Accountants & Bookkeepers FAQ

Accountants & Bookkeepers FAQ

Telpay has designed a cloud-based platform that will help make accounting and bookkeeping one of the best-managed, smoothest, and most transparent parts of your business. To communicate the benefits of the new Telpay, we recommend the following:
  • Offer to assist in the application process
  • Book a demo with our sales team, who can walk you and your client through the benefits of switching to Telpay Online!
  • Remind your clients there is no cost difference to switch! See our pricing here: Telpay Full Pricing
To prevent delays in their application process, inform your clients of the Know Your Client (KYC) FINTRAC requirements before they sign up and provide them with the following instructions to ensure your ASP Partner ID is applied:
Field - "Are you a Telpay Parter" - click "No"

Field = "Were you referred by" - select "Accountant/Bookkeeper"

Field - "Do you have an ASP Partner ID Code" - click "Yes"

Field - "Partner ID Code" - enter your 3 character ASP Partner ID Code in the Program ID Code field

To meet FINTRAC Know Your Clients (KYC) regulatory requirements, we need to obtain, verify, and record information of every applicant. To save time and additional paperwork, we have constructed an application that includes the required information from our clients. The application will prompt you to provide detailed information about Primary User(s), Signing Officer(s), and Director(s).
With the new product comes a brand-new application portal. To get started you will need to create a new 'Telpay Profile' as your existing login credential is not synced to this portal.
When you sign up on behalf of your client, use your 3-character ASP Partner ID Code in the Program ID Code to automatically waive the implementation fee.  
To ensure the implementation and monthly fees are waived for your ASP account, add the letter "P" after your 3-character ASP Partner ID code in the Program ID Code.


To meet FINTRAC Know Your Clients (KYC) regulatory requirements, we need to obtain, verify, and record information of every applicant. The application will prompt you to provide detailed information about Primary User(s), Signing Officer(s), and Director(s).  
Currently, we are supporting both desktop and online platforms. Eventually, we will be releasing a migration tool to transition desktop users to the online platform. Details on the tool will be provided once the transition plan is in place.
Our fees remain the same. There is no price difference when switching to the online platform. See our full pricing here: Telpay Full Pricing
The advance debit funding option is not yet available in this new portal and will be released in a future application update. If you require advance debit funding, contact sales@telpay.ca to initiate the process.  
Yes. Importing files for Payroll and Pre-Authorized Debits will be released in a future update.