Are you handling complex calculations outside of PTMS?

Office for PTMS is a Microsoft Excel add-in that allows Excel spreadsheets to sync data with PTMS. Use your own formula in Excel to calculate a complex value, then push that value back into the system without requiring an import. Pull data back into your spreadsheet from PTMS just as easily.

How Office for PTMS Benefits You

Office for PTMS Solution Features

How Does This Help My Business?

PTMS has been a huge time-saver for us, from filing returns, the assessments, tax bills — really the whole process from beginning to end. We can prepare two or three hundred returns for a state  in four to five hours, and get them out the door same-day if needed. If you did that by hand, you’d need several people on hand to be able to handle that volume!

Bobby Barnes, VP of Compliance Operations DuCharme, McMillen & Associates

PTMS resources

858.547.4100 ext. 65304