New Client Onboarding

Organization Name*

What is the legal name of your organization?

Organization Phone Number*

What is your organization's phone number?

Organization Website or Domain Name

What is your website or domain name?

Physical Address*

What is your physical address?

Street Address Address Line 2 City State ZIP Code

Mailing Address*

What is your mailing address?

Same as physical address

Street Address Address Line 2 City State ZIP Code

Tax Exempt*

Is your organization tax exempt?

Yes

No

Federal Tax ID Number (FEIN)

What is your tax ID number?

Tax Exempt Certificate

Please attach your tax exemption certificate and any additional supporting documentation. If you don't have this now, don't worry, we can get it from you later!

Drop files here or

Max. file size: 1 GB.

Primary Contact Details

Primary Contact Name*

Who is the primary contact for your organization?

First Last

Primary Contact Email Address*

What is your primary contact's email address?

Primary Contact Phone Number*

What is your primary contact's phone number?

Secondary Contact Details

We will treat the Secondary Contact as the Primary Contact should the current Primary Contact not be available.

Secondary Contact Name*

Who is the secondary contact for your organization?

First Last

Secondary Contact Email Address*

What is your secondary contact's email address?

Secondary Contact Phone Number*

What is your secondary contact's phone number?

Billing Contact Details

Billing Contact Same as Primary?

Who is your billing contact?

Same as primary contact

Billing Contact Name*

Who is the billing contact for your organization?

First Last

Billing Contact Phone Number*

What is your billing contact's phone number?

Billing Contact Email Address*

What is your billing contact's email address?

Authorized Contacts

We take security and the privacy of your organization very seriously, so we will only allow authorized contacts to make requests on your behalf.

Additional Authorized Contacts

List the full name, email address, and phone number of everyone who is authorized to make requests on behalf of your organization. Click the "+" button at the end of the row to add additional contacts.

Full Name

Email Address

Phone Number

New Client Onboarding

Welcome.

Primary Contact Details

Secondary Contact Details

Billing Contact Details

Authorized Contacts

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