Getting Started: Step 1.1 - Signing Up

Step 1.1: Signing Up to Wise-Pay

Once you've selected your preferred upgrade plan, the Wise-Pay team will kick off an onboarding project, which you'll see right inside Wise-Sync.

We'll keep you informed through the project on how the process is progressing. Once we've kicked off an Onboarding Project, the team will then work through the onboarding setup steps:

First, you need to connect a Google Account, this is where we'll share files securely. We don't want documents flying around the internet by email.

Step 1: Connect your Google Account


Make sure you connect your Google Account to your Wise-Sync account, so we can share the required forms with you. 


Step 2: Let us know so we can kick off a Wise-Pay Application Onboarding Project

We'll create a secure Google Drive folder to provision the required application form/s, and for you to provide the supporting documentation.  Once your application has been approved, we'll upgrade your subscription to include Wise-Pay!
    Email us now  Once your request has been received, a new Onboarding Project will be kicked off.

View your Onboarding Dashboard





Keep Updated on SignUp Process










Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.