PM Solution

PM Solution is practice management software for accounting firms. It is designed around the needs of busy small and medium-sized practices that want to keep client work profitable and on schedule.

What PM Solution offers

• Client records — holds main details, contacts and links to officers or organisations.
• Documents and folders — client files kept in one secure place.
• Notes — records of conversations and background on each client.
• Appointments and tasks — scheduling to keep work moving.
• Deadline control — helps the practice avoid missing due dates.

Who it works with

Small and medium-sized accounting practices.

Key facts

• Module: the PM module acts as a central hub for client information
• Storage: all client details held in one secure place