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Phase 1: Kick-OffTool
Subscribe to Email ListSubscribe

Upload Logo(s) into

View Video

Logo Uploader User Guide

Confirm Client Code

The Client Code is the name for your company in


Data Migration ChecklistData Migration Checklist Questions

Review and Complete Data Migration Template

(Full Migration or Shell Migration)

Full Migration Template

Customer Shell Migration Template




Phase 2: Gathering EssentialsTool

Products in

Products in Matrix

Tax Guide

CCH Codes Jan. 17

CCH to SureTax Translation Document

Product Catalog with Tax Codes

Product Catalog Template

Tax Questionnaire

Tax Questionnaire Link
Tax Advisors with ExperienceTax Advisors W/ Experience
3rd Party Print Vendors with Experience3rd Party Print Vendors
Product Groups/PackageDownload
Usage Rate Deck/PlanDownload Template

CDR Overview

CDR sample, Carrier Documentation & Definitions, and CDR Business Rules

Download - CDR Overview

Download Format

Phase 3: BuildingTool

Client Configurations ( Included Modules)

Bill Profile

View Video

Bill Profile Configuration User Guide

Payment Methods

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Payment Methods User Guide

BillCenter Configurations User Guide


Carriers:View Video

Carriers User Guide

Carrier Accounts: View Video

Carriers Accounts User Guide

Line Types

View Video

Custom Line Types User Guide


View Video

Ticket Configurations User Guide



View Video

Collections Setup and Management User Guide

Email Touchpoint

View Video

Email Touchpoint User Guide Users

View Video

Users and Roles User Guide

Process SampleCarrier Provisioning Process Example.pdf

Add-on Modules

Enterprise Customer PortalEnterprise Customer Portal
Agent Bundle

Agent Portal: View Video

Commissions: View Video

Standard Commission Setup User Guide

InventoryUsing the Inventory Workflow User Guide
Provisioning - Swith (PBX) 
Provisioning - LEC 

Training - Planning

Plan Atlanta Onsite TrainingView Schedule

Back-end Configuration

Payment GatewaysClient to provide Payment Gateway Credentials

Billing Method

Single Format

Double Format

CDR Importer Build-Out

Report RequirementsCustom Report Requirements Document
Custom Development 

Phase 4: Pre-LaunchTool
Complete TrainingView Training Schedule
QuickBooks ImporterTransaction Pro Client Testing/Acceptance & Sign Off FormSign Off Form
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