---
title: "Onboarding your clients in Wrapbook"
slug: "onboarding-your-clients-in-wrapbook"
updated: 2026-07-15T20:17:08Z
published: 2026-07-15T20:17:08Z
canonical: "help.wrapbook.com/onboarding-your-clients-in-wrapbook"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding your clients in Wrapbook

## Before you begin

Before onboarding your clients to Wrapbook, it’s important to:

1. Notify the production company that your client is a [*represented worker*](/v1/docs/using-wrapbook-as-an-agent#represented-worker-profiles)*,* and if they should [add your agent fee](/v1/docs/using-wrapbook-as-an-agent#your-wrapbook-account)
2. Provide the email address that’s connected to [your Wrapbook account](/v1/docs/using-wrapbook-as-an-agent#your-wrapbook-account)
3. Find out if your client [already has a Wrapbook profile setup or not](/v1/docs/using-wrapbook-as-an-agent#how-they-work-together) as this determines who is responsible for completing your client’s startwork

### Onboarding requirements

#### If your client hasn’t previously set up a Wrapbook profile and hasn’t been paid through Wrapbook before

You’ll be able to:

- Complete onboarding on your client’s behalf so they can be paid
- Download your client’s startwork so it can be signed by your client manually or via a secure document sharing platform, and then sent to the production company

#### If your client has previously setup a Wrapbook profile

- They’ll be required to login to their Wrapbook account and electronically sign their startwork before they can be fully onboarded and paid.
- [The client can choose](/v1/docs/how-to-use-wrapbook-when-you-have-an-agent#update-your-payment-preferences) if payments should be sent to you or to themselves
- In Wrapbook, **payments to agents are sent via mailed paper checks**. Clients can only use direct deposit to receive payments if they choose to receive payments directly, instead of having them sent to their agent.

## How to get started

You can begin onboarding a client once you’ve received and accepted the [project invitation](/v1/docs/using-wrapbook-as-an-agent#agent-invitation-your-email).

After you’ve accepted the project invitation from Wrapbook:

1. In the left-side navigation, click **Dashboard**
2. In the *Needs Onboarding* section, find the client's name
3. Click **Onboard for client** next to their name

💡 **Tip:** You can also start onboarding from a client's detail page. In the left-side navigation, click **Clients**, then click **View** next to the client's name. Go to the **Projects** tab and click **Onboard for client** in the *Onboarding status* column.

See the following help articles to learn how to complete specific forms in Wrapbook:

- [How to complete Form W-4: Federal Tax Withholding in Wrapbook](/v1/docs/how-to-complete-form-w-4)
- [How to complete Form W-9: Request for Taxpayer Identification Number & Certification in Wrapbook](/v1/docs/how-to-complete-form-w-9-request-for-taxpayer-identification-number-and-certification)
- [How to complete Form I-9 Section 1 and upload supporting documents to your I-9 in Wrapbook](/v1/docs/how-to-upload-supporting-documents-to-your-i-9)

### Collecting your client’s signature on startwork

How your client’s startwork is signed depends on if they have a Wrapbook profile.

#### If your client has a profile set up in Wrapbook

- Your client will be required to login to their Wrapbook account and electronically sign their startwork documents
- Once they've electronically signed all required startwork, their *Onboarding status* on the **Projects** tab of their client page will update to **Onboarded**.

#### If your client doesn’t have a profile set up Wrapbook

- You can complete all onboarding on your client’s behalf
- After completing your client’s startwork, you can download it
- Once downloaded, you can arrange for your client to sign the documents via a secure document sharing platform, or you can print the documents and send them to the production company

Documents filled out by workers at the beginning of the work, which contains specific, vital information needed to process payroll.