Capium Support

There are two ways to bring your clients into Capium 365. The first way is bulk import your clients, to do this: Go to Client Portal > Manage > Import...

Once the clients are added into Capium 365. Go to the Client Portal > Manage > Clients > find the client you want to add > On the right-hand sid...

If you require certain information from your client, you can create requests asking for certain information or documents from your client. You have the opti...

Once an invite has been sent from the accountant, the end user will be sent an email notifying them of the request. The end user can then respond to the re...

Yes, if you go to: Documents > Requests > Tick the boxes along the side of the request, an action box at the bottom of the screen should appear where ...

Yes, the accountant will be notified that a Document Request has been returned by email, where they can respond to it.

If you go to: Documents > Requests > Click on the request you want to close or resend > In the top right corner, there are two options to either “C...

If you go to: “Requests” > Click into a request which has been returned > Click the download icon in the right-hand corner, this will download all of ...

You can see returned documents in two places. The first is in the invitation request. If you go to: Documents > Requests > click into a request.  ...

Messages in Capium 365 will be attached to an invite, therefore if you navigate to “Documents” > click on the invite   > Click messages. Here you can ...