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Solution home Capium 365 Capium 365 (Accountant)

Capium 365: Manage Clients Print

Modified on: Wed, 23 Jul, 2025 at 1:02 PM


Within the Capium 365 Manage section, the Clients area serves as your central hub for client management. Within this section, you can: 

 

  • Add new clients to Capium 365. 
  • Edit and Delete existing clients in Capium 365 
  • Log into a client’s Capium 365 portal.   
  • Search and filter clients to quickly locate records. 


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