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Firm size

  • Small
  • Medium

Functionality

App, Alert, Bill, CRM, Docs, OnBoard, Payroll, Portal, Report, Time, Workflow

Integration

Capium Bookkeeping, Accounts Production, Payroll, Tax

Free trial

7 days, extendable on request

Pricing

£25/mo (up to 100 clients)

£75/mo (301-500 clients)

User reviews

4.5
(55 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Fully integrated cloud practice suite that links to bookkeeping, tax and payroll modules
  • Task management calender tracks activity throughout the firm and can dispatch reminders when deadlines fall overdue
  • Timesheet module tracks time spent on specific tasks and clients
  • Online document management hosts client files for sharing and authorisation
  • Customised invoices can be emailed from the system, which also records payments received
  • Built-in CRM retains standing data on clients and prospects and logs communications with them
  • Mobile app for clients lets them send in expense receipts, correspondence and documents

Product screenshots

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What Capium says

Capium’s new Practice Management has been designed to be your main workspace to carry out everyday activities. This becomes the heart of your operation with services integrated to PM; ensuring you are in full control of the practice.

This is the first of the services released in the new environment, with enhanced automation and collaborative aspects in preparation for Making Tax Digital.

As the company vision remains to make accountants’ lives easier, we have created 2 editions of Practice Management (Lite) and Enhanced. Lite (free) is a condensed version to the enhanced which you can upgrade as you grow.

Capium PM is designed to have as much detail within one screen, so accountants can view all the major activities as well as communication areas to collaborate with staff as well as customers. Communication alerts & reminders can be sent directly to customers through Capium Mobile App, speeding up on the data you need.

Roadmap

The company roadmap this year revolves around speed of collaboration. Releasing the PM in the latest technology environment now allows us to quickly follow on the other modules early autumn. It’s all based on how quickly you get data and manage the compliance process. Leveraging on our new technology environment will all us to quickly work using artificial intelligence to pick up the working patterns of the firm to help in automating some of those mundane tasks.

What users say about Capium

Read user reviews

    Pros

  • “Comprehensive tools for a reasonable fee”
  • “Swift for admin tasks”
  • “The extras in terms of practice management are superb”
  • “Ease of use and ability to be accessed on the cloud from anywhere”
  • “Clients can access their accounts, tax comps and returns without contacting you (perfect for fixed fee compliance)”
  • “Practice Management Suite is simple to use”

    Things you might change

  • “There are a few glitches which are getting resolved, but nothing major”

Functionality

4.5

    Pros

  • “Swift for admin tasks”
  • “Comprehensive tools for a reasonable fee”
  • “The extras in terms of practice management are superb”
  • “Clients can access their accounts, tax comps and returns without contacting you (perfect for fixed fee compliance)”

Support

4.5

    Pros

  • “Whenever I have had issues I called them and they have either fixed it within an hour or so or explained where I went wrong”

    Things you might change

  • “There are a few glitches which are getting resolved, but nothing major”

Ease of use

4.5

    Pros

  • “Practice Management Suite is simple to use; ties nicely into Companies House, without constant pushing of buttons and requests”
  • “Ease of use and ability to be accessed on the cloud from anywhere”

Value for money

4.6

    Pros

  • “Comprehensive tools for a reasonable fee”

What AccountingWEB says

While larger specialist vendors focused on other priorities, Capium has quietly been building out its functionality, user base and reputation since it came to the marketplace in 2014 as one of the first online tax and practice software suites. In the words of AccountingWEB regular contributor Glenn Martin, Capium has “come a long way in a short time” and is now matching the requirements of its target users - particularly with the free bookkeeping app and mobile phone app they can offer clients.

But with IRIS acquiring Taxfiler and the emergence of the Sage Accountant Cloud in May 2018, Capium may not have the field to itself for much longer. It will take the big developers a little more time to align themselves to Capium’s marketplace, so this year presents a big opportunity and a big challenge for the developer to really make its name.

Capium is designed to act as the hub for its associated apps, but if you’d prefer to see how compliance tools develop before going fully cloud, the Capium Practice Management module can also be run as a standalone application.

User reviews (5)

About the reviews
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4
Sole Practitioner, Less than £250k
30 May, 2018

What do you like?

Ease of use

What would you change?

More features
5
Sole Practitioner, Less than £250k
25 May, 2018

What do you like?

Everything is cloud and you can manage business anytime where PM helps to manage A to Z.

What would you change?

Just some personalisation of figures unique to me.
4
Partner, Less than £250k
25 May, 2018

What do you like?

Integration with all modules and time recording feature.

What would you change?

Would be good if word documents could be produced to a list of contacts. For example a letter could be produced to HMRC with the references automatically inserted once set up as a contact.
5
Partner, £250k-£499k
25 May, 2018

What do you like?

The flow from one section to the next easy to make adjustments and these flow through to the rest of the software.

What would you change?

More templates for emails and letters.
5
Principal/Senior Partner, Less than £250k
21 May, 2018

What do you like?

It is all encompassing and I have not seen an equivalent with any other software

What would you change?

A few small things but nothing major

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