accountingworkflow Archives - capium Just another WordPress site Fri, 28 Nov 2025 12:59:41 +0000 en-US hourly 1 https://www.capium.com/wp-content/uploads/2023/02/cropped-chota_capium-removebg-preview-32x32.png accountingworkflow Archives - capium 32 32 MTD for Income Tax Is Coming: Are Your Clients (and Your Practice) Really Ready? https://www.capium.com/mtd-for-income-tax-is-coming-are-your-clients-and-your-practice-really-ready/ https://www.capium.com/mtd-for-income-tax-is-coming-are-your-clients-and-your-practice-really-ready/#respond Fri, 28 Nov 2025 12:55:13 +0000 https://www.capium.com/?p=17214 MTD for Income Tax Is Coming: Are Your Clients (and Your Practice) Really Ready?  A first look at Capium’s new MTD IT whitepaper and why you’ll want the full version.  The countdown is officially on. From April 2026, MTD for Income Tax becomes mandatory for self-employed individuals and landlords earning over £50,000, with those above £30,000 joining in 2027. That means more clients, more digital requirements, and more moving parts for accountants to manage.  Quarterly submissions. Digital record keeping. A final declaration. All through MTD-compatible software.  It’s one of the biggest shifts the profession has seen in years and how you prepare now will shape how smoothly your practice handles the transition.  That’s why we’ve created a practical new whitepaper: Making Tax Digital for Income Tax: Choose the Right Solution for Your Clients. MTD IT Doesn’t Have to Mean More Complexity  Yes, digital records and quarterly updates introduce new responsibilities, but they can also improve accuracy, reduce bottlenecks, and make tax forecasting far more predictable.  The whitepaper explains the core requirements in clear, simple terms, and highlights the opportunities for better client relationships and cleaner workflows. But the real value lies in helping you choose the right approach for each client.  Three MTD Pathways: One Flexible Ecosystem  Not all clients work the same way. Some cling to spreadsheets. Others are halfway digital. Some want everything automated.  Capium supports all of them. Our whitepaper outlines three flexible routes to compliance, including:  A simple bridging option for spreadsheet-based clients  A lightweight digital record-keeping option for those ready to modernise  A fully integrated solution for high-value, multi-income clients who want a seamless MTD experience  Each route supports digital record keeping, quarterly updates, and final declarations and the whitepaper helps you identify which clients fit where.  Why You Need to Prepare Early  MTD IT success isn’t just about choosing software, it’s about planning.  Most practices will need time to segment clients, assess digital readiness, support onboarding, and test new workflows long before April 2026 arrives.  Our whitepaper includes a practical framework to help you start now and avoid the last-minute rush.  Want the Full Strategy? Download the Whitepaper for Free  The full whitepaper includes deeper insight into:  How to match each client to the right MTD pathway  Examples of real client scenarios  How to streamline quarterly submissions  Early preparation checklists  Capium’s ecosystem and support  Download your free copy now Join the Live MTD IT Webinar: Thursday 4th December, 12PM  If you want clarity, confidence, and a clear plan for supporting every MTD IT client, don’t miss this session.  You’ll learn:  What MTD IT requires from 2026 and 2027  How digital records, quarterly submissions, and final declarations work in practice  The three MTD pathways in Capium and who they suit  How to segment your client base efficiently  How to avoid common MTD pitfalls with early preparation  Date: Thursday 4th December Time: 12PM Perfect for: Accountants preparing clients for MTD IT Click here to register.

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MTD for Income Tax Is Coming: Are Your Clients (and Your Practice) Really Ready? 

A first look at Capium’s new MTD IT whitepaper and why you’ll want the full version. 

The countdown is officially on.
From April 2026, MTD for Income Tax becomes mandatory for self-employed individuals and landlords earning over £50,000, with those above £30,000 joining in 2027. That means more clients, more digital requirements, and more moving parts for accountants to manage. 

Quarterly submissions.
Digital record keeping.
A final declaration.
All through MTD-compatible software. 

It’s one of the biggest shifts the profession has seen in years and how you prepare now will shape how smoothly your practice handles the transition. 

That’s why we’ve created a practical new whitepaper:
Making Tax Digital for Income Tax: Choose the Right Solution for Your Clients.

MTD IT Doesn’t Have to Mean More Complexity 

Yes, digital records and quarterly updates introduce new responsibilities, but they can also improve accuracy, reduce bottlenecks, and make tax forecasting far more predictable. 

The whitepaper explains the core requirements in clear, simple terms, and highlights the opportunities for better client relationships and cleaner workflows. But the real value lies in helping you choose the right approach for each client. 

Three MTD Pathways: One Flexible Ecosystem 

Not all clients work the same way. Some cling to spreadsheets. Others are halfway digital. Some want everything automated. 

Capium supports all of them.
Our whitepaper outlines three flexible routes to compliance, including: 

  • A simple bridging option for spreadsheet-based clients 
  • A lightweight digital record-keeping option for those ready to modernise 
  • A fully integrated solution for high-value, multi-income clients who want a seamless MTD experience 

Each route supports digital record keeping, quarterly updates, and final declarations and the whitepaper helps you identify which clients fit where. 

Why You Need to Prepare Early 

MTD IT success isn’t just about choosing software, it’s about planning. 

Most practices will need time to segment clients, assess digital readiness, support onboarding, and test new workflows long before April 2026 arrives. 

Our whitepaper includes a practical framework to help you start now and avoid the last-minute rush. 

Want the Full Strategy? Download the Whitepaper for Free 

The full whitepaper includes deeper insight into: 

  • How to match each client to the right MTD pathway 
  • Examples of real client scenarios 
  • How to streamline quarterly submissions 
  • Early preparation checklists 
  • Capium’s ecosystem and support 

Download your free copy now

Join the Live MTD IT Webinar: Thursday 4th December, 12PM 

If you want clarity, confidence, and a clear plan for supporting every MTD IT client, don’t miss this session. 

You’ll learn: 

  • What MTD IT requires from 2026 and 2027 
  • How digital records, quarterly submissions, and final declarations work in practice 
  • The three MTD pathways in Capium and who they suit 
  • How to segment your client base efficiently 
  • How to avoid common MTD pitfalls with early preparation 

Date: Thursday 4th December
Time: 12PM
Perfect for: Accountants preparing clients for MTD IT

Click here to register.

The post MTD for Income Tax Is Coming: Are Your Clients (and Your Practice) Really Ready? appeared first on capium.

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Capium Black Friday: Get 6 Months Free When You Join for 18 Months – Your Smartest Move This Season https://www.capium.com/capium-black-friday-get-6-months-free-when-you-join-for-18-months-your-smartest-move-this-season/ https://www.capium.com/capium-black-friday-get-6-months-free-when-you-join-for-18-months-your-smartest-move-this-season/#respond Mon, 17 Nov 2025 11:29:23 +0000 https://www.capium.com/?p=17158 Capium Black Friday: Get 6 Months Free When You Join for 18 Months – Your Smartest Move This Season  Black Friday has arrived, and with it, one of Capium’s most valuable offers for accountancy firms ready to streamline their workflows and reduce software costs.  For a limited time, when you sign up for an 18-month Capium contract, you’ll pay for just 12 months, with the cost spread evenly across all 18 months.  That’s 6 months of Capium completely free, giving you extended access to our fully integrated cloud accounting suite at a significantly reduced monthly price.  Whether you’re growing, restructuring, or simply trying to eliminate admin overload, this is the moment to upgrade your practice systems.  Why Firms Choose Capium: One Connected Suite for a Smarter, Faster Practice  Capium brings your entire practice together in one platform. No switching systems. No duplicating data. No time wasted reconciling tools that don’t talk to each other.  Here’s what’s inside the Capium Accounting Suite, and why firms rely on it every day:  Bookkeeping That Saves Hours Automated bank feeds, smart rules, and clean workflows make bookkeeping quicker, more accurate, and far less manual, ideal during peak deadlines.  Key Features  Automated bank feeds with secure, real-time syncing  Smart transaction rules for instant categorisation  Auto-reconciliation tools to eliminate manual matching  OCR invoice scanning for instant data extraction  Supplier & customer management with statements and reporting  Real-time dashboards for cashflow, ledgers and balances  Multi-currency support  Automated VAT calculations with full MTD compatibility  Integrated journals that link straight into Accounts Production  Client collaboration portal for document sharing and approvals  Accounts Production Designed for Compliance Produce fully compliant statutory accounts with guided workflows, client data synced from bookkeeping, and seamless submissions.  Key Features  FRS 102, FRS 105 and micro-entity templates  Full Companies House & HMRC iXBRL filing  Automatic import from Bookkeeping — no re-keying  Error checks and diagnostics before filing  Comparative accounts and year-on-year rollovers  Director reports, notes, and customised layouts  Consolidation support for group accounts (if needed)  Audit trail of changes for full transparency  Full draft and final accounts workflows  Client approval tools to streamline sign-off  Self-Assessment– Built for Busy Season  Prepare and file tax returns faster with:  Automated data pull  Intelligent checks  Clear client tracking  MTD IT readiness  Perfect for SA season and beyond.  Key Features  All core SA forms supported – SA100, SA105, SA302, SA800, SA900, and more  Auto-population from client records & bookkeeping  Intelligent error checks to reduce HMRC rejections  MTD IT-ready workflows  Bulk submission options to speed up busy season  SA progress tracker for your entire client list  Integrated document request lists to onboard clients quickly  Direct HMRC submission  Historical return comparisons  Client e-sign and approval workflows  Corporation Tax-Clear, Quick, and Connected  Generate CT600s, sync figures directly from Accounts Production, reduce data duplication, and file with confidence.  Key Features  CT600 + supplementary pages supported  Direct sync from Accounts Production  Capital allowances calculator  Loss, group relief and adjustments tools  Tax computation summaries & diagnostics  iXBRL filing direct to HMRC  Full compliance with HMRC requirements  Carry forward/carry back claims  Automated tax calculations  Client approval workflows  Payroll That Just Works With RTI submissions, batch processing, auto-enrolment and journals pushed into bookkeeping automatically, payroll becomes a smooth, dependable workflow.  Key Features  RTI FPS & EPS submissions  CIS module with automated deductions  Auto-enrolment with pension provider integrations  Bulk payroll processing for agents  P45/P60/P11D generation  Payslips via secure client portal  Automatic journal postings into Bookkeeping  Holiday pay, overtime, and variable pay support  Director payroll settings  Multiple pay schedules (weekly, monthly, etc.)  Full audit history  Practice Management That Keeps Your Team Organised Track deadlines, manage tasks, oversee workflows, and coordinate your team all within one integrated hub.  This means:  No missed deadlines  No scattered client information  Full visibility across your practice  Everything you need to stay organised, compliant, and efficient.  Key Features  Deadline tracking for SA, CT, payroll, VAT, CS01s and more  Centralised task management for individuals and teams  Workflow automation to keep jobs moving  Client CRM with full history, notes, and document storage  Action Station alerts so nothing is missed  Job templates for standardised processes  Capacity and workload planning  Time tracking & reporting  Centralised messaging & client portal  Secure document sharing & e-signatures  Enquiries and notifications dashboard  The Impact: Faster Workflows, Fewer Errors, More Time  Practices using Capium benefit from:  ✔ Faster turnaround on accounts and returns ✔ Greater team productivity ✔ Higher accuracy and fewer rejected submissions ✔ Reduced software overheads ✔ One login, one platform, one version of truth  With this year’s Black Friday 18-month offer, you can access all of this, plus 6 months free.  Capium Black Friday Offer: Get 6 Months Free  Join Capium during this limited promotion and get:  The full Capium suite for 18 months  But only pay for 12  With your cost evenly spread across the contract  This gives your practice more time to benefit from the software, at a reduced cost, while easing cashflow.  Want to See Capium in Action? Join Our Webinar This Friday  To help you explore the full value of Capium’s connected suite, we’re hosting a live demo session:  How Smart Firms Save Time and Scale with Capium  Date: This Friday 21st November 2025 Time: 12pm  In this session, you’ll see how to:  Automate bookkeeping, accounts, tax, payroll, and PM  Remove repetitive admin  Gain real-time visibility across clients  Improve compliance with built-in tools  Build a scalable, efficient practice  Click here to Register.    

The post Capium Black Friday: Get 6 Months Free When You Join for 18 Months – Your Smartest Move This Season appeared first on capium.

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Capium Black Friday: Get 6 Months Free When You Join for 18 Months – Your Smartest Move This Season 

Black Friday has arrived, and with it, one of Capium’s most valuable offers for accountancy firms ready to streamline their workflows and reduce software costs. 

For a limited time, when you sign up for an 18-month Capium contract, you’ll pay for just 12 monthswith the cost spread evenly across all 18 months. 

That’s 6 months of Capium completely free, giving you extended access to our fully integrated cloud accounting suite at a significantly reduced monthly price. 

Whether you’re growing, restructuring, or simply trying to eliminate admin overload, this is the moment to upgrade your practice systems. 

Why Firms Choose Capium: One Connected Suite for a Smarter, Faster Practice 

Capium brings your entire practice together in one platform. No switching systems. No duplicating data. No time wasted reconciling tools that don’t talk to each other. 

Here’s what’s inside the Capium Accounting Suite, and why firms rely on it every day: 

  1. Bookkeeping That Saves Hours

Automated bank feeds, smart rules, and clean workflows make bookkeeping quicker, more accurate, and far less manual, ideal during peak deadlines. 

Key Features 

  • Automated bank feeds with secure, real-time syncing 
  • Smart transaction rules for instant categorisation 
  • Auto-reconciliation tools to eliminate manual matching 
  • OCR invoice scanning for instant data extraction 
  • Supplier & customer management with statements and reporting 
  • Real-time dashboards for cashflow, ledgers and balances 
  • Multi-currency support 
  • Automated VAT calculations with full MTD compatibility 
  • Integrated journals that link straight into Accounts Production 
  • Client collaboration portal for document sharing and approvals 
  1. Accounts Production Designed for Compliance

Produce fully compliant statutory accounts with guided workflows, client data synced from bookkeeping, and seamless submissions. 

Key Features 

  • FRS 102, FRS 105 and micro-entity templates 
  • Full Companies House & HMRC iXBRL filing 
  • Automatic import from Bookkeeping — no re-keying 
  • Error checks and diagnostics before filing 
  • Comparative accounts and year-on-year rollovers 
  • Director reports, notes, and customised layouts 
  • Consolidation support for group accounts (if needed) 
  • Audit trail of changes for full transparency 
  • Full draft and final accounts workflows 
  • Client approval tools to streamline sign-off 
  1. Self-Assessment– Built for Busy Season 

Prepare and file tax returns faster with: 

  • Automated data pull 
  • Intelligent checks 
  • Clear client tracking 
  • MTD IT readiness 

Perfect for SA season and beyond. 

Key Features 

  • All core SA forms supported – SA100, SA105, SA302, SA800, SA900, and more 
  • Auto-population from client records & bookkeeping 
  • Intelligent error checks to reduce HMRC rejections 
  • MTD IT-ready workflows 
  • Bulk submission options to speed up busy season 
  • SA progress tracker for your entire client list 
  • Integrated document request lists to onboard clients quickly 
  • Direct HMRC submission 
  • Historical return comparisons 
  • Client e-sign and approval workflows 
  1. Corporation Tax-Clear, Quick, and Connected 

Generate CT600s, sync figures directly from Accounts Production, reduce data duplication, and file with confidence. 

Key Features 

  • CT600 + supplementary pages supported 
  • Direct sync from Accounts Production 
  • Capital allowances calculator 
  • Loss, group relief and adjustments tools 
  • Tax computation summaries & diagnostics 
  • iXBRL filing direct to HMRC 
  • Full compliance with HMRC requirements 
  • Carry forward/carry back claims 
  • Automated tax calculations 
  • Client approval workflows 
  1. Payroll That Just Works

With RTI submissions, batch processing, auto-enrolment and journals pushed into bookkeeping automatically, payroll becomes a smooth, dependable workflow. 

Key Features 

  • RTI FPS & EPS submissions 
  • CIS module with automated deductions 
  • Auto-enrolment with pension provider integrations 
  • Bulk payroll processing for agents 
  • P45/P60/P11D generation 
  • Payslips via secure client portal 
  • Automatic journal postings into Bookkeeping 
  • Holiday pay, overtime, and variable pay support 
  • Director payroll settings 
  • Multiple pay schedules (weekly, monthly, etc.) 
  • Full audit history 
  1. Practice Management That Keeps Your Team Organised

Track deadlines, manage tasks, oversee workflows, and coordinate your team all within one integrated hub. 

This means: 

  • No missed deadlines 
  • No scattered client information 
  • Full visibility across your practice 

Everything you need to stay organised, compliant, and efficient. 

Key Features 

  • Deadline tracking for SA, CT, payroll, VAT, CS01s and more 
  • Centralised task management for individuals and teams 
  • Workflow automation to keep jobs moving 
  • Client CRM with full history, notes, and document storage 
  • Action Station alerts so nothing is missed 
  • Job templates for standardised processes 
  • Capacity and workload planning 
  • Time tracking & reporting 
  • Centralised messaging & client portal 
  • Secure document sharing & e-signatures 
  • Enquiries and notifications dashboard 

The Impact: Faster Workflows, Fewer Errors, More Time 

Practices using Capium benefit from: 

✔ Faster turnaround on accounts and returns
✔ Greater team productivity
✔ Higher accuracy and fewer rejected submissions
✔ Reduced software overheads
✔ One login, one platform, one version of truth 

With this year’s Black Friday 18-month offer, you can access all of this, plus 6 months free. 

Capium Black Friday Offer: Get 6 Months Free 

Join Capium during this limited promotion and get: 

  • The full Capium suite for 18 months 
  • But only pay for 12 
  • With your cost evenly spread across the contract 

This gives your practice more time to benefit from the software, at a reduced cost, while easing cashflow. 

Want to See Capium in Action? Join Our Webinar This Friday 

To help you explore the full value of Capium’s connected suite, we’re hosting a live demo session: 

How Smart Firms Save Time and Scale with Capium 

Date: This Friday 21st November 2025
Time: 12pm 

In this session, you’ll see how to: 

  • Automate bookkeeping, accounts, tax, payroll, and PM 
  • Remove repetitive admin 
  • Gain real-time visibility across clients 
  • Improve compliance with built-in tools 
  • Build a scalable, efficient practice 

Click here to Register.

 

 

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