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Practice Management Software

Put BTCSoftware’s Practice Management Core at the heart of your software

Core Practice Management
for BTCSoftware’s Solutions

Try it for free

Never miss another deadline

Designed around the client management requirements of accountants in practice, our Practice Management software means you keep client work profitably on track and never miss another compliance deadline.

Created for effective working with input from accounting and tax practitioners, as well as legal professionals, our practice management software has been praised for being simple and easy to use. Our customers say it’s an effective and integrated one-stop resource that powers all their accounts production and tax filing compliance work.

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Practice management software provides the features you need,
in one place

Our Practice Management module works as a central hub that holds all your clients’ details so you save time when moving between our Accounts Production, Corporation Tax and Self-Assessment software. For accountants, that means there’s no need to enter the same data twice.
Store page one details, contact information, documentation, appointments and tasks, and use the search functions to make your life easier with our practice management software. The software will also help stay on-track with key date reminders and comprehensive client and tax reports.

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Practice Management Software
Key Features

Drive online filing to Companies House and HMRC

Use Practice Management Software to drive your Self Assessment Tax Returns, Corporation Tax, Accounts Production and more

Corporation Tax Management

Integrated access and control of CT600 returns with authorised online filing of accounts with HMRC when used with our Corporation Tax software

GDPR Compliant Data

Secure permanent client data area with search and export facility and password protectable records with our practice management software.

Event/Task Tracker

Event/task tracker – full customisation with recurrence-setting capability, reminder processing and export facility.

Key Dates Screen

The software shows 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 Management

The practice management software also enables digital documents (e.g. Excel spreadsheets, Word documents) to be easily associated with clients for storage, centralised access and management.

Manage Physical Files

Our software can link to the client for centralised tracking of clients’ files in physical storage, e.g. filing cabinets, archives.

BTC Software Easy to get started & free unlimited technical support

Easy to install software &
free unlimited technical support

BTCSoftware is simple to install for network or standalone installations and is also available in a cloud-based option. Please find more information about the software below.

Installation includes:

  • Simple software install pack for network or standalone installations
  • Cloud installation via our technical team
  • Useful quick start software videos
  • Simple transfer of standing data
  • Telephone and email technical support
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Practice Management Core
Purchase Options

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

Want a free trial?

Practice Management Core is available to trial, free of charge for 7 days! Simply click below to sign up.

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Practice Management Core

£INC

Included FOC

All Features Listed Above

Annual Licence

Full UK Support

Use with AP, CT, SA, and more

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