PMS CRM replaces the spreadsheets, scattered inboxes, and disconnected tools with one practice management system so you see team capacity in real time, protect fixed-fee margins with tracked time, and run every MTD cycle without manual chasing.
UK accounting firms face a convergence of regulatory, operational, and human capital pressures that existing software was not built to handle. These are quantifiable drains on capacity, margins, and your team.
MTD for Income Tax Self Assessment becomes mandatory from 6 April 2026. The first quarterly update is due by 7 August 2026. Every affected SA client needs a new quarterly workflow operational within weeks, not months. The firms that have this systemised before April will run their first cycle calmly. The firms that do not will manage it the way they always have: manually, reactively, and at the cost of something else.
Fully aligned with UK GDPR. ICO registered.
All data encrypted at rest and in transit.
Control what each role sees, edits, and deletes.
London. Automatic backups on schedule.
150+ SA clients, each needing quarterly reminders and document collection. PMS CRM auto-creates recurring compliance tasks, sends automated reminders through the client portal, and shows filing status on a single dashboard.
Automated workflow triggers contract, AML/KYC tasks, portal access, and first invoice setup. What previously took 30 days now completes in under a week.
Every task gets a time entry. Project billing reports compare actual time against agreed fees. Scope conversations backed by data, not gut feeling.
Every email, portal message, ticket, and file upload sits on one timeline per client. Any team member picks up where another left off. No "only Sarah knows" risk.
We were running January submissions on a shared Google Sheet colour-coded, formulas breaking every other week. We moved the SA workflow into PMS CRM in early October, and by January the recurring tasks were just there. My PM said she got back about eight or nine hours a week. It was not seamless on day one but by week three it was running itself.
Within two months of tracking time per engagement, we identified three clients consuming 40% more hours than their fixed fees covered. We renegotiated two and let go of the third and freed up capacity for better work. We finally had the numbers to have that conversation.
Honestly, the main reason we switched was pricing. Our previous system had gone up twice in a year and we were paying for modules nobody used. PMS CRM costs us less than half, and we actually use everything. The onboarding was straightforward we were running jobs within the first week.
This does not include margin recovered from scope tracking, faster onboarding revenue, or reduced tool spend. The 15-minute saving is conservative.
Every partner we speak to has the same concern: "What if this breaks something near a filing deadline?" It is a reasonable concern. Here is how we have designed the process to make it unreasonable to keep worrying about:
| What You Are Worried About | What Actually Happens |
|---|---|
| "Our data will get lost in migration" | You import client records via CSV. Your existing systems stay running. Nothing is deleted, overwritten, or forced. PMS CRM runs alongside your current tools until you are confident. |
| "My team will not use it" | We run separate training sessions for partners, practice managers, and junior staff. All sessions are recorded permanently for new hires. If adoption stalls, your named account manager works with you to resolve it. |
| "We will get locked in and prices will go up" | No contract. No exit fee. Group-based pricing is published and does not change based on usage. You will never open an email telling you your bill has doubled. |
| "It will break near a deadline" | Your named account manager knows the UK compliance calendar. They are available during January, April, and July filing periods. They understand what "two weeks before SA deadline" actually means. |
| "We have been burned before" | So have most firms using PMS CRM. That is why we built transparent pricing, included support in every plan, and made the trial a full working month with no credit card. The only way to judge is to use it on real work. |
The risk calculation: Staying on your current system is not "safe." It is a known cost £70,000/year in document chasing, 4.2 hours/week in tool switching, and zero visibility into team capacity or engagement profitability. The question is not whether switching carries risk. It is whether the risk of switching is greater than the compounding cost of staying.
No credit card required. No forced migration. Your existing systems stay running alongside for the full trial.
The firms growing advisory services are not the ones with the best advisors. They are the ones whose advisors are not buried in compliance admin.
PMS CRM does not teach your team to advise. It removes the operational weight that prevents them from doing so.
A typical per-user tool charges £35–£45 per person per month. For a 12-person firm, that is £5,040–£6,480/yr. PMS CRM Scale plan (up to 20 staff): £4,999/yr launch offer. Support, training, and a named account manager included.
| Per-User Tool (12 staff) | PMS CRM Scale (up to 20 staff) | |
|---|---|---|
| Annual cost (launch offer) | £5,040–£6,480 | £4,999 |
| 13th staff member | +£420–£540/yr | £0 |
| Support | Ticketed, often offshore | Named UK account manager |
| Training | Help articles or chargeable | Live sessions + recordings |
| Your annual saving | £41–£1,481 |
Workflow-first design built around UK compliance cycles. Group-based pricing, not per-user. Support included in every plan. No forced version migrations. Built specifically for 5–50 staff UK accounting firms.
Yes. Recurring tasks auto-generate quarterly compliance jobs. The client portal handles document collection. A live dashboard tracks filing status no spreadsheet required.
Full access to your chosen plan for one month. No credit card. Use real client data. Walk away if it does not fit no questions asked.
Anytime. Adding staff within your current tier costs nothing extra. Upgrade or downgrade with no penalties.
UK-hosted (London). AES-256 encryption at rest and in transit. Role-based access control. Automatic backups. Fully GDPR compliant and ICO registered.
Per-user pricing is a billing model designed to scale revenue for the vendor, not value for your firm. Group-based pricing means your cost stays flat whether you have 6 staff or 15. The difference is pricing philosophy, not feature quality.
MTD for Income Tax becomes mandatory on 6 April 2026. The first quarterly update is due 7 August 2026. The firms that have this running before April will handle their first cycle as a process. The firms that do not will handle it manually, reactively, and at the cost of something else.
You are not committing to a new system. You are running a controlled test on real work with your data, your team, and your deadlines.