PM Solution

Everything you need in one place.

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PM Solution is 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.
BTC Software
2002
United Kingdom
1 Industry
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Webinars

PM Solution Core Features

Accounting Practice Management

  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Reporting & Analytics
  • Task Management
  • Time Tracking

PM Solution Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • GBP (£)

Free Version

  • No

Payment Frequency

  • Monthly Payment
Vendor pricing page
  • 14 Days Trial

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