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 Advisor^SM Solutions CPA Portal when you sign up for any Business Solutions program on this web site, including Intacct, Bill.com, and Paychex.

Most sales/marketing materials below are available in ready-to-use format (no customization required) and accessible for you to download and send to your clients. For customizable documents, we will be happy to add your firm's name, company logo and contact information.

Ready-To-Use Marketing Materials (use as is):

			Short online Video Demo Provides general overview of Bill.com (approx. 3 minutes) View: Demo
			2-page marketing flyer Provides general overview of Bill.com View: PDF
			Content for your web site Two messaging options and two graphic treatments (one with the Bill.com logo and one without) to help you promote specific benefits of the Bill.com Accountant Program to your clients. View: Smart Tools for Tough Times (Doc)  |  Why We Recommend (Doc)  |  Image with logo (GIF)  |  Image without logo (JPG)  |  Sample

Customizable Marketing Materials (just add your contact info):

Use the customizable flyer and email below to promote the benefits of Bill.com to your clients. Before sending this email or flyer to your clients, you will need to insert your accounting firm's contact information and logo (if desired) in the appropriate places highlighted. We can provide this service for you; please contact Eunice Leung at 646-233-5078 or email her at eunice.leung@cpa2biz.com.

			Customizable 2-page marketing flyer Provides general overview of Bill.com View: PDF
			Client Sales Presentation Present the benefits of Bill.com to your clients. View: PowerPoint Presentation
			Personalized e-mail to your clients Explains the benefits of Bill.com to your clients View: HTML