Welcome to the BILL Accountant Resource Center.
A Quick Tour
The Accountant Resource Center is where you'll find articles, templates, and more to help you be successful with BILL. A quick rundown of what you'll find in here:
- Information about the BILL Financial Operations Platform for both you and your clients.
- Resources to learn more about CAS and how they can help grow your firm. Additionally, we have guides on how to talk about CAS with your clients.
- Product info & updates, with documents and videos on the new BILL features.
- Reference guides and checklists to help you onboard and set up new clients, including email templates, a detailed explanation of the referral and onboarding processes, and resources on how to determine which clients can benefit the most from the BILL Financial Operations Platform.
- Marketing tools & advice to help you build market your firm and services.
- Collateral and education you can share with your clients to help introduce them to BILL.
- Case studies highlighting both how BILL has benefitted other accounting firms, as well as client case studies showing the difference BILL has made.
- Accounting firm certification, training, and education courses that provide CPE credit and the opportunity to learn.
You can also find additional information on the BILL Accountant Advisor Program, presented in partnership with CPA.com, here.
