The benefits of integrating with

ACCOUNTANCYMANAGER

Automatically update client details and task lists when a proposal is accepted thanks to this two-way integration.

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What is AccountancyManager?

AccountancyManager is a leading UK practice management software offering accountants a whole host of time-saving features 

  • Assure consistency throughout your practice with AccountancyManager’s sophisticated workflow automations
  • An efficient, all-in-one portal gives clarity for you and your clients 
  • Highly customisable to suit the specific needs of your practice to improve, not replace your current process
  • Easy profitability tracking feature enables you to make better business decisions

What are the benefits of the
GoProposal & AccountancyManager Integration?

This integration will allow you to sync client and proposal details between GoProposal and AccountancyManager – in both directions. 

ACCOUNTANCY MANAGER INTEGRATION

Update the client timeline

The proposal is saved to the client timeline so that it’s easily accessible by all team members. 

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ACCOUNTANCYMANAGER INTEGRATION

Seamless quoting process

Utilising the quick link between AccountancyManager and GoProposal users can select a prospect in either AccountancyManager or GoProposal and quickly create a proposal. When the proposal is accepted, services and fees are automatically updated in AccountancyManager.

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ACCOUNTANCY MANAGER INTEGRATION

Pull contact details through from AccountancyManager or create new contacts

When creating a proposal, users will be able to search for either a prospect or a client in AccountancyManager. Thanks to the two-way integration, if users want to create a prospect in GoProposal the client details will be synced with AccountancyManager, keeping data accurate and removing any duplication of data entry. 

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ACCOUNTANCYMANAGER INTEGRATION

Initiate workflows when proposals are accepted

Line Items in GoProposal are connected to services in AccountancyManager, meaning that when proposals are accepted the associate tasks are created within AM. 

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How Your Workflow Will Look With The AccountancyManager Integration

The GoProposal & AccountancyManager Integration isn’t about connecting two platforms, it’s about creating one seamless onboarding system for your firm with these deeply integrated, practice powerhouses.

How to Get Started with GoProposal & AccountancyManager

Getting started with GoProposal and AccountancyManager is simple and connecting the two platforms is fast because of our innate integration

#1 Setup your AccountancyManager account

Visit the AM website and get started with a free 30-day trial.

Signup for Accountancy Manager

#2 Connect Accountancy Manager to GoProposal

Enable the integration with AccountancyManager and follow the on-screen instructions.

 

#3 Link line items to services

Once connected you’ll need to link line items to the correct services in AccountancyManager

#4 You’re done. Produce a proposal.

And that’s it. Each time a proposal is accepted, the corresponding tasks will be triggered depending on the proposal type selected and the services picked.

"Time-saving is just the cherry on top

It’s making sure that everything which needs to happen for our clients, happens. Nothing falls through the net. ” Peter Watkins | Blue Penguin Accountants

Hear more stories from GoProposal members

READY TO GET STARTED?

Take the guesswork out of pricing & control your profitability

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