Tax season offers the perfect opportunity to discuss the needs of your tax clients and proactively suggest additional valuable services. Help relieve their accounts payable headaches, by offering a more efficient and profitable AP process with Bill.com.
Here are some great resources to get you started:
To present to Clients
We’ve developed the Partner Overview Deck, located in the Sales Tools & Advice Section. This deck outlines the many benefits of using Bill.com, as well as some great sales tools for you and your team to offer these services to your clients.
To present to your tax colleagues
If you have colleagues in the tax practice who are not aware of the many ways that using Bill.com can benefit their clients, set up some time to meet and use the Partner Overview deck to start the conversation. When they're ready to reach out to their clients, they can use the email templates, as well as the co-branded brochures provided.
For your tax clients
We make it easy to show the value of partnering with your firm for their accounts payable needs. The email templates in the Marketing Tools and Advice section are ready to go, for both new and existing clients. You can customize as well and add in a handout or direct them to your co-branded landing page.