White Glove Service
What is White Glove?
White Glove is Automate America's premium onboarding service for professionals. When you're selected for a White Glove contract, we handle the paperwork, compliance, and setup—so you can focus on what you do best: your work.
Key Benefit
White Glove professionals get dedicated support from an Account Manager.
Benefits for Contractors
- Dedicated Support – Direct line to your Account Manager
- Managed Compliance – We track and remind for expirations
How it Differs from Standard
With standard onboarding, you manage your own compliance and document uploads. White Glove provides a dedicated Account Manager who guides you through every step, reviews your documents for accuracy, and ensures you're ready to start work on time.
Onboarding Process
Required Documents
- W-9 (or W-8BEN) – Tax form with your legal name and taxpayer ID
- ACH Authorization – Bank details for direct deposit
- Voided Check or Bank Letter – Verification of bank account
- Proof of Address – Utility bill, bank statement, or government letter (within 90 days)
- Certificate of Insurance – Minimum $1M general liability coverage
Step-by-Step Guide
- Receive Welcome Email – Contains your Account Manager's contact info and document checklist
- Access Onboarding Portal – Log in and navigate to Dashboard > Onboarding
- Upload Documents – Submit all required documents (PDF, PNG, JPG accepted)
- Document Review – Your Account Manager reviews them
- Documents – Banking and insurance details on file
- Onboarding Complete – You receive confirmation and can start work
Timeline Expectations
How long onboarding takes depends on how quickly you upload your documents and how long document review takes.
Frequently Asked Questions
It depends on how quickly you provide the required documents and how long document review takes. Upload everything at once to avoid a wait.
Required documents include: W-9 (or W-8BEN for international), ACH authorization with voided check or bank letter, proof of address (utility bill, bank statement, or government letter within 90 days), and Certificate of Insurance with minimum $1M general liability coverage. Your Account Manager will provide a complete checklist specific to your contract.
Log in to your Dashboard and navigate to Profile > Documents to update any information. For banking changes, go to Profile > Payment Methods. Changes to critical documents (W-9, insurance) mean renewing that document on file. Contact your Account Manager if you need expedited updates.
No, there is no fee for White Glove service. It is included when required by your contract. The service is provided as part of premium contract placements and enterprise client requirements.
Your Account Manager can recommend insurance providers that offer policies specifically for independent contractors. Some contracts may have insurance requirements built into the placement, so always ask your Account Manager about options.
Yes, the IRS accepts digital signatures on W-9 forms and most other documents. However, some enterprise clients may specifically require wet (ink) signatures. Your Account Manager will let you know if physical signatures are needed.
No. White Glove is how a contract is run and paid — Automate America is the supplier of record — not a badge on your profile.
Need help with White Glove onboarding?
Contact Support