Sign in to your account
Use the email address we have for your business. We'll email you a code.
Forms you can use without signing in
If you have a link from us, or can't sign in, you can still use these.
Payroll · New employeeNew starter formBefore a new employee’s first pay day, so we can set them up on payroll.Open →
Payroll · ChangesPayroll changes formTo change an existing employee’s details or pay.Open →
AML · BusinessBusiness information form (KYB)Our identity check on your business: when you join us, or when your owners or directors change.Open →
AML · IndividualIndividual identity form (KYC)For each director, owner (over 25%) or person who signs for the business.Open →
Services · PricesQuote builderTo price new or extra services and see the fee straight away.Open →
FeedbackMake a complaintIf something has gone wrong and you want us to put it right.Open →
Check your email
If is on our records, we've sent a 6-digit code. It works for 15 minutes.
Staff tools
What you do here goes to the client: it's saved on their ClickUp task and they're emailed. Below the tools is exactly what the client sees, with their buttons switched off.
Share a document
Send for signature
If they can't sign in yet, they're added as an authorised contact so they can, and the AML check is flagged on the task.
Request from the client
Outstanding
What the client still needs to do. Tick what to remind them about.
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Requests
No requests yet.
To write to the client, use Messages below: they're emailed, and they can reply there.