This article provides a detailed walkthrough for resellers on how to add a new client in the reseller dashboard, invite them, and guide them through the initial setup process. We'll cover key steps from sending an invite to ensuring clients complete their onboarding accurately.

Video Overview (step by step instructions below)

1. Log Into Reseller Dashboard:

   • Navigate to the 'Invite Client' section.
   • Enter the client's first and last name.
   • Assign a username and add their logo if available.
   • Set the client's time zone, e.g., Eastern Time.

2. Client Preferences and Invitations:

   • Select client permissions (e.g., access to payroll, video features).
   • Click 'Invite' to send an email invitation to the client.

3. Client Receives Email Invitation:

   • The invitation will include the reseller's name and logo using merge tags.
   • The client clicks the link in the email to set up their account.

4. Client Account Setup:

   • The client will enter their company and trade name (and DBA if applicable).
   • They must create a password and enter their address (note: the address must be unique and real to avoid errors).
   • Choose address types (e.g., primary business address, mailing address) - PO Boxes are not allowed.
   • Ensure the filing address matches IRS records.
   • Input Federal ID and other tax-related information.
   • Select the industry and provide bank account details (a penny test will be conducted for verification).

5. Completing Payroll Details:

   • Set the first payroll date and frequency.
   • Appoint a person to sign official forms if completing this information on behalf of the client.

6. Finalizing Onboarding:

   • Clients should log out and then log back in to sync their information.
   • The owner/admin of the company must also complete onboarding tasks such as providing social security number, contact information, and other required details.

Troubleshooting:

• Ensure all entered information is accurate and real to avoid system errors.
• If there are issues with bank account verification, confirm the details entered are correct and watch for the penny test transaction.
• For any onboarding issues, review the employee onboarding process for similarities and solutions.

Related Resources/Links:

• For a deeper understanding of the employee onboarding process, refer to the Employee Onboarding Article and Video.
• For further details on settings in the payroll and HR system, watch for the upcoming video in the Knowledge Base.