Onboarding With Tipalti
Are you on the project team, working with a Customer Onboarding Manager to implement Tipalti for your organization? Learn what to expect during onboarding.
Product Overviews
This shows
Compliance
This shows
- Know Your Customer (KYC) Overview | 3 minute watch
- Financial Intelligence Unit (FIU) Overview | 3 minute read
- Crypto and Tech Support Scam Prevention | 3 minute read
- Identity Theft Prevention | 3 minute read
- ATO Prevention | 3 minute read
Onboard Suppliers
This shows
- Import Payees | 2 minute watch
- Add Payees | 4 minute watch
- Payee Registration | 4 minute watch
- Invite your Suppliers/Payees to Tipalti | Email Template
- New Payee Registration Reminder | Email Template
Send Your First Payment
This shows
Onboard Employees
This shows