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

1. Sign-up / Sign-in 

2. Understanding the Business "Dashboard" 

3. Setting up Business "Settings"

3. Build your client

3. Services & Bundles

4. Deals