NOTE: This section relates to Business accounts. For Client account's click here.
Business account is for Australian businesses providing services needing contractual arrangements.
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 Account Workflow