Offering bill pay as a service can be challenging... but it doesn't have to be!
Offering bill pay as a service is a great way to expand your service offerings and better accommodate your clients’ needs. However, paying bills for your small business clients is a notoriously complicated and demanding process, particularly when using old, paper-based methodology.
Our free Bill Pay Workflow + Checklist (created by Hubdoc and Veem, specifically for accounting and bookkeeping professionals) provides best practices for implementing a standard workflow which will allow you to easily introduce bill pay as a service for your clients.
This checklist will help your practice learn:
- The benefits of adopting a standard bill pay process, including time savings and increased efficiency
- A recommended workflow that includes technology for a streamlined bill pay process
- Actionable tips for getting started with a standard bill pay workflow