Client Onboarding

Payments Intake

Everything needed to set up payment processing on your Squarespace site.
Fill this out and our team will handle the rest.

Business
Owners
Public Details
Support
Business Details

Tell us about your business

This information is collected to better serve your business and comply with regulators and financial partners.

Your legal business name and EIN must be entered exactly as they appear on IRS-issued documents, including capitalization and punctuation. Check your Letter 147C or SS-4 Confirmation Letter.

Required

The operating name of your company, if different from the legal name.

If you use your SSN for business tax purposes, you can enter that instead.

Required
Business Address

The physical location where you operate your business.

Your phone number is required to be in the country of your account.

Select the option that best matches the goods or service your customers will buy.

An estimated upper bound of employees, contractors, and vendors currently working for your business.

The gross annual revenue of your most recent fiscal year. No revenue requirements for opening an account.

The close-out date of your most recent fiscal year.

Provide either a business website or a product description.

Share the website where you sell or promote products or services. Generic URLs or sites under construction aren't supported.

Only needed if there's no website. Briefly describe what you sell.

Either a website or a product description is required
Business Owners

Who owns this business?

Due to regulatory guidelines, we're required to collect information on anyone with significant ownership — any individual who owns 25% or more of the company.

Note: The primary representative should be listed first. Add any additional individuals with 25%+ ownership.
Public Details

Public details for customers

This information may be visible in payment statements, invoices, and receipts.

How your business name should appear to customers.

Statement Descriptor

Shows up on bank or credit card statements. Must be 5–22 characters and similar to your business name or URL.

Sample charge$XX.XX
YOUR CUSTOM DESCRIPTOR$XXX.XX
Another charge$XX.XX
Customer Support

Customer support contact

These details should match what's displayed on your website or social media. Customers use these to reach out with questions about charges.

Additional Notes

Anything else we should know while setting up your payment account?

Intake Received

All details have been recorded. Our team will use this to set up your payment account and wire up payments on your Squarespace site.

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