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 of 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