Support and Training - PreciseFP

PreciseFP’s Support and Training


All sessions to be provided via online meeting software.

  • One (1) — Introduction to PreciseFP Demo (30 minutes)
  • One (1) — Success Coaching Session (30 minutes)
  • One (1) — Implementation Sessions (30 minutes)
  • Two (2) — Troubleshooting Sessions (30 minutes each)
  • Full access to training documentation and guides
  • Full access to On-Demand library of universal (non-customized) videos
  • Unlimited access to general knowledge webinars provided by PreciseFP subject matter experts
  • Unlimited chat and email support during business hours (Monday – Friday 9am-6pm ET)

Feel free to adjust or rearrange your training sessions. However, out of consideration for our time, any missed sessions (absence without prior notice) will be counted as part of your allocated support sessions.

Additional training or consulting services that were not previously mentioned may result in additional fees.

Unless stated differently, our Enterprise Clients will be granted a two (2)-hour onboarding support period with a specialized PreciseFP expert following the signing of the contract. This assistance will be delivered in thirty (30)-minute increments.


Why do we not provide a telephone number?

We have observed that 95% of the inquiries we receive can be effectively addressed through chat. Our dedication to providing swift responses via chat and email not only ensures timely assistance but also offers a more cost-efficient approach compared to voice interactions. As a result, these operational savings are passed on to you, the financial professional, allowing you to benefit from reduced costs.