Accountants & Bookkeepers

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

Managing user office assignments and company visibility (Accountants and bookkeepers)
Add or remove collaborators to a client account (Accountants and bookkeepers)

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