Marketing Tools & Advice

Resources, templates and guides to help promote your firm and BIll.com

  • CAS Tech Stack White Paper

    CAS 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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  • A quick video on how the Bill.com Intelligent Payments Platform works

    A 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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  • Bill.com Interactive Demo: Approver Role

    Bill.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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  • Email Template: Sweepstakes Email from Firms to Clients

    Email 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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  • Sweepstakes FAQs for Accountants

    Sweepstakes 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

    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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  • Bill.com Interactive Demo

    Bill.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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  • Essential Advice for Expanding Your Client Base

    Essential Advice for Expanding Your Client Base

    Learn more about earning new business while maintaining your current client base.

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  • Spend Less Time on Accounting w/ Bill.com0:58

    Spend 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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  • Email Template: Introduce Bill.com Vendor Direct to your Clients

    Email 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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  • What would you like to see?

    What would you like to see?

    We value your feedback! Tell us what resources would help you best.

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  • Email Template: Moving to the New Bill.com Experience

    Email 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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  • Marketing Bill.com for Large Firms

    Marketing Bill.com for Large Firms

    This guide offers some marketing pro tips and proven tricks.

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  • Marketing Bill.com for Small to Medium Firms

    Marketing Bill.com for Small to Medium Firms

    Marketing resources to reach existing clients and win new clients along the way.

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  • Email Tips and Tricks to Up Your Game

    Email Tips and Tricks to Up Your Game

    Writing tips and suggestions to help you create effective email templates.

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  • Email Template 3 (Existing Customers): Why Smart Business Owners Outsource

    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

    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

    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

    Download Template
  • Bill.com Logo and Guidelines

    Bill.com Logo and Guidelines

    Download the Bill.com logo for your marketing and website needs.

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  • Bill.com Screenshots

    Bill.com Screenshots

    Grab screenshots of Bill.com to use in your marketing.

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