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Self-serve company onboarding with Tax ID matching
New buyers enter their company's Tax ID when they first sign in, and Claddio matches them to their existing organization or sets up a new one.
The first few minutes in a new platform shouldn't involve waiting for someone to create your account. When a new buyer signs in, Claddio now asks for their company's Tax ID (EIN).
If their organization already exists, they're matched to it and can request to join. If not, a new organization is created for them. Checkout stays locked until a Tax ID is on file, so every order belongs to a verified business.
Highlights
- Tax ID (EIN) at first sign-in
- Matched to existing organizations
- New organizations created automatically