AccountancyManager

AccountancyManager

von AccountancyManager

Wer nutzt diese Software?

Accountants, Bookkeepers, Payroll Specialists, Tax Advisors and Auditors.

Durchschnittliche Bewertung

44 Bewertungen
  • Gesamt 4.8/5
  • Benutzerfreundlichkeit 4.7/5
  • Kundenservice 4.8/5
  • Funktionen 4.6/5
  • Preis-Leistungs-Verhältnis 4.6/5

Produktinformationen

  • Startpreis 50,00 $/Monat
  • Preisinformationen £39 per user, per month based on UK pricing.
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • AccountancyManager
  • https://www.accountancymanager.co.uk/
  • Gegründet 2017

Über AccountancyManager

AccountancyManager is an award-winning, time-saving practice management software

AccountancyManager Funktionen

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kundenmanagement
  • Kundenportal
  • Mitarbeiter-Management
  • Projektmanagement
  • Zeitverfolgung

Die hilfreichsten Reviews für AccountancyManager

Excellent practice management for small accountancy practice

Bewertet am 27.8.2019
Emma S.
Director
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Accountancy Manager has helped organise my practice. It keeps all information securely and allows clients to update/check their information anytime; assisting us to meet the GDPR requirements. The secure portal allows us to share information and obtain electronic signature, greatly reducing our postage costs. We’ve also noticed a better efficiency and improved cash flow thanks to a more streamline way of working.

Vorteile: Cloud access - I can check my tasks at work/home/on my mobile.
Easy search function
Good record of deadlines
Easy to use portal
Regular improvements and updates

Nachteile: Sometimes it can be hard to navigate the site. I think clients get confused with logging in to the portal from Accountancy Manager - would love an embedded log in for my own website.

Excellent system for keeping track in my practice

Bewertet am 27.8.2019
Jennifer W.
Director
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: This system has helped me to keep all of my clients and prospective clients details in one easy to reach place. I can now easily keep track of the number of hours I am spending on each client task and it has reduced the amount of chasing up I was previously having to do in order to get paperwork from clients. It has also really helped my practice in becoming GDPR compliant with regards to sharing documentation with them. My clients have also commented on how easy the registration process with my practice is now that I have implemented Accountancy Manager.

Vorteile: The amount of client information that you can enter including details of any communication that has occured is extremely useful. I really like the task list and the automatic reminders that can be sent out to clients for various pieces of missing information. I also like the time tracking features and the fact that it is GDPR compliant.

Nachteile: I found the initial setup quite difficult to get to grips with and trying to tailor each template that was in the system was quite labourious but has paid off in the long run. I don't like not being able to pause a task for when I have to take a telephone call.

Accountancy Manager Review

Bewertet am 27.8.2019
Darren S.
Director
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall AM is the best around in our opinion and we will not be looking at any other software in this field.

Vorteile: AM is very simple to use and easily understood. I like the fact that all the invoices and statements can be emailed out and a copy kept for our records. The money laundering section is also very good to have on record and the HMRC authentication is handy to use and saves time.

Nachteile: The only thing about AM that I would love see changed is that you cannot print all statements at once as it only allows individually at the minute

Review

Bewertet am 28.8.2019
Baljit T.
Practice Director
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Our experience has been positive with AM but there are still a few features that need to be added.

Vorteile: The software is easy to set up and is user friendly.
You can save all your deadlines, references and customer information in one place.
Keep track of all outstanding tasks.
Send mass emails easily.

Nachteile: There are many areas that need developing eg adding budgeted hours against a client, mass documents to be attached when sending an email, uploaded documents to be saved all together, folders to be created to structure uploaded documents, exporting outstanding tasks, customised drop down boxes for short description on time log.

Sole practitioners

Bewertet am 27.8.2019
Emma B.
Owner
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: As a single person practice, 2 days of my week was spent on practice management, Accountancy manager has reduced this to 1/2 a day, but more importantly it has freed up my brain to concentrate on accounting.

Vorteile: Because there is so many areas of Practice and client manager that this software offers, it is a one stop shop.
The tasks part has eliminated 4 hours per year of spreadsheet manipulation to produce tasks list for self assessment etc. and the progress of each task can updated so i always know where i am up to.
The recording of time on client tasks, that moves easily into invoicing is brilliant.
The information that is held on the system, for each client, makes form filling in easy, and with this being a safe area to hold information on, i sleep better at night.
The automatic email system frees up so much of my time, and ensures my client are bringing in their books in earlier than they used to.
The other area i like is the way the software developers are open to new ideas, they develop and add areas to the software regally, the support is outstanding with extremely quick replies and well explained remedies.

Nachteile: I would like the cost of additional users to be lower

Lies weitere Bewertungen