AccountancyManager

AccountancyManager is practice management and client relationship software for accountancy firms. It aims to cut routine administration by generating work lists and handling client requests automatically.

What AccountancyManager offers

• Task lists — generated automatically for each client.
• Client onboarding — new clients can be taken on quickly.
• Record requests — chasing information is automated.
• Document sharing — files can be shared and e-signatures collected.
• AML checks — anti-money-laundering verification inside the system.
• Audit trail — logs communication and data changes.
• Profitability tracking — shows how much each client earns the firm.

Who it works with

Accountancy practices, mostly in the UK. A customer quote on the stored listing says practice management time fell from two days a week to half a day.