Resources to Support and Manage Your Clients

Bill.com Step 1 Icon

The Console and Dashboard

Add and access all your clients from your Console. View your clients' tasks from the Console dashboard.

Demo Accounts

Create a pre-populated demo account to demonstrate Bill.com's features to your clients.

Bill.com Step 2 Icon
Bill.com Step 3 Icon

Client Assessment Tools

Leverage a variety of resources to help you effectively assess your client's needs and seamlessly move them to Bill.com.

Client Sales and Marketing Resources

Create professional client presentations using our customizable PowerPoint template.

Bill.com Step 4 Icon
Bill.com Step 5 Icon

Branding Tools

Put your firm on the forefront by branding Bill.com's award-winning platform with your own logo. You can also create a branded log-in page or add a log-in screen on your website.

Bill.com Accountant Frequently Asked Questions

Expand All

What is the Bill.com Accountant Program?

The Bill.com Accountant Program is designed to help you leverage the many benefits of the Bill.com service for your clients, while increasing the level of service your firm provides. Learn more.

What is your relationship with CPA2Biz?

Bill.com actively seeks out and engages in strategic partnerships like this one to advance technology and the future of the accounting profession. Click here to read more.

Can our firm's clients and I share access?

Yes, you and your clients can share payables and receivables processing tasks. Bill.com lets you determine how to involve clients. Learn more about common business and work flow scenarios here.

Will our firm have free access to each of our client's accounts in Bill.com?

Yes, with the Bill.com Accountant Program, accountant firm employees will get free unlimited access to all the client accounts they've been given permission to access. Learn more about Bill.com roles and permissions here.

Can our firm pay for our clients' use of Bill.com?

Yes. You can choose to have clients' fees billed directly to your firm. You can set up this central billing feature using the Accountant Console. Click to learn how.

Does Bill.com offer a training program?

Yes. We offer two different levels of training certification as well as an essentials course for beginners. Certifications are included with the price of your program and console. Read more.

Does Bill.com work with storing credit card receipts and recording bills paid via credit card?

Yes, but this works only if you use QuickBooks for Windows, QuickBooks Online, NetSuite, or Peachtree (Sage 50). Read more.

Will I be able to list my firm in the Bill.com accountant directory?

Yes. We offer listings by state, giving priority to those accountants who have completed Bill.com certification programs. Learn more about managing your directory listing.

Can I embed the Bill.com login page on my own website?

Yes. You can use a simple code snippet and your customized Bill.com client login URL to offer your clients the ability to log in from a page branded with your firm logo, right from your own website. Click here to get the details.

Is Bill.com secure?

We know security is of utmost importance and we take a number of precautions to protect you and your money. Learn more.

What is Bill.com's privacy policy?

We go to great lengths to ensure your privacy. Read about how important this is to Bill.com.

How do I cancel the service?

Click here to learn how.

Live Chat Software