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Best regards,
happymassage.com Team
Dec 4, 2019
A year of new features, new people and awards!
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 digital events including AM at Digital Accountancy Week.
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 ofClarity, Oliver Cummings, Commercial Director at Capitalise and Andy Sullivan, Founder ofComplete HQAccountants 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 andClarity''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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Join AccountancyManager for our next panel discussion to hear from three keynote speakers on mental health and the effect on you and your business.
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 Juneon 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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Upcoming digital events. View online.
Using digital solutions to build your firm and advisory offering
It''s your final call to either join today''s event live or sign up to receive a recording.
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 ofClarity, Oliver Cummings, Commercial Director at Capitalise and Andy Sullivan, Founder ofComplete HQAccountants as they answer these questions and discuss how you can use digital solutions to build your firm and advisory offering.
6th October, 11am
Register here
Best wishes,?
The AM Team
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AM in practice. View online.
AM in Practice
Welcome to AM in Practice - your chance to see how other accountants, are using AccountancyManager in their business. We hear how users utilise AM to increase efficiency, organise their data and ultimately, save time. In this series, we''re sharing these stories with you so you can pick up valuable insight and best practice tips.
D H Tuck & Co
Jim Borrill at D H Tuck & Co recently joined us on a webinar hosted by Dan Cockerton of Digital Accountancy fame. The discussion centred around cloud software and the interactions between them. The following week, our Head of Sales, Marcus caught up with Jim as he took the hot seat for our latest AM in Practice.?
"We came across your stand at AccountEx and said ''Wow, this really is exactly what we need, this will work perfectly for us''"
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 about how you''re using AccountancyManager in your practice.
Best wishes,?
The AM Team
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Special offer. View online.
A helping hand
As we all head into a second national lockdown and the Self Assessment deadline gets closer, we know you''ve got a lot on your plate. With that in mind, we''ve put together two special offers to help you out.
3 months of AccountancyManager: FREE
When the first national lockdown was announced in March, we offered AM free for three months. Due to the unrivalled help that this previous offer gave accountants, we''re bringing it back. Plus, since then we''ve had a busy summer launching even more new features - including our two-wayintegration with QuickBooks.
Take AM for a three month spin, totally free
From 4th - 15th Nov practices can have their first three months FREE. That's a saving of ?39 +VAT per user, per month (for a total of ?140 per user over three months) and you can add as many as you like. The three months will end on the 4th Feb, and you''ll be billed on the 5th Feb.
As cloud-based software, AM keeps your team connected to each other - and your clients - wherever you happen to be. Work together, track time, share documents, hit every deadline and contact clients, all as if you were in the office. Freed from repetitive tasks, you can dedicate more time to giving your clients the increased level of support they need.
You''ll also be able toease the Self Assessment stress, with online SA forms for every type of client, automated record requests and reminders, online approvals and updates for your team, and tax payment reminders for your clients.
To claim your offer,email our friendly sales team orsign up onlinewith code: ''SA2021'' by 15th November.
SMS and AML credits bundle
At AccountancyManager, our pricing is very simple. Everything is included in your per user cost - all automation, emailing, document storage, client portal and support whenever you need it.
Pay as you go texts and AML credits
The only two things for which you 'pay as you go', are sending text messages and completing AML ID checks and credit screens in the system. While these are alreadypriced as competitively as possible, we like to shake things up with an offer every now and then. So, as an added benefit, if you sign up to AM you''ll also be eligible to receive our SMS and AML credits bundle offer.
Get 500 text messages and 50 AML credits for just ?110 +VAT
This offer saves you around ?40 and will end on the 31st Dec 2020. The offer is available to any AccountancyManager user including new clients joining us before Christmas.
Find out more
Best wishes and stay safe,?
The AM Team
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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 atPracticeWeb, and Bal Gora and Sam Patel fromDiamond 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 theDigital Accountancy ShowDan Cockerton, and Jim Borrill, an accountant atD.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 fromMyFirmsApp; 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 Zoomor 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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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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Join leading minds in mental health - tomorrow at 1pm
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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Monton Green Accountancy Ltd.
AM in practice. View online.
AM in Practice
Each week we sit down with one of our users to find out how they''re running their practice. This week we spoke to Carolyn Cullen from Monton Green Accountancy Ltd, and talked about her journey from KPMG to practice owner.
Monton Green Accountancy Ltd
Carolyn spent many years both in practice and in industry, before striking out on her own three years ago to find a better work life balance. Now, Monton Green Accountancy is going from strength to strength. Carolyn talked to us about organising her time, her response to the pandemic, and her love for all things automation in AM.
"...without AccountancyManager I''d be sobbing gently in the corner! I would''ve had to have stopped taking on clients much further back."
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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AM in practice. View online.
AM in practice
Welcome to AM in practice - our latest blog series that''s all about how firms just like yours are utilising AccountancyManager.in practice.
See what we did there? We're taking a look behind the scenes for valuable insight and best practice tips.
Diamond Outsourcing
We grilled Sam and Bal, Co-Founders of Diamond Outsourcing, about their experience of utilising multiple systems across two businesses to achieve growth - and how exactly AM fits into that.
They also shared how they streamlined their admin, increased efficiency and broadened their horizons.
"We've literally been more than doubling in size every year, as a group of companies.
We''ve more than doubled every year since 2016."
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 about how you''re using AccountancyManager in your practice.
Best wishes,?
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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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 contactour 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
?
Best wishes and stay safe,
?
The AM Team
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AM in practice. View online.
AM in Practice
This week's AM in Practice took an unexpected turn. Buhir Rafiq gave AM's Jonathan Stobart an in-depth tour of his practice management set up. It was a fantastic way to see how Total Books has evolved thanks to time saved by automation and the visibility of data.
Total Books
Buhir started Total Books 10 years ago. Since then, his practice has evolved from piles of receipts and a computer in his kids'' bedroom to being digitally streamlined.
Buhir talked us through templates, canned messages, automation, e-signing, risk assessments - and much more.
"We had an ICAEW audit, they came in and checked the whole risk section. they were really impressed with the way it was set up."
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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Our inaugural panel discussion, an AM case study and more
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 Accountingand Jeff Neil from Move On Accountantsas they share strategies and best practice tips for remote-working.
Rob Brown -founder of theBusiness 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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Maintain effective communication whilst working from home.
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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View online.
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 theirclients 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."
Read more
Best wishes,?
The AM Team
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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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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 Zoomor 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.
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Best wishes,?
The AM Team
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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? Contactour 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
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Best wishes and stay safe,
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The AM Team
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AccountancyManager launches new risk assessment process
Hello,
Working with our very own former HMRC AML investigator, John Groves, we''ve revised our risk assessment process.
The revised form offers significantly improved functionality so you can...
Create different revision versions to keep your assessment organised. All changes are date stamped should you need to review the information at a later date
See the client''s risk rating from anywhere on their client file with a tag next to their name
Generate reports to show how many clients fall into each risk category
Store documents relating to the Risk Assessment directly on the Risk Assessment
Set a member of Staff as the client''s Money Laundering Officer - they will receive Notifications when the Risk Assessment is updated
Set a date for the AML to be reviewed and a Task will automatically be generated
Sign up for a free 30-day trial of AccountancyManager to check it out.
Sign up
AML and risk: Inside the mind of an
HMRC Tax Investigator
HMRC is a notoriously impenetrable institution. So the opportunity to interrogate a former senior tax investigator was too good to pass up.
John Groves is kind of a big deal. A former senior HMRC tax investigator, he spent 45 years at HMRC and for a time headed up the Hidden Economies team within HMRC's Risk and Intelligence Service. John has also been a magistrate and spent an enlightening few months in Dover working with border force. John now works at an accountancy firm and advises the team at AccountancyManager on all things AML and risk.?
John emphasises the importance of being welcoming to new clients, while at the same time measuring the risks: for the client, for their company and for you - and understanding as much about their business as possible.
To read the full interview with John Groves, click below.
Read interview
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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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AM in practice. View online.
AM in Practice
Welcome to AM in Practice - your chance to see how other accountants are using AccountancyManager. We've spoken to a few long-term AM users recently. So this week, we're shifting our focus onto newcomers, with Yorkshire-based practice: SAS Senior Accounting Services.
SAS Senior Accounting Services
Image accreditation: Laura Mills Photography
Practice owner Samantha Senior opened her business 16 years ago. Since then she''s diversified into niche markets, tackled uniquely complex tax and accounting challenges, and witnessed the journey from bin bags to the cloud.
We sat down with her to talk flexible working, easy onboarding, and life during lockdown - plus how AM simplifies her practice management through periods of growth.
"It''s logical, it''s simple and it makes sense. That''s what you need when you''re busy and when you're growing as fast as we are."
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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Quick and simple onboarding, for you and your clients.
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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Get ready to unlock the power of AM.
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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Discover how to increase client engagement and retention while improving practice efficiency.
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 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 contactour 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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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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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.
?
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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Join us for our live webinars followed by Q&A
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 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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Join AM for a panel discussion on best practice for remote working and client service
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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Gather client info with custom forms, plus the feature update making onboarding faster
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 > CustomForms. 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 CustomForms 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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Share documents and forms online via the AM client portal.
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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See which jobs are most and least profitable.
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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View this email online.
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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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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4 ways to get invaluable, practice-wide visibility
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 viaphone or email.
Best wishes,
The AM team
AccountancyManager
9 Smith Street, Warwick, CV34 4JA
Unsubscribe - Unsubscribe Preferences
View this email online.
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.
?
Best wishes,
The AM Team
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ICB accreditation. View online.
ICB awards accreditation to AccountancyManager
In its commitment to support members, the ICB recommends trusted software products that meet rigorous criteria - including technical aspects, value for money and customer service.
We are proud to announce that AccountancyManager is now fully accredited by the ICB.
Highlights from the ICB report
As part of the accreditation process, an ICB member must evaluate the software and create a report. Putting AM through its paces was Sarah Douglas C.FICB at HouseTree Business Ltd - an accountancy and bookkeeping practice in Glasgow. You can find a few of the best bits from Sarah''s report below.
Anti-money laundering and risk
AM will check that the ID, Passport/Driving License numbers are real numbers. AM will also check the address against the electoral roll. AM will also do a PEPs and Sanctions check. Within AM there is a risk section in each client file. This is for you to ask questions about the company as to whether it is more or less likely to be used to launder money.
Practice admin - workflow, processes for your practice
Deadline Task dashboard and self-generating Task List
Client Timeline - sending emails and receiving emails all recorded
Set Target Dates - internal deadlines for tasks
Automated Emails - requesting records and chasing, remind clients to pay tax
Resources Tab - I find this extremely useful
Custom Forms - gives a professional image of your practice and your clients can complete online
SMS Texts: My favourite feature of AccountancyManager because the world has changed and clients now answer texts faster than emails
Integrations
If you choose AM, it will become the centre of your practice, and it must integrate with other software.
Xero: Two-way data sync, send recurring invoices
QuickBooks: Two-way data sync, two-way invoicing coming soon
FreeAgent: Sync data and client changes from FreeAgent to AM. See clients'' tax timeline profit and loss
Time tracking and profitability - invoicing and debtors
No matter what your choice of pricing, it is crucial that you know if a job is profitable - should you be charging more? AccountancyManager provides you with the data you need to make informed decisions.
...and finally, "AM looks after bookkeepers"
You can customise AM to be suitable for a bookkeeping practice. Switch on the bookkeeper practice type and you will have a dedicated Bookkeeping Details section.
Read Sarah''s full report via the link below.
Read report
Discounted price for ICB members
Find out how AM could benefit your bookkeeping practice, by taking it for a spin with a free 30-day trial and a discounted price for ICB members. To find out more about the ICB discount, please contact a member of our friendly sales team.
Start my free trial
Best wishes,?
The AM Team
You may unsubscribe or change your contact details at any time.
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