FAQs » Post-Sales » Practice Management
Practice Management
- How to check for and install updates
- Does BTCSoftware produce forms like 64-8, R40, and SA303?
- How to extract and email data to the support team from the software
- How to resolve a Username or Record Locked issue
- How to request a read-only licence
- How to connect to the correct database
- What data can be imported to PM Solution from other software?
- What data can be rolled forward from a previous year’s tax return?
- How to view event status reports and the total number of events
- How to backup your database
- How to move the database folder to a new location
- How to move the database folder to a new PC
- Permissions issues when backing up or moving the database
- How many concurrent users can we have?
- What client types can I work with in the software?
- Events in Practice Management
- Removing Record Locks Within Practice Manager
- Know Your Client
- Where to enter Presenter ID and Authentication code for filing online to Companies House
- Where to enter online Filing Credentials in Practice Manager
- How to export Client Data From Practice Management
- How to add a New User to BTCSoftware
