Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

Watch the Webinar: End of Year with Sage Intacct

Expert guidance from our Sage Intacct team to help you streamline your year-end reconciliation.

The year is almost over which means it is time for your year end reconciliation. Closing the year is one of the most important and time sensitive activities for finance teams. Recently, we held our end of year close webinar for our Sage Intacct users.

During the session we covered:

  • Preparing for your year-end close in Sage Intacct
  • 1099 Preparation, including supported forms, key dates and the Sage Intacct e-filing module
  • Leveraging Sage Intacct’s automation and AI tools to accelerate your close
  • Closing the general ledger and subledgers
  • 5 tips to improve your year end close

If you missed the session or want to review the details, you can access the full replay and slide deck here.