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Accountant Program

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

  • Assign an Administrator when setting up a new Client account
  • Creating the first user on an account
  • Manage Console Users on Client Accounts from the Console
  • Vendor Direct Updates - November 2020

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
  • Manage Console Team Members and access to clients
See all 10 articles

Console Reports

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

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