PM Solution & PM Solution 30

The “go to” products for most newcomers to BTCSoftware

  • PM Solution

    PM Solution

    Multi-user. Permits an unlimited number of individual, partnership and trust tax returns.

    £655 pa + vat

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.

Key features:

  • 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

  • PM Solution 30

    PM Solution 30

    Up to 2 concurrent users. Permits up to 30 individual, partnership or trust tax returns.

    £385 pa + vat

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.

  • Free Evaluation Suite

    Free Evaluation Suite

    Try our software for free for 15 days with our compliments

  • Testimonials

    BTCSoftware products are really great! So much better than the much more expensive product I used to use. My team all find them so user-friendly. Their support is exceptional and it’s truly amazing value for money

    Stephen Paul, Valued Accountancy Services

  • Free Evaluation

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    Four key benefits of working with BTCSoftware

    1

    Great support from people who care about you and your practice

    2

    Low, fixed prices that won't increase dramatically

    3

    Simple, intuitive and easy to use software that will see you up and running in no time

    4

    No 'ladder' pricing that penalises you for being successful