Document Management

Bill.com has established the online Accountant Resource Center. The site is designed to help accounting professionals educate clients about the vendor's services. Information is provided to help practitioners convert prospects to clients, price services and market The center features videos, questionnaires, PowerPoint presentations, frequently asked questions and calculators to help clients understand bookkeeping and bill pay services.

Among the sections are "Getting Clients to Yes", which focuses on converting bill pay and bookkeeping prospects into clients. The material presented features pointers for getting clients to use cloud services. "Pricing Services Right" provides direction on effective pricing strategies, guidance on how to price Bill.com services and hidden cost calculators.

The center also offers "Setting Up Clients", which has forms and checklists for on-boarding clients new to Bill.com. There is also training through CPE-accredited courses, along with the ability to earn Bill.com certifications.

Members of the Bill.com Accountant Program can access the center from the main menu of their client management console. Those who are not Bill.com customer can preview the resources by downloading one of its guides: Tried and True Tips for Increasing Your Client Base.

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