The Acctivate Onboarding process combines flexibility, structure, and best practices to help you meet your planned Go Live date within 90 days and ensure your success with Acctivate.
A dedicated Acctivate specialist will create and configure your Acctivate company remotely while assisting in your education of how to operate and optimize your software.
What to Expect During Onboarding
90 Day Onboarding Timeline
At the time of your kickoff call, your account representative will introduce you to your Acctivate specialist.
Your interview call with your Acctivate specialist typically takes place within 30 days of purchase. Your 90 day Onboarding period has officially begun.
Weekly Calls & Model Company Practice
Onboarding is in full swing. You are learning how to use Acctivate with your Model Company & you are participating in weekly calls with your Acctivate specialist to keep you on path to meet your Go Live date.
Time to Go Live!
At the end of 8 weeks, it’s time to Go Live. Your Acctivate specialist will create & configure your Live company. Your personalized documents and forms are ready to go.
You’ve Done It
Your transition to Acctivate is complete and everything is running smoothly. Now, our full Acctivate Support Team is ready to assist you.
Meet the Onboarding Team
With countless successful onboardings performed each year, you are in good hands with our Acctivate specialists. Your Acctivate specialist will be with you from day one to assist in your understanding of Acctivate, making sure you have all the tools to be successful in your new partnership with Acctivate.
Customers purchase Acctivate thinking they are just going to receive an awesome software – but it is a whole lot more than that. Acctivate Onboarding is a one-on-one experience with a dedicated specialist that leads to overall customer confidence, satisfaction, and success with our software.
“All the training and hand holding that I had before we went live made the whole transition much easier. It was such a great transition to Acctivate. I have felt comfortable from the first day.”
Jennifer Dowling, Orient Express
“We got a lot of great support from Acctivate’s staff in the rollout process. Doing the configuration was key – if you don’t have it set up correctly, you can’t use it correctly. The transition was pretty seamless.”
Ron Oliver, Masters Equipment
“Acctivate was simple enough to be trained on, to populate the data that we needed and integrate with QuickBooks, so that we could get up and running on limited money and limited people.”
Tina Miles, BioBased Technologies
Help & Support
In addition to your Acctivate specialist, utilizing the Acctivate Help Website will help you get up and running with Acctivate in no time. A variety of resources are available, including easy-to-access guides, videos, and procedure charts.
A comprehensive guide to help new customers plan, install, configure, and learn the basics of Acctivate.
A library of videos that break down business processes to see how to perform them in Acctivate.
A visual view of broad concepts involving overall business operations.