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Accountants & Bookkeepers
What you need to know, from client onboarding and setup, to managing your dashboard.
Partner Program
Get started as an Outside Collaborator
Becoming an OnPay Partner
What is the Partner Resource Center?
Enable free co-branding in client dashboards
How to refer another accountant or bookkeeper to OnPay
Dashboard Administration
Add a dashboard member or administrator
How to add and edit Offices - Accountants & bookkeepers
How to manage offices and limit company visibility - Accountants and bookkeepers
Add or remove collaborators to a client account - Accountants and bookkeepers
Accessing client accounts as an Outside Collaborator - Accountants and bookkeepers
How to remove and view inactive companies - Accountants and Bookkeepers
Client Onboarding and Setup
Add a company to your Dashboard
Client Onboarding Guide for Accountants & Bookkeepers
Setting up integrations with accounting and time tracking software (Accountants and bookkeepers)
Welcome
Accountants & Bookkeepers