Follow these 5 steps to onboard your firm:
Build your new workflow
Determine which steps in your current workflow will be replaced with new automated steps. Identify who enters, approves and pays bills.
Create a client demo account
With the built-in demo account, gain first hand experience with Bill.com to demonstrate its advantages and ease-of-use to your clients.
Get certified on Bill.com
Take our world-class Expert and Guru certification courses designed to provide in-depth knowledge of Bill.com.
Update your listing in our Accountant Directory
Showcase your firm's expertise to win new clients.