How to use the Accountant Resource Center

The Accountant Resource Center is where you'll find content, templates, training, and more to help you be successful with BILL. Leverage these resources today!

Table of Contents

The Accountant Resource Center is where you'll find content, templates, training, and more to help you be successful with BILL. Here’s quick rundown of what you'll find in here: 

You can also find additional information on the BILL Accountant Partner Program, presented in partnership with CPA.com, here.

These are the answers to some of the most common questions we get about the Accountant Resource Center: 

What is the BILL Accountant Resource Center? 

The Accountant Resource Center is BILL’s central source of resources and tools for members of our Accountant Partner Program. The content and tools on the Center are designed to help you find success with BILL, grow your firm, and provide CAS to your clients. 

What will I find on the Accountant Resource Center? 

The content in the Accountant Resource Center covers these topics: 

  • The BILL Financial Operations Platform
  • Client Advisory Services
  • Certification, education, and CPE for your firm
  • Marketing your firm and services
  • Training your staff 
  • Onboarding clients to BILL products
  • Growing your firm
  • The BILL Accountant Partner Program

How do I use the Accountant Resource Center?

The Accountant Resource Center is where you'll find content, templates, training, and more to help you be successful with BILL. Learn more about how to use the Accountant Resource Center here.

I have not joined the BILL Accountant Partner Program. Can I use the Accountant Resource Center? 

Any firm can use the content on the Accountant Resource Center if they find it helpful for their firm. However, most of the resources were written and designed with firms in mind who use BILL products to serve their clients—so they will be most useful to our partner firms. 

Learn more about the BILL Accountant Partner Program and sign up here

Can I find CPE credit on the Accountant Resource Center? 

Yes! The Accountant Resource Center has an entire section dedicated to CPE-eligible education for firms. We have two  

Can I share the content on the Accountant Resource Center with my clients? 

Most of the content on the Accountant Resource Center is designed to help you grow your firm with BILL. However, we do have some resources available for you to share with your clients—including some assets about BILL with space for you to add your firm’s branding. 

The information provided on this page does not, and is not intended to constitute legal or financial advice and is for general informational purposes only. The content is provided "as-is"; no representations are made that the content is error free.