• OVERVIEW

    TARGET OF PEAK PERFORMANCE

    UNLEASH YOUR OPERATING POTENTIAL

    The first step is to understand the challenges of your ever-changing environment.
    INSIGHTFUL DISCOVERIES

     

    BRING OUT THE HERO IN YOU

    In the discovery stage, we learn how work in your office is organized and how it flows
    INNOVATIVE SOLUTIONS

     

    YOU’LL BE READY

    Our deep understanding of your needs and priorities evolves into software and technology solutions.
    ENDURING RELATIONSHIPS

     

    JOIN THE SUPER LEAGUE

    Our service offerings allow your staff to get the most from your UniFund system year after year.
  • " Just wanted to express my relief and gratitude regarding Fran’s prompt help this morning in helping us in e-mailing direct deposit vouchers... she came thru first thing this morning.  So I wanted to tell you that I am very pleased with UniFund today and relieved." 

    Ted A. Carr, CPA  
    Lincoln Intermediate Unit # 12  
    New Oxford, PA 

     

    Personal Service

    On call, responding to emergencies; online, reinforcing your know-how 

    When you need help with critical issues, you want to talk to an expert who knows all about your organization and the way your system was customized. In those instances, nothing but a phone conversation will suffice. Our Support team is committed, therefore, to delivering excellent and timely phone support - we're there when you need us most.

    For those other, less time-sensitive questions and issues, take a look at our other resources. You might just be pleasantly surprised that you can find your answers and get back up and running in a matter of minutes. Our goal is to offer the most personal support service in the industry.

    Our internet-based resources are available 24/7/365, wherever you are. 

    • Log into the Client Access Portal to request support, and review open case tickets. (You'll also find a smaller version of the Knowledge Base here, which includes SAM iLinc sessions, and issues reports.)
    • Log into the IT Portal to download software updates and to search the primary Knowledge Base. 

     .

    Dedicated Support Experts

    Each of our clients is assigned to a Service Account Manager, who has primary responsibility for that client once they are actively using the system. Think about it - every time you need help, you'll work with one person. And because your SAM will have a much more in-depth understanding of what you do and how you do it, they are better prepared to help you avoid problems before they even occur.

    That's just the day-to-day support.

    Your SAM will also guide you through those annual processes that can keep you in the office late at night - preparing quarterly and end-of-year reports, generating W-2s and 1099s, and of course, closing one year's books to begin a new fiscal year. We begin to send our clients documentation, checklists and to offer training months in advance of those crazy seasonal workloads. Don't worry, we'll get you though it with minimal fuss and bother!

    It's one way we've changed the game.