Partner request details: name, company, email, phone, partner type, monthly volume, and file profile notes.
Onboarding details: legal business name, DBA, business address, entity type, business phone and email, and the authorized representative's name and title.
Tax information: the information required by IRS Form W-9, including your taxpayer identification number (SSN or EIN), whether you complete the W-9 online or upload a completed form.
Documents: driver's license, voided check or bank letter, W-9, and the executed agreement package.
Signature and audit data: your drawn or typed signature image, the document versions you accepted, the exact acceptance text shown to you, timestamps, IP address, and browser user agent.