Practice Management Help Guide
This section covers all the features within the Capium Practice Management module in detail, broken down into sections
INTRODUCTION TO CRM Our CRM has been designed for efficient workflow for accounting practices to source new clients and prospects. Navigation: ...
Tue, 30 Jan, 2024 at 2:03 PM
In Practice Management practices are able to conduct the Risk Assessments onto their Clients on any frequency as per their desire. Every six months, y...
Tue, 30 Jan, 2024 at 5:09 PM
This article will provide a step-by-step guide on establishing the services you offer to your clients and demonstrating how to connect those services wit...
Mon, 3 Mar, 2025 at 11:56 AM
Location: Practice Management >> Workspace >> Deadlines >> Refresh. Confirmation statements and annual accounts deadlines are availabl...
Wed, 28 Feb, 2024 at 2:13 PM
Location: Practice Management > Practice > Team > Select Team Member to check Visible Manager. Managers who can approve the staff timesheet can...
Tue, 26 Mar, 2024 at 2:41 PM
Navigation: Settings> Document Templates Alternatively, please click on this link to be redirected to the page. Here, ...
Tue, 25 Jun, 2024 at 6:07 PM
In this article we will cover how to adjust fees for services, assigning services to your clients, and raising invoices all within our Practice Management ...
Thu, 24 Apr, 2025 at 10:05 AM