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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
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)