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
• Vendor Direct - September 2020 Updates

Console Management

• Adding a new client account to the Console
• Deactivate a Console User and mass remove from all Clients
• Demo Accounts
• Linking and Unlinking Clients from the Accountant Console
• Manage client account features from your accountant's console
• Managing Console Team Members and access to clients

See all 9 articles

Console Reports

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