Bright

Pros

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

Cons

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.

Pros

I signed up to a trial with Accountancy Manager after a failed attempt to get another practice management software sorted for my practice. I had a 1on1 meeting to go through the software and for me to ask questions. They send you weekly tasks with short videos to complete. There are software setups and short videos in the actual software that you can rewatch if not sure and their amazing support team and my account manager have been brilliant helping me with any questions. It has saved me so much time, I am able to apply for authorisation from HMRC from within the software, I can get documents signed, clients can send me documents through a more secure means than just emails. Being able to email multiple clients at a time with news or information is a time saver. Tracking if the client has seen an email is a great addition too.

Cons

The worse bit for me was setting up the templates or adjusting them. As i am with ICB, there are certain paragraphs that I needed in there and i had to do it manually and check each template which took its time.

Pros

very helpful clear instructions in a friendly way

Cons

N/A nothing to complain about product and service always outstanding

Pros

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.

Cons

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.

Pros

I have tried and tested quite a few software before I came across Accountancy manager. One had a client database but required extensive work to set up tasks, especially those that are requiring, preset specific templates, another had some features that were required in Practice (i.e. Letters of engagement), but not others, so in fact, my practice and tasks were managed across 3-4 CMR's and client management software, that in combination served my practice management needs. AM was revolutionary, for it had all of the features I wanted and needed in one software.

Cons

I find filters bit cumbersome. Guess it's a very low price to pay.