Entity Details
Registered legal name, DBA, entity type (LLC, Corp, Sole proprietor), state of formation, and business address to match public filings.
A completed HR Wholesale Application standardizes vendor onboarding, reduces errors in payroll and tax reporting, and documents authorization and compliance status.
The form is completed by vendor representatives and reviewed by HR, payroll, procurement, and legal staff before activation.
Each reviewer group verifies different sections: HR for eligibility, payroll for tax/banking, procurement for contracts, legal for signatory authority.
Registered legal name, DBA, entity type (LLC, Corp, Sole proprietor), state of formation, and business address to match public filings.
Federal EIN or SSN, tax classification (C, S, Partnership, Sole proprietor), and a W-9 attachment to support 1099 reporting and withholding.
Bank routing and account numbers, preferred payment method (ACH/check), remittance address, and invoicing requirements for accounts payable.
Names, titles, emails, and phone numbers for operational, billing, and security contacts responsible for contract and payment issues.
Name and title of the authorized signer, signature block, date, and any required corporate resolution or POA to prove signing authority.
Statements on sanctions, anti‑bribery, insurance, HIPAA or data protections if applicable, and checkbox confirmations for required certifications.
Optica standardized vendor intake across departments to reduce back‑and‑forth.
The clinic centralized vendor attestations and HIPAA addenda before engagement.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel signers |
| Authentication | Email link, SMS code, or KBA |
| Attachments | Require W-9, insurance certificates |
| Retention | Auto-save to secure repository |
Choose a platform that supports required formats, integrations, and compliance needs before launching workflows.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by promotion | Varies by promotion | Limited trial | Limited trial |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |