For many independent accountants, building a successful practice is about more than just technical expertise; it’s about having the right systems in place to support growth, efficiency, and long-term stability. 

For Vanessa Aradia, Owner of TCW Accounting and Training Solutions, this has been a key part of her journey. 

Having used Capium since 2015, Vanessa has seen first-hand how an integrated, cloud-based accounting platform can support both day-to-day operations and long-term business growth. 

A Smarter Alternative to Traditional Software 

Before switching to Capium, Vanessa was using Iris, an experience she describes as costly and frustrating. 

“It was double the cost of Capium with terrible customer support,” she explains. 

Making the move to Capium not only reduced software costs but also introduced a more streamlined and user-friendly way of managing her practice. 

The Power of an Integrated System 

Today, Vanessa uses multiple Capium modules, including Accounts Production, Corporation Tax, Self Assessment, Payroll, Practice Management, and Company Secretarial. 

The biggest advantage? 

A fully integrated system that connects everything in one place. 

“It eliminates duplication, improves accuracy, and creates a smoother workflow across services,” she says. 

Instead of juggling multiple tools, Vanessa benefits from a single platform where data flows seamlessly between modules, saving time and reducing errors. 

Flexibility Through Cloud Technology 

Like many modern practices, flexibility has become essential. 

With Capium’s cloud-based system, Vanessa can access her work anytime, from anywhere making remote working simple and efficient. 

“It enabled continuity with no disruption,” she explains. “Work continued regardless of location.” 

This flexibility has not only supported business continuity but has also helped meet the expectations of a modern workforce. 

Saving Time and Focusing on Growth 

One of the most noticeable impacts has been the time saved through automation and integration. 

Vanessa describes the time savings as “considerable,” allowing her to shift focus away from manual processes and towards higher-value activities. 

This includes: 

• Providing more client advisory services  
• Focusing on business development  
• Improving overall service delivery  

Supporting Profitability and Growth 

By reducing costs and streamlining workflows, Capium has played a direct role in improving profitability. 

“Streamlined processes and reduced costs have supported growth and improved margins,” Vanessa notes. 

For a growing practice, having a system that can scale alongside the business is critical and Capium has provided that stability. 

Improving Client Experience 

Better systems don’t just benefit the practice, they also enhance the client experience. 

With quicker turnaround times and easier access to information, Vanessa has been able to communicate more effectively with her clients and deliver a more responsive service. 

A Platform Built for the Future 

With ongoing regulatory changes and increasing demands on accountants, having a future-ready system is essential. 

Vanessa highlights Capium’s continuous development and ability to adapt as key strengths: 

“The platform provides a stable, scalable system that adapts to regulatory and operational changes.” 

Advice for New Users 

For accountants considering Capium, Vanessa offers simple but valuable advice: 

“Take time to understand how the modules connect. The real value comes from using the full suite rather than isolated features.” 

And for those starting out in the profession: 

“Invest in systems early that scale with you. Efficiency and structure from the beginning make a significant difference.” 

A Trusted Platform for Long-Term Growth  

After nearly a decade of using Capium, Vanessa sees it as more than just software; it’s a core part of how her practice operates and grows. 

“Capium has been a consistent part of my practice since 2015 and has supported both stability and growth over time.” 

For practices looking to streamline operations, reduce costs, and build a scalable future, her experience highlights what’s possible with the right technology in place.

Here is more of what Vanessa had to say:

“I’ve been using Capium since 2015, and it has become a core part of how I run my practice. 

Everything works together. Having accounts, tax, payroll, and practice management in one system removes duplication and keeps workflows clean and efficient. It has saved both time and cost compared to managing multiple separate platforms, and it allows me to focus more on clients rather than administration. 

As a cloud-based solution, it has also given me complete flexibility. Whether working remotely or managing deadlines across different services, everything is accessible and consistent. That continuity was especially important during periods of disruption and continues to support how I operate today. 

The system is straightforward to navigate, and once you understand how the modules connect, the benefits become clear. It supports growth without adding complexity, which is exactly what a small practice needs. 

Capium has provided a reliable, scalable foundation for my business over the years, and I would recommend it to any accountant looking for an integrated, practical solution.” 

Vanessa Aradia 
TCW Accounting and Training Solutions 

The post From Startup to Stability: How One Practice Grew with Capium  appeared first on capium.

For many growing accountancy firms, balancing cost, efficiency, and scalability can be a challenge, especially when relying on multiple systems and manual processes. 

For Vital Accountax Limited, the turning point came when they moved to a fully integrated, cloud-based platform. 

In just a few months, the firm has streamlined workflows, reduced software costs, and freed up time to focus on higher-value work. 

The Challenge: Disconnected Systems and Rising Costs 

Before switching, Director Muhammad Ahmar was using a mix of different tools alongside manual processes. 

While functional, this approach created inefficiencies: 

• Time lost switching between systems  
• Duplicate data entry  
• Higher overall software costs  
• Limited scalability as the client base grew  

With around 120 clients and a growing team, it became clear that a more streamlined approach was needed. 

The Solution: Moving to an Integrated Cloud Platform 

After adopting Capium, the firm transitioned to a more connected way of working, bringing together bookkeeping, accounts, and tax in one platform. 

Within a short period, the impact was clear. 

“Capium has definitely reduced my overall software cost – roughly a few hundred pounds a year compared to separate subscriptions.” 

Immediate Impact: Time Savings and Simplicity 

One of the biggest benefits was the amount of time saved across day-to-day tasks. 

By removing duplication and enabling data to flow seamlessly between modules, the firm now saves: 

• Several hours every week across accounts and client management  
• Time previously spent on manual reconciliation and rekeying  
• Effort switching between multiple systems  

“Data flows straight through bookkeeping to accounts to tax. It saves time and avoids mistakes.” 

Flexibility That Supports Modern Working 

Like many firms, Vital Accountax Limited needed a setup that supported flexible and remote working. 

Cloud-based access has made it possible to: 

• Work from anywhere without being tied to an office  
• Collaborate more easily as a team  
• Keep client work moving without delays  

“I can access everything from anywhere without being tied to an office computer.” 

Supporting Growth Without Increasing Overheads 

With improved efficiency and lower costs, the firm has been able to grow more sustainably. 

Rather than needing to hire immediately, the team has been able to: 

• Take on more clients  
• Increase profitability  
• Maintain high service levels  

“It’s helped me take on more clients without needing extra staff immediately.” 

From Admin to Advisory 

One of the most valuable outcomes has been how the team uses the time saved. 

Instead of being tied up in manual processes, more time is now spent on: 

• Client advisory work  
• Business development  
• Strengthening client relationships  

“I’ve been able to focus more on advisory work and growing the business.” 

A Simpler, More Connected Way of Working 

The integrated nature of the platform has removed many of the common pain points associated with traditional setups. 

Key benefits include: 

• No duplication of data  
• Consistent user experience across modules  
• Faster onboarding for new staff  
• Reduced paperwork and improved organisation  

“Once you learn one module, the rest feel familiar.” 

Looking Ahead: Future-Proofing the Practice 

With ongoing changes such as Making Tax Digital (MTD), having a flexible, cloud-based system has given the firm confidence in adapting to future requirements. 

“Having a cloud-based, integrated system means I can adapt quickly, especially as compliance and workloads keep changing.” 

Advice for Other Accountants 

For firms considering a similar move, Muhammad Ahmar offers a simple approach: 

“Start with one module, get comfortable, and then expand. The system feels natural once you understand the flow.” 

He also highlights the importance of keeping things simple, especially for newer firms: 

“Keep your software simple and affordable in the beginning. Tools like Capium help you build a solid foundation without high overheads.” 

Efficiency, Growth, and Simplicity 

For Vital Accountax Limited, moving to a cloud-based, integrated platform has delivered clear benefits: 

• Reduced costs  

• Significant time savings  

• Improved efficiency  

• Greater scalability  

As more firms look to streamline operations and prepare for future changes, this case highlights how the right technology can support both compliance and growth. 

The post How Vital Accountax Reduced Costs and Scaled Faster with Cloud Accounting  appeared first on capium.

Being a medium-sized practice comes with its own unique challenges: like trying to maintain the personalised service that built your firm’s success while increasing the number of clients you work with, juggling more complex compliance requirements with staying efficient, or tackling recruitment and onboarding in a competitive job market.

Finding the right tech to support and maintain your firm’s growth and size shouldn’t add to that list of challenges, but it often can. With our cloud accounting software, though, that’s not the case.

Here’s why, if you’re a medium-sized firm, you should consider using Capium.

We support growth without adding complexity

At Capium, we define medium-sized accounting firms as practices with up to 300 clients – and having that number of clients means you need robust systems that won’t slow you down.

Tech is supposed to make your life as an accountant more straight-forward, which is why our medium accounting suite is an all-in-one solution: including unlimited user licenses, e-signatures, SMS, and storage – all for £260 + VAT per month. That means you can bring everything together in one place, rather than switch between systems.

Within that system, we’ve also integrated practice management tools (like deadline reminders, a built-in CRM, and automated billing features), to help define and streamline your essential processes, too.

Prioritising data security and compliance

As former accountants ourselves, we understand how keeping up with compliance and data security can be a constant challenge – particularly if you’re managing multiple systems at once and keeping track of regulations as they change.

That’s why we’ve designed our software to handle things on your behalf. Capium is recognised by HMRC and Companies House as compliant and compatible with Making Tax Digital and, with our encryption, secure hosting, and regular security audits, your clients’ information is always protected in line with GDPR, too.

Boosted efficiency and enhanced client collaboration

Efficiency is never more important than when your firm starts to scale and grow – as the impact of processes that previously weren’t as tight as they could grow alongside you.

Seamless workflows are the key to creating and maintaining efficiency – and that means integrating your bookkeeping, payroll, accounts, tax, and practice management to reduce data entry and help you make faster, better informed decisions. All of that is possible with Capium.

Client collaboration is another area where efficiency can trip up and have a real impact – but giving clients a place to upload and share documents or view information in real time, as well as automating reminders to provide information or payment, can cut down on email exchanges and delays.

Moving to a more automated, digital way of working might take some adjusting, but it’ll be worth it in the long run.

Why should medium-sized firms consider Capium?

Investing in or switching to a new software or system is a big decision, and planning the transition is key. To smooth out the process, we offer free set up and onboarding, as well as support six days a week, at no extra cost – whichever package you choose.

Ultimately, choosing the right accounting software is about finding a solution that fits what your firm needs. But with integrated tools, compliance support, and enhanced security, Capium makes a good choice for a medium-sized firm, and will be there as it grows.

Every practice is different, though, and it’s worth exploring a platform’s features, trialling the system, and making sure it aligns with your longer-term goals before committing. That’s why we’d love to offer you a free trial, so you can see how the software works in practice.

The post Why medium-sized firms should consider Capium appeared first on capium.

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It often isn’t an easy process to start your own business, but Rachel had a dream and ambition that led her to build a successful and growing practice. 

“It started with just myself working only 4 hours a week, and then the business grew to where we are today; I now have 4 employees and everything that could change has changed basically.”

BKS Accounts started using Capium’s Integrated Cloud software in  April 2021 and it is used by all their employees. They currently use various of the integrated modules including payroll, bookkeeping, accounts production, and self-assessment. 

“We essentially went on to Capium for several reasons: We wanted to be able to offer bookkeeping, bookkeeping software to clients. Obviously we were using a separate software for Accounts production at the time, but eventually it made more sense to have all our required software on one platform; so we decided to take advantage of Capium’s integration and also started using their accounts production module. And obviously, we can also work remotely with it, which was a huge help during the pandemic more than any other time.”

To share your Capium experience with us, email us to info@capium.com. 

Book a FREE demo

Register for a FREE trial

The post BKS Accounts: Growing our Practice with Capium appeared first on capium.

Wood and Disney (W&D) delivers business accountancy and advisory services. Their successful practice is led by Peter Disney and Brendon Howlett; with their robust strategies, and 30+ years of experience, their team has helped businesses to grow safely, stably and sustainably in an unpredictable world.

By refreshing their vision and purpose in 2013, they created a legacy business that sets them apart from a crowded accountancy market; their strategy was to switch to serving fewer clients better, and supporting their businesses to outperform in competitive markets.

Aim: Building Better Futures

W&D’s ethos is ‘Building Better Futures’, with which they aim to empower and support ambitious entrepreneurs to build better futures for the next generation. W&D believes that family is the most important part of everyone’s lives, which drives their teams to go above and beyond to understand clients’ individual business needs – and the pressures they face – to help them secure long term success; giving them time, confidence and freedom to enjoy their business and family life.

What are the key factors that have helped W&D thrive?

Fuelling a continuous cycle of happiness and profit

“Balancing cutting edge technology and accounting excellence with our values ‘Make a Difference’, ‘Caring’, ‘A Safe Pair of Hands’ and ‘Approachable and Easy to Talk to’ fuel customer happiness and profit. For example, this year, we have helped a debt-ridden client to achieve a 7-figure bank balance, 600% net profit increase, pay off his HMRC payment plan early, and make significant pension contributions for the very first time.

Meanwhile, 100% of satisfied customers said our services are value for money and 90% praised our structured business advice as “excellent”, reporting improved cash flow, profitability, business growth, financial skills and confidence as our impact on their business.

We have also supported clients to embrace the latest accountancy technology, Capium Hub, Xero and QuickBooks to provide up to date, reliable information, helping them make better decisions, leading to better results.”

Strong and steady wins the race

“W&D’s sustainable ‘business for a lifetime’ ethos has empowered clients to defy the statistic that 73% of businesses fail within 10 years, and enabled us to offer strong and steady support for clients during one of the most economically volatile years to date.

Our values-driven approach focused on helping existing clients rebuild their financial resilience to overcome the residual impact of the pandemic and cost-of-living crisis, so the true demonstration of our ‘growth’ lies in the value of their balance sheets, cash reserves and loyalty levels.

‘Discovery Calls’ supported our ‘quality not quantity’ business strategy, extracting 10% of the ‘right’ clients, rather than 90% of ‘any’ clients. And our ‘Strength, Optimise, Transform’ blueprint prepares our clients for the challenges of tomorrow: Client feedback shows this is working: “They support me in planning ahead, assessing what steps I need to take to help grow my business further, in a way that suits me.”

Customer retention initiatives are fuelling business success: we didn’t lose a single client during the Covid-19 lockdowns, and 100% clients had no objection to our recent 10% monthly fee increase.”

Efficient, tech-powered quality processes

“In the past year, we have done many things, one of them being embracing the latest technology and demonstrating our commitment to CPD to improve efficiency, staff development, and our quality of service. With Capium we have already created the landscape to do more with ease while being at ease!

• Launched a free online ‘Future Proof Business Quiz’, which has already generated £6k alone from bank referrals. The scorecard takes minutes to complete and provides a personalised PDF report on how to improve longevity and resilience.
• Continuously improved our marketing and communications to keep clients up to date with the rate of change. Retained website design in-house to quickly adapt our messaging and adopted AI technology to boost productivity and speed up blog writing.
• Switched to automated accountancy software DEXT Precision to ease the year end accounts and tax return completion, which has kept client tax enquiries at a record 0%. The DEXT Prepare function accelerated processes, reduced human error, and freed up staff to focus on customer interactions.
• Rolled out a ‘pre-yearend tax planning service’ in response to client demand, analysing client results two months before year end and making recommendations to reduce tax bills.
• Supported our office administrator to step up into the Client Care Coordinator role and a client manager to level up her qualifications through ACCA exams.”

Converting challenges into opportunities

“Our biggest challenge over the next 2-5 years will be growing our advisor base to scale-up our success as trusted business partners. We are always on the lookout for aspiring individuals to join our local team, and it’s vital we find the right fit.

Despite placing company culture and values at the heart of our business, we are having to dig deep for robust solutions to persistent challenges within our industry when it comes to accountancy recruitment.

Young finance graduates often lack the optimal skill set of technical accuracy, soft communication and proactive work ethic that is required for the dual role of advisor and accountant. More experienced accountants are resistant to our progressive mindset. We also face unqualified ‘cheap’ WFH competition, although none of our clients objected to a 10% monthly fee increase recently!

While we continue to refine local attraction and retention strategies, we plan to overcome recruitment challenges by growing our offshore team – without Capium, we may not have been able to do this with ease. We appointed two offshore employees this year: not only were they quicker and easier to source than candidates right outside our door, their enthusiastic, hands-on attitude to work is a credit to the Wood & Disney reputation.”

W&D’s advice to other Accountants:

“My personal view is to let others focus on followers and likes. Even hundreds of 5 star reviews can be manipulated. I think trust and credibility is far more important for accountants. Our focus is on helping our clients reach their goals in terms of wealth and success over the long term. We will continue to work with Accounting driven software providers like Capium – helping us continue our growth plan with ease!” Peter Disney, Wood and Disney.

The post Congratulations to Wood and Disney for being nominated for Small firm! appeared first on capium.

‘We are excited to announce that we have partnered with award winning accountancy software provider Capium.  Their state-of-the-art cloud based accountancy practice software will allow us to offer a number of exciting new benefits to clients. In addition, we can provide their bookkeeping software direct to our clients.

Capium recognised partner

After an in-depth review of the accountancy software market, we have decided to team up with Capium.  Their impressive cloud based software won the prestigious Accounting Web “Practice Suite of the Year Software Awards 2020”

We have invested in the whole suite comprising of;

• Making Tax Digital (MTD)
• Bookkeeping
• Corporation Tax
• Self-Assessment
• Advance Payroll
• Practice Management
• Capium Hub
• SMS
• Company Secreterial

Harries Watkins Jones director, Chris Jones commented, “What swung the final decision in favour of Capium is the way they are continuously taking feedback from users and improving what already is excellent software.”

We are honoured to be awarded recognised partner status with Capium and look forward to building a strong mutually beneficial relationship. It is anticipated that we will go live on 1 April 2023 in time for the new tax year.

Cloud based MTD bookkeeping software

Arguably the most exciting aspect of the suite is their cloud based Bookkeeping Module.

It is rich with features such as;

• MTD ready
• Bank feeds by TrueLayer
• CIS Compliance
• Sales and Purchase ledgers
• Cashflow and budgeting tool
• VAT submissions
• Easy to use logical format

We will be able to provide 1 to 1 training and give advice on switching from other packages such as Sage, Xero and Quickbooks. Of course, being cloud based, we can easily access your records whenever you require assistance.

Prices will be very competitive.

To reassure clients, we believe in providing the information needed to make informed decisions.  So naturally will continue to provide support and training in alternative bookkeeping packages.  Whilst Capium is outstanding it will not be the best solution for every client, we would be keen to explore all options with you.

Enhanced payroll bureau options

We operate a payroll bureau to assist clients meet their PAYE legal requirements.  Like all our services this is evolving to meet changes in legislation and client preferences.

The Capium payroll software functions means that we can now provide access to clients, on request, to enter details directly such as hours, expenses, mileage claims etc.  This functionality has been requested by some clients and we are delighted that we can now deliver it.

There will also be additional options to how reports and payslips are available.  Including using the Capium Hub, please see below.

Online document signing

For a number of years, we have given our client’s the option of approving various documents, such as accounts and tax returns electronically.

In today’s every busy and digital world this has rapidly been a preferred option for many clients. We are pleased to say that this option will not only remain but will become more user friendly.

Secure online document exchange

Capium Hub can operate as a secure document exchange facility.  On request we can grant clients access to the Hub whereby both them and us can upload and securely share documents.  If you use Capium Bookkeeping then it its functionality is further enhanced.

Some of the standout features include;

• Efficient Data Processes
• Collaborative Zone
• See your financial position

Quick company formations

Capium Secretarial means that we will also have access to a streamlined electronic means of forming companies.  If you are in a rush to form a company this will be an advantage that you will relish!

If you are unsure of what to call name your company this blog on rejected company names may be useful!

Here to answer your questions?

We are proud of our client service standards and always seek to tailor solutions to client’s exact requirements.  If you are interested in any of the above and have questions just let us know.  In particular if you would like advice on the Capium cloud bookkeeping or any other for that matter then please get in touch .’

Or contact Capium to sign up for a FREE trial or to book a demo today.

The post Harries Watkins Jones partner with Capium to deliver enhanced accountancy and bookkeeping solutions appeared first on capium.

Listen to Les Wildman from Cardiff to hear why he moved to Capium.

User-Friendly Interface
One of the most significant advantages of Capium’s software is its user-friendly interface. It is easy to navigate, and all the necessary features are easily accessible. Users can quickly learn how to use the software, even if they have no prior experience with accounting software.

Flexibility
Capium’s software is flexible and can be customised to suit the specific needs of different businesses. Users can choose the modules they need, and the software can be easily integrated with other systems. This makes it an ideal solution for businesses of all sizes and industries.

Time-Saving Features
Capium’s software is designed to save users time. The software automates many accounting tasks, such as data entry, bank reconciliations, and invoice generation. This means that users can focus on other critical tasks, such as growing their businesses.

Enhanced Security
Capium’s software has robust security features that ensure the safety and privacy of users’ financial data. The software is compliant with the latest data protection regulations, and users can be confident that their data is secure.

Excellent Customer Support
Capium’s software is backed by excellent customer support. The support team is knowledgeable and responsive, and users can get help quickly and easily whenever they need it.

Cost-Effective Solution
Capium’s software is a cost-effective solution for businesses. It is affordable, and there are no hidden costs or long-term contracts. Users can choose the modules they need and pay only for what they use, making it a budget-friendly option.

In conclusion, Capium’s software is loved by customers for its user-friendly interface, flexibility, time-saving features, enhanced security, excellent customer support, and cost-effectiveness. It is a reliable and efficient accounting solution that helps businesses grow and succeed.

Speak to Us
Want to know more about Capium? Why not book yourself in for a chat with the team? Don’t want to speak to anyone just yet? Download a quick trial to see it for yourself.

The post Why Accountants are switching to Capium appeared first on capium.

Cubed Accountancy was founded in January 2019 by Mark Munnelly ACA and co-founder Richard Colwell ACA. That was when they submitted their very first sales invoice and the company gradually grew from there on.

Eventually, their accounting practice was doing so well that by the summer of 2020 they hired their first junior staff members, and by January 21 they had built their first admin team. Cubed Accountancy now has a team consisting of 15 employees. Before they knew it, they had to move from a tiny office on a farm, to a large office space in Harpenden, which they are planning to fill up soon!

“At the time, our client base was mostly sole traders. And then we expanded into owner-managed businesses. Then during the first lockdown, we either paused or halved people’s monthly subscriptions to us, just because there was an element of panic and we wanted to try and help if we could.

This massively worked in our favour and when everything had settled down a little more with our existing clients we were able to build our new client base really quickly  and it was referral after referral and we were able to expand to the point that we began taking on more and more staff members.” Mark Munnelly, Partner at Cubed Accountancy.

Capium had the pleasure to conduct a Q&A session with Mark to find out what makes Cubed Accountancy unique and what lead to the practice being nominated for Fast-Track Firm of the Year by Accounting Excellence:

What would you say were the biggest contributing factors to your success?

“We’ve had some really good clients come to us through referrals. We like to speak to our clients first to fully understand their needs, so we know how to help them. It’s also important to get the correct type of clients that you want for your practice as it makes your job a lot more fulfilling, and you can spend more time with your client to cater to their needs and the happier they are with your service! That’s why most of our clients have come through referrals. But then it all comes down to us delivering a good service; they wouldn’t recommend us if we didn’t deliver a good service. We have also managed to build a good team of professionals that understand our ethos and are dedicated to our clients and company values.

And then it comes down to just hard work and teamwork; it’s not just handed to you, me and Richard have had to put the hours in and understand the responsibilities we have to our team… and it’s important to move with the times. We pushed that and encouraged all the staff too. We want to be a modern accountancy firm that embraces technology where possible. If there’s a better way, we are more than happy to listen to it and completely change to that as well. Not all the best ideas are your own.”

What would you say were your biggest challenges?

“For us, I would say staffing. We were so used to just me and Richard when we first started, and we just had to manage our own time. And between us, we got everything done. Then getting into the practice of having a team around you and delegating, passing that work down, but also passing on the ethos of the company; that we try and understand the business, try and speak to the clients, always pick up the phone. So, I would have to say the biggest challenge was finding good staff you could delegate your work to.”

You’re an accountancy practice who succeeded during stressful conditions, like COVID for example; what advice would you offer to other small businesses or people starting in the accountancy practice?

“I’ve been very lucky because I’ve got a great business partner and we can bounce innovative ideas and daily tasks off each other. So, I’ve seen lots of accountants and other businesses try and look for business mentors whereas, I’ve been lucky because the two of us work well together and have the same vision. The main advice I’d give for the accountancy practice is don’t leave it too long to take on staff. For example, we probably left it a little too long to take on our first recruit (Megan) and we certainly left it too late to take on the second one. And of course, software is vital; when we first started, we didn’t have the funds to purchase software licences and there were a lot of manual processes. We then grew quickly and didn’t put enough emphasis on systems and processes, so we had to almost stop to put good systems in place. My advice would be to find the right software to suit your practice’s needs. If you can put some good systems in place while you’re growing, or even before, then it’s well worth it.”

How has software contributed to your success?

“Hugely. Absolutely. It was a complete game changer for us. Be it from Capium, which enables us to do all the filing and all the software in terms of the year-end accounts for everyone. But also, we’ve now started using it a lot more for our practice management.

Now again, that comes down to the utilisation of staff; Richard and I didn’t use the software properly at first because we didn’t have the time to familiarise ourselves with it. We were just too busy doing accounts and trying to get invoices out the door and paid, so we brought in the admin team lead by Catherine and Siobhan which was a complete game changer for us. They were able to put all our data and information into the Cloud, and now we’re feeling the benefits of having that task management system in place; we meet up on Mondays to look through upcoming tasks and that helps us keep on top of things. We also use other software like Xero and QuickBooks for our bookkeeping and the ability to produce management accounts promptly and detailed for clients.”

What are the benefits of using Cloud-based accounting software?

“The ability to file sets of accounts and self-assessments in particular. When we first started, we didn’t use Cloud software. We used to work it through the HMRC portal which was painstaking. However, we didn’t know anything different at that stage.

So, I didn’t realise how painful it was, but the ability to file accounts and the flow of information such as when you prepare the accounts and then it flows into the tax computation is excellent.

Using Cloud software has become a huge time saver. It just really works. It’s been a big, big help.”

Has software helped you to communicate better with your clients?

“Funnily enough, we had a meeting about that today. We’ve hired a new manager who started this week called Catherine and she was asking the same thing. We have been using Capium’s CapiSign and CapiScan recently, which have allowed us to get in touch with our clients directly and it has made a huge change in terms of communication. We will continue to use that to connect with our clients, especially around the quarter ends. And during the self-assessment season, we will be reminding more people.”

How have you found the support to be like with Capium?

“That was the reason we moved to Capium. I was using another software, which I can’t even remember the name of, and it worked on a ticket basis and the tickets took a long time to get resolved. Now I know that Capium also has a ticket system, but it seems to work a lot better, and you get a response in less than an hour… sometimes almost immediate. And if it is an emergency, I can get on the phone with our onboarding manager. I have recommended Capium loads of times because of this.”

Capium wishes Cubed Accountancy good luck, and we will be rooting for you!

Don’t miss out on our summer promo! Subscribe to Capium for an annual subscription before the end of August and get 3 months FREE on top: Sign up for the offer today.

The post Cubed Accountancy gets nominated for Fast-Track Firm of the Year by Accounting Excellence appeared first on capium.

“We switched from VT Accountancy to Capium about 4 years ago and the software allowed us to become more time-efficient, which is a major thing for us. It’s a significant commodity that has created a window for us to grow our client portfolio: We basically saved enough hours to allow us to expand our business!

One of the best features of Capium is that all their modules are integrated and auto-populate data, eliminating the need to repeatedly and manually input a client’s information, while eliminating the risk of manual mistakes. However, we still maintain a ‘belts and braces’ approach to data.

The Friday before lockdown, we were able to send all our staff home with laptops and as Capium is in the cloud everyone was able to remain connected and have access to everything from anywhere!  We made our clients aware that we would be able to be there for them while working from home seamlessly. 

The software is very easy to use, and has helped us reduce the need for a lot of paperwork and filing cabinets. 

Nick and the team are superb, nothing was too much trouble for them. They made it as easy as possible for us to migrate from VT Accountancy, and our onboarding manager was always available when needed. 

There is a reassurance in the software: With the Accounts Production module, you are able to see how everything is being pulled in together through the integration, and with Practice Management you can monitor everything, such as real-time users’ activities, upcoming tasks, and you are able to run reports. The module also works with staff time sheets. We also use the SMS service where we can send reminders to our clients to get taxes sorted. 

Would I recommend Capium to any accountant? 100%.”

Matthew Marshall, Director at Pi Accountancy

www.pi-accountancy.co.uk 

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