Capium 365 (Customer/Client)

How to Accept the Accountant’s Invitation to Join Capium 365
Capium 365 :The Capium 365 client invitation acceptance feature allows clients to easily join the platform by accepting the secure invite sent by their acco...
Fri, 25 Jul, 2025 at 4:50 PM
Capium 365:(Android)Downloading and logging in to the App
This guide will walk you through the essential steps to install and set up the Capium 365 App on your Andriod device to ensure a smooth start. Click on ...
Fri, 25 Jul, 2025 at 4:59 PM
Downloading the App mobile devices
The Capium 365 mobile app is built to give clients easy and secure access to their financial data—anytime, anywhere. Available on both Android and iOS devic...
Fri, 25 Jul, 2025 at 4:59 PM
How to log in to Capium 365? (Desktop)
Capium 365 is a secure online portal designed for clients to access their accounting information, share documents, and stay connected with their accountant....
Mon, 28 Jul, 2025 at 12:02 PM
How to log in to Capium 365? (Mobile)
The Capium 365 mobile app allows clients to access their accounting data, scan receipts, and share documents directly from their smartphone.  Logging i...
Fri, 25 Jul, 2025 at 4:59 PM
What is Capium 365?
Capium 365 is designed for accountants and their clients, providing the flexibility to streamline financial management and collaboration. Accountants can pu...
Fri, 25 Jul, 2025 at 5:00 PM
Capium 365: ( IOS) Downloading and logging in to the App
This guide will walk you through the essential steps to install and set up the Capium 365 App on your iOS device to ensure a smooth start. You can cli...
Fri, 25 Jul, 2025 at 5:00 PM
Capium 365: Setting up bank feed
Connecting your bank account to Capium 365 allows for seamless transaction imports and makes reconciliation quick and accurate. Follow the steps below to se...
Mon, 28 Jul, 2025 at 2:29 PM
CAPIUM 365: Invoice Overview
This article provides a overview of all the main areas within the Invoices section of Capium365, located inside the Client Portal. Whether you're issui...
Mon, 28 Jul, 2025 at 3:57 PM
CAPIUM 365: How to create an Invoice
Below is a step-by-step guide how to create/add invoices into Capium 365 Navigation: Capium 365 > Client Portal > Invoices  Invoices  W...
Mon, 28 Jul, 2025 at 4:11 PM