Client onboarding


Onboarding new clients couldn’t be simpler.

Accziom makes it easy to set up new clients. All you need is the prospect’s email address and name. You can invite them to register or send them a proposal.

As part of the onboarding, your new client will fill out their contact and business details and, if required, undergo ID verification. 

Once you and your client have signed a proposal, Accziom will send these details through your accounting platform (Xero or Quickbooks). Before this point, they remained as prospects within the Accziom platform.