SmartCare

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

Stay ahead of challenges with continuous system monitoring, performance tuning, and workflow enhancements to keep your financial operations seamless and efficient.

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.

BTerrell has been a great partner, and we give them high marks when it comes to responsiveness and their knowledge of Sage Intacct. Everyone has been easy to work with, and very helpful in enhancing our financial automation and reporting
Jerry Turner
Controller, CareATC

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

Pro

Perfect for those who don’t require customization or integration to other internal systems.

Plus

Perfect for those who do require customization or integration to other internal systems.

Premium

Perfect for those who want a technically-minded fractional CFO to lead your internal change processes.

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.

We create the reports you need.
We migrate your data and history to Sage Intacct for you.
We respond to customers in 8 business hours.
We have neither timekeepers nor a timekeeping system.
We bill for a monthly subscription and not for a fee or service.
We offer the software, training,
and service you need.
We advocate for you with Sage.
We align our service levels to your service needs.
We prioritize report development for time-sensitive needs.
Success Story

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 More

Sage 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.

Julie Strong
CEO, C1S Group
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SmartCare Members

Share Your Sage Intacct Experience With BTerrell Group

You already know what BTerrell Group can do — why not pass that kindness forward? It takes just a few minutes, and your honest review helps fellow Sage Intacct users see the impact of being truly supported.

Frequently Asked Questions

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.

No problem. It is instantly covered upon addition to the subscription but is subject to an immediate price adjustment.

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.

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.

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.

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.

We discover the requirements and propose adjusting the SmartCare price to cover the outcome on both an initial and ongoing, fully supported basis.

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.

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.

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Frequently Asked Questions

The first step is usually a review of your current Sage Intacct environment and the challenges your team is facing. This helps BTerrell understand your support, configuration, training, and reporting needs before recommending the right SmartCare approach.

BTerrell SmartCare helps with common Sage Intacct challenges such as unanswered support needs, confusing configuration, user training gaps, missing reports, dashboard requests, new module setup, quarterly release changes, and post-go-live process improvements.

BTerrell SmartCare is an ongoing Sage Intacct support membership, not a one-time Sprint. SmartCare is designed to provide continuous support, training, reporting, and system improvement as your Sage Intacct needs change.

BTerrell SmartCare is both support and a consulting service delivered as an ongoing membership. It goes beyond answering tickets to include Sage Intacct configuration help, training, reporting, and continuous system improvement.

BTerrell SmartCare includes Sage Intacct support and training, Sage Intacct report and dashboard development, and Sage Intacct setup, configuration, and improvement Sprints.

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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, focusing only on offering the expertise, peace of mind, and service you need—when you need it.

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