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Website: capium.com
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Capium is a comprehensive practice management solution designed to streamline operations for accounting and financial services firms. It offers a robust set of tools to manage tasks, deadlines, and client interactions efficiently. The platform includes a task management calendar, which helps track individual work and activities across the firm. Automated reminders ensure that deadlines are met, and the AML process is integrated for compliance.
Capium also features a timesheet module for tracking time spent on specific tasks and clients, allowing for accurate billing and customized invoices. The system supports e-signing, making it easier to manage documents and contracts digitally. By integrating these functionalities, Capium helps businesses organize their workflow, enhance collaboration, and improve overall productivity.
The app is part of a broader suite of tools, which means users can leverage additional modules for bookkeeping, payroll, and other financial services to create a unified workspace. This integration capability makes Capium a versatile solution for firms looking to centralize their operations and improve client service management.
Website: capium.com
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