PM Solution

Robust and Reliable Practice Management software to take your firm to the next level

With full Self-Assessment built in.

Never miss another deadline

Designed around the requirements of the typical busy small and medium-sized practice, our practice management software PM Solution enables you to keep client work profitably on track and never miss another deadline.

Created with input of accounting and legal professionals and tax practitioners, it has been praised for being simple and easy to use. Many say it is a highly effective/integrated one-stop resource for all their accounts production and tax filing.

Practice Management – The Heart of BTCSoftware’s Solution Centre

Our Practice Management module works as a central hub that holds all your clients’ details (such as, page one details, contact information, associations with officers/organisations, client folders and documents, client notes, appointments and tasks) in one secure place and includes our Self-Assessment Solution functionality.

It means you can can relax knowing that you never have to search long and hard for client information – it’s readily available to you when you need it.

PM Solution is a one stop solution in that it integrates with your clients’ tax returns, year end accounts, VAT returns, other HMRC forms like 64-8. This means you’ll never have to enter the same data twice.

Not only does BTCSoftware’s PM solution save you time, it gives you powerful tools to conduct your daily business profitably and efficiently. It also helps your practice fulfil your GDPR commitments.

 Key Features

  • Integrated online filing for Individual Tax (SA100), Partnership Tax (SA800) and Trust Tax Returns (SA900)
  • Integrated corporation tax management – access and control of CT600 returns *
  • Authorised online filing of accounts with Companies House *
  • Secure permanent client data area with search and export facility and password protectable records
  • Client assignment scheduling facility to produce automatic reminders
  • General notes facility for recording ad-hoc information against specific clients’ records
  • Event/task tracker – full customisation with recurrence-setting capability, reminder processing and export facility.
  • Report designer for the customisation, production and maintenance of standard client letters
  • Key dates screen giving a snapshot of clients’ future HMRC and Companies House compliance deadlines (eg VAT, Corporation Tax, Annual accounts filing, etc.)
  • Client data fields for monitoring money laundering checks, marketing information, etc.
  • Digital documents (e.g. Excel spreadsheets, Word documents) easily associated with clients for storage, centralised access and management
  • Physical files linked to client for centralised tracking of clients files in physical storage, e.g. filing, cabinets, archive.

* Corporation Tax filing requires CT Solution – Companies House filing requires AP Solution

Easy to install and free unlimited technical support

PM Solution practice management software is simple to install for network or standalone installations and is also available in a cloud-based option.

Installation includes:

  • An interactive quick-start demonstration
  • Simple transfer of client information from many existing personal tax and accounts production software applications
  • An easy to follow user guide
  • Free technical support whenever you need it

Get Started – Purchase Options

Annual product licenses include unlimited support, together with free software updates.

  • PM Solution
    • All Features Listed Above
    • Annual License
    • Full UK Support
    • Unlimited Returns in all 3 categories
    • Up to 10 concurrent users
  • PM Solution 30
    • All Features Listed Above
    • Annual License
    • Full UK Support
    • 30 Returns across all 3 categories
    • Up to 2 concurrent users

Monthly terms are available when two or more Solutions are purchased

Please call our Sales team on 0345 241 5030

 Developed to work seamlessly with your accountancy software.

Together with many other bookkeeping & accounting packages.

Free Trial

Try our software free for 15 days with our compliments

Contact Us

Do you need assistance? Why not send us an email and we’ll get back to you asap.