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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 Bill.com.

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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