We're excited to invite you to Accziom — your new client-facing front-end, built to work seamlessly with LodgeiT.
 
Accziom tackles the 3 biggest client touchpoints, so you can streamline your workflow and stay focused on delivering value.
 

1. Client Engagements – All-in-One, End-to-End

Deliver a seamless deal-making experience:
  • Build and send smart proposals
  • Get digitally signed contracts
  • Send invoices via Xero or QuickBooks Online
  • Collect payments via Stripe
  • Auto-post all transactions back into Xero or QBO
 
Free during Beta → From $4.95/deal post-launch
▶️Watch Deals promo

Early Offer: First 7 firms connecting their Xero Blue file get 2 YEARS of unlimited Client Engagements – FREE
 

2. Briefings – Smart Client Data Capture

Smart client information collection using no-code programmable forms. Later, you'll be able to import these to LodgeiT and save rekeying data. 
 Free to use – always
▶️Watch Briefings promo
 

3. Onboarding – No Logins, Just Results

With an amazing user experience, your clients onboard themselves, securely sharing tax file numbers, ID Checks and information on related entities. 
 Free to use – always
▶️Watch Onboarding promo
 

Want to see it live?

Join one of our workshops – short, practical sessions where we walk through real scenarios using Accziom.
Register for a workshop here