Case Study: How Tag Accountancy Streamlined Operations with Capium
For many accountants, switching accounting software can be daunting. But for Tracey Aldous, Director of Tag Accountancy Limited, transitioning to Capium was a game-changer. After nearly three years of running her own practice and two decades in accounting, Tracey found that Capium’s cloud-based platform not only simplified her firm’s operations but also empowered her to work more efficiently from anywhere in the world.
The Challenge
Before adopting Capium, Tracey and her team faced several hurdles with traditional desktop software. The practice initially used IRIS and later Keytime, but both systems proved clunky and outdated. Frequent software updates required costly and time-consuming server-wide updates, which often disrupted workflow. Seeking a cloud-based, flexible solution, Tracey turned to Capium.
The Solution: Why Capium?
A trusted recommendation from another accountant introduced Tracey to Capium. After exploring its capabilities, she realised that it was the ideal fit for her firm’s needs. With seamless integration, automation, and cloud accessibility, Capium offered:
- Seamless data migration – Ensuring no client data was lost during the transition.
- Cloud-based access – Allowing Tracey to work from anywhere, even while on holiday.
- Integrated compliance tools – Streamlining corporation tax, self-assessment, and accounts production.
Key Benefits & Features
- Time-Saving Automation
Capium’s automation features reduced the manual workload for Tag Accountancy. The integration between accounts production and corporation tax meant Tracey could move between modules effortlessly, cutting down processing time significantly. - Enhanced Compliance & Seamless Filing
With built-in compliance features, Tracey’s team could manage tax filings directly from Capium without the hassle of logging into multiple systems. - Improved Client Collaboration
Capium’s cloud functionality meant that clients’ financial data was always up to date, eliminating last-minute tax bill surprises.
“Capium has completely transformed the way we work at Tag Accountancy. It’s not just about software—it’s about having a system that truly understands the needs of modern accountants. The seamless integration, automation, and cloud-based accessibility have allowed us to work more efficiently than ever before. We no longer worry about outdated systems or clunky updates; instead, we can focus on delivering the best service to our clients. Choosing Capium was one of the best decisions we made for our firm’s growth and future-proofing our practice.” – Tracey Aldous
Onboarding & Customer Support
Transitioning to new software often comes with growing pains, but Tracey found the onboarding process smooth. With dedicated support from the Capium team, particularly Nick and Alex, Tag Accountancy quickly adapted to the platform.
“Nick was there all the way through. Moving accounts into new software is always a challenge, but Capium made the transition seamless.” – Tracey Aldous
Looking Ahead: The Future with Capium
As Making Tax Digital (MTD) for Income Tax nears implementation, Tracey feels reassured that Capium is ahead of the curve. With MTD-compliant features and ongoing software enhancements, she is confident in navigating the upcoming changes with ease.
“I know Capium is continuously evolving, and I trust the process. I’ve seen the software grow, and I know it’ll be ready for MTD.”– Tracey Aldous
A Partnership for Success
For Tag Accountancy, Capium has been more than just software—it’s a strategic partner in business growth. With intuitive features, robust support, and a commitment to innovation, Capium continues to help accountants like Tracey work smarter, not harder.
Want to experience Capium for yourself? Try it for free today and see how it can transform your accounting practice!
