What to expect
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Before you subscribe
- Read the technical requirements. Exact runs in any browser.
- Ask your bank whether it requires MICR-printed checks. Most no longer do.
- Choose your check stock. Blank stock works and costs less than pre-printed checks. Then talk to the Exact team about whether to convert your existing data, and sample bank upload files if you plan to use deposit uploads and ACH payments.
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Subscribe
Complete the subscription steps to set up your account. No payment is due at this time. Exact sends you a welcome email and lets our support staff know.
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We set up your system
This can take a few days.
- Your organization gets its own database.
- We create login credentials for the administrator named in your subscription.
- We may make some customizations based on your programs and client groups.
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Configure Exact together
- Log in for the first time with the user ID, temporary password and secret word we send you.
- Review the Exact Configuration Guide before your configuration call.
- Our experts walk you through the initial configuration.
- Your administrator then sets up the rest of your staff and finishes entering clients, bills and activities, using the Staff and Admin User Guides.
Questions before you start?
Request a demo, or call 877-903-9228, 8am–5pm PT.