Important Note
If you are setting up a client across multiple modules (e.g., Bookkeeping, Payroll, Self Assessment, etc.), please click here to follow the dedicated guide on Adding Clients Across Modules.
The steps outlined below are specific to setting up a client solely within Capium 365 and should not be used for other modules.
Adding a client just to Capium 365
Navigation: Manage > Clients > Add Client
Alternatively, click on this link to be redirected.
Click “Add Client” from the top right of the Clients screen.
Enter Basic Information – Include name, UTR number (if applicable), and contact details.
Select Client Type – Choose from Limited Company, Sole Trader, Partnership, or LLP.
Fill in Additional Details – Such as registration numbers, accounting reference date, and email preferences.
Click “Save” – Once complete, your client is ready to be used in relevant modules.
Note: Ensure the client is assigned to the correct services within their profile to enable module access.
