How software can help you get through self-assessment season

The world of accounting software has come a long way — now it can automate and streamline many processes you’d typically have done manually.

But what about your clients who are dragging their heels? Could you save them more time — especially when it’s time to file their self-assessment tax returns?

In this blog, we’ll look at how the right software can save accountants time, money and stress during self-assessment season.

Client integration

Did you know? Capium connects automatically with HMRC, making your clients’ self-assessment returns even easier than before.

If you’re not using cloud accounting software, you’re saddling you and your clients with more work. This extra work is not conducive to a productive working environment, as you’re doing labour-intensive work that yields little reward compared to more business-strategic tasks.

By moving to cloud accounting software, many tasks you’d have to perform manually — like account reconciliations — are now done automatically and in seconds. You save time, and the client can see their data working in real-time. It’s a game-changer.

This level of client integration can be scaled depending on what you want to do — on our platform, we’re always looking for new ways to integrate and evolve.

Talk to your clients — what do they need to complete their return in time? Chances are, cloud software will make it easier for them. Explain this as clearly as possible, and help guide them to a balanced decision.

Plan better

Making a plan is always easier when you’ve got the right tools.

This is no different when it comes to self-assessment season. The best business owners will have a plan in place to get their return done in good time when the time comes around.

As their accountant, you want to be similarly prepared — this means having access to their data, and understanding where diligence is needed to correct any errors.

Every client is different, requiring a different approach and communication style. By having more information at your fingertips and in real-time, you can tailor your client strategy far quicker than you would have done previously.

The result? Saving time, money, and stress

When your clients submit their tax returns in good time and leave you a glowing review, all will be well with the world.

A self-assessment tax return is a business necessity: one which requires due care and attention to get right, so by giving your clients the security, insight and support needed to make this easy, you’re providing instant value.

Capium is a powerful accounting solution built specifically for accountants. It will make looking after your clients a breeze, giving you all the tools to answer their questions, resolve their problems, and make the whole process more efficient.

Moving to a new provider can sometimes seem like hard work. To help ease you in, we offer a free trial so you can see what we offer first. 

Contact us today to find out more.