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Service marketing

Standardise your service offering and allow clients to engage you online.

Services & bundles

Set up individual services and create bundles. Include these in proposals or enable clients to purchase directly.

Contacts

Import contacts from Xero, Quickbooks. Group entities together for easy maintenance.

Client onboarding

Automatically onboard clients and collect their contact and account details.

ID Verification

Use digital ID verification to verify the identity of new clients (coming soon).

Proposals

Write proposals quickly using pre-written agreements and services.

Digital signatures

Once your client accepts the proposal, both parties will digitally sign the contract.

Billing & payments

Bill in various ways, from installments to single payments. Enable direct debit or automated invoicing.
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Accziom Labs

December 24, 2021

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Andrew Noble

Accountant, Technologist & Futurist

Digital Deal Flow for Service Providers

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