Charity Accounting PartnersCharity Accounting Partners
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Client onboarding portal

Everything your charity needs to start well with CAP

Nine short, guided steps - signed, uploaded and booked in one place. Your progress saves automatically, so you can pick it up whenever suits your team.

Access is by invitation only - your CAP team will set up your account.

Sign your agreement

Review your terms and sign electronically, with a timestamped record for your board pack.

Share compliance details

Charity and trustee information collected securely for AML checks, in line with UK GDPR.

Upload your documents

Policies, funding agreements and board minutes - drag, drop, done.

Book your meetings

Three short sessions across your first month, at times that suit your team.