Form

Thank you for your interest in exploring our services.

By completing the below form, you are providing permission for us to schedule a scoping meeting.
You will receive an email from our Admin team with a series of date and time options.
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First Name*

Last Name*

Role in Business*

Email*

Website Address*

Company Name

Company Type*

Phone Number*

Mobile Number

Referral Company and/or Contact

How did you find us?

Intended Migration Goals*

Select all that apply.

Create Clean Master Data Lists for Import to Sage Intacct (DSS)

Migrate Historical Transaction Detail w/Go-forward Dimensions to the General Ledger in Sage Intacct (MDCS)

Migrate Historical Transactions w/Go-forward Dimensions to the Subledgers in Sage Intacct (SSCP)

Migrate Data Transactions from Active Legacy System to Sage Intacct Monthly (MDMS)

Migrate Legacy System Attachments to Sage Intacct or to Archive

Archive Legacy Data for Audit Purposes

Migrate Contracts and/or Commitments - Construction

Balance Forward Migration - Construction

Relevant Projects Migration

Other / Unsure / Something else

All Historical Projects Migration (Active and Complete)

Migrate Undimensionalized Legacy Data to Sage Intacct Quickly (RDMS)

Migrate Trial Balances by Month or Year to Sage Intacct (TBMS)

Legacy System*

We presently support over 28 legacy systems.

QuickBooks Online

QuickBooks Desktop

NetSuite

Microsoft Dynamics SL - formerly Solomon

Microsoft Dynamics GP - formerly Great Plains

Financial Edge - from Blackbaud

Sage 50

Sage 100

Sage 300 - formerly Sage Accpac

Sage 500

Sage Intacct

Xero

Other

Please provide us with any additional questions or comments: