AccountancyManager

Automate your admin and onboard clients with ease.
Built by accountants, for accountants.

AccountancyManager screenshot

The UK and Ireland's leading practice management solution

award-winning practice management solution

Key features

Full feature list

Automated client emails

Automatically chase records and tax payments from your clients by email and text.

Automated Client Emails and Texts

Automated onboarding

Automate your entire onboarding process from professional clearance to proposals & LoE.

Automated Onboarding

Task management

Manage your time effectively with workflow templates and automatically generated task lists.

Task Management

Client portal

Share documents and request e-signatures through the online client portal.

Client Portal

Client timeline

Access the client timeline / audit trail for a full history of client correspondence and interactions.

Client Timeline

Time tracking

Monitor productivity, generate invoices from work in progress and track profitability.

Time Tracking

AccountancyManager integrations

AccountancyManager integrations

The Bright blog

How to introduce your clients and team to technology

How to introduce your clients and team to technology

You discover a piece of software, excitedly tell your team and clients about it. Now everyone’s using it and thanking you for excellent foresight… if only. Here, discover how AM users have risen to the challenge of digital transformation and won.

Whoop! You’ve just joined AM. What are your next steps?

Whoop! You’ve just joined AM. What are your next steps?

On your free trial of AccountancyManager, we recommend trying out every feature. Once you officially join, it’s all about gradually introducing features. Here, discover how other AM users approached AM adoption.

New: File CS01s through AccountancyManager

New: File CS01s through AccountancyManager

Now, instead of opening up Companies House, finding the right codes, entering client information, and paying – simply complete the whole CS01 process in AccountancyManager. Here, discover how it works.

Trusted by 2,000 accounting practices and growing

How Bright products work together

AccountancyManager & BrightPay

AccountancyManager and BrightPay logosFind out more

AccountancyManager & Surf Accounts Production

AccountancyManager and Surf Accounts Production logosFind out more

Why wait to automate your admin?