New Account Checklist ?

Created by Bea Jovellano, Modified on Wed, 10 Sep, 2025 at 5:15 PM by Bea Jovellano

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.

Preparation Checklist for Account Setup