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Premium Portal Instructions

Your New PPP Borrower Portal Experience

Login with the username and password provided in the welcome email you received.  Your username will be your email address.

PPP Login Screen

After logging in you will see several tabs: Overview, Questionnaire, Payroll, Bank Accounts, Documents, and Support.

PPP Header Tabs

PPP Welcome Questionnaire

Upon logging in for the first time you will see the PPP Welcome Questionnaire where you will need to provide additional information about your company and the details of your SBA PPP loan.

PPP Questionnaire

Enter the required Initial Information, including:

  • Company Legal Name
  • d/b/a
  • TIN (Tax ID Number)
  • Primary Contact First and Last Name
  • Primary Contact Title
  • Primary Contact Phone
  • Primary Contact Mobile

The Primary Contact fields will be pre-populated with the contact information we already have on file.  There is no need to change this information if it is correct.

 

Answer each of the required Payroll Information questions so we can determine what payroll data will be required to complete your loan forgiveness application.

Payroll Information

List all the locations that will be important to your loan forgiveness application.  Specify whether you rent or own the location, the name of the landlord or mortgage provider, and the monthly expense associated with each location.  Click the + symbol to add additional locations.

NOTE: Enter the location whose address should be used on your loan forgiveness application first. 

Rent & Mortgage Information

Provide the required information regarding your SBA loan:

  • SBA E-Tran Loan Number
  • Lender Loan Number (if applicable)
  • Dates Loan Funds were Received
  • Loan Amount
  • EIDL Application Number (if applicable)
  • EIDL Advance Amount (if applicable)

Certify that the information provided in the questionnaire is true and accurate, and then click Submit.

Save & Submit

If you do not have immediate access to all the required information, you can click Save for Later at any time and complete the remaining fields the next time you access the portal.  You will continue to see this questionnaire upon accessing the portal until all required fields (designated with *) have been completed and you click Submit.

You can edit the information provided at any time by clicking Company Information.

Payroll

You can securely provide the payroll data required to complete your loan forgiveness application by clicking on the Payroll tab.  Select your payroll provider, enter the credentials you use to log into your payroll provider account, and follow the on-screen prompts to securely provide us with access to the necessary data.

NOTE: You must enter the credentials for an account with ADMIN permissions in order for us to pull the data we need to determine your eligible payroll expenses.

Payroll Provider Screen

If your payroll provider is not listed, click Don’t see your provider? to schedule a customer support session during which a PPP Support Representative will work with you to obtain the required data.

Overview

The Account Overview Dashboard shows summary information about your PPP loan forgiveness application.  You will see this page upon logging into the portal after you have completed the PPP Welcome Questionnaire and provided the necessary payroll data.

PPP Overview

The Payroll % Check shows what percentage of all your eligible expenses are payroll related.  Payroll expenses must account for 60% of your total expenses eligible for forgiveness.

The Checklist shows the status of all the items we require to complete your PPP loan forgiveness application.  There are four different sets of data and documents required:

  • Accounting Data – Will be satisfied when you provide your General Ledger
    • We need your General Ledger for all of 2020. If you are not sure how to get this from your Accounting software, please schedule a session with a PPP Support Representative and we will be happy to assist.
    • You can upload your General Ledger on the Documents tab
  • Required Documents – Will be satisfied when all items on the Documents tab have uploaded documents
    • NOTE: This may change if new documents are requested to complete your application
  • Payroll Data – Will be satisfied when the required payroll data is provided
    • You can provide your payroll data by syncing your provider on the Payroll page.
  • Bank Transactions – Will be satisfied when you sync your bank accounts on the Bank Accounts tab

The Eligible Expenses – Bank Verification graph shows the total eligible expenses during the coverage period by category based on your bank account transactions.

The Eligible Expenses – GL graph shows the total eligible expenses during the coverage period by category based on your General Ledger.

Documents

Click the Documents tab to securely upload required documents directly to our cloud.  The Documents tab will also allow you to download documents you may need at a later date.

The left side of the Documents table provides a list of all required documents, their due date, and the date the document was consumed to satisfy the request.

Documents

If we have not yet received the document, the upload hyperlink will appear on the right side of the table.  Click this link to upload a document.

All documents that are available for download will show a download link on the right side of the table.  The link will be inactive until a document is available to be downloaded.  To download the document, simply click the download link.

All documents uploaded through the portal will be stored securely in the cloud to satisfy the SBA’s document retention requirements.

Bank Accounts

A quick note about syncing your bank accounts: To ensure we have the information required to complete your loan forgiveness application, we require that you sync your bank accounts within the portal.  Don’t worry, our site is fully secure (see the https:// in front of our domain) and FastLink FinApp from Yodlee, the application we use within your portal to connect with your bank, is monitored by the FFIEC and OCC, as well as all major banking regulators, and submits to an annual security audit by over 200 independent financial institutions.  Once your bank accounts are synced within the portal, its security is our utmost priority, and we will never share, make public, or put at risk any credentials, account information, or data.

To start syncing your bank accounts, click on the Bank Accounts link on the portal.  For additional security purposes, the bank account page will open in a new window and you will need to re-enter your login credentials.  After logging in, click on the orange + Add New Account button.

Select your bank from the list of available institutions, or if you do not see your bank listed, search for it at the bottom of the window.  Be aware that some larger banks may have different options for different types of accounts, such as retail and commercial.

After selecting your bank, enter your bank account login credentials in the Verify Credentials window and click Submit.

It may take a few minutes to properly update and sync your bank account.  You will be given a confirmation when the connection is successfully made.

If you cannot find your bank click Contact Support to schedule a customer support session during which a PPP Support Representative will assist you.

Support

If you need assistance with anything on the portal, click the Support tab to schedule an appointment with a PPP Support Representative.  Select a date and time that works for you and click Confirm.

Support Calendar

Enter your name, email address, and a brief description of how we can assist; then schedule the support session.

Support Fields

You will receive an email with a calendar invite to the support session on Zoom. Click the Zoom link in the calendar invite at the scheduled meeting time to connect with a PPP Support Representative.

FAQs

Payroll Data

Why do you need my payroll data?

We use your payroll data, including payroll history details and an employee roster, to determine your eligible payroll expense for the coverage period. This will help determine how much of your PPP loan is eligible for forgiveness.

  • NOTE: You need to provide the credentials for an ADMIN account in order for us to access the data we need.

What will you do with my payroll login credentials?

ADP, OnPay, and QuickBooks: You will provide your credentials on our fully secure site (see the https:// in front of our domain), and we will encrypt your login credentials. After you provide your credentials, we will access your payroll provider account and set up Stanfield Associates LLC as your Accountant (ADP and QuickBooks) or provide accountant access to an Accountant user (OnPay).  Once our Accountant user has access to your account, we will download the payroll reports we need to complete your application and securely store the data in the cloud to satisfy all the SBA’s document retention requirements.

  • You will receive an email from your payroll provider notifying you that an accountant has been added, and once you receive your complete PPP loan forgiveness application you can remove our access to your account.

Paychex: You will provide your credentials on our fully secure site (see the https:// in front of our domain), and we will encrypt your login credentials. After you provide your credentials, we will access your Paychex account and will download the payroll data we need to complete your application.  The data will be stored securely in the cloud to satisfy all the SBA’s document retention requirements.

Gusto: When you authorize us, Gusto will allow us to pull the payroll data we need to complete your loan forgiveness application. We will not have access to nor store your login credentials and you can remove our authorization once you receive your complete PPP loan forgiveness application.  Your data will be stored securely in the cloud to satisfy all the SBA’s document retention requirements.

Bank Account Data

Accounting Data

Why do you need my general ledger?

We use your general ledger to determine your total non-payroll eligible expenses for the coverage period. This will allow us to calculate your loan forgiveness eligibility and complete your application.  Your general ledger will be stored securely in the cloud to satisfy all the SBA’s document retention requirements.