PM Solution

United Kingdom HQFounded 2002

Deployment

Web-basedWindows

Best for

Large

Overview

About PM Solution

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.

At a glance

Software information

Industries served, licensing and the support PM Solution provides.

Industries

  • Accounting

Licensing

  • Open Source
  • Monthly Payment
  • Free trial

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Webinars
Languages (1)
English
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Capabilities

PM Solution features

The full feature set, grouped by module.

Accounting Practice Management Software

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

Plans

PM Solution pricing

Free Version
No
Payment Frequency
Monthly Payment
Preferred Currency
GBP (£)
Free Trial
14 Days

Media

Screenshots & video

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