Onboarding Checklist with Jason Blumer, CPA & Thriveal Founder

We collaborated with Jason Blumer, CPA & Founder of Thriveal, to create a thorough checklist to help you quickly and easily onboard clients to Bill.com. This three step list will take you from preparation, to building processes through to follow up with clients, so that their onboarding experience is easy and they're comfortable with digital business payments.

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