Earn up to $10,000 when you switch more clients to OnPay
Our Partner Program for accountants and bookkeepers includes year-round perks — like free payroll for your firm and revenue sharing. But since you're adding a new company, we wanted to let you know that we’re offering a bonus of up to $10,000 when your firm switches more clients to OnPay.*
*Terms and conditions apply.
Onboarding clients
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