Accounts production software: integrations

At Capium, we often emphasise two key principles: software is only as effective as its user, and truly great software integrates seamlessly with other tools and systems. These ideas are especially relevant to accounts production software, where the right integrations can be game-changing when it comes to saving you time and reducing errors.

In previous articles, we’ve discussed topics such as:

• Key features of accounts production software for accountants
• Why use accounts production software?
• How to pick the right accounts production software as an accountant
• How much does accounts production software cost?

Today, we’ll dive deeper into integrations. Specifically, this blog explores the integrations offered by Capium’s accounts production software, how to use them, and how they benefit your accounting practice.

What integrations does Capium’s accounts production software offer?

Capium’s accounts production software comes with a range of powerful integrations that simplify the process of preparing statutory accounts and working with clients. These integrations are designed to save time, enhance accuracy, and ensure compliance with regulatory requirements. Below, we explore each integration in detail.

1. Integration with HMRC

One of the most important integrations of our accounts production software is its direct integration with HMRC. Our team designed this integration to allow you to seamlessly submit corporation tax returns without leaving the platform, while ensuring compliance with current regulations and simplifying the submission process overall.

How to use:

1. Prepare the client’s accounts within Capium software
2. Validate the information to ensure it aligns with HMRC’s requirements
3. Submit the return directly to HMRC with a single click, receiving real-time status updates.

Benefits:

• Save time by eliminating manual submissions
• Reduce errors with built-in validation checks
• Ensures compliance with HMRC regulations through regular software updates.

2. Integration with Companies House

Our integration with Companies House means you can submit statutory accounts directly, ensuring clients meet their filing obligations on time. This integration also makes it easy to find and retrieve company information, helping to streamline the accounts preparation process.

How to use:

1. Finalise the statutory accounts in Capium’s software
2. Use the Companies House submission feature to file the accounts directly
3. Track the submission status within the platform.

Benefits:

• Simplify the filing process by enabling direct submissions
• Reduce the risk of late filings with built-in deadline reminders
• Provide a centralised workflow for preparing and filing statutory accounts.

3. Bookkeeping integration

Capium’s accounts production software works hand-in-hand with our other modules. Its integration with our bookkeeping software, for example, allows it to feed data into your tax returns and reports, making data transfer as seamless as possible. This eliminates duplication and ensures consistency across your workflow.

How to use:

1. Keep client’s bookkeeping up-to-date in Capium’s bookkeeping module
2. When preparing statutory accounts, import financial data directly from the bookkeeping records
3. Review and adjust the data as needed to finalise the accounts.

Benefits:

• Save time by reusing existing financial data
• Enhance accuracy by minimising manual data entry
• Join up bookkeeping and accounts production tasks.

4. Practice management integration

As above, we’ve designed all our Capium modules to talk to each other without you having to get involved. One way this is especially useful is the integration with our practice management module, which allows you to manage tasks, track deadlines, and oversee workflows efficiently.

How to use:

1. Assign accounts production tasks to team members using the practice management module
2. Track the progress of each task, including key deadlines and milestones
3. Use the module to communicate with team members and monitor overall performance.

Benefits:

• Improve organisation and visibility across the accounts production process
• Enhance collaboration among team members with task delegation and status tracking
• Ensure timely completion of statutory accounts with automated reminders.

Why integration matters in accounts production software

We’ve worked hard to make our accounts production software as intuitive as possible, and building in these integrations means it’s designed to help you operate more efficiently and accurately. Whether you’re filing directly with HMRC or Companies House, leveraging built-in bookkeeping data, or managing tasks with practice management tools, these integrations help make things quick and simple. 

See Capium’s accounts production software in action

Ready to find out how Capium’s accounts production software integrations can transform your practice? Sign up for a free trial or book a demo today!