Complete Client's Account Setup

Completing the following will ensure a seamless experience when using Veem during the onboarding process and the payment process.

•   Add Users to the account: Once the account is created, navigate to Settings > Users and add any necessary users from your accounting/bookkeeping firm (i.e. yourself).
  
  

It is also recommended to have the following documentation, and/or upload them on the account to aid with the verification process as they may be requested by the verification team:

• •  Client’s Business Registration documents, or alternatively IRS documentation validating their TIN.
  • A bank statement - This should be the most recent bank statement issued by the bank within the past 90 days.
  • The beneficial ownership information of the company being onboarded
  • A brief description of what the company does and what their intended use of Veem is.

Some of the help articles that may be useful (Strongly Recommended):

1. Veem’s timeline and fees.
2. Strongly recommended! Set up Two- Factor Authentication

Need more help? You can chat or call our Customer Success team here.