around client deadlines

AccountancyManager pulls accounting period ends from Companies House for limited companies or for other types of clients, you enter the period ends and AM generates the deadline and tasks you need to do.

Automate your constant re-prioritisation?

Star which tasks need your immediate attention, see which are ready to complete, which have missing information, and how long you have until other upcoming deadlines.

See all task details and progress?

Each task in the task list shows the client it relates to, the staff member assigned, the deadline, target date and any progress. And crucially, how long you have until deadline day.?

Customise your experience to suit you

Filter and sort your task list to prioritise your work. You might move all tasks with deadlines in the next 30 days - that you've received the records for - to the top of your list, for example.

Make a task into a Workflow

There's something so satisfying in ticking items off a list, so give your tasks additional steps. They're easier to tackle and might be useful if you're training new staff remotely.

Read full spotlight article

If you have any feedback, do let us know at info@accountancymanager.com.

?

Best wishes,

The AM Team

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AM in practice. View online.

AM in Practice

For this week''s AM in Practice, we caught up with Johann Goree, founder and MD of Scotland-based firm JGBC. Johann used AM when he was a one-man-band a few years ago, but (gasp) cancelled his account.

JGBC

Johann now has a team of seven across two offices, and after a brief hiatus has returned, all guns blazing, to AccountancyManager.

We sat down with Johann and found out why he left AM, what he did in the meantime, and why - most importantly - he came back. From trialling multiple practice management systems to discovering the huge benefits of something as simple as target dates, it''s been a busy couple of years for JGBC.

"I think the software''s amazing... it''s an absolutely essential piece of kit."

Read full case study

Discover our features

Take a look back at our feature spotlight articles and find out how AM can help you organise your practice.

Feature spotlights

Are you an AM user and want to be involved?

Get in touch to tell us how you''re using AccountancyManager in your practice.

Best wishes,?

The AM Team

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Mental health survey

Hi,

It''s been an unusual and challenging year for accountants - both professionally, and personally. As we approach the end of the year, we want to check in on your mental health, to get a sense of how the industry has been feeling and to get real-world coping strategies that we can share industry-wide as we move through (hopefully) the final few months of this pandemic.

It''s a good opportunity for you to pause and self-reflect, as well as to help other accountants improve their mental health.

Please complete our anonymous survey via the link below.

Complete survey

Best wishes and stay safe,

The AM Team

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New features, new articles and new events. View online

A truckload of new releases

Summer''s here, but you''re likely as busy as ever. We''ve also been working hard, developing loads of new features to reduce your admin and hosting a wide range of digital events.

This month''s new AM features

You asked, we listened.

Set target dates

Now, as well as external deadlines, you can set internal deadlines for tasks - simply enable target dates in Account Settings. Take more control over your time and give yourself some breathing space.

Use multiple integrations

You can now use multiple integrations at once. For example, you can enable Xero and FreeAgent at the same time. Just navigate to Tools > Integrations, and integrate with them both.

Reallocate staff tasks

Now when changing the task assignment within the Client File, you''ll have the option to change all the existing tasks as well as any new ones being created.

Got a question about our new features?

Try searching the ''Need Help'' section within AM, or contact our friendly support team. You can also join our next feature request user group to suggest new features.

Contact us

Our portal, your brand

We''re giving you the option to change the client?portal?URL to match?your?practice''s website.

Risk assessment form

We''re revising our risk assessment form ?- interrogated by former HMRC AML investigator, John Groves, to help guide you when creating risk assessments.

Coming Monday:

Bring company credit checks in-house

We''re adding in-system company credit checks, making AM your one-stop-shop for onboarding new clients.

Automate your VAT payment reminders

Our automation is being enhanced even further to include automatic VAT payment reminders.

Avoid sending duplicate emails

When emailing all clients you''ll be able to remove duplicates at the click of a button, to ensure your clients don''t receive the same email twice.

We always welcome user feedback, so get in touch to share your ideas.

Contact us

James sits down with SocksUpSimon

A deep dive into leadership strategies, remote working and more.

AM CEO James Byrne sat down with Simon Chaplin for a thought-provoking session. They covered everything from the ups and downs of giving staff total flexibility to the best use of practice management software. Check it out below...

Self-care, neuroscience,

and a few lost sheep...

Flick through our latest articles.

We talk mosh pits, brain chemistry, self-worth and curry

We invited some of the brightest minds in mental health to join us for a panel discussion, and it didn''t disappoint. We talked about everything from depression and neuroscience to self-care and curry.

"I doubled my client base with AccountancyManager"

We caught up with Mark Francis of Francis Bookkeeping Solutions and discussed, among other things, opinionated mothers, IRIS OpenSpace and a few lost sheep...

Coming to a device near you

Upcoming digital events.

AM in the AM:

Our brand new podcast

Grab a coffee and tune in to our brand new podcast, AM in the AM - where Matt Flanagan of Appacus will join AM CEO James for a chat. Matt is a cloud accounting and technology specialist, who supports accountants in their transition to cloud accounting. You can watch live on Zoom?or listen later via your preferred podcast provider.

Tusday 28th July

10am

Register here

The importance of marketing in a post-covid world

We''ve gathered the experts for a panel discussion that will explore what marketing and branding small accountancy firms can do for themselves in a post-covid world. We''ll be joined by Phillipa Heynes, Founder of Insight 101, Mike Crook, Managing Director at PracticeWeb, Bal and Sam from Diamond Accounts.

Wednesday 5th August

1pm

Register here

What''s new in AM

and how to use it

Our Development Team are working hard behind-the-scenes to turn your feedback into a load of new features that help reduce your admin time to zero.?Seeing is believing - so join Rachel and Liston for a walk-through of all our new releases. Check out the features in action, and get a greater understanding of how they could work in your practice.

Tuesday 11th August

11am

Register here

Essential apps for your Digital Accountancy Practice

This year's sudden onset of remote working pushed accountancy practices to embrace cloud-based technology. But what does the?perfect?AppStack look like? Join AM's CEO James Byrne, Director of the Digital Accountancy Show Dan Cockerton, and accountancy practice D H Tuck owner Jim Borrill for a webinar exploring this question.

Wednesday 12th August

10am

Register here

Coffee-break reading fodder

Excellence in a crisis: Lessons learned during Covid-19

The CEO of Slack on adapting in response to a global crisis

As clients head into the ''new normal'' - are you ready to talk charitable giving?

If you have any feedback on your monthly update emails, the new AM features or our upcoming events, do let us know at info@accountancymanager.com

?

Best wishes and stay safe,

?

The AM Team

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Upcoming digital event. View online.

Event today:

James Byrne sits down with Paul Dunn

Calling all accountants in practice!

This morning Paul Dunn will be joining AccountancyManager''s CEO James Byrne for a one-of-a-kind event that will provide you with beneficial insight.

Paul is a four-time TEDx speaker, award-winning entrepreneur and master presenter. He''s received numerous honours for his work such as the Global Lifetime Achievement Award for Service to the Accounting Profession.?

?Paul will be joining James to discuss:

How to present your business in a totally new light that builds trust and creates new connections
How to connect in an entirely different and deeper way with existing and potential customers
How to unleash the power of small to build an amazing business in amazing times
Simple changes in articulation to dramatically change impressions, leading to lifts in revenue and profit
How to get a powerful new sense of purpose in your business and the startling difference it makes

The session is going to be thought-provoking and inspiring. Register below to join the event live or receive the recording.

11am today - see you there!

Register here

Best wishes,?

The AM Team

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At AM, we're juggling the challenges of working from home and adapting. We asked accountants how their lives have changed since coronavirus - check out the stats below.

We're listening intently to feedback and using it to keep evolving. We've got two feature updates, and we've just launched our Xero integration. Working hard behind the scenes, we're gaining traction with ongoing developments, so watch this space.

3...2...1...Xero:

Full, two-way integration now live

We pride ourselves on creating innovative solutions to streamline the admin involved in running an accountancy firm. Following a successful trial period we are delighted to announce that our Xero integration is now live for our users.

Pull all your client contact info from Xero through to AM
Create invoices once in AM and at the click of a button they''ll be in Xero
Mark invoices paid in AM and it''ll be reflected in Xero
Any client detail changes in Xero will update AM and vice versa

Find out more

Feature updates:

Onboard new clients even faster

Now, when you add a prospect to AM, you''ll get the option to kick-off a new onboarding workflow that automatically sets up a new task for you. This will ensure the AM task list is your one-stop-shop to do list, so you never miss a beat.

Manage notifications

The new notifications manager makes it easy to filter, sort and action any AM notifications. It''s just one of the ways we''re streamlining the admin involved in running an accountancy practice.

Stats & facts:

Accountants'' lives during coronavirus

We''re not the first to say it - the last two months will go down in history.

We started to spot some massive spikes in our usage data mid-way through March. So we dug a little deeper, asking our users how their lives have changed, what their main challenges have been and what has helped.

We grill long-time AM client

We sat down with one of our oldest clients (in terms of her use of AM, not her age...) - Lucy Drake, owner of Southampton-based practice Hassle Free Accounts and Tax. We spoke to Lucy about her practice and her experience of using AM to build her firm. Lucy didn't hold back, and had some good advice for anyone considering cloud-based practice management software.

Exclusive webinars

for accountants and bookkeepers

Our webinars are a great way to get a better understanding of how AM can streamline your accountancy admin, and make remote working work for your business.

We run them every Wednesday - sign up here.

Request 64-8 authorisations with ease

Did you know you can request a 64-8 for Self Assessment, Corporation Tax, PAYE and CIS through AccountancyManager? It''s especially useful at the moment if you''re filing to HMRC for Payroll for furloughed employees.

Liston''s tip of the month:

Track client profitability

Your highest paying clients aren''t always your most profitable. By using AM''s time-tracking feature, you can track staff costs against specific clients. This means you can see which jobs are most, and least, profitable. Helping you make business-critical decisions around pricing and efficiency.

Our Customer Support team is available Monday to Friday via phone and email: 01926 355 366 support@accountancymanager.co.uk

Best wishes and stay safe,

The AM Team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Spotlight on... Customisation

This week we''re taking a look at

one of the best things about AM - flexibility.

"We're often surprised by what our users create by using AM in their own way."

Rachel, Support Lead at AccountancyManager

Think of AM like play-doh. It may start off the same for everyone and work straight out of the ''box'', but with some personalisation, your system will be as unique as your practice.

Custom Tasks

Plan your day your way

AM will automatically create Tasks for you based on your clients'' accounting deadlines. You can also create your own Tasks, and these can be recurring or one-off.

Target Dates

Take control of your time

As well as external deadlines, set your own internal deadlines for all Tasks - either automatically or manually. So you can prepare early and get ahead.

Tempting Templates

...to use again and again

There are 40+ email Templates to use as they are, or edit to add your personal voice. You can also create and save your own Templates - for both emails and task breakdowns.

Portal branding & Custom Forms

A boost for you and

your clients

Your clients can log into their online portal through your website, branded with your logo and colours. You can also create Custom Forms for them to fill in online.

Custom Fields

Get to know your

clients better

Add your own Custom Fields to capture extra client information. For example, you might want to record which accounting software they use (Xero etc.) or if they''re on Direct Debit.

Default list views

Choose what you see

on log in

Pick your favourite default view of the Task List and your Client List. You can also save bookmarks of filtered sections of data to refer to anytime.

Read full spotlight article

If you have any feedback, do let us know at info@accountancymanager.com.

?

Best wishes,

The AM Team

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Feeling a bit wobbly?

Join leading minds in mental health

tomorrow at 1pm

Everyone has mental health. You, your family, your team. Join us as we discuss how to keep our minds healthy and help others reach a balance.

Although our speakers are from the accountancy industry, anyone is welcome. Feel free to invite your clients, suppliers - anyone you like.

Panel discussion:

Tuesday, June 2nd at 1pm

Your camera won''t be on and you don''t have to actively participate unless you''d like to.

(You can even use a fake name as long as your email address is real!)

Register here

Meet the panelists

Andy Salkeld

Andy has had a successful career in accountancy, holding several senior roles at Big 4 firms. Throughout this, he faced a long struggle with depression, anxiety, stress and suicidal thoughts. Andy's book 'Life is a four-letter word' has become a trusted survival guide for professionals.

Dr Helena Boschi

We saw Helena on a recent webinar and got in touch straight away. A psychologist specialising in applied neuroscience in the workplace, Helena will discuss the impact of the pandemic and offer practical strategies. Check out Helena’s book ‘Why we do what we do’ - brain science for non-scientists.

Vanessa Ugatti

Author of Amazon Best Seller, ‘True Worth’, Vanessa helps accountants take charge and get paid what they’re really worth - while managing a healthier work-life balance. Didn't think your mental health affects your finances? Think again. Vanessa’s insights will help your pocket and your well-being.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Over the next few weeks, we''re shining a spotlight on the AM features that have been keeping our users on track while working from home - and could make your life easier too.

Client portal:

A streamlined experience for you and your clients

Not being able to meet clients in person or get documentation and signatures from them is a challenge at the moment. That''s where the client portal comes in. Share documents and forms online - your client simply logs in through your website to read, e-sign, upload or download. It''s GDPR-compliant, can be branded with your company colours and logo, and also saves your clients from trawling through emails to find paperwork. Great for them, great for you.

Keep all documents in one place

All of your clients'' documents are stored and organised in one place to refer to and download.

Exchange and sign documents
If your client uploads something or signs a document, you''ll be sent an automatic notification to keep the ball rolling.

Update details anytime
Clients can update their details in the portal, and you''ll be notified, so everyone is kept in the loop.

Fill in forms online
Clients can enter all their info online, so no more printed checklists or temperamental Word docs.

Deadlines
A list of deadlines for the services you provide is available in the portal, so clients can check without having to ask you.

Document upload
Clients can drag and drop multiple documents to upload - handy if they need to get documents over to you quickly and securely.

Find out more, including a handy fact sheet to send to your clients.

Learn more

AccountancyManager is a cloud-based practice management solution that makes remote working easy. It''s ready to go straight out of the (digital) box, and we provide free ongoing support every step of the way.

Got a question? Our customer support team are available Monday to Friday via phone or email.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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View this email online.

Spotlight on... Templates

Over 40 email templates. Infinite ways to personalise them.

''There''s no need to spend time writing and rewriting emails - just tweak, click save, job''s done!''

Nevdish, AM Sales Team

Emails pre-written by a qualified accountant

Save valuable time with pre-written emails designed for your practice. All you need to do is check them over, tweak (if desired) and send.

Personalise emails for clients

Pulling data from your clients'' files, AM will automatically populate emails with any client-specific information you need to include.

Over 40 templates available

AM''s templates cover every possible automated email you need to send to your clients.

Create your own alternative templates and Client Variables

You can modify existing templates and save them for future use. If you create a Custom Field, this will also appear as a Client Variable.

Canned emails and messages

Make your automated emails more relevant to individual clients with canned messages. You can save paragraphs, or even entire emails, for later use.

Read full spotlight article

If you have any feedback, do let us know at info@accountancymanager.com.

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The AM Team

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3... 2... 1... Xero

Here at AccountancyManager we pride ourselves on creating innovative solutions and integrations to streamline the admin involved in running an accountancy firm.

Following a successful trial period we are now delighted to announce our Xero integration is live for our users.

What are the benefits?

Speed up your software set up...

Say you're already using Xero and want to introduce AccountancyManager to automate and track your practice's admin. With the integration, you can pull all your client contact information through from Xero to AM.

Double-entry is one thing. Entering the same data in two places is quite another.

Instead of creating invoices in two places, create them once in AccountancyManager and at the click of a button they'll be in Xero. When you receive payment, mark your invoices as paid in AM - and you'll see it reflected in Xero.

If you'd rather create your invoices in Xero that's no problem. You can send them over to AccountancyManager just as easily.

Same goes for client details. When your clients make changes to their personal or business details in Xero, the sync will update AccountancyManager.

Build invoices as you work and track client profitability

Using the time tracking feature in AccountancyManager, allows you to track the time you spend on any chargeable tasks for each client. So as you work, AM builds WIP in the background - ready to invoice at a moment's notice. Whether you create invoices in AM or in Xero, so long as you track your time you will be able to see how profitable each client is and where there might be untapped opportunities across your business.

Take 'Chase unpaid invoices' off your to-do list - forever

AccountancyManager excels at getting you what you need from your client in good time - be it accounts, signatures, details - or a paid invoice. Until you get what you need, AM will continue to send gentle, occasional nudges. (Or not-so-gentle, rather insistent requests - the content and frequency is entirely up to you.)

Everything in one place
Client info, your daily tasks & invoices

Sending your invoices from AM means they'll be added to your clients' timelines, along with every (deep breath): email, text and phone call between you and your client, documents sent and received and all tasks you complete for that client. This keeps all the documents you and your client share in one place - for quick reference on both sides - in your client's portal on AM.

Recurring invoices, invoices, invoices...

Finally, In terms of the integration adding new features to AccountancyManager, one of the most hotly anticipated among our users is recurring invoices. Now simply set them up as usual in Xero and they'll be sent from AM.

Contact our sales team today to sign up to a free 30-day trial.

Contact us

Best wishes,

The AM Team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Join our webinar with FreeAgent

This week we''re joining FreeAgent to discuss how automation can facilitate increased client engagement and retention while also improving practice efficiency.

Topics will include...

Client onboarding: from pricing and services to engagement workflow, learn how to create a seamless onboarding journey for your practice.
Managing client deadlines: how to proactively work with clients on key compliance activities.
The platform for advisory services: how automating the drudgery can enable the opportunity to go beyond compliance conversations.

When?

Wednesday 22nd April, 12pm

Where?

The comfort of your own home, of course.

Register your interest

Can''t make it?

Register anyway, and we''ll send you the recording afterwards to watch at a time that suits you.

What is AccountancyManager?

AccountancyManager is multi-award-winning CRM and practice management software - designed by accountants. Trusted by thousands of practices across the UK, AM automates all your most time-consuming tasks:

Onboard clients with ease
Remove the admin involved in running an accountancy practice
Deliver a better service to your clients
Save yourself time

Find out more

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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New features, new articles and new podcasts. View online.

Supporting you and your clients

People are returning to the office. You might be one of them, or you may be interested in using AM to run your practice remotely. Wherever you''re working, we''re here to support you; by releasing new features, updating our Help Centre and offering a free 30-day trial.

This month''s new AM features

You asked, we listened.

Bring company credit

checks in-house

You can now run company credit checks within AM, making it even easier to onboard new clients.

Automate your VAT

payment reminders

We''ve enhanced our automation even further to include automatic VAT payment reminders.

Avoid sending

duplicate emails

To ensure your clients don''t receive the same email twice, you can now remove duplicates at the click of a button.

Download your

documents in bulk

You can now download multiple documents at once, speeding up your internal processes and ensuring you have everything you need.

Got a question about our new features? Contact our friendly support team.

Contact us

Quickbooks integration

Our Quickbooks integration is in the final stages of development. Once live, users will be able to sync client data between the systems (invoicing to follow).

Bulk SMS

You''ll soon be able to send out mass SMS messages to your clients. Just another way AM reduces your admin.

European Anti-Money Laundering ID checks

We''re expanding the AML ID check capability to individuals in Europe.

Risk assessment form

We''re revising our risk assessment form ?- interrogated by former HMRC AML investigator, John Groves, to help guide you when creating risk assessments.

Our portal, your brand

We''re giving you the option to change the client?portal?URL to match?your?practice''s website.

International company

credit checks

Soon you''ll be able to undertake credit checks on international companies.

The importance of branding and marketing in a post-COVID world

We recently hosted a panel discussion examining the difference between personal and firm branding, and the marketing strategies you can implement to have a positive effect on your business. Check it out below.

Simple ways to organise your practice and save time

Flick through our latest articles.

A full history and audit trail

for every client

We''ve taken a deep dive into one of AM''s most popular features: the Client Timeline - where every interaction, change, document shared and time spent is recorded.

Automated client reminders - and new feature ''VAT reminders''

The whole point of AM is to take as much off your plate as possible, help you organise your practice and free up hours of time. One of the main ways AM saves time is with automated record requests and reminders.

Coming to a device near you

We''ve got two interesting podcasts for you to download this month including the latest episode of AMintheAM.

AMintheAM ft. Dan Richards

We''ve dived into the world of podcasts. Our CEO James has been sitting down for a mid-morning chat with key industry experts. Most recently, James was joined by Dan Richards from MyFirmsApp. Together they discussed the concept of the ''digital divide'' and what businesses can do to better support their clients during the COVID-19 pandemic. Check it out via your preferred podcast provider.

Listen here

Inside Warwickshire and Coventry ft. James Byrne

James was recently invited on to the ''Inside Coventry and Warwickshire'' podcast, to share the story of how he went from practising accountant with familiar frustrations to CEO of the UK''s leading onboarding and practice management software. It was an interesting dive into James'' background and the origin of AccountancyManager.

Listen here

Coffee-break reading fodder

New ?20m government grant covers accountancy fees

Adapt your business to the new reality

Remote teams or not, the role of the employer is changing

If you have any feedback on your monthly update emails, the new AM features or our upcoming events, do let us know at info@accountancymanager.com

?

Best wishes and stay safe,

?

The AM Team

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New features, new articles and new events. View online

It''s good to talk

Staying connected - with colleagues, clients, friends and family - is pandemic 101. This month we''ve dived into the world of webinars, connecting industry leaders, AM users and topical experts. We''ve also launched four new features, and have more digital events for you.

This month''s new AM features

You asked, we listened.

Add additional contacts to your client file

You''ll see a new tab in the Client File where you can add, update and remove additional contacts.

Folders added to client portal

If you''ve?arranged client documents into folders, this structure will be mirrored in the portal. Your clients can also create additional folders.

Easily access AML ID checks

We''ve added a button to each client file under Main or Secondary Contact that takes you straight to the AML ID check page.

In-system credit checks and cheaper AML credits

We've launched in-system credit checks for individuals. We''ve also reduced the price of our AML credits to as little as ?1.25.

Got a question about our new features?

Try searching the ''Need Help'' section within AM, or contact our friendly support team. You can also join our next feature request user group to suggest new features.

Contact us

Set target dates

We''re updating AM so you can have both internal and external deadlines, by adding target dates to your workflow.

Company credit checks

We''re adding in-system company credit checks too, making AM your one-stop-shop for onboarding new clients.

We always welcome user feedback, so get in touch to share your ideas.

Contact us

Check out our panel discussion

Three fascinating speakers, one essential topic: mental health.

Last month''s Mental Health Awareness Week inspired us to host a panel discussion on mental health and the effect on the accounting industry. We were joined by three excellent speakers and recorded the session, so if you''re looking for something interesting to watch this afternoon, look no further...

Remote working

and the digital future

Flick through our latest articles.

We probe practices on their WFH strategy

Despite webinars becoming the new marmite (some love'em, some - not so much), over 120 people joined us recently for our first panel discussion examining remote working strategies and surviving Covid-19.

The digital future is here. So what next?

If you haven't heard of Alternative Accountancy, look them up. We joined a few of their hangouts - discussions from the top 300 firms. A core topic has been how businesses will look after lockdown. But we should be looking much further ahead.

Coffee-break reading fodder

Staying sane and productive during the elongated tax season

Laughter will keep your team connected - even while you''re apart

Lockdown life - how have accountants resonded?

Coming to a device near you

Upcoming digital events.

A chat with

SocksUpSimon

AM CEO James Byrne sits down with SocksUpSimon of the Accountants' Mastermind for a thought-provoking discussion with plenty of practical advice.

Wednesday 24th June

1pm

Register here

Interactive demo with AppAdvisoryPlus

Join App Advisory Plus''?Will Farnell and?AM CEO James Byrne to discuss the benefits of using practice management software to support onboarding clients.

Tuesday 30th June

10am

Register here

If you have any feedback on your monthly update emails, the new AM features or our upcoming events, do let us know at info@accountancymanager.com

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Best wishes and stay safe,

?

The AM Team

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Spotlight on... Client Profitability

We''re taking a closer look at all the ways AccountancyManager

can help you run an efficient practice.

Wherever you happen to be.

Your highest paying clients aren''t always your most profitable. By using AM, you can track staff costs against client revenue. This means you can see which jobs are most, and least, profitable, helping you make business-critical decisions.

Identify your profits

Track the time your staff spend on any chargeable work with an hourly rate and an actual hourly cost to get powerful insight.

Use insights to plan ahead

Your AM data allows you to pinpoint areas of improvement, uncover opportunities and track the profitability of any new ventures.

What do I need to do??

To turn on client profitability, navigate to Settings > Account Settings > Hide Unrequired Features and untick Hide Profitability Section. It will then be visible under Tools - but only by staff members with full permissions. You''ll be able to see an overview of your profitability for the business and also per client, with the option to filter by manager and time period.

Read our full spotlight article

Got a question?
Our customer support team are available Monday to Friday via phone or email.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Over the next few weeks, we''re shining a spotlight on the useful AM features

that make remote working work for your business.

Custom forms:

Get the right info from clients - fast

As if you didn't have enough to deal with!

Today marks the deadline for submitting self assessment tax returns - for anyone claiming a coronavirus Self-employment Income Support Scheme grant. HMRC will use data on 2018-19 tax returns submitted by 23 April 2020 to identify those eligible.

Use custom forms to get info - fast

Instead of sending your clients a list of questions, a spreadsheet - or building forms from scratch in Word, AccountancyManager lets you build your own online forms. It's quick and easy to do and you can create different forms depending on your clients' circumstances.

This is useful when preparing self assessment tax returns. In fact, we've created a default self assessment checklist form to get you started, but you can customise it.

You get exactly the information you need, in a digital format, so no dodgy handwriting to decipher. And life is easier for your clients - which always makes you look good! Filling out the forms is like completing an online survey, much easier and quicker than having to edit a document with restrictive formatting or needing to print something out and scan it back in again.

Clients fill in their forms in their portal

AccountancyManager comes with a built-in document portal for each client, where you and your clients can securely share forms and other documents. Instead of emailing forms over - and risk them getting buried in a busy inbox - simply publish them to the portal.

Chase clients for late or incomplete forms

You'll get a notification in AccountancyManager when your client has filled in a form - or partly completed one. Then you can move on to your next task in preparing the submission. Until your clients complete their form, AM will continue to chase them with automated emails and/or texts.

Although these emails and texts are sent automatically, you have complete control over what they say and how often they go out. You set that all up first - just once - and AccountancyManager will do the rest.

Create and preview forms

To build, edit, view or delete custom forms, go to: Tools > Custom Forms. Here you''ll find a default Self Assessment form which you can customise.

Once you''ve asked your client to complete a form you can set up automated reminders that give them a friendly nudge if there''s any missing information. Simply navigate to Settings > Automation Settings > Uncompleted Custom Forms to set this up.

Learn more

Feature update:

Onboard new clients even faster

Now, when you add a prospect to AM, you''ll get the option to kick-off a new onboarding workflow that automatically sets up a new task for you. This will ensure the AM task list is your one-stop-shop to do list, so you never miss a beat.

What do I need to do?

Simply create a task breakdown template called "client onboarding", and it''ll be automatically applied to your new onboarding task. To create the template, navigate to Settings > Templates > New Template > Task Breakdown Template.

Can''t wait for our weekly feature-spotlight emails?
Try searching the ''Need Help?'' section within AM or get in touch with our friendly support team.

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Best Practice Accounting Firm Strategies for Remote Working & Client Service

Join AM and our users for a panel discussion on best practice for remote working and client service

Join us for a free webinar to hear first-hand from our users about how they have been keeping their business running during the COVID-19 crisis and how AccountancyManager has been helping with this.

AccountancyManager CEO, James Byrne, will be joined on the panel by Matthew McConnell from Certax Accounting and Jeff Neil from Move On Accountants to share best practice tips and what they've seen work for their business and their clients.

The session will be hosted by Rob Brown from Business Development Academy - an industry-leading business development adviser.

The session will be suitable for both current and non-users of AM as we will cover a range of topics such as; internal communication, client relationships, as well as reviewing some of the challenges we've faced and highlighting the most helpful AM features.

The panel is taking place on Wednesday 20th May, starting at 1pm for 30 minutes followed by questions.

Register here

For a short video summary about what to expect, please watch the 3 minute video with James and Rob here;

Best wishes,

The AM team

AccountancyManager

9 Smith Street, Warwick, CV34 4JA

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Upcoming AM events. View online.

Don''t miss your chance to join industry experts and thought leaders tomorrow as we discuss the importance of marketing and branding for your practice.

Panel discussion

The importance of marketing & branding in a post-covid world

What's the difference between personal and firm branding? And what marketing strategies can you implement to have a positive effect on your practice?

The larger firms have marketing departments and a sales team but what about the smaller firms? What marketing can they do themselves??Join us for a panel discussion exploring this with Phillipa Heynes, Founder of Insight 101, Mike Crook, Managing Director at PracticeWeb, and Bal Gora and Sam Patel from Diamond Accounts.

Weds 5th August

1pm

Register here

Webinar

Essential apps for your Digital Accountancy Practice

This year's sudden onset of remote working pushed accountancy practices to embrace cloud-based technology.

Some were reluctant, some enthusiastic, some already had it nailed - regardless, remaining the paper-based, meet-your-clients-in-person type simply hasn't been an option. This monumental kick up the behind to digitise has seen firms adopting multiple systems, in combinations that are as unique as their practices.

But what are the essential apps for your practice? Join AM's CEO James Byrne, Founder of the Digital Accountancy Show Dan Cockerton, and Jim Borrill, an accountant at D.H. Tuck & Co Accountants for a webinar and AccountancyManager demo exploring that question.

Weds 12th August

12pm

Register here

AM in the AM

Podcast with special guest

Dan Richards from MyFirmsApp

Tune in to our podcast, AM in the AM - where familiar faces from across the industry join AM CEO James Byrne for a morning chat.

Next up, James will be joined by Daniel Richards from MyFirmsApp; the first company to develop an App for accountants and bookkeepers. Dan is a renowned speaker and thought-leader and a leading expert on mobile and App technology. He understands the importance of connecting with clients digitally and meeting them where they are - on the home screens of their mobile.

You can watch the podcast recording live on Zoom or listen later by downloading the session from your preferred podcast provider.

Thurs 13th Aug

10 am

Register here

If you have any feedback, do let us know at info@accountancymanager.com.

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Best wishes,?

The AM Team

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2020 year in review. View online.

2020 at AM: Our year in numbers

This has certainly been a year none of us will forget, but we wanted to take a step back and try to remember it for what we've achieved too. It wasn't until we saw the numbers that we realised just how busy we've been. Not compared to you guys of course, but still.

Check out our full 2020 review via the link below.

Read it here

That''s it from us for 2020. As a reminder, our office shuts from 5:30 this evening until 9am on Monday 4th Jan. Should you need help during the festive period please use the ''Need Help'' button within AM, or send us an email and we''ll pick it up when we''re back.