"Settings" is a section acts as a centralized hub where users can customize and manage different aspects of their account. Hover to the icon a...

To open a business account profile, you must be a business with an Australian ABN or ACN. Press the Case icon, and choose "Settings" Select &quo...

If your business is registered for GST, all proposals and billing will reflect this. If you send a proposal to an overseas client for whom GST does not e...

You can invoice in the traditional way or request a direct debit authority when your client signs a proposal. Clients can set up their bank account or cr...

Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from yo...

You can send emails from your business domain by connecting to your Google or Microsoft email server. By default Accziom sends all client notifications fro...

Customise on how and when you receive notifications for different activities on the platform. You can toggle off certain notifications you'd prefer mot...

Security - For service providers connecting with a social login, this is not relevant.

TABLE OF CONTENTS Pre-Services  Service Scope Engagement Letters Email Templates Reminders Pre-Services  These are system configured se...