Accziom is a client engagement platform, designed to help you generate legal contracts. Learn more
There are two accounts in Accziom:
Business Account
A business account is for Australian businesses providing services needing contractual arrangements. Learn more
It has the following features:
- Setup services and service bundles
- Import existing and prospective client records
- Synchronise with your accounting package for:
- Client records
- Sending invoices
- Connect to the Stripe payment gateway to set direct debit payments (not mandatory)
- Setup agreement templates
- Setup service scope/terms of service templates
- Setup billing structures
- Send proposals to existing clients or prospects
- Offer services via the Accziom portal to your clients
- Digital signature on contracts from both parties
- Non-editable archive of contracts
Business accounts incur a monthly fee of $4.95 AUD.
Client account
Client accounts are linked to a single business account. So, a business needs to invite a prospect or existing client to the Accziom platform. A client account can't stand alone.
It has the following features:
- Receive, read and digitally sign proposals from the business
- Setup your account details for direct debit payments
- View and order services published by the business on the services
Client accounts are free.
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