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Purchasing additional licenses for Capium 365 is quick and seamless. Follow the steps below to manage your subscription and ensure your team has the ac...

The Capium 365 Manage section provides accountants with a centralised hub to oversee all their clients efficiently. It offers a high-level, bird’s-eye view...

Click here to go to the Manage Imports page. Capium 365 offers a streamlined import feature that allows practices to quickly bring essential data—suc...

Click here to go to the 'Manage' page Within the Capium 365 Manage section, the Users area serves as your central hub for efficient user manage...

Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently.  Click here to go to the...

Capium 365 provides a flexible and secure way to manage user access and permissions within the platform.  link to the video can be found below http...

There are three available methods to import users into Capium 365. The choice depends on whether you’re using other Capium modules and how your firm manage...

Managing user permissions in Capium 365 is straightforward and allows you to control team access effectively. Here's a concise guide to help you navi...

Capium 365 features a dynamic Global Action Bar that adjusts based on the section you're viewing. When users are in the Dashboard, Manage, or Drive area...