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Checklists

AP Approval Workflow Checklist
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Client Pre-Setup Checklist

Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
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Onboarding Checklist for Clients by Jason Blumer

This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
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