Contacts
Features
Accziom will make your live easier by automatically synchronising your potential and actual clients with your accounting software.
Contacts
Import your clients from LodgeiT, including all group relationships. Sync contacts with Xero or Quickbooks and invite potential clients via email by sending a proposal. The automated onboarding will create a profile within Accziom. Once a contact accepts a proposal, Accziom pushes their details to your linked accounting platform.
Contact groups
Some professions, such as accountants, may serve several entities under a single bill. For example, a customer may have private and company tax returns and a family trust to administer. In this case, the client would group all entities and set a primary (billing) entity.
