When you first sign on with Sawyer for Business, you receive an invite and instructions to set up your account. During this step, you're prompted to review and sign our partners agreement as well as enter your payment information which is required to start your subscription.
It's important to note that once your subscription is set up, it is automatically tied to the original email that was used when first creating the Sawyer for Business account. Should you ever need to make changes to your Business Account profile, for example, in the event of new ownership, when updating payment information, or making adjustments to business contact details, we recommend doing an audit to ensure that the details listed on your account are accurate and up-to-date.
Business Address & Owner Name:
Starting December 1st, 2024, Sawyer subscription payments will be required to include state-mandated sales tax, where and when applicable, to align with industry standard regulatory practices. To prepare for this upcoming requirement, the business address on your account will be used to ensure the correct sales tax amount is assessed.
- Click on the name of your business at the top right of your Sawyer provider portal
- Select Business Account
- Navigate to Profile
- Review the Business Address profile field. Please make any necessary edits by 12/1/24 to ensure the proper sales tax applies. If the information on your account is up-to-date, no further action is needed.
If you qualify for an exemption or as a tax-exempt entity, please submit an applicable and fully completed sales tax exemption certificate for review no later than December 1st, 2024 to ensure that your account is set up properly. For more information on how to submit a sales tax exemption certificate, please click here.
Banking & Subscription Details:
Make sure that you are logged in as the original user who first set up the subscription payment. Follow the steps outlined in our article on Setting up banking and subscription details for additional information.
- Click on the name of your business at the top right of your Sawyer provider portal
- Select Business Account
- Navigate to Banking to make updates to the bank account details.
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- We now have a requirement to verify account ownership when editing bank information to ensure you are the rightful owner. Please contact support@hisawyer.com to turn on this functionality for your account.
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- Navigate to Subscription to review the current subscription plan and payment details.
If you are unsure which user is associated with the account billing details or if the original account owner is no longer associated with the account, please email support@hisawyer.com for assistance.