Solutions | Paperless Bill Management | Client Sales Tools

Client Sales Tools

Resources to Share With Your Clients

CPA2Biz developed these educational marketing tools for you to share with your clients to help explain and promote how the Bill.com Accountant Program can benefit the client’s business.

Before sending these marketing materials to your clients, simply customize each document with your firm name, logo, personal contact information, etc.

			Customizable Marketing Flyer Use this flyer to provide your clients with a general overview of Bill.com features and benefits. You can customize this flyer by inserting your firm logo and contact information. Bill.com Flyer (MS Word)

			Hidden Cost Calculator Use this Excel spreadsheet to calculate and show your clients the hidden costs they incur with paper-based management of Accounts Receivables. Bill.com Hidden Cost Calculator (Excel)


			Client Sales Presentation Presents the benefits of Bill.com to your clients. You can customize this presentation by adding your firm logo and contact information when presenting to your clients. Bill.com Presentation (PowerPoint)

			4 Customizable Client Emails Use these emails to explain the benefits of Bill.com to your clients. The first email provides a general overview of Bill.com’s key features and benefits. The other 3 emails focus on specific features of Bill.com from bill management to invoicing to cash flow. Copy the text from the html samples below into the body of your email message. Suggested subject lines are also provided. Features & Benefits email (HTML) Bill Payment-Focused email (HTML) Customer Invoicing-Focused email (HTML) Cash Flow Management-Focused email (HTML)

			Banner Ad for Your Website Place this banner ad on your firm’s website to promote the benefits of the Bill.com Accountant Program to your clients. Banner Ad (jpg image: to download, right-click and save the file to computer)