Looking for a way to explain Bill.com to your customers? Add our overview video:
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Marketing Tools & Advice
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Bill.com Interactive Demo: Approver Role
This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.
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.
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*
Email Template: Helping You Take Your AP and AR Online
Use this email template to send to clients who are not on Bill.com
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.
CAS Tech Stack White Paper
CPA.com outlines how to achieve successful CAS strategy with the right business model, talent, and supporting technology.
Essential Advice for Expanding Your Client Base
Learn more about earning new business while maintaining your current client base.
0:58Spend Less Time on Accounting w/ Bill.com
Share this video with clients to demonstrate the time savings of the Bill.com + Expensify app stack.
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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We value your feedback! Tell us what resources would help you best.
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
Marketing Bill.com for Large Firms
This guide offers some marketing pro tips and proven tricks.
Marketing Bill.com for Small to Medium Firms
Marketing resources to reach existing clients and win new clients along the way.
Email Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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
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
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
Bill.com Logo and Guidelines
Download the Bill.com logo for your marketing and website needs.
Blog Post Template: Risk Management
Download this blog post template on business risk management and make it your own. https://hqbill.box.com/s/nmijrqi3zcnjqggx14t0z28k8h9qlzwh
