From XU Magazine, 
Issue 19

Meet: AccountancyManager

Award Winning CRM & Practice Management Software

Work smarter with AccountancyManager, from automating record requests to sending professional clearance; time consuming tasks you could and should be automating. We cover it all below, as well as a little insight into our up and coming Xero integration…
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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AccountancyManager was built by accountants for accountants and bookkeepers, aiming to reduce administration time to zero. How? By automating mundane tasks and generating powerful workflows, freeing up your precious time to spend growing the business or alternatively, holidays!

On average, accounting firms using AccountancyManager save 3 hours of administration time, per client, per year. This is achieved due to our time saving features and rethought processes, a few of which are as follows:

Reinventing the client onboarding process

Terms of business, letters of engagement and professional clearance can all be sent automatically by AccountancyManager. With a built in and white labelled client portal they can be instantly sent and signed, making the process painless!

Anti-Money Laundering Checks

Checking IDs has been made simple, clients can upload their own ID to the GDPR compliant client portal. Upon receipt, you can effortlessly perform an electronic anti-money laundering check which will then be stored against the client’s file.

HMRC 64-8 Agent Authorisation

Our HMRC integration allows users to apply for agent authorisation with the click of a button. Combined with an automated email, it’ll also chase for the code until received.

Chasing Missing Information & Record Requests

AccountancyManager will automatically send emails chasing for records in anticipation for you to begin work. Job done! If upon review of the records it turns out the client forgot something important, you can update the task to ‘Part records received’ kicking off a whole new automated process, requesting the additional documents.

These are just a few of the automation processes AccountancyManager has successfully revolutionised and a fraction of what the software has to offer!

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