Accountant Referral Marketing Playbook

Read this guide to learn how to earn rewards and share exclusive discounts when you refer non-console clients (clients whose bills you don’t manage) to open their own standalone account with BILL.

Included in this guide:

  • Referral Program Overview
  • Referral Benefits
  • Resources for your clients to learn about BILL
  • Resources for you to share BILL
  • Email/Social templates

Please note, as an Accountant in our partner program, you can either add your clients to your console (and receive the console client savings) OR refer them to BILL (and receive the referral fees). Referral benefits are for the clients whose bills you do not manage on your console.

 

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The Highly Automated Firm: What it looks like in practice — and how to achieve it
The Highly Automated Firm: What it looks like in practice — and how to achieve it