Capium 365 is a client portal and mobile app that allows clients to upload receipts, invoices, bank transactions, and documents. Accountants review and approve the data and, where relevant, publish it into Capium Bookkeeping and onward into MTD IT submissions.
Capium 365 is a digital record-keeping and document capture app designed for accountants and their clients.
It is typically used for:
Capturing receipts, invoices, and documents via mobile
Uploading bank statements and records
Supporting MTD ITSA digital record-keeping
Feeding data into Capium bookkeeping and MTD modules
Important:
Capium 365 does not replace Capium bookkeeping or tax modules. It supports them by capturing and organising source records.