Capium 365 :The Capium 365 client invitation acceptance feature allows clients to easily join the platform by accepting the secure invite sent by their accountant. This ensures a smooth onboarding experience, giving clients access to their personalised portal for real-time collaboration and improving overall communication and service delivery.
Navigation > Capium 365 > Manage > Clients > Send Invitation
An invitation email will then be sent to the client. And upon clicking on the Accept invitation it will redirect to Capium365 login and update Verification code.
Please refer the below screenshot:
Once verified, their Capium 365 account will be fully active and ready to use.
Capium 365: How to log in to Capium 365?
Link https://capium.freshdesk.com/a/solutions/articles/9000270038?portalId=9000044273