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, it has been praised for being simple and easy to use. Our customers say it’s an effective and integrated one-stop resource for all their accounts production and tax filing compliance work.
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.
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 – 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 (e.g. Excel spreadsheets, Word documents) easily associated with clients for storage, centralised access and management.
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.
- 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
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.
All Features Listed Above
Full UK Support