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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice

 

Wealth Management Client Handout

Introduce Bill.com to your wealth management or family office clients and prospects with this handout.

You can customize this handout with your firm logo on the front page and a "call to action" with your contact information on the back page.

We made this easy for you by building the handout in PowerPoint. Save as pdf then print or email to your clients as you help them understand the benefits of Bill.com.

Wealth_management_handout.png

Download handout (PPTX)

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