What can our Practice Management Solution do for your practice?

How can PM Solution help?

PM Solution makes compliance simple. Hold your clients’ information securely using the comprehensive Know Your Customer Tab, and record GDPR compliance and anti-money laundering checks securely against your clients’ details. You can quickly scan and attach documents directly through PM Solution to save administration time. Digital documents are managed within the Solution, which means you can attach documents and letters to each client. This provides centralised access for your teams and leads to a seamless client experience with no more hunting high and low for their important and relevant paperwork. Your clients’ data is held securely, with password protectable records.

Managing your daily practice workload is made simple with PM Solution’s integration with client tax returns, year-end accounts, VAT returns, and other HMRC forms like the 64-8. All your clients’ data is ready to complete compliance tasks, and PM Solution provides integrated online filing for Self-Assessment returns so there’s no need to switch between different systems. When used alongside Corporation Tax Solution you have full control over your clients’ CT600 returns, and iXBRL tagging is automatic.

Use the events and tasks tracking capability to easily manage your clients’ needs and their obligations, with reminders to help you keep on schedule for each client.

Your client letters are customisable using the straightforward report designer, allowing you to use your own design and layout for your standard letters. The ability to centrally manage the letters means you can make changes globally and update your master copies. This allows the report designer to pull through the individual client data when you generate letters, saving you time, every time.

Integration with MyDocSafe and Docusign means you can send documents and paperwork to your clients securely by email and maintain your GDPR compliance. When you need a client’s signature, you can use this integration to quickly and safely transmit the document electronically and request an electronic signature.