Lori Neal

AccountancyManager

AccountancyManager is a practice management software developed exclusively for accountants by accountants. Our system Automates everyday tasks, using email and SMS, from requesting client records to online filing codes. Built from real world experience (from over 20 years working in accountancy firms), it's a system built to manage your clients, staff and workload, reducing administration time to practically zero. • Workflow, Time and cost management – automatically create and manage tasks and workflows ensuring deadlines are never missed. Track time spent and work in progress for accurate invoicing. • Organise new prospects – generate and send quotes whilst still talking to the prospect. Clients sign up via their personal online portal eliminating the need to send and receive paperwork. Generate prompts to chase your prospects, increasing your conversion rates. • Companies House Integration - auto-fill company information to reduce human error and receive notifications when filings are made. • SMS text sending & Email integration – communicate with clients via text message and email within the system.