INDUSTRY SOLUTIONS

Enhancements in Sage Intacct Forms and Operational Workflows

Simplify onboarding and streamline interactions with new onboarding workflow and client portals.

Client onboarding: Workflows to share contractual documents and speed up the onboarding process. Set up for success, foster engagement, and enhance overall satisfaction.
Client portal: Customizable portal with streamlined interactions on account changes, answering questions, feedback forms, and more.
Vendor contracting: Use CharityAPI.org to check if a vendor is a 501(c) registered nonprofit organization.

For more information, talk to your Sage Intacct account manager.

Permissions and other requirements

Subscription	Sage Intacct Forms and Operational Workflows
Regional availability	Canada United States

Subscription

Sage Intacct Forms and Operational Workflows

Regional availability

Canada

United States