Capium 365 (Accountant)
This folder details all the instructions and "how to" on Capium 365
The Capium 365 client invitation feature enables accountants to seamlessly bring clients onto the platform. It simplifies the onboarding process by provid...
Thu, 19 Jun, 2025 at 3:20 PM
Capium 365 Reports is a streamlined tool designed for seamless reports management within the Capium 365 ecosystem. Clients can download the report in PDF o...
Thu, 19 Jun, 2025 at 3:51 PM
Capium 365 allows you to connect live bank accounts securely using TrueLayer—at no extra cost. This guide will walk you through how to add new accounts and...
Mon, 21 Jul, 2025 at 12:10 PM
Capium 365 Receipts is a streamlined tool designed for seamless receipt collection and management within the Capium 365 ecosystem. Clients and accountant...
Wed, 16 Jul, 2025 at 12:08 PM
Capium 365: A Complete Onboarding Guide This article provides a full overview of how to get started with Capium 365. The onboarding process has been bro...
Thu, 26 Jun, 2025 at 4:32 PM
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
Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently. Using our sample fi...
Fri, 18 Jul, 2025 at 3:54 PM
Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently. Import of Users Us...
Fri, 18 Jul, 2025 at 3:54 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, 24 Jul, 2025 at 2:23 PM
There are three ways to import clients into Capium 365. I. Add clients in My Admin then import into Capium 365 (Recommended) II. Bulk add clients from an...
Tue, 22 Jul, 2025 at 10:14 AM