Access the PayChex Enrollment Form pdf (attached to the bottom of this article).
Scroll down to Section 2. Accountant Access and User Information, and input this information:
Firm Name: inDinero, Inc.
First Name: inDinero
Last Name: Finance Team
Date of Birth: 01/01/1990
Temporary PIN: You can choose whatever you want, but be sure to share this information with your service team either by phone or Client Uploads in your inDinero dashboard.
Address: 919 SW Taylor Street Suite 500
City/State: Portland, OR
Zip Code: 97205
Primary Phone: (415) 580-1571
Primary Email: email@example.com (e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
Username: yourcompanyname8 (e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
This should be the only section you complete. Now you can sign page 2 and provide it to your PayChex representative. Please copy your service team email (email@example.com) on the correspondence to ensure they have visibility.
Your service team will receive an email and will finish creating the Flex account from there.
Once your service team has finished setting up their PayChex Flex account, they will reach back out to the you and your PayChex representative to ask the PayChex representative to “link” the new PayChex Flex account with the your company's PayChex account.
Once the account is linked, your team can start reviewing the account and pulling all relevant information.