Sage Integration - Onboarding Form

Please complete the checklist below to help us streamline your environment setup and integration onboarding.

1. General Profile & Experience

Company Name *

Location / Region *

Contact Person Name *

Primary Contact Email *

Estimated Daily Transaction Volume (Average/Peak)

What is your target Implementation/Go-Live date?

2. Scale & Infrastructure

Number of OfficeRnD Accounts to Sync *

Number of Sage Accounts/Entities to Sync to *

Which invoice type you want to sync? *

Sales Invoice AR Invoice

How would you rate your team's familiarity and experience with managing Sage Intacct? *

Beginner (Just getting started, need guidance) Intermediate (Familiar with basic operations) Advanced (Comfortable with customizations) Expert (Managing multi-entity enterprise setups)

Do you have a Sage Intacct Sandbox/Developer environment available for testing? *

Yes No

We can provide Sage Intacct Web Services authorization (Company ID and User credentials) for testing.

3. Sage Tax Configuration

Which Tax engine/module do you use in Sage Intacct? *

Sage In-built Tax Engine Add-on / Third-Party Tax Module (e.g., AvaTax / Avalara) Other / Not Sure

Where is your tax location based? *

None Single Jurisdiction/Country Multiple Jurisdictions/Countries

Please specify the country or countries: *

Is Tax enabled for Invoices? *

Yes No

Is Tax enabled for Credit Memos? *

Yes No

4. Additional Comments / Unique Business Rules (If any)

Additional Notes (Optional)

✓

Success!

Your form has been submitted successfully. We'll review your information and contact you soon to discuss the next steps.