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How do I set up my Stripe account?

Setting up information for taxes and payment payouts

Sarah Sowers avatar
Written by Sarah Sowers
Updated this week

Steps to Complete Stripe Verification on Cloud Dentistry:

  • Log In to Your Cloud Dentistry Account

  • Access Direct Deposit and Tax Settings

  • Once logged in, navigate to the "Direct Deposit" and "Tax Settings" sections from the dropdown menu on your dashboard.

  • Enter Required Information

  • Follow the prompts to input your direct deposit and tax information. This is necessary for Cloud Dentistry to process payments via Stripe.

  • Prepare for Identity Verification

  • Stripe may require identity verification to process payments. Ensure you have the following ready:

    • A valid government-issued photo ID (e.g., passport, driver's license).

    • A well-lit environment to take clear photos.

    • A device with a camera (mobile devices often provide better quality).

  • For best results, ensure your ID is not expired and that your face is clearly visible without any obstructions.

If any information is missing from Stripe, a yellow banner will appear on your dashboard signaling “action required.” This will lead you to the correct page to input information.

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