Previously, PMMS relied on a manual workflow that involved collating data from Blocks Online into a financial pack, attaching invoices and bank statements, and sending everything to external accountants via WeTransfer. Joelle Palmer, who manages accounts at PMMS, explained that “it would usually take three to four months before we got the drafts back,” with the full process from start to filing taking around five months.
These long lead times also caused issues with Section 20B compliance. “If it goes beyond the timeframe, we would have to issue Section 20B letters to leaseholders, which we wouldn’t want and that would lead to extra questions and unnecessary worry” The process was time-heavy for a small team and risked further delays if directors or accountants needed additional information.





