Capium – What You Need to Know

How Capium Handles MTD Compliance

Capium's MTD for Income Tax solution operates at two levels. At the practice level, accountants use Capium's MTD module and practice management suite to manage all client MTD quarterly submissions, track deadlines, review submission status, and handle final declarations. At the client level, Capium 365 provides the bookkeeping and record-keeping interface through which landlords and sole traders capture receipts, connect bank feeds, and categorise income and expenses.

Capium's official MTD IT page explicitly states that self-employment, UK property, and foreign income reports are automatically populated from live digital records for MTD quarterly updates and final declarations. AccountingWEB confirmed that Capium 365 allows accountants to configure income stream categorisation so clients can clearly distinguish between UK and foreign sources, or between property and self-employment income. Capium has confirmed live pilot completions for both UK Property income and Self-Employment tax returns through the HMRC MTD pilot.

Capium: No Property Management Features

Capium does not include property portfolio management, tenant management, rent tracking, compliance document reminders, HMO support, or any landlord-specific property administration tools. It is an accountancy practice management platform. Property management is entirely outside Capium's scope and must be handled separately by the landlord or via other specialist tools.

Capium 365: Cloud Bookkeeping for Sole Traders and Landlords (Practice-Delivered)

Capium 365 is a cloud-based bookkeeping solution that provides the client-facing record keeping for MTD IT. It includes unlimited bank feeds (free with a Capium 365 licence), automated bank reconciliation, automated transaction categorisation with supplier rules, and the ability to upload up to 50 invoices and receipts at once. Income streams can be configured by the accountant to clearly separate UK property, foreign property, and self-employment income. P&L reports are available for limited company clients within Capium 365. For landlords with more complex accounting needs, all Capium 365 data feeds directly into the practice's Capium suite for self-assessment, accounts production, and year-end work.

Capium 365: Bulk Receipt Upload with Accountant-Driven Document Requests

Capium 365 allows clients to scan and upload up to 50 invoices and receipts at once through the mobile app or web platform. Supplier rules and automation handle transaction categorisation. A distinctive feature is Capium's bulk document request tool: accountants can send batched requests to multiple clients simultaneously, asking for specific receipts or documents, and then track which clients have submitted and which have not — significantly reducing the time spent chasing clients ahead of quarterly MTD submissions.

Capium: Practice-Wide Dashboards and Statutory Reporting

Capium's practice dashboard gives accountants full submission status visibility across all MTD IT clients — tracking which quarterly updates have been submitted, which are pending, and which are overdue. Capium's Accounts Production module produces full statutory accounts (full, abbreviated, or abridged year-end accounts) submitted directly to Companies House. The Self Assessment module produces all SA forms. Real-time data flows between modules so information entered once in bookkeeping or Capium 365 auto-populates into SA, CT, and AP.

Capium's Collaborative Features

Capium is accountant focused. The accountant is the primary user, and the landlord (as a client) accesses Capium 365 as a data capture and record-keeping layer that feeds directly into the accountant's compliance workflow. For practices managing large numbers of landlord and sole trader clients under MTD, Capium's collaboration infrastructure — unlimited users, client portal, bulk document requests, multi-client submission dashboard, and 6-day-a-week support — is genuinely best-in-class.

PaTMa's Ease of Use

Capium is consistently described by users as easy to use and intuitive for an accounting practice platform. User reviews on Capterra and G2 praise its usability, integration between modules, and strong customer relationship with management. Capium offers 6-day-a-week support (phone: 020 3322 5578), free onboarding for all clients, and proactive updates via a community Facebook group. The platform was established in 2013 and has a ten-year+ track record.