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.