PM Solution & PM Solution 30
The “go to” products for most newcomers to BTCSoftware
Designed around the requirements of the typical busy SME practice and with input of numerous practitioners (which still continues as the product evolves); accessible and easy to use, PM Solution keeps everything profitably on track and ensures you will never miss another deadline.
- Incorporates all the features and functionality of SA Solution (our self assessment software) including unlimited Individual Tax (SA100), Partnership Tax (SA800) and Trust Tax Returns (SA900) with online filing as standard.
- Access & control of CT600 returns via our corporation tax software – CT Solutions
- Authorised online filing of accounts with Companies House
- Significantly increased client data and practice management features over SA Solution
- Client assignment scheduling facility to produce automatic reminders
- Report designer for production and maintenance of standard letters
- Concurrent users – up to 10 for PM Solution & up to 2 for PM 30
Accounting Practice Management:
- Permanent client data area with search & export facility & password protectable records
- Key dates screen giving a snapshot of future HMRC and Companies House compliance deadlines for VAT, Corporation tax & Annual returns, Annual accounts filing, etc.
- Client data fields for monitoring money laundering checks, marketing information, etc.
- Digital documents (e.g. Excel spreadsheets, Word documents) associated with clients for centralised access and management
- General notes facility for recording ad-hoc information against specific clients’ records
- Physical files 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, reminder processing & export facility
- Report designer for creation/amendment of standard letters with practice logos included
- Automatic time logging & reporting of system activities at event, client & user level
- Customisable tracking of time and effort expended per client (and per user) as a measure of practice efficiency & profitability
Easy to install:
PM Solution practice management software is simple to install for network or standalone installations, including:
- 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
PM Solution 30
The entry-level solution for start-up firms and smaller practices
We have also produced an entry-level Practice Management solution for firms that are just setting up or for those with a small number of clients moving from the Government Gateway. PM Solution 30 allows for the production of up to 30 Self Assessment tax returns per tax year made up of any combination of Individual, Partnership or Trust tax returns. Please note, that when combined with CT Solution, PM Solution 30 also allows you to complete an unlimited number of Corporation Tax returns.
Your complete Peace of Mind
As with all of our products, PM Solution and PM Solution 30 can be evaluated free of charge for a period of 15 days. Start your free practice management software trial below.