Accziom's Newsletter 3

• Newsletter: Accziom Digital Deal Flow Platform
• Newsletter: Accziom Beta Update
• Accziom - The Client Engagement Platform

Guide: Business Profile 1

• Accziom Overview

Sign-up Process 2

• Sign-up using QuickBooks
• Sign-up using Xero

Business "Settings" 9

• Settings
• Settings - Account Profile
• Settings - Defaults
• Settings - Payment gateway
• Settings - Accounting apps

View all 9

Home 3

• Home
• Notifications
• In Progress

CRM 10

• Client
• Client Groups
• Contacts
• Contacts invited to Accziom
• Onboard invite sent

View all 10

Briefings 4

• Briefings
• Open Briefs
• Archived Briefing
• Briefing Templates

Contracts 3

• Contracts
• Contracts - Generating a Proposal to a New Client When Invoicing via Accounting App
• Contract - Preparing and sending an engagement letter

Services 2

• Services
• Modify or Create a Services

Financials 2

• Financials
• How to Void an Invoice Receivable

Partners 2

• The Partner Network
• The Marketplace

Support 1

• Contact Accziom Support

Guide: "Client" Profile 3

• Receiving a Proposal
• Receiving a Briefing
• Receiving a Request for New Client Information