Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
Capium 365 — Quick Start Guide for Accountants (Supporting Your SME Clients Step by Step) What is Capium 365? Capium 365 is a client-facin...
Thu, 11 Sep, 2025 at 9:28 AM
Please view our latest 365 training webinar https://www.bigmarker.com/capium/capium-365-training-webinars-ca10c43b85238b1bf1bfbe96?show_live_page=true
Fri, 18 Jul, 2025 at 12:09 PM
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...
Fri, 18 Jul, 2025 at 12:34 PM
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...
Thu, 4 Sep, 2025 at 5:59 PM
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...
Wed, 23 Jul, 2025 at 1:04 PM
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...
Thu, 24 Jul, 2025 at 4:53 PM
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...
Thu, 24 Jul, 2025 at 11:19 AM
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...
Fri, 18 Jul, 2025 at 2:31 PM
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...
Fri, 4 Jul, 2025 at 4:19 PM