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 a few hours 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