End of Year Resources
End of Year is a busy and stressful time. We are here to help! We aim to offer content and training formats to fit the needs of a variety of learners and learning styles.
Knowledge Base Articles and Checklists
Our Knowledge Base is a resource portal that connects you to a library of tools such as how-to guides, FAQs, product releases, and more. Also, we have created checklists to help you complete end-of-year tasks. For our checklists, knowledge base articles, and more, please visit our End of Year Useful Tips.
Basic Webinars
We offered webinars that provided the basics of generating end-of-year reports for those using ParishSOFT products, such as Offering, Development Manager, and Accounting.
Select a webinar to access the recording:
- Family Suite Contribution Statements Basic Webinar (US)
- Family Suite Tax Receipts Basic Webinar (Canada)
- Ledger & Payables and Payroll End-of-Year Basic Webinar
- Development Manager (DM) End-of-Year Basic Webinar (Dioceses Only)
Advanced Webinars and Personalized Consulting Services
Still need help with end-of-year? We offer additional webinars and personalized consulting services. Don't miss your chance to purchase these exceptional services:
- End-of-Year Advanced Webinars
- End-of-Year Personalized Consulting Service
- Dicoesean Consultation
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End-of-Year Advanced Webinars for Parishes - Dioceses Only
Client Success
Client Success Coaches are available at no additional cost to help you identify and resolve any roadblocks your parish office is experiencing, provide resources to help you achieve tasks, monitor the success of your ParishSOFT programs, and more. Contact our client success team by emailing clientsuccess@parishsoft.com or calling 866-930-4774 X 9 to learn how we can help your parish office.
PATHFinder
PATHFinder is a learning management system that allows you to complete self-paced training on all ParishSOFT products. If you are a user of any of our products, you can access multiple training videos and courses in PATHFinder at no additional cost. Please email our training team at training@parishsoft.com to get access to PATHFinder.
