Accounting firms can expand and deepen their relationships by offering Private Client services to UHNW families and individuals. These clients, who may be current or former business owners, entrepreneurs, celebrities, or members of a generational wealth family, expect personalized, high-touch, secure bill pay services for their personal affairs and households—and BILL can help you deliver it.
Trusted by top Private Client Groups and other financial institutions serving UHNW clients
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Trusted service for important clients
Your high-net-worth clients trust you to handle their money and enable their lifestyle with a minimum of fuss. Making BILL your payment vendor of choice helps reinforce that trust, putting security and efficiency front and center. Plus it helps streamline your operations and upgrade your capabilities.
BILL provides peace of mind for your clients—and your firm—with robust bill pay security that helps minimize risk, prevent fraud, and protect sensitive financial data.
Improve the efficiency and productivity of your bill pay team without sacrificing their essential functions, so you can continue being a trusted steward of your clients' money.
Let clients review and approve vendor payments with the touch of a button.
Easily review all activity, or quickly pull payment reports by person, vendor, account, and more.
Automated processes and simplified bill pay let you scale without adding headcount. We can help you set up BILL in a way that works well for your firm and your clients.
Most UHNW families have multiple members, households, businesses, and philanthropic entities to manage. BILL gives you centralized bill pay management so you can pay across the board, while giving each entity their own approval rules and reporting.
No more printing and signing checks. Digital payment options enhance control and visibility, offering convenience for your clients while seamlessly integrating with your existing client management systems.
Reduce fraud risk
Enforce separation of duties with role-based access that lets you control who can enter, approve, and pay bills. 91% of accounting firms surveyed say BILL helps protect their clients from fraud.1
Streamline payments and save time
Save more than 50% of the time spent managing AP.2
Maintain control and keep an audit trail
89% of accounting firms surveyed say their clients have better approval controls thanks to BILL.3
1Based on a 2021 survey of over 500 accounting firm partners
2Based on a 2021 survey of over 2,000 BILL customers
3Based on an April 2024 survey of 243 BILL accounting firms
Business-enhancing operations and efficiency
It’s the best of both worlds—exceptional service for your clients while reducing workload for your staff to improve efficiency
Access each client and each client entity (including personal accounts, trusts, LLCs, and more) from one place.
AI-powered auto-categorization makes cumbersome documentation a thing of the past.
Set up e-billing and ACH payment for thousands of vendors, ensuring speedy, secure transactions.
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Frequently asked questions
Yes. BILL is highly secure for managing sensitive client financial data. We prioritize advanced security features to protect your information at every step. BILL employs multi-layered security, including encryption, secure data centers with full redundancy, and strict compliance with AICPA SOC 2 and PCI standards.
Yes. BILL is highly secure for managing sensitive client financial data. We prioritize advanced security features to protect your information at every step. BILL employs multi-layered security, including encryption, secure data centers with full redundancy, and strict compliance with AICPA SOC 2 and PCI standards.
No. Get the freedom and flexibility to serve your clients more efficiently and in a way that works for you and your clients.
- Our bank-agnostic system lets you serve clients no matter where they bank
- International bill pay support lets you pay in dollars or many other currencies
- Modern, simple interface makes using BILL easy and efficient
- Integrations with top software providers lets you plug and play with your existing system
No. Get the freedom and flexibility to serve your clients more efficiently and in a way that works for you and your clients.
- Our bank-agnostic system lets you serve clients no matter where they bank
- International bill pay support lets you pay in dollars or many other currencies
- Modern, simple interface makes using BILL easy and efficient
- Integrations with top software providers lets you plug and play with your existing system
Adding bill pay is a great way to deepen your financial relationship with your clients. Understand how they spend to inform your guidance while providing a highly valued service.
- BILL has experience helping firms navigate security and compliance requirements
- Our turnkey solution, complete with training and support, makes getting started easier
- Gain a greater share of wallet while solving a genuine challenge for your customers
Adding bill pay is a great way to deepen your financial relationship with your clients. Understand how they spend to inform your guidance while providing a highly valued service.
- BILL has experience helping firms navigate security and compliance requirements
- Our turnkey solution, complete with training and support, makes getting started easier
- Gain a greater share of wallet while solving a genuine challenge for your customers
RIAs offering bill payment must comply with the SEC Custody Rule that mandates investment firms have certain best practices in place if they also have custody of clients' funds, as they do when offering bill pay. Fortunately, these practices are often common-sense rules a wealth management firm likely has in place, and they are verified by an exam, not an audit. Our experts can help you learn more about the implications of this rule and how to navigate it.
RIAs offering bill payment must comply with the SEC Custody Rule that mandates investment firms have certain best practices in place if they also have custody of clients' funds, as they do when offering bill pay. Fortunately, these practices are often common-sense rules a wealth management firm likely has in place, and they are verified by an exam, not an audit. Our experts can help you learn more about the implications of this rule and how to navigate it.
With dedicated account managers and easy access to support, as well as experience supporting multi-family offices, BILL is a turnkey solution that will enable you to stand up this capability quickly and efficiently. You can trust BILL to have the security and support you’ll need.
With dedicated account managers and easy access to support, as well as experience supporting multi-family offices, BILL is a turnkey solution that will enable you to stand up this capability quickly and efficiently. You can trust BILL to have the security and support you’ll need.