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

• Blue Briefcase: Settings
• Settings - Account Profile
• Settings - Defaults
• Settings - Payment gateway
• Settings - Accounting apps

View all 9

Home 3

• Home
• Notifications
• In Progress

CRM 10

• CRM
• Clients
• Client Groups
• Contacts
• Contacts invited to Accziom

View all 10

Briefings 5

• Briefings
• Open Briefs
• Archived Briefing
• Briefing Templates
• Snippets

Contracts 3

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

Services 4

• Services
• Service Details
• Billing
• Agreement

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