ComplianceCRM built in

Accounting practice management software

From client tracking and scheduling to deadlines, calendars and even an in-built customer relationship management (CRM) tool, our accounting practice management software is the one-stop-shop cloud-based software, designed for all your practice management needs. Use our suite of tools to manage every aspect of running your practice and make smarter business decisions.

Capium practice management

What clients say

“Capium’s practice management software is great because you can import your clients and it reminds you of your deadlines, so you never miss a deadline. We also use electronic document signing and storing areas, which is a game changer for keeping a record of important client information. Everyone in the practice loves it.”

Never miss a deadline again.

Designed for accounting firms

Unlock a clear overview of every aspect of your practice and client data, and effectively manage critical tasks.

1

Task management

Cloud-based software that centralises data, tracks progress, schedules tasks and automates workflows to reduce errors and increase productivity.

2

Intuitive CRM

Store, manage and track information related to current and potential customers. Automate follow-up on client activities and enhance communication.

3

Billing and auto reminders

Automate the payment process to keep cash coming in, and set reminders so clients send documents on time, so you never miss a submission deadline.

Advanced tools for the Connected Accountant

Manage every aspect of your practice wherever you are; all you need is a device with an internet connection.

CapiSign
Save time, keep documents secure and sustain remote working with eSigning technology. Sign documents wherever you are.
CapiDocs
Store important client documents all in one place to save time and enhance collaboration. All data is securely backed up.
HMRC recognised for 64-8 client authentication
Easily submit a new request to HMRC to become a client’s agent. Connected to HMRC for a smooth transition.
Connected accountant tools
Practice management dashboard

Futureproof your practice

Integrates with other Capium modules
Auto-updates your data across all Capium products, increasing efficiency and productivity.
GDPR compliant
We take data protection seriously. All our work complies with the latest data protection legislation.
Saving you time
Use our features to become a ruthlessly efficient accounting practice and do more with your time.

Prices from as low as £40 per month for 100 clients

Want your practice to be the best it can be so you can serve as many clients as possible? Start your free trial today.

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In detail

Practice management, explained

Pick a topic to see how Capium keeps your whole practice in view.

Practice Management Software designed for Accounting firms

With Capium, accounting firms can unlock a clear overview of every aspect of their practice and client data, and effectively manage critical tasks, enabling them to practice effectively.

  • Task management software to streamline your practice
  • Intuitive client relationship management (CRM)
  • Accurate Billing and Auto Reminders for Client Deadlines
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Capium Practice Management dashboard with sales, payroll and corporation tax panels on a tablet

Accurate billing and automatic reminders for client deadlines

Billing and reporting tools that automate the payment process to keep cash coming into your firm. Set reminders for clients, so they send documents on time, and so you never miss a submission deadline!

Start your free trial
Capium Practice Management client record and activity timeline on a tablet

What is Capium’s Practice Management Software?

Our practice management software is a software designed to help accounting firms and professionals streamline their daily operations. This powerful software integrates various features to manage all aspects of an accounting practice, including client management, workflow management, task management, and document management. By centralising these functions, practice management software helps accountants reduce administrative overheads, improve client satisfaction, and manage their practice more effectively. Whether you’re handling client information, tracking tasks, or managing documents, this software ensures that everything runs smoothly and efficiently.

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Illustration of a woman at her desk surrounded by practice metrics and charts

Benefits of Using Accounting Practice Management Software

Implementing accounting practice management software can bring a multitude of benefits to accounting firms and professionals. Here are some of the key advantages:

  • Improved Client Management: With all client information accessible in one place, accountants can easily connect with clients and understand their needs better.
  • Increased Productivity: By automating routine tasks such as workflow management and document management, the software frees up valuable time for more important work.
  • Enhanced Collaboration: The software facilitates real-time collaboration among multiple team members, making it easier to work together on projects and share information seamlessly.
  • Better Decision-Making: Insights and analytics provided by the software help accountants make informed decisions, ultimately improving their practice.
  • Reduced Costs: Streamlining processes and minimizing manual errors can lead to significant cost savings for accounting practices.
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Capium Practice Management dashboard with sales, payroll and corporation tax panels on a tablet

Choosing the Right Accounting Practice Management Software

We know selecting the right accounting practice management software is an important decision for your business, so considering the following factors can help:

  • Functionality: Ensure the software meets your practice’s needs, including client management, workflow management, and document management.
  • Scalability: Choose software that can grow with your practice and won’t become outdated quickly.
  • Integration: Look for software that integrates with other accounting software and apps to avoid manual data entry.
  • Support: Evaluate the support provided by the software vendor, including training, customer support, and online resources.
  • Cost: The software must work for your practice’s budget and have the flexibility to grow when scaling.
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Capium Practice Management client record and activity timeline on a tablet

Frequently asked questions

Can your practice management software capture deadlines?
Absolutely! Once you log in with your HMRC or Companies House credentials, Capium's practice management software will automatically capture submission deadlines.
Does your software support document signing?
Yes! Our CapiSign solution comes standard as part of our practice management software. Easily sign documents on the go, no matter where you are in the world!
Is there a document-storing solution?
Of course! Our CapiDocs solution comes standard as part of our practice management software. And don't worry: all your documents are safe and secure there.
Do you support task creation?
We do. You can easily create, assign and monitor tasks to make sure your practice services each and every client on time.
Is there access to support?
Yes! We offer free support to all our clients. Our support team is available by phone from 8am to 6pm during weekdays, and from 10am to 4pm on Saturdays. Alternatively, send us an email, and we'll get back to you as soon as possible!
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