Training
Training Overview
On-Demand
Video Training
Web-Based
Live Training
On-Site Training/Consulting

On-Site Training

A consultant will visit your office and customize a training program that suits your specific needs.  Services include installation, implementation and functionality training.  The cost of on-site training/consulting is $150 per hour.  Travel costs are billed separately and vary according to location and duration.  Call (877) 696-0900 to schedule.

Consulting for Existing Clients

  • The first step for this type of engagement is to review your setup to see if it meets your reporting needs.
  • If necessary, we work with you to map out a new structure and adjust your existing setup.
  • At this point we decide what areas need work from a daily and periodic processing point of view.
  • The final step is to setup a game plan and implement it.
bullet Demos
bullet Buy FUND E-Z
bullet Checks & Forms

Make sure you're running the latest version of FUND E-Z.

arrow read more
spacer
spacer spacer