Your Accountant Partner Program benefits

BILL loves accountants

So we're showing our love by helping you and your clients get the most out of BILL—so you can focus on growth. Whether that’s through managing more clients without increasing headcount, orr adding or expanding your client advisory services. 

Partner with BILL and enjoy benefits like:*

• Support and educational offerings
• Enhanced firm onboarding and training
• Hands-on, strategic account management and support
• Incentives and more

*Benefit availability based on tier. Visit the BILL Accountant Partner Program benefits page for a breakdown of benefits by tier. 

Support and educational offerings

As a BILL accountant partner, your home base for all the education and training available to you is in the Accountant Resource Center. Get a quick overview of how to use the ARC or browse topics available for further education.

CPE credits

We also have 100+ hours of free NASBA-certified CPE content you can access through our CPAA landing page. Keep an eye on your inbox, as we offer additional educational opportunities throughout the year on specialized topics like AI and accounting, verticalization, staff training, and more. 

Accountant Care client support

As our accountant partner, we want to make sure you and your clients get immediate access to the product support you need. Whether it’s through phone, chat, or email, BILL’s knowledgeable customer support team, specially trained in accounting firm support, will be there for you. Our Accountant Care program also includes benefits like priority assistance and direct escalation. Read more about Accountant Care.

Help Center

For all the product how-tos and step-by-step guides your team needs to implement BILL and address common issues, you can access our Help Center 24/7. 

Enhanced firm onboarding and training

BILL Product Certification

Did you know BILL offers certification courses for staff at your firm that cover how to use BILL Accounts Payable, Accounts Receivable, and Spend & Expense? Read more about BILL product certification and how to access it. 

Best practices for onboarding clients to BILL

We also offer lots of education on best practices for adding clients to BILL. 

Top topics include:

• How to tell when your client is ready for BILL Spend & Expense (including an interactive checklist you can fill out to help your assessment)
• How to onboard clients to BILL AP and AR 
• A client pre-setup checklist
• Best practices for implementing Spend & Expense for clients
• How to help your client make an expense policy when they use BILL Spend & Expense

Onsite staff training

‍Depending on your partner program tier, you may also be eligible for onsite staff training. Requests for this can be facilitated through your Account Manager. 

Strategic account management support

All members of the BILL Accountant Partner Program receive basic account management support to get the most out of BILL for them and their clients. But once you start adding more clients to more BILL products, your account management, we know your needs will grow. 

Which is why once you reach the silver tier, you’ll start receiving more strategic account management support from your Account Manager, including:

• Information on co-marketing opportunities available to your firm based on your tier
• Regular meetings with your firm to assess firm needs
• Training for staff on how to implement BILL for clients
• Advice on how to better leverage BILL to accelerate firm growth
• Help reaching the next partner tier for access to even more benefits

If you’re not sure who your Account Manager is, email accountant@hq.bill.com and they will be in touch shortly.

Incentives and other benefits

As an accountant partner, you already enjoy the benefits of pricing discounts and access to the Accountant Console to help you with client management. But there are even more incentives you can enjoy. 

Co-marketing opportunities

BILL loves accountants and we want to make sure the world knows it—which is why we offer more co-marketing opportunities than ever before. Contact your Account Manager for a full list of co-marketing opportunities. Here are just a few we wanted to highlight:

• Being featured in a BILL case study
• Speaking at a BILL webinar or event
• Being featured in BILL ads
• BILL newsletter shoutouts and customer highlights
• Co-branded swag for firm staff and clients (coming soon!)
• Marketing development funds (coming soon!)

Reach out to your Account Manager for a full co-marketing menu. 

‍Find-an-Accountant directory

‍BILL offers a directory for SMBs to search for accounting firms who offer and are certified in BILL products. When you reach the silver tier of the program, you’ll be eligible to list your firm on our Find-an-Accountant directory and be discoverable by thousands of SMBs. Read more about the directory and how to get listed 

‍Non-console referrals

‍For those clients for whom you don’t actively manage bill pay, you can still refer them to BILL and receive the benefit. For every new client who starts using BILL from your referral, you can enjoy a $500 referral fee. Read more about our Accountant Referral Program

We're here to help you and your firm grow

If you have questions about any benefits or opportunities available to you, please reach out to your Account Manager at accountant@hq.bill.com.