How the trial process works
When implementing new technology there is always a learning curve to understanding the full breadth of functionality and figuring out how it fits into your firm. Our goal is to help you become a trusted business advisor, providing true CFO-level services, and we will walk you through every step of the way. We want to help expedite the learning process, and can do this through 5 training sessions together.
We believe that the best way to maximize your ProfitSee trial time is to work together, provide hands-on training and support, and help you strengthen relationships with your clients through providing value to their business. That is why we will send you the trial start link during the demo, we want to get started together, not leave you guessing on the set up.