It’s adamantine to acquisition addition industry area bringing new audience onboard is such a massive headache. From amaranthine belletrist of engagement, accepting signatures and IDs to appointment AML checks and 64-8s. Abundant is enough. It’s time technology gave you a hand.
James Byrne was an accountant who capital added audience – and added time to absorb with those clients. But time-consuming and inefficient processes stood in his way.
I wouldn’t accept been able to abound as bound as I accept after the bland applicant onboarding account accomplished with AM.” – Lucy, Hassle Chargeless Accounts and Tax
One of the bigger problems? All the red band and abstracts admission of onboarding. So he and developer, Alex Hawke, created AccountancyManager. Here are aloof a few of the problems James faced and how AM now solves them for bags of practices.
Currently, you may go to Companies House for some capacity and ask your applicant for the rest. Then, manually admission the abstracts into all of your systems. This takes time you could be spending accepting to apperceive your new applicant – and carries a accident of animal error.
So, what if you didn’t accept to do it at all?
1. Pull capacity from Companies House
AccountancyManager is synced with Companies House. So in aloof one blast you can ample in your client’s capacity – as able-bodied as their accounting dates and deadlines.
I consistently use the Companies House sync. That’s brilliant. Straight away, bang, all the advice is in there, it pulls it all through.” – Anita, Tax and Financial
2. Let your audience admission their own info
Once you’ve created your applicant in AM and pulled through Companies House details, you can allure your applicant to their own Applicant Portal. Here, they can ample in the blow of their information.
It’s as accessible as putting in their name and address, sending the allure – and the applicant puts in all their advice for us. It makes activity a lot easier.”- Ben, Steele Financial
AM user Barry Adams makes addition acceptable point: “When a applicant can’t bethink a UTR, which is best clients, the actuality that they can put it into AccountancyManager [through their portal] rather than email it to us and we accept to ascribe it – it’s absolutely nice”
3. Populate your added systems through integrations with Xero, Sage, QuickBooks, FreeAgent, GoProposal and Zapier
You can actualize audience and accompany their capacity with any added software you use. You might need to set up a applicant in GoProposal and Xero for example. Instead of opening up anniversary of those systems, artlessly actuate the affiliation in AccountancyManager – job done.
If you’re already putting the applicant in AccountancyManager, you don’t appetite to be abacus it afresh in Xero. And that’s the adorableness of it.” – Charlotte, Future Cloud
Charlotte at Future Cloud loves the Xero integration. “We’ve affiliated AM to Xero because we use Xero for everything. Francesca will put the new applicant in AccountancyManager and it automatically puts it in Xero.
“When we set up our invoicing and repeating invoices in Xero, all of the client’s capacity are already in there. It cuts out that added step, but you don’t realise you charge it until it’s there. Aggregate amalgam is amazing.”
It’s aloof seamless. You get your applicant in, accelerate off that email adage ‘here’s your proposal, this is how you get on your aperture to assurance and accelerate your ID over’” – Donna, Accrual World Accounting Solutions
We asked Caroline Hocking, at Mona Accounting, why she capital AccountancyManager. “It was one of those canicule area I was accepting to address addition letter of engagement,” she said. “I had a Word arrangement area I could change details, but it’s the aggregate of time I was spending…
I’m an accountant, I appetite to be arena with numbers, not autograph absolutely continued belletrist of assurance and accomplishing admin work.” – Caroline, Mona Accountancy
“I was accepting all these new enquiries advancing up to tax division and I don’t accept time to absorb hours reviewing belletrist of assurance and authoritative abiding I’ve got the actual schedules in abode for the casework they need.”
AccountancyManager is congenital out of the aforementioned spreadsheets, Word abstracts and emails every accountant and bookkeeper creates and consistently edits. But AM takes abroad any repetition, adds in automation and links aggregate up.
I absolutely hated advancing belletrist of assurance in Word. Now it alone takes a few moments and I accept a far bigger acknowledgment from clients.” – Lucy, Hassle Chargeless Accounts and Tax
A acceptable archetype of this is belletrist of engagement. In AccountancyManager, there is one letter of assurance arrangement – that pulls in the appropriate sections and advice depending on the casework you’re providing.
Just the aggregate of time I adored – and didn’t accept to worry… brilliant. I ambition I’d taken it on earlier!” – Caroline, Mona Accountancy
Now, Caroline Hocking is abundant happier creating belletrist of engagement. “From that actual aboriginal instance of not accepting to address my letter of assurance – because I can beat the services, AM sends it out, the chump accepts the angle and does aggregate through the online portal… That was the moment I realised ‘this pays for itself’. Straight away, that pays for it.
In the antiquarian canicule of ‘bags of receipts’, you’d accept to accommodated your applicant in actuality to get and analysis their character abstracts and get signatures. This would add weeks to the process, afar to the alarm and bind you to alive aural a assertive radius.
Fast advanced and you ability accept a archetype of their ID and abstracts over email. This carries aegis risks and still agency you accept to organise abstracts yourself. You may be application addition software for AML checks (more abstracts entry, passwords and payments) and addition for e-signing. And conceivably addition for accident assessments…
Fast advanced afresh to back you accept AccountancyManager – and all these disparate elements are brought together.
Ben Thexton at TAC Accountants completes his absolute onboarding action through AM. “You can accelerate out proposals. I can get audience to assurance up to the aperture so all their abstracts are secure. We do the AML checks through AccountancyManager. Any specific accident assessments. We can administer for the tax abettor admission (64-8s) So we can do aggregate onboarding-wise with the audience through one allotment of software.”
You no best accept to pay for software to get bodies to assurance their assurance letter, they can do it through AM.” – Beth, 2 Sisters
Beth at 2 Sisters appreciates not accepting to carapace out for a abstracted allotment of software for e-signing. “Unless you’re physically still sending aggregate out on paper, the affairs are you’re apparently advantageous for some array of certificate administration arrangement as well. So why not wind all that into one with the Applicant Portal?”
Caroline Hocking has noticed that back you buy AML checks in aggregate through AM, they’re the cheapest on the market. “I acclimated to use Verify [for AML checks] and it’s finer the aforementioned thing, it aloof agency I’m not application abstracted software. And it’s cheaper because you’re affairs the credits in aggregate instead of advantageous for one analysis at a time. I like that the completed AML analysis is stored aural AccountancyManager, so it’s all there.
“I’ve started application the accident assessments as able-bodied because I’d consistently had those separate. I like that you can afresh upload things like the ID checks into the accident assessment. So again, it keeps it all in one place. Previously I would accept had altered files on my computer for a applicant with all the altered $.25 in it.”
Just like AML checks, you ability be application yet addition arrangement to abide your 64-8 abettor authorisations. At the accident of repeating ourselves…. you’ve estimated it, added abstracts entry, passwords and time.
These use advice you’ve already added to AM, so all you charge to do is abide the 64-8 appeal through AM. This sends the appeal to HMRC, afresh your applicant will accept their codes through the post.
We do all our 64-8s through AccountancyManager as well, which is aloof so abundant easier.” – Dominique, EP Tax
The all-inclusive majority of our users booty advantage of this, like Charlotte at Future Cloud. “We do the 64-8s through AccountancyManager. It’s affiliated to HMRC, so if you’ve got all of the capacity in, you can aloof columnist a button and it will accelerate the 64-8 appeal to HMRC. That’s absolutely good.
Something as axiological as 64-8s and accepting that right… it aloof proves that you’re for accountants.” – Aaron, Boffix
For Aaron Patrick at Boffix, it was 64-8s that clinched the deal. “I’ll consistently bethink watching an AM video and it said ‘you can get your 64-8s done automatically aloof by beat this one button, it’ll go off… That was back I thought, ‘OK, they apperceive what they’re doing, that’s the one!’.
Finally, you charge to breach the bad account to your new client’s bounden accountant. So off you go, acquisition the advice you charge and autograph addition email. Unless, that is, you accept AccountancyManager…
Every email you charge to accelerate your audience is already adored in AM, over 40 templates in fact. You can adapt these and personalise them application hundreds of altered variables. One of these email templates is able clearance.
Rachel Dale is Tax Director at ChadSan. “I use AM for sending able approval to antecedent accountants because I acquisition that abundantly easy. I acclimated to absorb ages drafting a letter PDF and adhering it to an email. It was a massive decay of time, back you can do it through AM, with a nice automatic email.”
I wasn’t assured how accessible it is to accelerate approval letters, with audience actuality able to ascribe their own data, that acutely saves us a lot of time.” Barry, Focus Accountancy
Charlotte at Future Cloud agrees. “Another affair we do through AccountancyManager is appeal able clearance. It automatically generates the arrangement that we can dabble with and afresh accelerate to the old accountants.”
It’s absolutely helped us bland out that process, we’re not accepting so abundant admin to do back we booty on new clients.” – Charlotte, Future Cloud
Try it all for yourself with a chargeless 30-day balloon of AM. Blast the button beneath to get started.
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