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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.

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Getting in

Most contractors arrive from a client’s invite:
  1. Open the invite link your client emailed you (or shared with you directly).
  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.
You do not need a client to get started. You can sign up on your own, complete onboarding, and then invite your own client once you are set up. Onboarding is the same either way.

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The onboarding steps

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

Terms

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

A selfie only. No document is captured here.The screen reads “Take a short selfie so we can confirm it’s really you.” It takes about a minute. What you need: your face, good lighting, and a working camera. Your government photo ID is listed too, because you upload it on the next step.The face check runs right there in your browser, so a laptop webcam is enough. If yours is poor, the panel below offers a QR code and a link under “Prefer to use your phone?” - open it on your phone, do the face check there, and this page updates itself when you are done. On a phone you tap Get started, follow the prompts on the Quick selfie check, and finish with “You’re all done on your phone.”For the statuses and what each one means, see Verifying your identity.
3

Documents

Headed Upload your ID: “Now we need the document itself. We check it against the face scan you just did and read your details off it, so you don’t have to type them in.”You provide:
  • Your ID document. Pick the type (Passport, Driver’s licence, National ID, Voter ID card, ID card, or PAN card) and upload it. Every type except a passport needs the back page as well as the front.
  • Proof of address. Say what you are uploading first - Utility bill, Bank statement, or Government letter - and the rule for that choice appears. The document must show the address you enter on the next step and be dated within the last 3 months.
An Aadhaar, PAN, passport or driving licence is not accepted as proof of address. Those are identity documents and do not show a current address.
This is where we read your details off your ID, which is why the next step arrives part-filled.
4

Identity & Tax

The last step. Identity and tax are collected together: 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.Onboarding ends here. A short welcome screen says whether your identity is still in review and what comes next under Getting paid, then takes you to your dashboard after a few seconds.

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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 in Profile > Tax & payouts, 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.