The workflows in Accountancy Manager are brilliant I always know where I am at with every client and can add notes to each work stage and all the client information is at my fingertips. Automation is amazing within the software so sending letters of engagement and client reminders is a breeze and saves you loads of time every week. The online document approval system allows you to send clients documents securely on the cloud for them to approve electronically so no need to post any documents. You can also do AML checks and credit checks within the software which saves even more time, all at the click of a button. Review collected by and hosted on G2.com.

Nothing. I wish they did more accountancy software as I would certainly use it. Review collected by and hosted on G2.com.

Allows us to manage tasks making sure nothing gets missed and that the both myself and teamnwork effectively bith in office and remotely. Support have always been great. Integrates wellnwith Xero for billing. Customers love portal and quick signature of accounts. Review collected by and hosted on G2.com.

I often share a task tona team member once completed it goes to next year but doesn't return to my task list even though i am client manager. Would love a facility to bull allocate tasks rather than going into each task. Review collected by and hosted on G2.com.

Having a one stop shop for practice management. I know what work I have to start on, where things are at in the pipeline and who has been in touch and needs a reply. Review collected by and hosted on G2.com.

Some features can be improved, but the product is always being developed and improved. Two way integration with MS Outlook would be really great and is set to be integrated later this year. Review collected by and hosted on G2.com.

Ease of use, great features employees learn easily Review collected by and hosted on G2.com.

installation process needs work please do that Review collected by and hosted on G2.com.

This helps me organise my clients with all the data required for HMRC, it to hand when calling. Review collected by and hosted on G2.com.

The software covers everything I use, the downside is paying per user instead of one cost for practice. Review collected by and hosted on G2.com.

The amount of time saved no longer doing repetitive chasing for information tasks more than justifies the product all on its own.

I also love the automated task list generator. It has saved us having multiple spreadsheets that are all out of date. Review collected by and hosted on G2.com.

The ONLY flaw in the product in my opinion is that it's not that great a CRM for marketing / leads. I almost feel like we need a separate system for this. Review collected by and hosted on G2.com.

Two key areas: task manager and client info Review collected by and hosted on G2.com.

It does not have the fields we ould like for charities. having interaction with the charity commission would be fantastic! Review collected by and hosted on G2.com.

It's really hard to tell. Nothing is straightforward in this software Review collected by and hosted on G2.com.

It is really frustrating trying to do anything on Brightpay. Everything you need to do seems to be a mission and you need to scavenge through the software to be able to do it. Every time I need to do something related to an employee I have to reach out to my accountant to ask how to do it and very often I still won't be able to do what I need to do Review collected by and hosted on G2.com.