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Client Sales Tools

Resources to Share With Your Clients

CPA2Biz developed these valuable sales tools for you to use with your clients to explain how the Bill.com Accountant Program can help benefit your client's business. The sales tools featured below are also available through our Trusted Business AdvisorSM Solutions CPA Portal when you sign up for any Business Solutions program on this web site, including Intacct, Bill.com, and Paychex.

Download these sales/marketing materials below to help you promote and educate your clients on the benefits of Bill.com.


Customizable Marketing Flyer
Provides a general overview of Bill.com. You can customize this flyer by inserting your firm logo and contact information.
View: MS Word

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

View: PowerPoint Presentation

Personalized e-mail to your clients
Explains the benefits of Bill.com to your clients

View: HTML

Content for your web site
You can use these messaging treatments to help you promote specific benefits of the Bill.com Accountant program to your clients.

Banner Images (To download, Right-click and select "Save Target As"):
Version 1  |  Version 2  |  Version 3 | Version 4