- Help Center
- Accountant and Bookkeepers
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Product Updates
- Changes to Veem account | January 2023
- Changes to Veem account | February 2023
- Changes to Veem account | March 2023
- Changes to Veem account | May 2022
- Changes to Veem account | June 2022
- Changes to Veem account | July 2022
- Changes to Veem account | August 2022
- Changes to Veem account | September 2022
- Changes to Veem account | October 2022
- Changes to Veem account | November 2022
- Changes to Veem account | December 2022
- Changes to Veem account | June 2023
- Changes to Veem account | August 2023
- Changes to Veem account | December 2023
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Signing Up on Veem
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Getting Started for Business
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Getting Started for Contractors
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Accountant and Bookkeepers
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Veem Wallet
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Account Management
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Send Payments
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Get Paid - Send Invoice and Receive Payments
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Veem Basics FAQ
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Veem Integrations
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Security and Compliance
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Veem Virtual Card
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Payment Troubleshooting
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Learning Videos
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:
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- 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):
- Veem’s timeline and fees.
- Strongly recommended! Set up Two- Factor Authentication
Need more help? You can chat or call our Customer Success team here.