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Marcum Group

“The client data is now in Sage Intacct in detail, and the client can access their data without our involvement. Our resources are no longer pulled away from their active tasks to address on the fly requests. PT has helped us in terms of our resources time savings. If we had to do this, it would have strained us to learn the systems and address stumbling blocks. You knew what challenges to look for, and how to easily fix them, where on our side if something challenging happened it could wreak havoc.”

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Recent Posts

  • 8 Reasons to Migrate Your Historical Data from Your Legacy Accounting System
  • How Historical Data Migration Made Coppermine Capital’s Sage Intacct Implementation a Success
  • The 10-Step Accounting Data Migration Process That Gets It Right The First Time

Topic Areas

accounting aviation commercial real estate construction consulting counseling Dynamics SL education Foundations furniture manufacturer Great Plains health MAS 200 MDCS NetSuite nonprofit QBD QBO Sage 100 Sage Intacct Sage Intacct Referral SIAP SIAP Referral SSCP VAR VAR Referral


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We reduce about 80% of a customer’s workload when migrating historical data.