Onboarding Checklist for Clients by Jason Blumer

May 24, 2023

Clients adopting a virtual bill payment solution are fully aware it means significant changes to their current business operations, including new processes and learning a new system. While intellectually they appreciate the overall intent of the transition, many struggle with getting there.

Having a formal onboarding process for moving clients to BILL helps minimize the challenges that accompany this change. Establish a consistent process to help your firm achieve expertise and efficiency in bringing all clients on board with Bill.com.

Jason Blumer of Blumer CPAs shares the steps that will help you get there quickly. This is an exclusive resource for our Accountants' Resource Center. 

Previous Article
[SECTION] Accounts Payable & Accounts Receivable

Next Item
Payment Timing And Limits
Payment Timing And Limits

A guide to explain Bill.com's payment timing and limits when onboarding new clients.

Setting Up New Clients

Learn More