Welcome to WorkMade — Let’s Get You Set Up

Now that you’ve completed onboarding, here’s what comes next.

Setting up WorkMade takes just a few minutes—but saves you hours of busywork every month. Everything you do from here is what keeps your taxes, write-offs, and books running on autopilot.

✅ Step 1: Link your accounts

Connect the personal or business accounts you already use to get paid or spend for work.

This helps us:

• Track your income

• Detect business expenses

• Apply past write-offs automatically

👉 How to link your accounts

🏦 Step 2: Open your WorkMade account

We’ll issue a dedicated business account with your own account and routing number. This is where future freelance income should land.

We may ask you to verify your identity with a:

• Photo ID (driver’s license or passport)

• Utility bill or other proof of address

It’s quick and secure, and ensures your account is protected.

💸 Step 3: Route your income

Log into the platforms where you get paid—like Upwork, Stripe, or PayPal—and update your payout settings to use your WorkMade account.

👉 How to route your income to WorkMade

💳 Step 4: Start using your WorkMade card

Use your card for anything work-related: gear, subscriptions, software, travel, internet. We’ll detect write-offs automatically and lower your tax bill in real time.

👉 How your card saves you money

🧾 Step 5: Turn on tax autopay

As soon as income hits your account, we calculate what you owe and save for it automatically. When it’s time to pay, we do it for you.

👉 How tax autopay works

💡 You’ve now replaced accountants, spreadsheets, tax software, and stress—with one clean system that just works.