Additional Resources

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    Migrating to the new Experience

    The new Intelligent Business Payments Platform Introducing the next generation of the new Intelligent Busine...
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    Email Template to Introduce Vendor Direct to your Clients

    Here is a sample email that can be sent to existing clients and prospects. Feel free to edit and revise as you see fit for your firm! Pl...
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    Introducing: Vendor Direct Vendor Direct is a new digital payment method that will be available along with ePayment and Check in A Vendor Direct ...
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    Webinars: Learn More About

    We've created a number of webinars that cover a variety of topics related to Webinars will be listed by month, with the most ...
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    Check out the Blog

    Be sure to bookmark the blog. Or better yet, subscribe! We cover a variety of topics that are relevant to your practice, clie...
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Frequently Asked Questions

    How marketers can access the Accountant Resource Center

    How do I add a marketer from our firm to the Console so they can access the Accountant Resource Center? Console Administrators can add st...
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