SmartCare

Unlimited Support, Training, and Reporting Under One Subscription

Get the Sage Intacct expertise you need without hourly fees, timekeepers, or unexpected service costs. SmartCare gives your team ongoing access to experienced Sage Intacct professionals for one predictable monthly price.

Talk to Our Team
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The Problem

Signs You Need a Team to Get More from Your Sage Intacct Investment

Whether you’re moving to Sage Intacct or already using it, getting the most from your investment takes more than software. You need the right expertise to help your system, processes, and people grow together.

Tickets Sit Unanswered

When questions go unanswered, month-end close and everyday accounting tasks can fall behind. Without timely support, your team may rely on guesswork or outdated processes.

The Report You Need is a Quote

Your reporting needs change as your business grows. Without ongoing support, custom reports and dashboards can become costly, making better financial insights harder to access.

New Hires Learn by Guessing

Employee turnover shouldn’t mean starting over. Without ongoing Sage Intacct training, new team members may rely on guesswork or outdated processes.

Quarterly Releases Surprise You

Sage Intacct introduces new features and enhancements. Without guidance, your team may miss opportunities to improve workflows and get more value from your system.

What SmartCare Covers

Your Accounting Technology Team for Long-Term Success

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

Keep your Sage Intacct system optimized with ongoing configuration, workflow improvements, and support that adapts to your business needs.

Faster Resolutions, Less Downtime

Get expert help when questions and issues arise. SmartCare provides ongoing Sage Intacct support to resolve problems and keep your team moving.

Continuous System Alignment

As your organization grows, we help keep your Sage Intacct configuration aligned with new employees, entities, processes, and business needs.

Unlimited Reporting & Expert Support

Get ongoing help with Sage Intacct reports and dashboards without treating every request as a separate project. Turn your data into useful financial insights.

Choose the SmartCare Plan That Fits Your Business

BTerrell SmartCare offers three service levels designed to meet different Sage Intacct needs. Each includes the appropriate Sage Intacct licenses, implementation services, and ongoing expertise your team needs to get started and grow with confidence.

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.

Not Included Mark

Integration

Integrating to Procore, Salesforce and other platforms used in your business.

Not Included Mark

Fractional CFTO-led services

Part-time CFO/CTO expertise to guide your internal changes processes.

Not Included Mark
Not Included Mark

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.

Our Commitments

A Sage Intacct Team You Can Rely On

SmartCare is built around responsive service, clear communication, and dependable Sage Intacct expertise. These are the commitments we make to every SmartCare Member.

Custom Sage Intacct Reports

Get the reports and dashboards you need, with priority support for time-sensitive reporting requests.

Sage Intacct Data Migration

We help migrate your financial data and historical records to Sage Intacct for a smoother transition.

Responsive, Reliable Support

Get a response within eight business hours, with service levels aligned to your organization’s needs.

No Hourly Fees or Timekeeping

No timekeepers or hourly billing. Get the support you need without tracking every service hour.

One Predictable Monthly Subscription

Bring your Sage Intacct software, training, reporting, and ongoing support together under one monthly subscription.

Sage Intacct Expertise & Advocacy

Work with a team that supports your Sage Intacct needs and advocates on your behalf with Sage when needed.

Verified on G2

What Our Members Say About SmartCare

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Highly Responsive Intacct Experts Who Always Deliver

BTerrell helped us to customize our Sage Intacct ERP system in a way that works well for our business, and has provided great ongoing support and customization on-demand for the past 6 years.
Sean Morton
Chief Financial Officer at Colt Midstream
Read the full review on G2
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Fast, Responsive Support for Issues and Design Changes

BTerrell Group is a great Reseller for the product and helped us throughout the entire implementation process and continues to provide ongoing support when needed.
Rebecca Narlock
Former Controller at VPay, Inc
Read the full review on G2
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Expertise and Knowledge You Can Trust

My advice is to work with BTerrell, especially if you’re setting up Intacct or already have Intacct and want to get more out of it or use it more effectively.
Autumn Smoot
Client Accounting and Advisory Services Engagement Director at Clifton Larson Allen (CLA)
Read the full review on G2
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Dedicated CSR. SAGE Intacct Specialists, and Fast Ticket Responses

I highly recommend B Terrell Group as your VAR for SAGE Intacct implementation or re-implementation and would retain them as my VAR.
Jerry Mikolajczyk
President at Xun Power Corporation
Read the full review on G2
See all Reviews on G2
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 the C1S Case Study

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
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

BTerrell SmartCare is an ongoing Sage Intacct support membership from BTerrell Group. It helps Sage Intacct Members with support, training, configuration, system improvements, and report or dashboard development for one predictable monthly price.

BTerrell SmartCare is for mid-size companies that use Sage Intacct and need help after go-live. It is especially useful for Sage Intacct direct customers who bought Sage Intacct directly from Sage and do not have a dedicated Sage Intacct partner.

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

A monthly Sage Intacct support membership helps companies control costs and get help faster after the Initial Sprint. Hourly consulting can become expensive and difficult to budget when support, reporting, training, or configuration needs come up often. BTerrell SmartCare provides ongoing access to Sage Intacct expertise for one predictable monthly investment, helping companies solve issues, make improvements, and reach their goals more efficiently.

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.

More Than Sage Intacct Support. A Partner Invested in Your Success.

With BTerrell SmartCare, you gain a dedicated accounting technology team—not just a support queue. One fixed monthly subscription gives you ongoing Sage Intacct support, training, reporting, and expertise when you need it.

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