Different Clients
Different Needs
No one size fits all..
or maybe it does?
Our Roadmap
We are just getting started and working hard to build our feature list. Below is our CRM roadmap of existing and upcoming features.
Supported entities: Individuals, Sole Traders, Companies, Partnerships, Super Funds, Trusts, Complex Structures.
One login: A person can be part of multiple entities. All assets can be managed with one login in one place.
Client portal: A dedicated portal accessible via mobile, tablet or desktop.
Magic links: Your clients don’t have to create an account to receive and sign a proposal.
Onboarding: Easily onboard new clients and allow them to complete or check all entity details.
Groups: Batch legal entities together. Contract and bill one entity, apply other entities as the service recipients.
Synchronise: Accziom can synchronise with your clients in either QuickBooks or Xero.
Import: You can import clients from LodgeiT including groups and complex structures.
Upcoming Features in Order of Priority
Digital ID Verification: Fulfil your KYC obligation or new clients automatically.
Integrations: Xero Practice Manager, Zappier, API.
Notes: Write notes within a client record.
Comms: Write and receive emails from clients straight into Accziom. Keeping a complete history.
Synchronisation with LodgeiT: Keep both systems synch, including complex structures and groups.
LodgeiT integration: Access tax forms to sign from the Accziom client portal.
Marketing tools: Integration with MailChimp.
Teams: Allocate clients to teams within your organisation.
