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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


Answer the Questions - FAQ Handout for Your Clients

Your clients and prospects have lots of questions as they consider automating their A/P and A/R processes with your firm.  We've anticipated the most common questions for you and created this comprehensive FAQ document. Included are answers to these important questions:

  • What is
  • How does it work?
  • How does handle accounts payable?
  • How does handle accounts receivable?
  • What is document management and how does it help my business?
  • Why should I change how I’m doing A/P or A/R today?
  • How secure is
  • How is different than online banking?
  • How is different from QuickBooks?
  • And more common questions

Share this FAQ with your clients by printing a copy or sharing the PDF.

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