Client Manager is the central nervous system of our software; passing data between the various packages, and keeping the brain of the operation (that’s you) informed about everything that is going on.
We include Client Manager for free with all of our software, and take it further with Client Manager +, which gives you features to organise, measure and bill the work you do.
With Client Manager +, you get comprehensive deadline tracking, time & fees, reporting and communication tools to make it easier to run your practice and delight your clients, without it becoming a second job.
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
Track time, calculate fees and generate invoice reports, with comprehensive WIP reporting
Create clients, and the data is passed to Tax Professional, Corporation Tax, Trust Tax, Accounts Production, Accounts Plus and P11d automatically
CompanyView integration gives you access to a fully managed company secretarial service for an additional fee
Simple mail merge allows you to send letters to all of your clients easily, or use the powerful filtering to target specific clients
Find out exactly where you are up to with our powerful filtering and reporting tools
Microsoft Outlook emails are automatically captured and logged against client records *
* Requires Microsoft Office 2007 or 2010
£465 +VAT per year
We offer reduced cost licences for smaller client numbers:
- £125+VAT for 10 Clients
- £235+VAT for 25 Clients
- £350+VAT for 50 Clients