- Liquid Support
- For Businesses
- Getting Started
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General
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For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
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For Vendors/Contractors
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Training Videos
What documentation do I need to verify my account in Liquid?
The documentation requested may vary but they may include:
- Certificate of Formation for business entity
- Articles of incorporation for business entity (or articles of organization for LLCs and LLPs)
- Entity registration for business entities incorporated in a state other than where they are located (if applicable)
- LLC Operating Agreement
- Corporate Bylaws
- Shareholder Agreement
- Documentation of the IRS-issued EIN
- Government-issued business license
- Partnership agreement
- Trust instrument
- DBA registration filing
- List of all beneficial owners for business entity (full name, email address, physical address, EIN/SSN, % ownership)
- Government issued ID (via a partnership with Persona)
- Video selfie (via a partnership with Persona)