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Accountants & Bookkeepers

Accountants & Bookkeepers

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

Dashboard Administration

How to add a dashboard member
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

How to add a new company to OnPay - Accountants and bookkeepers
Onboarding information required from clients (Accountants and bookkeepers)
Setting up integrations with accounting and time tracking software (Accountants and bookkeepers)

Partner Program

Becoming an OnPay Partner
What is the Partner Resource Center?
How to refer another accountant or bookkeeper to OnPay

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