How software can help you get through self-assessment season

Self assessment season is one of the busiest periods in an accountant’s calendar. With income tax self assessment deadlines approaching and clients rushing to gather receipts from the previous tax year, pressure can build quickly. Fortunately, modern self assessment software can automate, simplify and streamline the entire process, helping your practice work smarter, reduce errors and support your clients with confidence.

In this guide, we explore how the right assessment software can save accountants time, money and stress during self-assessment season.

Client integration

Capium’s cloud-based accounting software connects directly with the HMRC portal, making it easier than ever to prepare and submit self assessment tax returns. With compatible software that links to HMRC forms in real time, accountants gain full visibility over income, expenses, payments and digital records across their client base.

Without cloud accounting, many bookkeeping providers and accounting firms spend valuable time on manual administration, transaction matching and basic record keeping. These labour-intensive tasks add little long-term value and prevent accountants from offering the expert advice and strategic support their customers expect.

By switching to cloud software, tasks such as reconciliation, auto categorisation and tax calculation can be completed in seconds through AI-powered automation. Clients benefit too – they can access their data instantly, understand their tax liability earlier and complete their self assessment returns with far less stress.

This level of integration scales as your client base grows. Capium continually develops new software features and optional add-ons designed to make life easy for small business owners, sole traders and the self employed.

Encourage clients to think ahead. Ask what they need to complete their assessment form or supplementary pages on time. With user-friendly cloud software doing much of the work, the entire process becomes considerably easier for both sides.

Plan better

Planning ahead becomes far simpler when you have access to accurate, up-to-date data. With cloud software, accountants can review digital records for the current and previous tax year, monitor income and property income, and identify areas where expert support or corrections may be needed.

Every client is different – some rely on property income, others have self employment earnings or dividend income requiring other supplementary pages. With the right software provider, you can tailor your approach quickly and efficiently, supported by real-time data and AI-powered insight.

Having immediate access to a full picture of a client’s finances enables better communication, clearer expectations and fewer last-minute surprises. This becomes increasingly important as the UK continues to move toward making tax digital, where compatible software and digital record keeping are essential.

The result? Saving time, money and stress

When your clients submit their assessment return early and the process is smooth, everyone benefits. A self assessment tax return is a core business requirement – one that demands accuracy and diligence. Using self assessment tax software helps reduce errors, ensures clean digital records and supports a stress-free submission process.

Capium’s self assessment software has been developed specifically for accountants. It offers all the features you need – AI-powered automation, transaction matching, supplementary pages, a dividend database, fast tax calculation and expert support. Whether your clients are self employed, landlords, sole traders or small business owners, Capium helps you manage money, track income, organise expenses and submit everything to HMRC using compatible software.

For practices growing rapidly, intuitive, award-winning software becomes essential. Capium gives you instant access to client data, helps you save time and makes it easier to support customers during the most demanding periods of the tax year. It is user-friendly, billed monthly and built to help accountants work smarter.

Switching software providers can seem daunting, which is why Capium offers a free trial – so you can explore the platform, discover all the features and see how our assessment software can transform your workflow.

Contact us today to find out more.

Frequently asked questions

What is self assessment?

Self assessment is HMRC’s system for collecting income tax from individuals who are not taxed automatically through PAYE. It involves completing an online assessment form and reporting income, property income, self employment earnings, dividends and other supplementary pages where necessary.

Why should accountants use self assessment software?

Self assessment software for accountants helps reduce errors, automate calculations and save time. It provides digital records, real-time access to client data and AI-powered categorisation – and enables direct submission of tax returns through the HMRC portal.

Is Capium’s software compatible with Making Tax Digital?

Yes – Capium is fully compatible with Making Tax Digital frameworks and supports digital record keeping, income tax submissions and smooth interaction with HMRC systems.

Can the software handle multiple income sources?

Absolutely. Capium supports all types of income required on self assessment returns – including employment income, self employment, property income, dividends and other supplementary pages. This makes it straightforward to prepare assessment tax returns for a wide range of clients.

Does Capium work for sole traders and small businesses?

Yes. Many bookkeeping providers, sole traders and small business owners rely on Capium to manage income, expenses, VAT returns, payments and digital records. Accountants can support clients with complete visibility over their finances.

What support is available?

Capium offers expert support, telephone guidance and in-app help. Whether you need assistance with software features, HMRC forms or troubleshooting, our team is ready to assist.

How much does the software cost?

Capium is billed monthly with flexible pricing suitable for practices of all sizes. Optional add-ons are available for firms requiring enhanced functionality or automation tools.

Can I try the software before committing?

Yes – Capium offers a free trial so accountants can explore all features, test the software and ensure it is the right choice for their practice.