Location for Accountant: Practice Management > Workspace > Clients > Client Workspace > Documents > New Document

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As an Accountant and Capium Account Owner, you can store and send documents to your clients.


Click here to watch How to store and send documents to your clients


Location for Client: Business Web Application > Documents > Saved Files > New Document

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As a Capium client user, you can store and send documents to your accountant.


Click here to watch How to store and share documents to your accountant