Marketing Tools & Advice
Resources, templates and guides to help promote your firm and BIll.com
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Read MoreCAS Tech Stack White Paper
CPA.com outlines how to achieve successful CAS strategy with the right business model, talent, and supporting technology.
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Watch videoA quick video on how the Bill.com Intelligent Payments Platform works
See how the Bill.com intelligent business payments platform helps you simplify payments by saving time and gaining control over your AP process.
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Read ArticleBill.com Interactive Demo: Approver Role
This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.
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Read MoreEmail Template: Sweepstakes Email from Firms to Clients
Download this template to share with your new clients. This email will tell them about the sweepstakes promotion Bill.com is running until July 7th, and the requirements to be eligible.
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Read ArticleSweepstakes FAQs for Accountants
To help you bring more clients on board, we’re offering a chance at a $1,000 Visa card—or a charitable donation—to any new client you add to your console that pays a bill using Bill.com*
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Email Template: Helping You Take Your AP and AR Online
Use this email template to send to clients who are not on Bill.com
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Read ArticleBill.com Interactive Demo
This interactive demo is designed to show your clients the benefits and functionality of Bill.com, but also the value of outsourcing their Accounts Payable to your firm.
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Read MoreEssential Advice for Expanding Your Client Base
Learn more about earning new business while maintaining your current client base.
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0:58Watch VideoSpend Less Time on Accounting w/ Bill.com
Share this video with clients to demonstrate the time savings of the Bill.com + Expensify app stack.
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Download TemplateEmail Template: Introduce Bill.com Vendor Direct to your Clients
An email template that explains Vendor Direct and highlights the benefits. https://hqbill.box.com/s/y8t70j0d6ov3alemixluczplbpqae764
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Add Your FeedbackWhat would you like to see?
We value your feedback! Tell us what resources would help you best.
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Read ArticleEmail Template: Moving to the New Bill.com Experience
Download this informative email template to help clients move to the new and improved Bill.com interface. https://hqbill.box.com/s/5rht4q5en2gvpo1fb918x7h73zre9338
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Read MoreMarketing Bill.com for Large Firms
This guide offers some marketing pro tips and proven tricks.
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Read MoreMarketing Bill.com for Small to Medium Firms
Marketing resources to reach existing clients and win new clients along the way.
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Read MoreEmail Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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Read Article
Email Template 3 (Existing Customers): Why Smart Business Owners Outsource
Download this template to share key benefits learned from business owners, with your clients. https://hqbill.box.com/s/v8ylwnzfcykhkx7bmvjevqtvfdd9h2k2
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Email Template 2 (Existing Customers): On Outsourcing Bill Pay
Use this email template to reach out to existing clients on your outsourced accounting services. https://hqbill.box.com/s/toho2f5uz9iabfug8l52zeszrxqqai3c
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Email Template 1 (New Customers): On Gaining Control Over Bill Pay
Use this email template to reach out to new customers. https://hqbill.box.com/s/utvxa2m9cifmlczhfgedsbc5ib94nr5l
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Read ArticleBill.com Logo and Guidelines
Download the Bill.com logo for your marketing and website needs.
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Download FilesBill.com Screenshots
Grab screenshots of Bill.com to use in your marketing.
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