Practice Management Help Guide

This section covers all the features within the Capium Practice Management module in detail, broken down into sections

Practice Management Dashboard
Location: Practice Management module > Dashboard You can see Number of clients and new Clients last month as well as number of Deadlines and new Dead...
Tue, 6 Oct, 2020 at 5:26 PM
Email Conversations - Link your Email Inbox to Capium
Have you wondered how you can improve your customer service experience through keeping a track of all emails? If the answer is yes, then read on. ...
Fri, 18 Dec, 2020 at 5:17 PM
Adding Clients manually in Practice Management
Location: Practice Management module > Workspace > Clients Refer to the link Clients added in Practice Management will also reflect globally acro...
Mon, 12 Oct, 2020 at 5:21 PM
Letters Of Engagement & Proposals (for Prospects)
Location: Practice Management module > CRM > Contacts > Select a contact or add 'New Contact' Refer to the link                  Help/...
Mon, 12 Oct, 2020 at 5:23 PM
Document Sharing & Storage for Accountants and Clients
Location for Accountant: Practice Management > Workspace > Clients > Client Workspace > Documents > New Document Refer to the link As an...
Thu, 7 May, 2020 at 2:45 PM
How to sign Documents sent by Accountant
CapiSign is a feature designed to facilitate the electronic signing of Documents. Using the feature, accountants can send documents such as Accounts Report,...
Mon, 18 May, 2020 at 5:23 PM
Send Letters of Engagement & Proposals to existing clients
Location: Practice Management module > Workspace > Clients > Select a client > Workspace > Proposal/LOE Refer to the link Help/Guide: O...
Tue, 16 Feb, 2021 at 12:50 PM
How to set up custom templates for Letters of Engagement/Proposals
Location: Practice Management module > Settings > Document Templates Refer to the link Help/Guide:  Once in Document Templates, click 'New ...
Mon, 5 Oct, 2020 at 4:33 PM
How to add Accounting/VAT Periods in Practice Management
Location: Practice Management module > Workspace > Clients > Select Client > Settings > Accounting Periods Refer to the link Adding an A...
Mon, 5 Oct, 2020 at 4:40 PM
Practice Management - Scheduling
Location: Practice Management module > Workspace > Clients > Select Client > Schedule Refer to the link The Schedule feature is used for se...
Mon, 12 Oct, 2020 at 5:26 PM