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Implementation & Onboarding
Account Tree implementation is structured, guided, and designed to minimize disruption to your district.
Most districts are live within 1 to weeks.
Getting Started
Schedule a meeting with our team to discuss your districts specific needs.
Training
Get 1-on-1 or group training sessions with our team. We will leave you with the skills and understanding to use the software with ease.
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Importing Data
Using our Excel template sheet, provide us with your school(s) information, funds, balances and vendors. We will transfer all of these into our software for you.
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Ready to go!
You're all set to use Account Tree as you wish. If any questions arise past this point, we pride ourselves on our customer support and service.
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