Enable free co-branding in client dashboards

  • Updated

When you reach 50 clients or more added to your dashboard, you qualify for free co-branding in OnPay. Co-branding your firm's account is a great way to remind your clients how hard you're working for them every time they log into OnPay. You'll also get a personalized referral page so people can see your logo when they sign up.

 

What's co-branding?

Co-branding is when we embed your logo in-app, so that it makes your firm a permanent part of OnPay. You may even have already seen your logo in your own dashboard, but when you get above fifty clients, something really special happens: Your clients will see your firm's logo, too.

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Where will my firm's brand appear?

  • Login
  • Client dashboard
  • Personalized referral page

 

Login

A personalized login page means your clients aren't just logging into OnPay, they're using a trusted tool you've provided as part of your firm's services.

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Client dashboard

Any time your clients are logged into OnPay, they'll see your firm's logo right next to ours.

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Personalized referral page

Let our referral page work for you, collecting a prospect's name, email, and company info so they can easily add themselves to your dashboard.

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How do I request/update co-branding?

If you meet the fifty client minimum and want to request co-branding, or your firm's logo has changed and you need your co-branding updated, email us at partners@onpay.com with your request.

 

Thanks for being a Partner!

 

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