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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


Client Account Setup Overview

Congratulations on your new client acquisition! The next step is to get your new client up and running successfully on

With a little prior preparation, setup will be a breeze. This overview will help you get ready so you can provide an outstanding experience for your client.

The overview covers:

  • Step 1: Add a client to your Console
  • Step 2: Complete the startup checklist
  • Step 3: Customize preferences for your client

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