March 15, 2022

By: Luis Rivera

Sage Intacct’s Collaborate is a tool already included within a Sage Intacct subscription. It allows you to share information and capture internal conversations within a record or transaction, so you can stay up to date in real-time.

No more waiting on e-mail responses or sifting through your email history just to find pertinent data. This tool allows you to have a safe environment where every team member can stay on track.

With Collaborate you can share information in real-time with live conversations. Additionally, Collaborate stores these communication notes on the actual records for future reference.

Don’t wait any longer! Teach your team about Collaborate and implement it into your process today!

To learn more, click here


Jim Norton, CPA

Principal, Accounting Technology Services

GRF CPAs & Advisors

Book a meeting with Jim