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Bill Pay Workflow + Checklist

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