Capium's Practice Management suite delivers a complete integrated package, for accountants to manage their day to day tasks in a timely manner. Allocations of duties to staff members and meeting client deadlines will give you back full control. As you increase your client base, it becomes very crucial for accountants to have a robust system that facilitates timely notifications and deadline reminders. Keep an eye on each activity taking place within your firm and pinpoint the important due dates for your clients.
Managing tasks everyday for an accounting firm can be a frustrating and time consuming job in itself. It can be difficult to get a better performance from the team, without a robust practice management system in place.
The Task Management section of Capium's Practice Management module is the answer to all of these questions. Manage all of your routine and ad-hoc tasks and assign them to the correct member of staff right away, to keep a check on the accountability of the team. Our Task Management section consists of rich features to handle workflow swiftly and hassle free.
Store all important client documents in a simplified process in the cloud. Mark them as confidential, share with clients and keep track of the document movements.
Create your own customised folder and share documents within the team.
Customise your invoice template with your firm's information. Email invoices to clients directly from the system. Keep track on the payments you receive too.
Once a task is marked completed under our task management system, you can generate invoices for the same in a few clicks and can also save them as draft.
CapiSign is a simple, secure and easy to handle e-Signing tool. You can instantly get signed electronic year end accounts, CT600s, personal tax returns; or any other documents in just a few clicks.
CapiScan iOS and Android mobile apps are for your clients to send expense receipts, letters and documents to you. Once your client has shared a receipt with you, it will reside within your firm's Practice Management documents; from where you can directly post the values into Capium's Bookkeeping module, in a simple click.
Capium allows accountants to submit a 64-8 agent authorisation form directly to HMRC from the Practice Management module itself. Easy to understand and handle the process. Enter the approval code once received from HMRC in Capium system and you are done. You can now submit all relevant PAYE, Individual, Corporation Tax returns on behalf of your clients.
Timesheets lets you keep a track of the overall activity and time being spent on a particular task/client; giving you full control over your staff and allocation of resource. It allows you to manage the amount of working hours spent by your staff, during a particular week on a service provided to your clients. You can feed the time manually for any client task through our easy to fill timesheet form or alternatively you may fetch the hours logged directly through the task section for a selected week.
Get detailed timesheet reports of staff with a number of tasks and time spent on each activity. Customise the reports to daily, weekly or monthly as per your needs.
Our interactive deadline calendar provides you with real time, up to date information for all the deadlines you have to meet. Our user friendly client deadline tracking dashboard won't let you miss any critical deadlines approaching. You can also setup email reminders for each type of deadline and the system will send you an automated email notification to your configured email address, with all the deadlines on a marked date.
Keeping track of different prospects and taking timely leads could potentially convert into clients. Our CRM section allows users to add different prospects, with all the relevant information gathered during communication; like their contact details, notes, action plans for team, proposals etc. Manage proposals and add these prospects to the different campaigns you have created for marketing.