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Implementation

 

The Implementation Plan is designed to have BankLink Practice operating efficiently in your practice as soon as possible.

What does this include?

• On-site training from a BankLink Practice Consultant
• Ongoing dedicated telephone support

What will you learn?

Your practice will be guided through

• Installing the software
• Setting up client files
• Downloading electronic copies of your clients' statements
• Coding
• Transferring the data to your main accounting system

You will understand how The BankLink Service works, and will be able to advise clients on the BankLink tools most suited to their needs.

It's a must for all new practices!