Create your account
1
Sign up
Go to app.getlemma.com and create an account with
your email address.
2
Set up your organization
Complete the onboarding form with your practice’s details: business profile (legal name, EIN, website, state of incorporation, organization type), control person (principal officer’s name, title, date of birth, address), beneficial owners (anyone with more than 25% ownership stake), and identity verification (government-issued ID, front and back).
This information is required for regulatory compliance (Know Your Business). Your data is encrypted and stored securely.
3
Accept the terms of service
Review and accept the terms of service to submit your application.
4
Get approved
Most entities are approved within minutes so you can start using your account
right away. In some cases, our banking partners are unable to verify your
identity from your tax ID alone — if that happens, we’ll reach out to request
a scan of your government-issued ID.
Explore your dashboard
Once approved, you’ll land on your dashboard where you can:- View your account balance
- See recent transactions
- Send your first payment
- Set up your lockbox to receive checks
- Invite team members to your organization