BTCSoftware PM Solution
Firm size
- Small
- Medium
- Large
Functionality
Integration
Free trial
Pricing
Pay for what you need. Modules priced from £75
Key Features
- Comprehensive functionality within an integrated tax/accounts/practice suite
- 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 and HMRC
- Report designer for production and maintenance of standard letters
- Integration with GDPR compliant e-signing solutions
- Links with BTCSoftware's tax and compliance modules to save time
Product screenshots
What BTCSoftware says
Designed around the requirements of the typical busy small and medium-sized practice, our Practice Management software PM Solution enables you to keep client work profitably on track and never miss another deadline.
Created with the input of accounting and legal professionals and tax practitioners, it has been praised for being simple and easy to use. Our customers say it is a highly effective and integrated one-stop resource for all their accounts production and tax filing.
Our 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.
Available as a standalone desktop installation or with optional cloud functionality.
What users say about BTCSoftware
Read user reviews- “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
Pros
- “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”
Things you might change
Functionality
- 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
Pros
- They need a Workflow Dashboard and they will be the best
- Not so good for billing and time recording
Things you might change
Support
- 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
Pros
Ease of use
- 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
Pros
Value for money
- 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
Pros
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.