BTCSoftware

PM Solution


Who Uses This Software?

BTCSoftware PM Solution is perfect for accountants who need their software to handle their client work and deadlines with ease.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • BTCSoftware
  • www.btcsoftware.co.uk
  • Founded 1999
  • United Kingdom

About PM Solution

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. Our PM module works as a central hub that holds all your clients details (such as page one details, contact information, associations with officers/organisations, client folders and documents, client notes, appointments and tasks) in one secure place.


PM Solution Features

  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking

PM Solution Reviews


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