BTC Software Logo

Firm size

  • Small
  • Medium

Functionality

CRM, Custom tools, Docs, Plan, Payroll, Portal, Report, Workflow

Integration

BTCSoftware, Clear Books, FreeAgent, Kashflow, MyDocSafe, QB desk, QBO, Reckon One, VT+, Xero, CSV

Free trial

15 days

Pricing

From £441 / 30 returns

From £756 / unlimited

User reviews

4.8
(137 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Comprehensive functionality within an integrated tax/accounts/practice suite
  • “A very user friendly comprehensive piece of software at a competitive price”
  • Central client data hub with additional practice management features such as client assignment facility and automatic reminders
  • Authorised online filing of accounts with Companies House
  • Report designer for production and maintenance of standard letters
  • “Would like to see a full cloud version”... “and better integration with cloud apps”

Product screenshots

Click an image to enlarge

What BTCSoftware says

Founded in 1999, BTCSoftware’s mission is to develop feature-rich and cost-effective software products which makes life easier and more rewarding for accounting and legal professionals.

Our abiding ethos is that quality, practice grade software should never be expensive.

BTCSoftware is an award-winning independent software provider of business and personal self-assessment tax software for small to medium sized tax and accountancy practices and corporates. BTCSoftware believes that quality software need not be expensive, our self-assessment, corporation tax and practice management solutions combine great design and robust performance with exceptional value for money.

Roadmap

As part of our product development, BTCSoftware continues to work with the HMRC to ensure that all accounting needs are met for businesses. BTCSoftware have a close relationship with both accounting partners and bodies to ensure that all needs a met and problems are resolved before they occur.

What users say about BTCSoftware

Read user reviews

    Pros

  • “Decent price and good functionality”
  • A very user friendly comprehensive piece of software at a competitive price
  • Simple, but robust and precise
  • Ease of use
  • Integrates smoothly with csv files from bookkeeping software to produce accurate and up to date accounts for digital filing
  • Regular updates, good support team, ease of use

    Things you might change

  • “Would like to see a full cloud version...
  • “...and better integration with cloud apps”
  • “They need a Workflow Dashboard and they will be the best”

Functionality

4.8

    Pros

  • The integrated practice management suite allows me to link the individuals and their company together in one place
  • Integrates smoothly with csv files from bookkeeping software to produce accurate and up to date accounts for digital filing

    Things you might change

  • They need a Workflow Dashboard and they will be the best
  • Not so good for billing and time recording

Support

4.9

    Pros

  • Regular updates, good support team, ease of use
  • I have always been able to talk to and receive support for any issue I may have in an extremely timely manner
  • Prompt customer service
  • The team at BTCSoftware are very helpful. As a firm we feel that we matter to them
  • Helpful support

Ease of use

4.8

    Pros

  • A very user friendly comprehensive piece of software at a competitive price
  • It's easy to use
  • Simple to use and technically excellent
  • Very simple to use. Prompts and links to guidance speed up tasks

Value for money

4.8

    Pros

  • Decent price and good functionality
  • Fully integrated software at a value for money price
  • Does a lot for a relatively little amount of money
  • Easy to understand pricing and scalability

What AccountingWEB says

BTCSoftware’s practice management product - PM Solution - was added to its product portfolio in 2010 to supplement its tax and accounts production applications. The program has been very well received since then, consistently challenging TaxCalc for small practice management software awards. While both these rivals are still going head to head on compliance tools, the practice market has got a little more complicated with the arrival of cloud rivals such as Capium and Gbooks. Never one to shirk a technical challenge, BTCSoftware is revamping its product range in 2018 to cater for practices who want to go cloud, while continuing to maintain its existing range of desktop products. It’s a very interesting move to stay relevant as the profession shifts to more digital processes; if you are a small firm in the market for an all-in-one approach but not certain about your cloud transition plan yet, BTCSoftware would be worth contacting to pick up ideas about how to go about it.

User reviews (23)

About the reviews
Filter by
5
Partner, Less than £250k
7 June, 2018

What do you like?

Easy to use and reliable

What would you change?

Shame it does not link with our paperless office software.
5
MD/CEO/General Manager/Director, Less than £250k
7 June, 2018

What do you like?

Great all round program

What would you change?

Manual to be written
3.8
Bookkeeper/Accounts assistant/Clerk/Administrator, £250k-£499k
6 June, 2018

What do you like?

It is a system targeted at managing a busy accountancy practice, rather than a full blown CRM (which I have looked at but were just too complex and expensive for me to get my head around).

What would you change?

Again, the screens are a little dull and I would like some kind of simple workflow management.
3.8
Partner, Less than £250k
25 May, 2018

What do you like?

User friendliness.

What would you change?

Bring more functionalities and reporting structures and would streamline. At present services offered are scattered.
3.8
Sole Practitioner, Less than £250k
25 May, 2018

What do you like?

Integration of accounts and tax.

What would you change?

Being able to print out main client details as a front page for a physical file.

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