The Capium 365 Manage section provides accountants with a centralised hub to oversee all their clients efficiently. It offers a high-level, bird’s-eye view across multiple key areas, streamlining practice-wide operations.
Key management areas include:
Clients – Access and manage your entire client portfolio from a single interface.
Users – Add/remove staff users.
Templates – Edit emails that can be sent out to all the clients
Imports – Seamlessly import data to reduce manual entry.
Permissions – Manage team access and roles across the platform.
