Skip to main content
This guide walks you through everything from opening your invite to landing on your dashboard, ready to get paid. The whole flow is a short wizard, and you can leave and come back any time.

​
Accept your invite

Your client sends you an invite by email (or shares an invite link).
  1. Open the invite link.
  2. We email you a 6-digit verification code. Enter it to confirm your email and continue to onboarding.
Invites expire after 7 days, so accept yours promptly. If the code does not arrive, check your spam folder or ask your client to resend the invite.

​
The onboarding steps

Onboarding is a four-step wizard: Terms of Service, Identity verification, Identity & tax details, and Documents, in that order. A progress bar at the top tracks where you are. If you close the tab partway through, just reopen the onboarding page and you will pick up at the first step you have not finished.
1

Terms of Service

Read the Contractor Terms of Service shown on screen, then tick the box to confirm you have read and agree to them. Click Continue. You only do this once.
2

Identity verification

Verify your identity with a live ID scan and a selfie. On a computer you scan a QR code with your phone and complete the capture there: you scan the front of your government photo ID, then take a short selfie for a liveness check. We pre-fill your details from your ID so the next step is faster. The whole thing takes about two minutes. You can re-run this later from your dashboard if you ever need to. For the full walkthrough and statuses, see Verifying your identity.
3

Identity & tax details

Identity and tax are a single combined step. Tell us who you are once, and we use the same details to verify you, prepare the right tax form, and set up your payments. You provide:
  • Legal name, as it appears on your government ID
  • Tax classification (the options depend on your country: US contractors pick a W-9 federal tax classification; everyone else picks Individual or Entity / company)
  • Address (address line 1, optional line 2, city, state or province, postal code)
  • Country
The same screen also collects the few extra fields your tax form needs:
  • US contractors add the W-9 details, including your SSN or EIN (TIN).
  • Contractors outside the US add the W-8BEN or W-8BEN-E details, such as country of citizenship, date of birth, and your foreign tax ID (TIN). A tax-treaty section is optional.
See Contractor Tax Forms for the form types and which one applies to you.If your client set your country when they invited you, that field is pre-filled and locked, and shows “Set by your employer.” You will not be able to change it during onboarding.When you submit this step, an automatic sanctions and compliance screening runs. There are three possible outcomes:Your tax form is prepared from these details and put aside ready for signing. You do not sign it here. Signing happens later, from a to-do task on your dashboard.
4

Documents

Upload a recent bank account statement so we can verify your payout details. It can be a PDF or an image file (such as a JPG or PNG). Once your bank statement is uploaded, you can continue, and you do not have to wait for the review to finish.Our team reviews the document after you upload it. For the review states and how to re-upload a rejected document, see Your Documents page.

​
What happens after the wizard

Three things people often expect to find in the wizard are not in it: signing your tax form, signing your work agreement, and adding a payout account. Each of those is a task on your contractor dashboard, and they only become available after your identity verification is approved.
1

Sign your tax form

Once your identity verification is approved, a Sign your tax form task appears in your dashboard to-do list. Open it to sign the form our signing partner prepared for you. See Contractor Tax Forms.
2

Sign your work agreement

A Sign your work agreement task appears when your client’s agreement is waiting on you. You sign first, then your client countersigns. See Contractor Work Agreements.
3

Add a payout account

You add the account that receives your money from the Wallet card on your dashboard, not during onboarding. See Payout methods and withdrawing from your wallet.
A signed tax form and a payout account are both required before any payment can be sent to you, and your identity must be verified as well.
From your Contractor Dashboard you can work through your to-do list, see your engagements, submit invoices, and follow your payouts. See Submitting Invoices and Getting Paid: Payouts for what comes next.