What data is imported in BTC PM/SA Solution from other software?

 In

We import client standing data such as Names, Addresses, UTRs, and NI Number, Partner/Partnership associations, etc, from several other software packages. We can automatically import from Absolute, Drummohr, Forbes, Keytime, PTP and Digita. We also provide a general CSV file based import which can be used to import from other packages such as CCH, IRIS, Sage, etc.

Recent Posts
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.