OMS is built for IRPs that wish to enable direct orders from their websites or partner websites. There is no commitment, cancel anytime. We do not offer a free trial, but we will refund your monthly fees (not the setup fee) within 30 days if you are not satisfied.
Additional support: Integration with your CRMs for lead capture, cross-selling and up-selling opportunities is provided on a project bid or hourly basis and is not included in the monthly fee.
*OMS for ProAdvisors is offered to paid schoolofbookkeeping.com members. Orders are fulfilled by Complete Business Group, winner of the 2017 Best IRP Partner [affiliate] Program award at QB Connect.
All plans include maintaining and updating the product database as released by Intuit, as well as, maintaining backups, and system integrity.
Annual support: includes assistance with adding embed code to your partner pages, a year of free core and design updates, and troubleshooting. Support is only available on an annual basis. Annual support will be offered after the system is operational and running live, as designed.