Whether your client has an existing expense management software in place or they're moving into the world of financial automation for the first time, you need to develop a plan you can guide them through and execute as quickly as possible. Generally, we recommend working through these 5 things with your client when onboarding them to BILL Spend & Expense.
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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.