Settlements & Banking Setup
Separate ELTA and S&L payment calculations, approval checklist, and secure provider setup inventory. No transfers are enabled.
Open Settlement & Banking Setup CenterManagement PDF paperwork
Open authorized ELTA / S&L PDF Forms Library (blank company paperwork only)
Access is limited by your signed-in company permissions. Employees submit completed documents through their secure dashboard.
Employee Dashboard · Owner Management (owner authorization required)
Office tools and setup templates
These are the approved navigation homes for the existing tools. Some tools are reference worksheets or setup screens rather than completed integrations. Sensitive records must be accessed only through authorized database-backed screens.
Company filing folders
Live folder labels available to your signed-in account, followed by the standard 12-folder office structure.
Detailed missing-features audit
Implementation and security notes
Printable blank worksheets are not secure personnel record storage. Do not enter SSNs, banking details, I-9s, or testing results into public/static templates. DocuSeal, automatic payment evidence ingestion, and signed-PDF filing still require external configuration and verification.
Owner private document viewing
Open registered ELTA or S&L documents in the secure owner filing center.
Open owner filing centerFull screenshot acceptance checklist and owner backend checks