Customer Setup


The customer setup widget allows companies to set up automated customer setup. Companies can also set up onboarding checklist workflows to update Intacct automatically.


Customer onboarding can be tedious and disjointed with multiple management systems for helpdesk, accounting, project management, and time collection. In the portal, all of these systems are rolled into one location with integrations to Intacct, allowing for simplification, centralization of process flow, and the full circle lifecycle of the customer.





Paperless Environments



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