Your Complete
Client Engagement Suite
For Australian Service Providers.
Accountants, Bookkeepers, Advisors, Lawyers and more.
Onboard new clients with ease. Let them set up their legal entities, digitally verify their ID and provide relevant documents via their client portal.
Write professional proposals in minutes, not hours, and send them to all signatories simultaneously. Automate billing, payments, and bookkeeping.
Collect client information, including documents, data tables, signatures, etc. Track their progress and help them by answering questions.
Accziom integrates with platforms you already use
Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from your Accziom deal flow.
A powerful CRM built in
Accziom’s powerful CRM is designed to streamline your client management. We support complex relationship structures such as interlinking entities (company as trustee), client groups, and people being part of multiple entities with a single user profile. The right signatories will filter through to the proposals automatically. Securely collect documents and briefings, enter into contracts, and perform digital ID checks.
Get paid fast!
Accziom’s billing engine is multifaceted and designed to get you paid faster. You can invoice in the traditional way or request a direct debit authority when your client signs a proposal. Clients can set up their bank account or credit card, and fees can be passed on.
Automate
Harness the power of templates! Once you set up your core services, agreements (engagement letters), emails, and briefings, engaging clients can take minutes, not hours. We ensure things happen quickly with automated reminders.
Invoices are automatically created in either Xero or QuickBooks and emailed to your client. Payments can be automatically processed via Stripe.
Why choose Accziom?
Accziom is a LodgeiT initiative. We are a proven player in the digital services space with deep industry understanding and thousands of loyal customers. We are passionate about technology and have provided exceptional customer service since we launched in 2010. Please visit "The Lab" to see some of our research initiatives.
