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Brings with it all the features and functionality of SA Solution
together with a host of new features which make it the complete solution for the management of a practice’s clients, related data, files and work/task schedules. With PM Solution’s automatic reminders, you need never miss another deadline.
To see for yourself, click here to view our online demonstrations
Key features:
- All the features and functionality of SA Solution
- Users of CT Solution/CT Solution Express can now access and control corporation tax returns through PM Solution
- Authorised online filing of accounts with Companies House
- Significantly increased client data and practice management features
- Client assignment scheduling facility that can produce automatic reminders
- Report designer for production and maintenance of standard letters
Practice Management:
- Considerable expansion of client data areas to allow recording of comprehensive client permanent file information
- Key dates screen that provides a snapshot of future HMRC and Companies House compliance deadlines such as VAT returns, Corporation tax returns, Annual returns, Annual accounts filing, etc.
- Additional client data fields for monitoring money laundering checks, recording source of clients
- Digital documents (e.g. Excel spreadsheets, Word documents) can now be associated with clients for centralised access and management
- General notes facility for recording ad-hoc notes against specific clients
- Physical files can now be linked to clients for centralised tracking of clients files in physical storage (e.g. filing cabinets, archive)
- Event/task tracker – fully customisable with associated recurrence capability and reminder processing
- Report designer which allows standard letters to be created and amended; practice logos can be easily added
Easy to install:
- Simple install pack which can be used for network or standalone installations
- Interactive quick-start demonstration
- Simple transfer of client information from many existing personal tax and accounts production software applications
- Easy to follow user guide
- Free technical support
Your Peace of Mind
As with all of our products, PM Solution can be evaluated free of charge for a period of 30 days.
In addition, it is backed by our standard 60 day no quibble money back guarantee. If for any reason you don't want to keep the software just let us know and we'll refund your purchase price. That's a total of 90 days use without risk! Full details on our Purchase page.
Pricing
Existing users of SA Solution can upgrade to PM Solution for just £105. For new users, PM Solution (incorporating SA Solution)
is priced at just £520 for a multi-user, unlimited client, unlimited return system.
Please visit our How to Purchase page for full pricing details.
If you wish to purchase more than one product and would like to pay in instalments, please visit our Monthly Subscription page for details.
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