An integration to drive practice efficiency: AccountancyManager

As the economic and operational consequences of Covid-19 begin to set in, you may be looking at ways to maximise your practice efficiency. One potential solution is the option to integrate your FreeAgent dashboard with award-winning customer relationship management (CRM) and practice management software, AccountancyManager.

Designed by accountants, AccountancyManager can help save you time in every aspect of your practice. Here are some of the most helpful AccountancyManager features:

Self-generating task lists

When you record a client service, AccountancyManager generates a task list that you can then edit if required. If you recorded a CT600 against a client record, for example, AccountancyManager would generate a CT600 key task list. All tasks can be easily sorted in the software based on the client, task type, the task’s progress and the deadline.

Send and manage emails

By using AccountancyManager’s email templates, you can save time normally spent drafting emails. You can also create templates with ‘client variables’ - smart sections of the email that change dynamically based on the client.

All email communications are saved in Accountancy Manager’s ‘Client Timeline’, allowing any member of the team to easily check up on a client’s service history.

Send proposals in just a few clicks

For new clients, proposals can be generated and sent from AccountancyManager so they can securely sign the proposal digitally with an e-signature. This makes for a smooth onboarding process for both you and your clients.

Integrate AccountancyManager with FreeAgent

With the integration of these two systems, your practice can combine the powerful features of AccountancyManager with your rich client data from FreeAgent. One of the benefits of this integration is that you don’t have to spend hours keeping two systems up to date. AccountancyManager simply pulls up-to-date client details like phone numbers, email addresses and financial information such as VAT numbers and accounting periods straight from FreeAgent. This also reduces the need for manual input and the risk of human error.

How to set up the integration

In AccountancyManager, click the 'Tools' tab on the top navigation and select 'Integrations'.

You’ll then see the option to integrate with FreeAgent. This will prompt you to log in to your FreeAgent dashboard. You can then begin to sync your contacts into AccountancyManager.