Everything you need under one subscription.
Get the most out of your Sage Intacct investment with unlimited support, training, and reports from our experts.
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Maintain Your Financial System for Optimal Performance
Think of BTerrell as your all-in-one accounting tech team, with our SmartCare support service ensuring that your Sage Intacct solution evolves and scales to meet your business needs, enabling you to focus on driving growth.
Proactive System Optimization
With 30 years of healthcare finance experience, BTerrell customizes Sage Intacct solutions from implementation to support, ensuring your success in meeting operational and compliance needs.
Faster Resolutions, Less Downtime
Skip the wait and get back to business quickly. With SmartCare, BTerrell provides fast, reliable issue resolution and personalized support to minimize disruptions and keep your financial operations running smoothly.
Continuous System Alignment
As your business evolves, so should your financial system. SmartCare ensures your Sage Intacct configuration stays aligned with changing processes, staffing, and compliance needs—so your system always supports your goals, not holds them back.
Unlimited Reporting & Expert Support
Maximize your Sage Intacct experience with unlimited access to reporting assistance and ERP specialists. From dashboard customization to audit-ready financial reports, we help you transform data into actionable insights whenever needed.
Pick the level of service that’s right for your business.
SmartCare from BTerrell comes in three configurations, so there’s always a perfect fit for where your business is today. Each level includes the set of Sage licenses that’s right for your business needs and everything you need to get it up and running.
Pro
Perfect for most, including those not requiring tailored automation or data exchanges with other systems.
KEY FEATURES
Sage Licenses
A subscription to the licenses your business requires.
Implementation
Complete technical implementation of your Sage software.
Configuration
Aligning the software's configurable options with your business processes.
Reconfiguration
Adjusting your software configuration to business process changes, when necessary.
Migration
Transferring data from your legacy accounting system to Sage.
Reports and Dashboards
Design and delivery of the reports and dashboards you need to operate your business.
Technical Service
All of the technical services you need to effectively use the software.
Training
All of the training you need to enjoy the use of the software.
Plus
Perfect for those who do require customization or integration to other internal systems.
EVERYTHING IN PRO, PLUS:
Extensions
Developing the extensions to Sage to support your specific business requirements.
Integration
Connecting Procore, Salesforce, or other mission critical platforms to Sage Intacct Construction.
Premium
Perfect for those who want a technically-minded fractional CFO to lead your internal change processes.
EVERYTHING IN PLUS, PLUS:
Fractional C-Level Services
Part-time CFO and CTO expertise delivered by strategic partners to guide your internal change processes.
See the Complete Feature List
Sage License
The negotiated set of licenses with Sage that your business requires.
Implementation
Complete technical implementation of your Sage software.
Configuration/Reconfiguration
Tuning the software to meet your specific business needs.
Migration
Complete migration of data from your previous accounting system to Sage.
Report Development
Unlimited custom report development to meet your specific business needs.
Technical Support
Unlimited technical support to resolve any issues you encounter.
Training
Unlimited end-user training on the use of your Sage software.
MPP Collaboration
Collaborate with Sage Intacct Marketplace partners on marketplace applications and solutions.
Customization
Developing the extensions to Sage to support your specific business requirements.
Integration
Integrating to Procore, Salesforce and other platforms used in your business.
Fractional CFTO-led services
Part-time CFO/CTO expertise to guide your internal changes processes.
Our SmartCare Manifesto:
We believe support should be responsive, transparent, and hassle-free. That’s why we provide quick answers, custom reporting, seamless data migration, and Sage advocacy—all without hourly fees or extra charges.
and service you need.
C1S Makes the Switch to Sage Intacct from QuickBooks
As C1S expanded, QuickBooks quickly began to show its limitations. See how BTerrell solved their problems by implementing Sage Intacct.
Read MoreSage Intacct has been a game changer for us in being able to provide standardized, streamlined processes and data that we can all trust. With Ledgerable, we have access to continuous innovation and support that addresses our evolving business needs.
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Frequently Asked Questions
Does the SmartCare subscription cover all the Sage licenses we need?
For organic clients, SmartCare includes the initial Sage license cost. If more or less are determined to be required, it will cover those as well, but the price will incur a slight adjustment. It does not cover the license cost for direct clients, but it does cover all of the licenses subscribed to directly from Sage.
What if we need to add additional Sage products?
No problem. It is instantly covered upon addition to the subscription but is subject to an immediate price adjustment.
Are there any additional charges we should expect based on the complexity of our systems or size of our migration?
We designed SmartCare to cover everything required to be successful with Sage Intacct. Sometimes, an integration may become necessary or some software coding using the API, and we treat this like an additional license. We cover it subject to a budgetable price adjustment.
How many custom reports are included in our SmartCare subscription?
The limit on tailored reports is based on our capacity at any given time, not a number. If someone wants 10 reports by Friday, that usually exceeds our capacity between now and Friday. However, we will complete those reports over a reasonable period of time. We stress the word "reasonable" around fulfilling tailored report requests.
What kind of user training is provided under the SmartCare subscription and is it limited in any way?
Once again, the actual limit is our capacity and our expertise. Generally, one can count on us being experts in all things Sage Intacct; however, we do have capacity constraints. Subject to capacity at any given time, Members can expect training to be covered and delivered in a way that aligns with the company's preferences. Often, that delivery method is one-on-one, but we can also train a group of professionals.
Is there a limit to the amount of technical support we can receive?
The limit is based on capacity and our ability to provide services under the AICPA's principle of due care. We can only provide services with due care if we are experts in those services. This shouldn't be considered murky but rather a more principled way of reminding others we cannot provide audit or tax services, for example.
How do you handle the pricing for customizations and integrations?
We discover the requirements and propose adjusting the SmartCare price to cover the outcome on both an initial and ongoing, fully supported basis.
What do we get with the Premium offering, and when would it make sense to consider it?
BTerrell hasn't thought this through yet. An initial thought includes providing temporary CFO-level financial and accounting leadership until a more permanent solution can be found.
Does your solution handle payroll?
We support payroll as Sage Intacct Marketplace Partner-provided software solutions. This means that the Sage Intacct Marketplace Partner supports their software, and we collaborate with our Member and that Partner to assist the Member in realizing the outcome they seek.
More than support: We’re invested in your success.
When you partner with BTerrell, you’re not just getting support; you’re gaining a dedicated accounting technology partner. We handle it all with a fixed price subscription or including unnecessary extras, focusing only on offering the expertise, peace of mind, and service you need––when you need it.
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