Fed up of chasing clients for information, organising tasks or managing staff? With MTD just around the corner and even more deadlines than ever before, James Byrne introduces AccountancyManager. A cloud-based CRM with workflow management, proposals, automated record requesting and tax payment reminders…
In 2010 I began working with my father, Alex Byrne, former HMRC senior district tax inspector, accountant and ‘In Easy Steps’ author of “Practical Accounts and Bookkeeping”.
Tasked with improving staff efficiency and increasing client intake, I became aware that onboarding and chasing clients for missing information along with managing my staff and their tasks was taking up a huge amount of time. It turns out, we weren’t the only ones, it’s a common frustration among many other accountancy firms too.
All about efficiency and dedicated to solving these problems, I realised it would require automated software. After researching the market, I was unable to find a suitable ‘out of the box’ solution that addressed all the issues in one place.
There was only one option, with a clear gap in the market we needed to build a complete
package. As coding was not my forte I approached a good friend and now business partner,
Alex Hawke (CTO), who was an experienced developer.
Drawing on our own experiences and developed within our accountancy practice, we embarked upon the journey of AccountancyManager. From onboarding new clients right through to managing the workflow, we came up with solutions to problems as they arose. With AM developing at such a fast rate, the decision to launch at Accountex was made.
The response from attendees was amazing. This was the software that everyone had been looking for. We realised then that this was the start of something special.
Following on from our first event, AM has gone from strength to strength. In October 2017, AM was Voted Number 1 Practice Management Software at the annual AccountingWEB Awards hosted by Countdown’s Rachel Riley. This was a massive achievement, competing against some of the most well established software companies in the accounting space.
What is AccountancyManager?
In its most basic form, it’s a web-based CRM, designed specifically for accountants, bookkeepers and payroll businesses. It’s been built to help you manage your clients, staff and workload.
Our mission statement is to provide a seamlessly integrated solution across multiple accounting
and filling software, with an aim to ‘reduce the administration time to zero’.
How does it work?
Preloaded with a variety of templates all you need to do to start using AM is import your clients using our simple Excel spreadsheet. Following this step, your task list is automatically generated for each individual staff member, nifty right?
Once your clients are in the system
and your tasks have been set up, AM syncs with Companies House to ensure accurate data. When you take on a new client you can use on-boarding features such as automatic proposals with letters of engagement, document sharing with E-signatures and more recently, digital AML ID checks.
Finally, all you need to do is turn on your automation settings to automatically chase and remind clients for records and missing information via email and SMS.
It’s that simple and to prove it, in just 12 months, over 1,000 accountants nationwide have implemented AccountancyManager in their practices.
Why is our CRM & Practice Management Tool Different?
Developed for accountants by accountants we created an ‘out of the box’ product with almost no set up time required. This, along with our simple, easy to use interface packed with automation features has set us aside from the competition. With multiple integrations now high up on the agenda, it won’t be long before AccountancyManager is rolled out globally.
Recent Feature Releases
Now well into 2018, we have more developments already released to our clients including –
• Xero Integration
• 64-8 Integration
• Automatic Tax Payment
• Automated SMS
• Cyber Security Certification • GDPR Compliance Audit
So, what do our customers have to say?
Edward Kirkby – Managing Director, Accounts Lab Ltd: “AccountancyManager has changed our practice. The ‘onboarding’ process of new clients has saved us hours and we no longer have to keep crude excel spreadsheets for tracking deadlines. We couldn’t recommend accountancy highly enough.”
Finlay – SAS Accountants:
“Before signing up with AccountancyManager, we hadn’t quite realised the magnitude of administrative work involved with running our rm. I spotted the AM advertisement on LinkedIn and instantly I was interested. With a simple dashboard, fast automation and easy to navigate portal, I can honestly say AM deliver everything they promise. Without AM we would be spending far too much time on things that now happen automatically. Plus, the AM team are fantastic, always on hand to assist and offer new solutions. It is fantastic as you always know this company is evolving, they ensure all customers are involved with their software progression and regularly send out polls to vote for our favourite additions. What’s best, the software is really well priced… we are accountants after all!”
Clare Doherty – TaxKings
“Signing up to AccountancyManager has been one of the best decisions our practice has ever made. After adapting generic CRM systems to the best of our abilities, AM has been a breath of fresh air and is improving week on week. The fact that the team
are friendly, helpful and willing to work with accountants and build a product to service real needs makes it an excellent investment for a minimal outlay.”
FIND OUT MORE…
Sneak Preview of 2018 Developments
During 2018 we will continue to work towards our mission statement. Some of the highlights you can look forward to are Companies House filings and integrations to include tax filing software, document storage and GoCardless payment processing.