Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
Location: Practice Management module > Dashboard You can see Number of clients and new Clients last month as well as number of Deadlines and new Dead...
Tue, 6 Oct, 2020 at 5:26 PM
Have you wondered how you can improve your customer service experience through keeping a track of all emails? If the answer is yes, then read on. ...
Tue, 24 Aug, 2021 at 11:30 AM
Location: Practice Management module > Workspace > Clients Refer to the link Clients added in Practice Management will also reflect globally acro...
Mon, 12 Oct, 2020 at 5:21 PM
Location: Practice Management module > CRM > Contacts > Select a contact or add 'New Contact' Refer to the link Help/Gu...
Wed, 29 Jun, 2022 at 10:56 AM
CapiSign is a feature designed to facilitate the electronic signing of Documents. Using the feature, accountants can send documents such as Accounts Report,...
Mon, 18 May, 2020 at 5:23 PM
Location: Practice Management module > Workspace > Clients > Select a client > Workspace > Proposal/LOE Refer to the link Help/Guide: O...
Tue, 16 Feb, 2021 at 12:50 PM
Location: Practice Management module > Settings > Document Templates Refer to the link Help/Guide: Once in Document Templates, click 'New T...
Mon, 5 Oct, 2020 at 4:33 PM
Location: Practice Management module > Workspace > Clients > Select Client > Settings > Accounting Periods Refer to the link Adding an A...
Mon, 5 Oct, 2020 at 4:40 PM
Location: Practice Management module > Workspace > Clients > Select Client > Schedule Refer to the link The Schedule feature is used for se...
Mon, 12 Oct, 2020 at 5:26 PM
Location: Practice Management module > Workspace > Deadlines Refer to the link Help/Guide: Once in Deadlines, click the delete button on the de...
Tue, 6 Oct, 2020 at 5:01 PM