Special Offer - Add clients to your dashboard and earn up to $1,500!
For a limited time, you can earn an extra bonus for your firm when you add more clients to OnPay. Switch clients now and we’ll handle their year-end filings, or have us get everything set up and ready for January 1st. Get $500 when you add five new clients — and up to $1500 when you add 10 — who run payroll by Jan 31, 2021.
As an accountant or bookkeeper — whether you are onboarding 1 client or 100+ — the OnPay team is here to help make it easy.
Clients can be invited to fill our their own business info. However, if you'll be adding clients yourself or having our onboarding team take care of this, there is some basic information we'll need from the client(s) to get them set up and ready.
Company Info:
- Company legal name
- Primary company address
- EIN
Owner or Officer Info:
- Legal name
- Title
- Email address
- SSN
- Date of birth
- Address
- Company bank account and routing numbers
- Pay schedule(s)
- Worksite address(es)
Once the client is onboarded and we have verified their bank account, OnPay's team will help migrate any data to get them ready to run payroll. They may request additional info in order to accurately to set up employees/contractors and prior wages.
v6.0