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Accountants & Bookkeepers

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Katelyn Hockmeyer
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Just like members of our Partner Program, accountants and bookkeepers can manage all of their clients, along with others in their firm and any outside collaborators who they choose to invite, right in their OnPay Dashboard. 

 

The OnPay Partner Program 

•

Dashboard Administration 

•

Client Onboarding & Setup
 

The OnPay Partner Program 

Becoming an OnPay Partner

 

Refer another accountant or bookkeeper to OnPay

 

  

What is the Partner Resource Center?

 

Enable free co-branding in client dashboards

 

Dashboard Administration 

Add a dashboard member or administrator

 

Accessing client accounts as an Outside Collaborator 

 

 

 

How to add and edit Offices in your firm

 

How to remove and view inactive companies

 

Manage offices and limit company visibility

 

How to add or remove collaborators

  

Client Onboarding & Setup

How to add a new company

 

Client Onboarding Guides

 

Setting up integrations

 

v6.23