Accountant Program 101

• Bill.com Accountant Learning Center
• Bill.com Accountant Program
• Client billing options with the Bill.com Accountant Program
• The relationship of Bill.com with the AICPA and CPA.com

Accountant Resource Center

• Accountant Resource Center
• Using Bill.com Logo in Accountant Marketing Collateral

Client Management

• Assigning an Administrator when setting up a new Client account
• Creating the first user on an account
• Managing Console Users on Client Accounts from the Console

Console Management

• Adding a new client account to the Console
• Adding a staff member to the Console
• Client account access for staff members
• Client To Do items on Console dashboard
• Console User not billed as Client User on client accounts
• Deactivate a Console User and mass remove from all Clients

See all 11 articles

Console Reports

• All Console and Client Users report
• Console Billing Report
• Denied Bills List Report