BTCSoftware’s Practice Management Solution is an award-winning software designed around the needs of a busy practice, providing a central hub to manage your clients’ details in one secure place. Our PM Solution grows with you from day one, freeing up time for you to focus on your practice and clients’ needs and making you more efficient and profitable.
How can PM Solution help?
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.