General 3

• Sign-up using QuickBooks
• Sign-up using Xero
• Client User Experience

Business "Settings" 9

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

View all 9

Home 3

• Home
• Notifications
• In Progress

App Connections & Syncs 1

• Update Accziom Clients

Services 3

• Modify or Create a Services
• Creating a Composite Service Set (ITR+ Rental+ Cap Gains)
• Understanding Services Scopes

Clients 5

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

Partners 2

• The Partner Network
• The Marketplace

Deals 2

• All Proposal
• Offered