Why medium-sized firms should consider Capium

Why medium-sized firms should consider Capium

Being a medium-sized practice comes with its own unique challenges: like trying to maintain the personalised service that built your firm’s success while increasing the number of clients you work with, juggling more complex compliance requirements with staying efficient, or tackling recruitment and onboarding in a competitive job market.

Finding the right tech to support and maintain your firm’s growth and size shouldn’t add to that list of challenges, but it often can. With our cloud accounting software, though, that’s not the case.

Here’s why, if you’re a medium-sized firm, you should consider using Capium.

We support growth without adding complexity

At Capium, we define medium-sized accounting firms as practices with up to 300 clients – and having that number of clients means you need robust systems that won’t slow you down.

Tech is supposed to make your life as an accountant more straight-forward, which is why our medium accounting suite is an all-in-one solution: including unlimited user licenses, e-signatures, SMS, and storage – all for £260 + VAT per month. That means you can bring everything together in one place, rather than switch between systems.

Within that system, we’ve also integrated practice management tools (like deadline reminders, a built-in CRM, and automated billing features), to help define and streamline your essential processes, too.

Prioritising data security and compliance

As former accountants ourselves, we understand how keeping up with compliance and data security can be a constant challenge – particularly if you’re managing multiple systems at once and keeping track of regulations as they change.

That’s why we’ve designed our software to handle things on your behalf. Capium is recognised by HMRC and Companies House as compliant and compatible with Making Tax Digital and, with our encryption, secure hosting, and regular security audits, your clients’ information is always protected in line with GDPR, too.

Boosted efficiency and enhanced client collaboration

Efficiency is never more important than when your firm starts to scale and grow – as the impact of processes that previously weren’t as tight as they could grow alongside you.

Seamless workflows are the key to creating and maintaining efficiency – and that means integrating your bookkeeping, payroll, accounts, tax, and practice management to reduce data entry and help you make faster, better informed decisions. All of that is possible with Capium.

Client collaboration is another area where efficiency can trip up and have a real impact – but giving clients a place to upload and share documents or view information in real time, as well as automating reminders to provide information or payment, can cut down on email exchanges and delays.

Moving to a more automated, digital way of working might take some adjusting, but it’ll be worth it in the long run.

Why should medium-sized firms consider Capium?

Investing in or switching to a new software or system is a big decision, and planning the transition is key. To smooth out the process, we offer free set up and onboarding, as well as support six days a week, at no extra cost – whichever package you choose.

Ultimately, choosing the right accounting software is about finding a solution that fits what your firm needs. But with integrated tools, compliance support, and enhanced security, Capium makes a good choice for a medium-sized firm, and will be there as it grows.

Every practice is different, though, and it’s worth exploring a platform’s features, trialling the system, and making sure it aligns with your longer-term goals before committing. That’s why we’d love to offer you a free trial, so you can see how the software works in practice.

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