Implement a structure with set fees for your services and charge an hourly rate accordingly. Make sure to monitor the time your employees dedicate to tasks. With just a quick look, you have access to key financial metrics such as revenue, labour costs, hours, budget profit, and actual profit.

Receive notifications when a client uploads or signs a document, completes a form, or updates their details. Additional notifications consist of impending deadlines, newly assigned tasks, modifications to your tasks, and various others.

Keep an eye on user activity, monitor logins, and instantly track their ongoing tasks. Time management becomes effortless with our intuitive interface. Simply click the time icon to start, or add time as needed.

Develop email templates for each service - once. After this, our intuitively designed software will automatically send these messages at the optimal time to the appropriate clients. We have prepared some default templates for you to customise and make your own.

In addition to the standard fields and accountancy/bookkeeping services in the client file, you have the flexibility to create new fields and services whenever needed. Establish fees tailored to each client, choose portal features for individual clients, and design personalised forms.

Instead of sending spreadsheets or lists of questions to clients, create custom online forms for them to fill out. You receive precisely the information you require while ensuring your clients have a seamless and polished experience.

Our Client Timeline meticulously logs every email and text sent to clients, along with their responses. Summarise meetings or impromptu calls on the timeline and keep track of time spent.

Our pre-made templates cover a wide range of automated emails and texts for your clients. These encompass letters of engagement, all record requests, reminders, and many... many more.

By utilising your clients' period end dates and deadlines, AM will automatically create task lists for each team member. Set internal target dates and customise tasks for any non-compliance work.