Onboarding to Flex HQ

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Your Roadmap to the Pride

1. Secure Data Collection This form is fully encrypted. We collect only what is essential to handle your back-office, tax, and payroll migrations securely.

2. Service Agreement After you hit submit, check your inbox for your Service Agreement. Once signed, your official onboarding begins.

3. Enter the Lion’s Den You’ll receive an invite to your Secure Client Portal. This is our HQ for file sharing, task tracking, and direct communication with your team.

4. Implementation Our team goes to work behind the scenes. We’ll handle the heavy lifting and then introduce you to your dedicated back-office experts.

Happy Onboarding!
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Nice to meet you! What's your first name?* This field is required.
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What's your last name?* This field is required.
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What is your Title?* This field is required.Please provide your official role (e.g., Founder, CEO, General Manager). This helps us ensure we are routing legal and financial authorizations to the correct individual.
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What is your Email?* This field is required.We will use this as your primary login for the Lion’s Den HQ and for all official payroll correspondence.
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What is your Phone Number?* This field is required.Provide the best number for direct text or voice updates regarding your implementation timeline.
Area Code
Phone Number
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Legal Entity & DBA Name* This field is required.Please provide the full legal name of your business as it appears on your IRS documents. Note for Multi-Entities: If you have multiple LLCs or locations under different names, please list them all here and separate them with a dash (e.g., Lion Heart LLC - BizLion HQ). Why we need this: We use the legal name for all tax and government filings, while the DBA (Doing Business As) name will be used for your employee-facing portals and communications.
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What is your estimated opening date?* This field is required.This doesn’t need to be exact—we understand presale dates can shift. We just need an estimate to help us plan your implementation. If you’re already open, simply enter your opening date.
Date
Month
Day
Year
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📍 Business Location(s)Please provide the full physical address for each of your business locations. Why we need this: We use these addresses to register your business with local tax agencies and ensure your mandatory labor law posters and workers' comp coverage are active for every specific site. If a location has not been finalized yet, simply enter "TBD" and your city/state.
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🛡️ Protecting Your Business: Insurance & Workers' Comp* This field is required.Our Recommendation: We strongly advise setting up Workers' Compensation through our "Pay-as-you-Go" feature. This eliminates large down payments and prevents year-end audit penalties by paying small increments exactly as you process payroll. Please select your status:
Yes - I have it and I am ready to upload the policies.
No - I would like BizLion HQ to obtain this for me. Please obtain my Workers Compensation Insurance for me and setup the "pay as you go" feature in ADP. I understand an additional fee of 30/month to access this benefit.
I have it, but I would like to upload the policies later to my portal.
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Upload Your Insurance PoliciesPlease upload your current Workers' Compensation and General Liability policy documents. The BizLion Audit: Our partners will review these documents to ensure you have the best possible rates. If we find a way to lower your premiums or improve your coverage through our "Pay-as-you-Go" program, we’ll let you know immediately.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Upload Proof of Federal Tax ID (EIN)* This field is required.Please upload a copy of your IRS SS-4 Confirmation Letter. This is the official document issued by the IRS to confirm your Employer Identification Number. Can't find your SS-4? A recent tax transcript or a formal letter from the IRS showing your full legal entity name and EIN will also work.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Do you need help with your business licenses?* This field is required.Licensure requirements and fees vary by state and locality. We can take the paperwork off your plate to ensure your business stays in good standing from day one. Our Service: If we obtain a license for you, we handle the filing and send you a single, transparent invoice covering the state fees and our administrative handling. This keeps your back-office streamlined and your P&L clean. Please select your preference:
Yes - I have the license and I am ready to upload them.
Yes - but I do not have the license back yet, or I will upload it to my portal later.
No - but I will do this on my own.
No - I need your help, and I will pay the fee for you handling this for me.
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Upload Your Local Business LicensesPlease upload copies of any City or County business licenses you have already obtained. Our Goal: We need these to ensure your business remains in good standing. Our team will review your current licenses, track renewal dates, and handle future updates as part of your back-office management.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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When will you hire your first employee?* This field is required.Please provide the date you intend to make your first hire. Note: This can be an estimate! We use this date to ensure your payroll accounts are active and your workers' comp coverage begins exactly when you need it.
If you've already hired someone, please enter their actual start date.
Month
Day
Year
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Payroll History* This field is required.Have you already processed payroll for this business, or will this be your very first run? Why we need this: If you have prior payroll history, we will need to collect your year-to-date (YTD) reports to ensure your tax balances and employee withholdings transition perfectly to our system:
Yes
No
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What is your estimated annual payroll?* This field is required.Please provide a rough estimate of your total gross payroll for the year. Why we need this: This figure helps us ensure your Workers' Comp "Pay-as-you-Go" settings are accurate and helps our tax team project your quarterly liabilities.
It's okay if this isn't exact—we will reconcile the actual numbers as you process payroll throughout the year.
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Current Payroll DetailsWhich payroll platform are you currently using, and who is your point of contact there? Using ADP? You can skip the contact details! Just let us know you’re on ADP, and we will guide you through adding us as an administrator. This allows our team to handle the entire account migration for you.
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State Tax Account Registration* This field is required.To process payroll, we must have your State Unemployment Insurance (SUI) and State Withholding accounts active. Our Service: If you would like us to handle these filings for you, we charge a $175 base fee per submission (plus any state-required fees). This ensures your accounts are set up correctly from day one to avoid processing delays or state penalties. Please select your preference:
Yes, I have everything already registered, and I am ready to provide proof.
Please handle the set up of these accounts for me and invoice me later.
I do not have this set up yet, but I will handle this myself and provide proof upon completion.
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Verify Your State Tax AccountsPlease upload proof of your State Unemployment (SUI) and State Withholding account numbers. Accepted Proof: A digital copy of your registration letter or a screenshot of your state tax portal showing the account number and your business name. Why we need this: We provide this directly to our underwriters to activate your "Tax Pay" service. This allows us to handle all state filings and payments on your behalf automatically.
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Select files to upload
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Responsible Tax Party* This field is required.Please enter the full legal name of the primary business owner or the individual designated as the responsible party for IRS and state tax filings. Why we need this: This individual is the authorized signer for tax authorizations and the primary point of contact for payroll tax agencies.
First Name
Last Name
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Date of Birth* This field is required.Please provide the date of birth for the Responsible Tax Party. Why we need this: State and federal agencies require a date of birth to verify the identity of the individual authorized to act on behalf of the business for tax and payroll purposes.
Date
Month
Day
Year
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Percentage of Ownership* This field is required.Please enter the ownership percentage for the Responsible Tax Party listed above. Why we need this: This information is required by the IRS and state agencies to verify the primary controlling interest for business tax authorizations.
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Secure Identity Verification (SSN)* This field is required.To comply with federal tax and payroll regulations, we require the Social Security Number of the Responsible Tax Party. Your Privacy is Our Priority: This information is transmitted via 256-bit SSL encryption and is stored in our vault according to strict PCI-compliance standards. It is only used for official tax and payroll registrations.
🔒 Encrypted & Secured by PCI-Compliance Standards.
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Confirm Residential Address* This field is required.Please provide the primary home address for the Responsible Tax Party. Why we need this: Federal and state tax agencies require a residential address (not a P.O. Box or business address) to verify the identity of the person responsible for the company’s tax filings.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Do you need help with securing a Surety Bond?* This field is required.A surety bond is a three-party agreement between the principal (you), the surety (us), and the obligee (the entity requiring the bond). The surety provides a financial guarantee to the obligee that the principal will fulfill the obligations outlined in the bond. Most fitness studios that sell memberships are required to obtain a bond in order to secure a business license—unless exempt. If you select “Yes,” we will handle the entire process for you, including: Completing the bond application Assisting with any required updates to your agreement language Communicating directly with the state to finalize the bond Sending you all necessary paperwork that requires notarization (if applicable) Please note: This service is in addition to the bond cost itself, which can vary. Any additional service fees for bond processing will be included on a separate invoice.
Yes
No - I will handle this myself.
I'm not sure yet.
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Please upload your Employee Handbook/Policy ManualWe’ll look over your documents, make any needed edits, and send them back for your review before uploading them to your new paperless employee onboarding site.
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Select files to upload
Max. file size: 10.6MB
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Please upload your Pre-Hire and New-Hire packets.We’ll review your documents and share any suggested edits with you before adding them to your new paperless employee onboarding site—so everything is ready to go from day one.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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📝 Design Your Benefits & PerksThe BizLion Standard: If you aren’t sure what to offer yet, simply leave a field blank. We will automatically apply industry best practices and ensure you meet all state and federal minimum requirements. What we handle: If you choose to offer benefits, we will obtain competitive quotes and handle the full activation for your team.
Please Select
Please Select
YES
NO
Will you offer Paid Time Off (PTO)?
If YES, how many hours of PTO would you like to offer?
Please Select
Please Select
YES
NO
Just apply what's mandated (if applicable)
Will you offer Sick Pay?
If YES, How many sick days per year?
Please Select
Health Insurance
Dental
Vision
Life Insurance
401(k) / Retirement
None at this time
Which employee benefits would you like to offer?
90 days (very common)
Please Select
No waiting period
30 days (customary)
60 days
90 days (very common)
Please select the preferred waiting period before benefits begin.
Please Select
Free Memberships
Merchandise Discounts
Service Discounts
None
Would you like to offer any employee perks?
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⚡ Upgrade: Timekeeping Plus* This field is required.While standard processing is included, we highly recommend Timekeeping Plus. This allows your team to clock in/out, track overtime, and request PTO directly via the ADP mobile app, ensuring your records are 100% accurate and audit-ready.
Yes – Add Timekeeping Plus ($150/mo for up to 10 employees; $15/ea thereafter)
No – I will track time manually. I agree to submit final reports or update all timecards within 24 hours of the pay period ending to ensure on-time processing.
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Is there anything else we should know?Use this space to share any unique employee perks, specific cultural values, or "out of the box" compensation details we haven't covered yet. Our Goal: We want to ensure your automated onboarding feels authentic to your brand, not like a generic corporate template.
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Existing HR & Compensation AuditIf you have existing HR documents, please upload them here. Our team will review your current structure to identify compliance gaps and prepare updated, "Lion-Standard" versions for your approval. Examples of what to upload: Job Descriptions & Offer Letters Employee Agreements & Handbooks Commission Plans & Compensation Grids Performance Review Forms or SOPs
Drag and drop files here
Select files to upload
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Who are the Stakeholders?Please list all shareholders and their respective percentage of ownership. This ensures we have the correct contacts for K-1 distributions and ownership filings. Format: Name — Email — Phone — Position — % Ownership Example: Wonder Woman — diana@themyscira.com — 555-0100 — CEO — 51%
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Verify Your Business Structure (Optional)Uploading your operating agreement allows us to verify ownership structure and handle state filings on your behalf without delay. Our Goal: We use this to ensure all registrations are 100% accurate so you don't have to deal with back-and-forth paperwork later.
Drag and drop files here
Select files to upload
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Once your agreement is signed, you’ll receive an invite to your Lion’s Den HQ. This is where we will securely exchange files, track tasks, and communicate daily.(If already listed in the Shareholders section, just type "See Shareholders" below)
For Example: Name - Title - Email
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Please upload a Voided Check * This field is required.We use this to securely connect your accounts for payroll, tax payments, and QuickBooks. This ensures your vendors and employees are paid accurately and on time.
Drag and drop files here
Select files to upload
Don't have a check? A bank letter or statement showing the Business Name and Account/Routing numbers works too.
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What is the billing address for this account? * This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Standardize Your Business DocumentsPlease upload your membership agreements, waivers, and any other customer-facing templates. Our Goal: Our operations team will review these to ensure they are fully compliant with your specific state laws and optimized for your protection. We’ll also use these to streamline your licensure and bonding applications.
Drag and drop files here
Select files to upload
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Anything Else on Your Mind?We’re here to help you every step of the way. If there’s a specific detail we missed or a question you’d like us to prioritize during our first call, let us know below. Otherwise, feel free to leave this blank and head to the final step!
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Final Authorization* This field is required.I authorize BizLion HQ to securely process payments as outlined in our service agreement. I understand that my banking information is encrypted and stored according to industry-leading security standards for all future account transactions. Please sign below to finalize your onboarding:
Should be Empty: