Onboarding Checklist for Clients by Jason Blumer

October 2, 2019

Clients adopting a virtual bill payment solution are fully aware it means significant changes to their current business operations, including new processes and learning a new system. While intellectually they appreciate the overall intent of the transition, many struggle with getting there.

Having a formal onboarding process for moving clients to Bill.com helps minimize the challenges that accompany this change. Establish a consistent process to help your firm achieve expertise and efficiency in bringing all clients on board with Bill.com.

Jason Blumer of Blumer CPAs shares the steps that will help you get there quickly. This is an exclusive resource for our Accountants' Resource Center. 

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Client Pre-Setup Checklist
Client Pre-Setup Checklist

Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mv...

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