We have a process that's ready to go as soon as you tell us when you'd like to link or unlink a client from the accountant console. Here are the basics while you are deciding if it's the right choice for you.
Linking a client to the Console
To link a client account to the accountant's console, we'll work with the client and the accountant to get the appropriate authorizations. On the client side, we'll need the approval from the Administrator on the account. On the accountant side, we'll need authorization to add the account. Once we have the authorizations, we'll link the account, applying the current console price plan based on the features and settings.
Unlinking a client from the Console
To unlink from the accountant's console, we'll work with the client and the accountant to get the appropriate authorizations. On the client side, we'll need the approval from the Administrator on the account. On the accountant side, we'll need authorization to release the account.
Once we have the authorizations, we'll unlink the account, updating the client account to a Direct account and applying the current price plan based on the features and settings. Our Direct Pricing is available online at https://www.bill.com/product/pricing/.
Submitting a request to link/unlink
When you are ready to link or unlink the client account from an accountant's console, please let us know. To send the request securely, please follow these steps:
- Click Email Us at the top of this page
- Type "Console Management update" and click Continue
- Click I Still Need Help
- Click Email Now
Email the request to link or unlink, including the name of the client and the name of the accountant console.