Robust & 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 the input of accounting and legal professionals and tax practitioners, it has been praised for being simple and easy to use. Our customers say it is a highly effective and integrated one-stop resource for all their accounts production and tax filing.
Everything you need
in one place
Our Practice Management module works as a central hub that holds all your clients’ details and includes our Self-Assessment Solution module.
It looks after page one details, contact information, documentation, appointments and tasks, and it’s searchable and makes your life easier by integrating with tax returns, year-end accounts, and HMRC forms. That means there’s no need to enter the same data twice.
Practice Management
Key Features
Online Filing
Integrated for Individual Tax (SA100), Partnership Tax (SA800) and Trust Tax Returns (SA900) when used with SA Solution.
Corporation Tax Management
Integrated access and control of CT600 returns with authorised online filing of accounts with HMRC when used with CT Solution.
GDPR Compliant Data
Secure permanent client data area with search and export facility and password protectable records.
Event/Task Tracker
Event/task tracker – full customisation with recurrence-setting capability, reminder processing and export facility.
Key Dates Screen
A snapshot of clients’ future HMRC and Companies House compliance deadlines (eg VAT, annual accounts filing, and more).
Client Data Fields
For monitoring money laundering checks, marketing information, with general notes facility.
Digital Documents
Digital documents (e.g. Excel spreadsheets, Word documents) easily associated with clients for storage, centralised access and management.
Physical Files
Linked to the client for centralised tracking of clients’ files in physical storage, e.g. filing cabinets, archives.
Easy to install &
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:
Book a Free Demo
- Simple install pack for network or standalone installations
- Cloud installation via our technical team
- Useful quick start videos
- Simple transfer of standing data
- Easy-to-follow user guide
Practice Management
Purchase Options
Annual product licences include unlimited support, together with free software updates.
Want a free trial?
Practice Management is part of our Solution Suite. You can trial our Solution Suite free of charge for 15 days! Simply click below to sign up.
PM Solution 30
£441
30 Self-Assessment Returns
All Features Listed Above
Annual Licence
Full UK Support
2 Users
PM Solution
£756
Unlimited Self-Assessment Returns
All Features Listed Above
Annual Licence
Full UK Support
10 Users
