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New Account Checklist 📃

Preparation Checklist for Account Setup

  • Card Reader received 
    • You have received your card reader if you will be using one, this is recommended but not necessary, our setup guide will walk you through the installation
  • Business Information available
    • Business & Home Address
    • Business & Mobile Phone Number
    • Business Name
    • Business or Personal Email
    • Business Website
  • Business Owner Information
    • Employee Identification Number (EIN)
    • Social Security Number (SSN)
    • Date of Birth
    • Ownership Percentage
  • Bank Information available
    • To route payments to you, we require banking information
      • Routing Number
      • Checking Number
      • Bank Name
      • Account Holder Name
  • Employee Information available
    • In order to setup your business, it is necessary to gather employee information if you plan on involving them with the system.
    • All you will need is the employee's email and optionally their phone number, this is to provide them with user accounts for access to the system.