This step-by-step guide walks you through the process of referring one of your clients to BILL Spend & Expense, either through your partner referral link or through a self-serve application. Let’s dig in so you, and your clients, know what to expect.
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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.