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Accountants & Bookkeepers

Accountants & Bookkeepers

What you need to know, from client onboarding and setup, to managing your dashboard.

Partner Program

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 Accountant Dashboard
Client Onboarding Guide for Accountants & Bookkeepers
Setting up integrations with accounting and time tracking software (Accountants and bookkeepers)

Welcome

Accountants & Bookkeepers

Getting Started
| Payroll & Benefits
| Tax Resources
| HR & Compliance