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Accountants & Bookkeepers

  • Updated January 22, 2024 20:51
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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

Related articles

  • Add a dashboard member or administrator
  • Client Onboarding Guide for Accountants & Bookkeepers
  • Getting started with OnPay
  • Becoming an OnPay Partner
  • FAQ: Account and billing

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