Log into a client’s Capium 365 portal




To access a client's Capium 365 dashboard, accountants and their staff should follow these steps:

  1. Navigate to the Manage section within the platform.

  2. Hover over the relevant client row to reveal the quick action menu.

  3. Click on the second icon from the left in the hover menu (typically represented by the Capium 365 logo or dashboard icon).

  4. You will then be redirected to that client's Capium 365 Dashboard.