Getting Started as an Accountant/Bookkeeper

With Veem, clients can grant their accountants full access to their accounts. To set up a client account and access the accountant dashboard, you will need the following information:

• Your email address: This will be used for communication from the Veem support team.
• The client's email address: Used to create the client account and for system notifications and support communication
  • If you would like to set up the client account before inviting the client, contact partners@veem.com 
• For accountants who add the client's email address, the client must accept the invite from the email address, and then the accountant can complete the setup of the client's account on Veem. 

• The client's business information: this information is dependent on the setup of the client's account.
  • Country
  • Business Address
  • Business Name
  • Type of Business
  • TIN/EIN/Tax ID
  • Business registration document(s)
• The client bank information: this will be used to process payments
  • Bank Country
  • Bank Name
  • Bank Currency
  • Bank Routing Number/Transit code
  • Bank Account Number
  • Bank statement
• Client Personal information: This will be used to contact the client. 
  • Legal First Name
  • Legal Last Name
  • Phone Number
• Beneficial ownership information
  • Beneficial Owner details
  • Authorized signer
  • Control person

Once you have gathered all the required information above, you can begin the setup process.

                                                                   Next:  Set up the Accountant Dashboard