How a paperless bill management service can benefit you and your clients:GO PAPERLESS. Simply fax, scan, or email bills and invoices to the Bill.com platform for electronic approval and payment. You get UNLIMITED online storage for all your clients’ bills and financial documents. PAY BILLS ONLINE - EASILY. You or your clients can pay vendors via check, ePayment (ACH), or PayPal with a single click. HELP CLIENTS GET PAID FASTER. Send personalized invoices to your clients’ customers and track payment status online. You can even let customers pay your clients’ bills online. REAL-TIME COLLABORATION. 24/7 online access to documents allows for enhanced collaboration and improved workflow between you, your staff, and your clients. CASHFLOW MANAGEMENT. Always know what needs to be paid or billed and when. Keep track of cash going out and coming in, and where any outstanding items are in the process. MINIMIZE FRAUD. Robust internal controls provide role-based security through custom user roles, separation of duties, collaboration/workflow, approvals, and complete audit trails. WORK SMARTER AND MORE EFFICIENTLY. Better access to client data and streamlined calendar view of cash flow activities enables you to focus on high-value, more profitable advisory services. INTEGRATES WITH ACCOUNTING PACKAGES. Update and synchronize your clients’ A/P and A/R transactions with Intacct, QuickBooks, or Peachtree. ACHIEVE ZEN — NO MORE TYPING BILL OR VENDOR INFO. Zen stands for Zero Data Entry and once you try this low-cost Bill.com option, you'll enjoy the peace of mind of never having to enter your clients’ bills or vendor information again. Accuracy guaranteed! |
Note: A CPA's involvement with the client's accounting/bill paying workflow or the client's internal control system may impair the CPA's independence to perform Attest services.
