How AccountancyManager and
Surf Accounts Production work together
AccountancyManager and Surf Accounts Production can be used side by side to minimise the admin involved in running a successful accountancy practice.
AccountancyManager and Surf Accounts Production
Surf Accounts Production and AccountancyManager are cloud-based software solutions that minimise the admin involved in running a successful accountancy practice.
Use the systems side by side to streamline your processes and lighten your workload, capitalising on AccountancyManager's administrative features and using Surf Accounts Production to complete all the bookkeeping and year-end work your clients require.
Manage your bookkeeping and year-end tasks
You can access the task list in AccountancyManager to see all the accounting tasks across your firm. For example, you can set up a workflow for bookkeeping, another for accounts production and another for client communications. Each task shows the client it relates to, who is responsible, the filing/internal deadline and any progress.
As tasks are completed in Surf Accounts Production, they can be marked as complete in AccountancyManager, allowing you to see what has been finalised, what is still in progress, and what has yet to be started. Once a task is completed in AccountancyManager, the deadlines automatically move to the next period. It’s a simple way to stay organised.
Automate your record requests
When you need records from your clients to produce their accounts in Surf Accounts Production, you can automate the client communications process with AccountancyManager.
Create email templates for each service (just once) and then AccountancyManager will send these at the right time, to the right clients. When a task reaches its period end date, AccountancyManager will send the automatic record request for that service. And later, a tax payment reminder.
The system will keep sending reminder emails at your prescribed frequency. Then, once you've got what you need, just update your workflow in AccountancyManager to say you've received the information and pop over to Surf Accounts Production to complete all your bookkeeping and year-end work.
Ensure your invoices are correct
When managing your clients' books or producing their financial statements in Surf Accounts Production, it is easy to lose track of time or forget an expense incurred. Log the time and resources your team spend on each task and project within AccountancyManager, ensuring all billable hours and expenses are recorded. The total costs can then be pulled directly into your invoices, which can be sent to your clients from within AccountancyManager.
