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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


Client Quick Start Guide for Bill Management

Provide this one-page handout to clients to illustrate how easy it is for them to get started with This Quick Start Guide instructs clients how to activate their account and approve bills from the web and the mobile app.
Customize the handout by adding your firm logo, firm name, and contact information that clients can use when they need help.
We made this easy for you by building the handout in PowerPoint. Save as pdf then print or email to your clients to make getting started a breeze!

Download handout (PPTX)

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