Onboarding
We at Account Tree understand how stressful onboarding and changing accounting software can be. Our goal is to leave this process as streamlined and effortless for you as possible. The faster we get you playing around in the software, the better. This is the current onboarding process we have implemented for all incoming customers.
Demonstration
Schedule a meeting with our team and we will be more than happy to showcase you the power of Account Tree.
Training
Get 1-on-1 or group training sessions with our team. We will leave you with the skills and understanding to use the software with ease.
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Importing Data
Using our Excel template sheet, provide us with your school(s) information, funds, balances and vendors. We will transfer all of these into our software for you.
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Ready to go!
You're all set to use Account Tree as you wish. If any questions arise past this point, we pride ourselves on our customer support and service.