The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).
When our clients need a video embedded on their site and they don’t use their own YouTube account, we always want to upload it to
Please view this video for a how-to from Becklin on setting up social media tasks in Teamwork.
Please refer to this document regarding time off during the holidays, specifically for client calls.
Please watch this video for instructions on adding DNS records for a client’s domain authorization. Our point person for adding DNS records is Amanda Rapp.
1099 Prep Process First, review these helpful resources: What is an IRS 1099 form? – Intuit Who should receive a 1099 form? – Accordus Instructions for Forms
If you are having ISSUU problems with embedded videos, please watch this video for help.
Checklist for Building Emails: Use this checklist as you navigate building an email from start to finish in either Mailchimp or Constant Contact. This list
For Team Leads: Web Team will always create email addresses for clients. Please begin by reaching out to the client and asking these questions: Where
Linktree Tutorial Video: Here are two more videos about setting up and using LinkTree for your client: LinkTree (in general): https://vimeo.com/780773236/fa2f42b85c Setting up new LinkTree account: https://vimeo.com/780775891/a08889958a
