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AccountancyManager

AccountancyManager RFP (Request for Proposal) questions

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  1. RFP Questions about General Company Information for AccountancyManager

  2. Who will serve as the primary 052B contact for this RFP?

    someone from infuiltive

  3. Who will serve as the primary AccountancyManager contact for this RFP?

  4. Who will serve as the primary 052B contact for this RFP?

    052B.

  5. Please provide a company overview for AccountancyManager.

    AccountancyManager is a practice management software developed exclusively for accountants by accountants. Automate everyday tasks, using email and SMS, from requesting client records to online →

  6. Where is AccountancyManager located?

    The offices from AccountancyManager are located in Warwick (England)

  7. How long has AccountancyManager been in business?

  8. Please provide AccountancyManager’s mission and/or vision statement.

  9. Describe the AccountancyManager company structure. (Private, public, partnership, etc)

  10. How many full-time, part-time and contract employees does AccountancyManager have? (Please provide breakdown)

  11. What awards or recognition has AccountancyManager received in the last three years?

  12. Is AccountancyManager affiliated with any industry or professional associations?

  13. What licenses or certifications does AccountancyManager hold?

  14. Please provide a product or service overview and description.

  15. Customer RFP Questions for AccountancyManager

  16. How many customers does AccountancyManager currently serve?

  17. Please provide contact information for three customer references for AccountancyManager.

  18. AccountancyManager Competitors RFP Questions

  19. Why should we work with AccountancyManager instead of one of your competitors?

  20. Are there alternative solutions that could better meet our needs?

  21. Functionality and Deliverables RFP Questions for AccountancyManager

  22. Provide a sample timeline for a standard implementation.

  23. What self-service reporting tools are available to us?

  24. What integrations are available?

  25. When are updates and enhancements delivered to customers?

  26. How often are projects completed on time and within budget?

  27. What action, participation or documentation is required from an organization to ensure timely implementation?

  28. Experience and Approach Questions for AccountancyManager

  29. Please provide any relevant case studies.

  30. What resources will be dedicated to a project?

  31. How often will you report about progress and results?

  32. What technology do you leverage to ensure excellent customer communication and experience?

  33. Provide a list of the standard report options, what each includes and available formats.

  34. How are usage and performance reports provided?

  35. What KPIs does AccountancyManager track and report?

  36. Customer Success RFP Questions for AccountancyManager

  37. On average, how long does implementation take?

  38. What is required from a customer to ensure success?

  39. Do you have a change management process?

  40. Do you conduct quarterly business reviews with customers?

  41. How do you provide updates, track progress and ensure our success?

  42. Please provide a list of self-service tools or resources that are available after onboarding.

  43. How do you manage customer requests, complaints, concerns and feedback?

  44. ​​Do you use in-house or outsourced resources for customer support?

  45. Pricing RFP Questions for AccountancyManager

  46. What are the itemized one-time, startup costs and recurring annual/monthly costs?

  47. What limits are imposed upon users, training hours, professional services and data storage?

  48. At what level do you provide volume discounts?

  49. Risk Management RFP Questions for AccountancyManager

  50. Share statistics about technology stability/reliability and down times.

  51. How often does the company update and test the continuity and preparedness plans?

  52. Data Security RFP Questions for AccountancyManager

  53. Is AccountancyManager ISO certified?

  54. Describe how security vulnerabilities are identified and mitigated.

  55. Have you experienced downtime in the last two years? If so, how long were customers impacted?

  56. Sustainability RFP Questions for AccountancyManager

  57. Do you have a corporate responsibility policy? If so, please provide it.

  58. What sustainability accreditations and certifications do you hold?

  59. How can we partner with you to enhance environmental sustainability in our mutual supply chain?

  60. Do you use renewable energy?

  61. Do you enforce a supplier code of conduct? If so, please provide it.

  62. Diversity and Inclusion RFP Questions for AccountancyManager

  63. Please provide any current diversity certifications.

  64. What percentage of senior leadership is women or minorities?

  65. Have there been any claims of sexual or general harassment, misconduct or discrimination in the last 5 years? Please provide details, if so.

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