Sign in

Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


How do I get started with the Console?

Welcome to the Accountant Program!  

Review this guide for the essential steps to get started.  It covers these topics:

  • Add your logo to your account
  • Customize the URL your clients will use to log in
  • Add your staff and set their permission levels
  • Access training for you and your staff
  • Create a Demo Company
  • List your firm in the Accountant Directory
  • Add your clients
  • Set up client billing
  • Support contacts




Powered by Zendesk