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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

Serving Clients for Over 30 Years

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