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How to onboard clients to BILL

How to onboard clients to BILL

Create a plan to onboard your clients with implementation tips for BILL AP/AR and BILL Spend & Expense.
Starting the conversation
Implementing BILL AP/AR
Implementing BILL Spend & Expense

Starting the conversation

article

How to tell when your client is ready for BILL Spend & Expense

Spend Management
guide

Creating deeper client connections

Firm Management

Are your clients ready for BILL Spend & Expense?

Use our interactive checklist to determine if now is the right time for your accounting firm to introduce clients to the benefits of automated spend management.
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Implementing BILL AP/AR

article

AP approval workflow checklist overview

AP/AR
article

Bill pay management workflow models

AP/AR
guide

Best practices for implementing BILL AP & AR at your firm

AP/AR
guide

AP process documentation template

AP/AR
guide

Client pre-setup checklist

Training
guide

Onboarding checklist for clients by Jason Blumer, CPA

Training
guide

Best practices guide: AP payment methods

AP/AR
guide

Best practices guide: AP approval workflows

AP/AR

Implementing BILL Spend & Expense

article

Client expense policy template

Spend Management
article

5 things to include in your client's expense policy

Spend Management
guide

How to help your client make an expense policy when they use BILL Spend & Expense

Spend Management
guide

5 things to consider when onboarding clients to BILL Spend & Expense

Spend Management
guide

Best practices for implementing Spend & Expense for clients

Spend Management

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