Capium 365 is designed for accountants and their clients, providing the flexibility to streamline financial management and collaboration. Accountants can purchase Capium services in bulk and offer them to their sole trader clients, while also allowing limited company clients to easily sign up for Capium 365 directly. This seamless approach empowers accountants to enhance client relationships and deliver a superior cloud accounting experience.
Why Choose Capium 365?
Capium 365 is a simple and secure way for business owners, directors, and teams to manage their accounts online. Whether you're using a laptop or phone, it helps you stay connected, organised, and in control of your finances.
Here are the key reasons to choose Capium 365:
Use It Anywhere – Mobile & Web Access
Capium 365 works on both computers and smartphones (iOS & Android), so you can manage your accounts anytime, from anywhere.
Scan Invoices and Receipts
Quickly scan receipts and invoices using your phone. No more manual entry—everything is saved and organised for you.
Connect Unlimited Bank Accounts
Link as many bank accounts as you need. Capium 365 updates your transactions in real time, so you always know where your money is.
Automatic Bank Reconciliation
It automatically matches your bank transactions to your records, helping you save time and reduce errors.
Easy and Secure Document Sharing
Upload and share important documents (like invoices or reports) with your accountant or team, all in one safe place.
Add Unlimited Users
No extra charges for more users. You can invite your whole team and manage permissions based on their role.
Who Can Benefit from Using Capium 365?
Capium 365 is an ideal cloud accounting solution designed to meet the needs of accountants and a diverse range of clients, including:
- Small and Medium-sized Enterprises (SMEs), particularly Limited Companies
- Sole Traders
- Landlords
- Charitable Organisations
- Limited Liability Partnerships (LLPs)
- Trusts
- Self-employed individuals
How to Get Started
Getting started is easy:
You’ll receive an invitation email from your accountant.
Click the link in the email to register and create your password.
Once registered, log in at https://www.capium.com/products/capium365/or download the Capium 365 app from the App Store or Google Play.
After logging in, you’ll be able to:
View and download reports
Upload invoices and receipts
Scan documents through the mobile app
Get updates from your accountant
In Summary
Capium 365 is built to make your life easier. It helps you save time, stay organised, and work better with your accountant or
team.
Click here to How to Accept the Accountant’s Invitation to Join Capium 365
Link
https://capium.freshdesk.com/a/solutions/articles/9000269999?portalId=9000044273