ACS Technologies Client Portal
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Free Training

Training Tutorials - If you are a Preferred Client you have access to two 15-20 minute pre-recorded training sessions each month.  Click here to log in to view the sessions. You will need your site number and pin.

Getting Started Courses - Getting started in ACS for the first time?  Try these FREE courses.**   Login to view the videos now.  You will need your site number, email, and PIN. More details for each course are listed below.

  • Getting Started with the ACS People Suite (Login) 
      Look at the big picture, questions to ask before you begin and ways to customize your data.
      You will learn about:
    • The relationships to other modules
    • The ACS for Windows workbench interface
    • Using My Preferences
    • Finding individuals
    • Configuring the Find Person screen
    • Working from the Add/Edit Individuals
  • Getting Started with the ACS Financial Suite  (Login) 
      Look at the big picture, questions to ask before you begin and ways to customize the ACS Financial Suite for your needs.
      This class will cover:
    • Funds and Datasets
    • ACS Users and Security
    • Understanding Account Types
    • Basic Accounting Concepts
    • Transactions: Test your Knowledge
    • Financials Modules and Their Relationships
    • Highlights of the General Ledger Module
    • General Ledger Reports
  • Getting Started in Extend Administration  (Login) 
      Discover how to set up and administrate your Extend Website.
      This class will cover:
    • Logging Into Extend
    • Dashboard
    • Site Design
    • Content & Media Manager
    • Creating Content
    • Layout & Publishing
    • Channel Manager
    • Category Manager
    • User Profile
    • Getting Help
  • Getting Started in the Episcopal Parochial Report  (Login) 
      Find out how the Episcopal Parochial Report module will help generate your annual report.  Get an overview of both the Parochial Report and the Register of Church Services.
      This class will cover:
    • Selecting data streams for your report
    • Entering adjustments
    • Printing the final report

**Free courses are available for clients on a Preferred Client Program.  Find out if you qualify for Preferred Client discounts. 
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The Client Portal was recently built to serve the needs of clients who have enrolled in our Preferred Client Program. If you are not enrolled, please take a look at the programs we offer and sign up today.
Access ACS & Extend - Turn your organization's website into a powerful member management system.
Combine the strengths of two innovative products to provide more relevant and personalized information to your staff, lay leaders, and members when they visit your website.