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About AccountancyManager

Voted UK's #1 CRM and Practice Management Software, AccountancyManager saves you time by automating your admin:

  • Automatically generated task lists
  • Onboard clients instantly
  • Automate record requests and more
  • Share docs, get e-signatures and perform AML checks
  • Audit trail of communication and data changes
  • Track client profitability
  • Everything you need, wherever you are

"Two days of my week were spent on practice management. AM has reduced this to half a day." - Emma B

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