Your payroll clients send every new hire one link. The employee completes their W-4, I-9, and direct deposit on their phone — IDs photographed, signatures captured — and a completed, signed packet comes back filed. The 23-page paper packet is gone.
ONE LINK PER NEW HIREW-4 · I-9 · DD · ID✓ SIGNED PACKET, FILED
// a white-glove service your firm resells to every payroll clienthire → link → filed packet
// WALK THROUGH IT
From offer letter to filed packet.
The actual flow — click the steps to see each stage.
Your client picks the packet template — or you set the default per client — and sends. That's their entire job.
New intake · Quantum Freight LLCLINK SENT
New hire
Sergio Rodriguez
driver · starts Monday
Packet
W-4 · I-9 · DD · ID
standard driver template · email + text sent
their whole job: one send · no packets printed, no PDFs emailed, no chasing
Guided, plain-English W-4, I-9 Section 1, and direct deposit in one sitting — license and socials photographed in the flow, attached to the right form.
Your new-hire forms
Quantum Freight · step 2 of 4
✅ W-4 — withholding done
▶ I-9 — Section 1
⬜ Direct deposit · ⬜ Photo ID
ID capture
photographed in the flow
📷 Driver’s license — front & back ✓ legible
📷 Social security card ✓
📎 Attached to I-9 — List B + C complete
done before day one · finished from the couch, not the break room — and no photocopier anywhere
The employee signs on-screen; the official filled forms — the real W-4, the real I-9 — generate instantly, signed and dated.
Packet generated · S. Rodriguez4 PDFS
Document
Status
Form W-4 (2026) — filled & signed
generated
Form I-9 — Section 1 complete
generated
Direct deposit authorization
generated
ID attachments — bundled
attached
the real forms · official PDFs your payroll team and auditors expect — not a data export someone re-keys
The packet files to the client's record, payroll is notified, the employer gets confirmation — before the first shift.
The W-4, Form I-9 Section 1 (the employee's part) and direct deposit, completed in one guided sitting. The new hire photographs their license and Social Security card in the same flow, and each image is attached to the right form.
Are these the official forms or a data export?
The official forms. When the employee signs on-screen, the real W-4 and I-9 PDFs generate instantly, filled, signed and dated: what your payroll team runs on and what an auditor expects to find, with nothing to re-key.
What does the employer have to do?
Send one link. Your payroll client picks the packet template, or your firm sets a default per client, and sends it. No packets are printed and no PDFs are emailed back and forth.
What happens when the new hire finishes?
The signed packet files to the client's record, payroll is notified and the employer gets a confirmation, usually before the first shift. Each intake is also tracked as a job on the Firm Management board until the packet files.
Can my firm offer this to payroll clients under our own brand?
Yes. Employee Forms is built into the platform and branded as your firm, so every payroll client can get guided onboarding as a service your firm provides, without adding headcount.
Hire Friday. Filed Friday.
Send one new hire one link and watch the signed packet come back before their first shift.
