Practice Manager

Practice Manager is the hub of your practice. It helps to plan, track, manage and control staff, clients, jobs and communications. Practice Manager is feature rich and is available at three levels including company secretarial functionality as an option.

The basic package is free to use and installs with every copy of Accountants’ Suite, providing functionality to create clients, basic Companies House data checks and submit 64-8 forms to HMRC.

  • Practice Manager (full version) – Adds comprehensive deadline tracking, timesheets, reporting and communication tools to make it easier to run your practice and delight your clients, without it becoming a second job.
  • Company Secretarial – Available on its own or as an add-on to the practice management functionality, the company secretarial functionality gives you everything you need for Companies House administration.

Features

Track the conversations you have with your clients, however they take place (phone, email, letter, in person)

Submit 64-8 forms online

Straightforward document management

Powerful scheduling and task management, however big your team is

Create staff grades; assign multiple charge-out rates per grade

Track time, calculate fees and generate invoice reports.

Comprehensive WIP reporting

IRIS OpenSpace integration

Create clients and the data is shared with Personal Tax, Corporation Tax, Trust Tax, Accounts Production, Accounts Plus and P11D automatically

Deadline tracking

Mail merge with Microsoft Word*

Microsoft Outlook emails are automatically captured and logged against client records*

Find out exactly where you are up to with our powerful filtering and reporting tools

* Requires Microsoft Office 2007 or higher. Installed versions only.

Pricing

£569 per year + VAT

Unlimited Clients

We offer reduced cost licences for smaller client numbers.

Moving to Keytime

Switching software supplier is usually accompanied by a chorus of claims about how “all your data will come across”.

We don’t make that claim; while we can typically bring across the standing data, the only promise we make is this:

We’ll bring across what we can

Support

Available by phone, email and online

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