Onboarding checklist for clients by Jason Blumer, CPA

Download now
Header image

Clients adopting a virtual bill payment solution are fully aware it means significant changes to their current business operations, including new processes and learning a new system. While intellectually they appreciate the overall intent of the transition, many struggle with getting there.

Having a formal onboarding process for moving clients to BILL helps minimize the challenges that accompany this change. Establish a consistent process to help your firm achieve expertise and efficiency in bringing all clients on board with BILL.

Continue learning with BILL