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  1. Help Center Home
  2. 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)
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