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CPA.com and BILL

Accountant Partner Program


Mastering Change in Client Advisory Services

Upcoming Webinar

Harnessing Technology: A Vital Pillar for a Thriving CAS Practice

Risk-Free Trial

Give clients what they want. Simplicity and control.


Automate every step of bill management to bring a new level of efficiency and client service.

Paying bills and getting paid can create very time consuming work for your clients. From disorganization of paperwork and bills, to waiting for approvals and printing and mailing paper checks, there are many challenges business clients face, not to mention the risk of fraud and fees. Bringing automation to your clients' accounts payable (AP) and accounts receivable (AR) processes, significantly speeds up and simplifies work, allowing your clients to focus on their business.

To help firms enhance their service and provide more value for clients, CPA.com and BILL offer the BILL Accountant Partner Program.

Whether you're looking to build a business to relieve the pressures of bill and invoice management for clients, or would like to expand into profitable advisory services, BILL gives you the opportunity to grow your practice. Designed for extreme ease of use, BILL is the accounting profession's premier cloud-based bill and invoice management solution — saving time and increasing organization, control and efficiency for you and your clients. With this secure, paperless solution you can streamline AP/AR processing, manage all of your clients from the Accountant console and grow your profits.

CPA.com provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.


Make the most of the CPA.com and BILL Accountant Partner Program with an array of training resources, tools and support available:

Dedicated account management
Expert guidance and tools to help you onboard clients and grow your practice
Materials to promote, educate, and market your online service solutions to clients
Accountant console — single sign-on to client accounts
Set up a free Demo Account
60 minute initial setup training session
6 hour expert certification training included
Discounted price for clients

Transform your firm with BILL.

Manage bill pay for high-net-worth clients? Schedule a demo.


Explore these features:

Accounts Payable

  • Automates client bill approval and payment
  • Eliminates paper bills, checks, contracts and more
  • Supports secure online payment and approval of bills for a 24/7 service

Accounts Receivable

  • Automates invoicing and collection to accelerate the receivables process-help clients get paid 2-3 times faster
  • Supports streamlined invoicing and recurring invoicing
  • Offers auto-reminders so payments are received faster and late payments are eliminated

Document Management

  • Allows you to manage all types of documents associated with your clients' cash flow in one place
  • Stores information securely and backs up automatically
  • Available 24/7 to those who need access to them

Syncs With Software

  • Syncs with Intacct, QuickBooks, Xero, NetSuite and more
  • Syncs your invoices and payments with a single click-saving time for you and your clients
  • Imports details including your vendors, customer list, CO

Secure Environment

  • Uses 256-bit encryption - just like the banks
  • Provides an automatic and complete audit trail
  • Reduces risk of information theft

CPA.com and BILL

Accountant Partner Program


"BILL allows us to be the full-service, cloud-based advisory partner that our clients can't live without."

Christine Triantos

Anton Collins Mitchell LLP


See and hear how this program is making an impact in today's firms

Creating an Effective CAS Practice

Jenni Huotari shares how Eide Bailly meets client needs through their client advisory service (CAS) practice. Learn how finding the right technology to pair with this service offering can help clients make good business decisions and show that your firm is committed to their success.

Developing Area for CAS: High Net-Worth Individuals

Larry Kammerer of Moss Adams LLP discusses the growing opportunity of working with high net-worth individuals within your client advisory services practice.

BILL: The Critical Component

Jenni Huotari, Partner at Eide Bailly explains why her firm uses BILL as their automated bill management solution.

AP & AR Services, The Building Blocks of CAS

Aaron Berson, CEO & Founder at Fringe Advisory Co. shares how technology played a significant role in his firms AP/AR offerings. Watch this video to learn how you can streamline your AP/AR services and get started in your Client Advisory Services (CAS) journey.

Quick Tips: Finding your CAS technology partners

As you build out your CAS practice it’s important to choose the right technology partner for you and your clients. In this video, Aaron Berson, CEO & Founder at Fringe Advisory Co. shares best tips on how you can find a partner that meets your requirements, and sets you and your clients up for success.

A Trusted Business Advisor's Tale: Life Without BILL

Learn why Aaron Berson, CEO & Founder at Fringe Advisory Co., says he wouldn’t be as profitable without BILL in his Client Advisory Services (CAS) practice.

At the Core of CAS: Communication

Did you know one of the biggest reasons clients leave their firms is lack of communication? Watch this video to hear from Aaron Berson, CEO & Founder at Fringe Advisor Co. on why having a communication strategy is crucial.

Only CPA.com offers your firm this level of BILL support and strategy

Educate firms on ways to transform their client advisory services
Expert guidance and tools to help you grow your practice
Experience in working with thousands of firms that have adopted cloud technology
Connect firms to the resources they need to be successful

The power of smart business

The advisory landscape is changing rapidly and one word — complexity — defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Try BILL with no risk