Capium

Capium is a cloud-based practice management suite that combines bookkeeping, payroll, tax filing, document management, and a client portal in one platform. It is designed primarily for UK accounting firms and includes HMRC-integrated tax submission features.

Firms use Capium to manage client work from onboarding through to tax filing and invoicing without switching between separate tools. The platform covers self-assessment, corporation tax, VAT returns, and payroll submissions, all with direct HMRC filing capabilities. Its document management and client portal modules handle the collection and storage of supporting records.

Capium is best suited for UK practices that want a single platform covering both compliance work and practice management. Firms that need more advanced workflow automation or serve clients outside the UK may find they need additional tools alongside it.

Pricing

Per-client pricing tiers (+ VAT):

• Small (up to 100 clients): £4.80/client/month
• Medium (up to 300 clients): £3.20/client/month
• Large (up to 500 clients): £2.90/client/month
• Enterprise (700+ clients): Contact for pricing

Add-ons: Capium Hub from £0.20/client/month, SMS from £1.08/client/month.

Reviews

Review data being updated.

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	No
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	No
Task dependencies	No
Automations	Yes
Custom statuses	No
@Mentions	No
Statutory due dates	Yes

Client Management

Feature	Supported
Client directory	Yes
Contacts	Yes
Client groups	No
Custom fields	No
Tags	No
Notes	Yes
Leads	No
CRM sync (QBO)	No
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	No
File uploads	Yes
Secure messaging	Yes
Scheduling	No
E-signatures	No
White label/custom branding	No

Email

Feature	Supported
Outlook integration	No
Gmail integration	No
Shared inboxes	No
Email-to-task	No
Email templates	No
AI email drafting	No
AI email summarization	No
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	Yes
Timers	No
Invoicing	Yes
Fixed fee & hourly billing	Yes
Recurring billing	No
Online payments	No
WIP tracking	No
Write up/down	No
Realization reporting	No
QBO invoice sync	No
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	Yes
Folder templates	No
File sharing with clients	Yes
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	Yes
Billing reports	Yes
Capacity/workload	No
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	No
Engagement letters	No
E-signatures on engagements	No

Integrations

Feature	Supported
QuickBooks Online	No
Xero	No
Outlook	No
Gmail	No
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	No
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	No
AI search	No

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	Yes
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	Yes
Statutory deadline tracking	Yes

Support & Onboarding

Feature	Supported
Chat support	Yes
Email support	Yes
Phone support	Yes
Dedicated rep	No
Onshore support	Yes
Free onboarding	Yes
Paid onboarding packages	No
Knowledge base/docs	Yes