Overview Presentations for Clients and Firm Partners

These presentations provide a comprehensive overview of for both new and existing clients and partners in your firm.

Managing bill pay for clients is considered an entry point for growing your CAS business. These two decks provide an overview of and have been developed for clients (both new and existing) and your internal stakeholders, such as tax and audit partners.

The deck for internal stakeholders includes testimonials from CPA’s who are using in their practice, along with the benefits of bringing bill pay into your firm. It also provides guidance on how to position and bill pay with prospects and existing customers.

The client deck provides an overview of and the benefit it delivers. You can customize both decks with your firm’s logo and the appropriate contact information.


Download Client Overview


Download Partner Overview

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