đŁ Note
This article covers a feature that's included in an invite-only closed beta. If you're not a part of the beta, your finance suite will look different, and the help articles you'll want can be found here.
As you make your way through the HoneyBook Finance application process, you may need to upload some documents. If you do, youâll be notified via email and on your dashboard . Uploading these documents should be very quick, and are required by law in order to open a business checking account.
HoneyBook uses best-in-class tools and industry standard practices to keep your data safe and secure. For example, HoneyBook does not store any personally identifiable information (PII), and your personal info is only used to confirm your identity. If youâre interested in learning about the specific processes and tools that HoneyBook uses, open up the collapsible section below.
How HoneyBook protects your data
How HoneyBook protects your data
HoneyBook leverages leading tools from Amazon Web Services (AWS) to manage security and access controls, in line with industry best practices. All of HoneyBookâs servers are within a virtual private cloud (VPC) with network access control lists (ACLs) that prevent unauthorized requests from getting to the internal network.
HoneyBook uses Advanced Encryption Standard (AES 256) to encrypt data at rest and Transport Layer Security (TLS) to encrypt data in transit. This ensures that all traffic between you/your clients and HoneyBook is secure during transit and at rest.
HoneyBook uses third-party security tools to continuously scan for vulnerabilities. An internal dedicated security team responds to issues raised.
Twice yearly HoneyBook engages third-party security experts to perform detailed penetration tests on the HoneyBook application and infrastructure.
HoneyBook accepts external vulnerability reports that are submitted by security researchers through the [email protected] email address.
HoneyBookâs payment system integrates with Stripe, allowing both private individuals and businesses to accept payments over the Internet. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry. Details about their security setup and PCI compliance can be found on Stripeâs security page.
When using HoneyBook's payment system, all sensitive data is transferred directly to Stripe servers over a secured and encrypted channel, fully complying with US regulations. HoneyBook does not store bank accounts or credit card info.
Which documents you might need to submit
Uploading your documents is a required step to obtain a HoneyBook Finance business checking account. The table below will walk you through the documents you might need to upload and will have examples of what is accepted.
Images of these documents must be 20 MB or less, and can be PNGs, JPEGs, or PDFs.
â Note
Your specific application will not need every document listed below. Your specific business and personal details will determine which documents youâll submit. You will see which documents are needed on your dashboard.
Document type | Acceptable documents (Pick one) | Where to get this |
ID document (Both sides)
*You must be 18+ to apply for HoneyBook Finance |
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Address verification
*PO Boxes are not accepted |
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US Social security card
*The whole social security number is required |
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Certificate of Incorporation (if your business is incorporated) |
| Provided by the state your business is incorporated in. If you arenât incorporated, you donât need to upload this document. |
Partnership Agreement (If you arenât a sole proprietor) |
| Created by your and your co-owners. If youâre a sole proprietor or solo owner, you donât need to upload this document. |
Articles of Organization (if your business is an LLC) |
| Created by your business when filing to be an LLC. If your business isnât an LLC, you donât need to upload this document. |
Business verification |
| Depending on what you pick, youâll likely supply this from your business paperwork. |
Troubleshoot document error messages
If you get an email saying there was an issue with a document you uploaded, refer to the list below to learn how to fix the issue, then return to your HoneyBook Finance dashboard to reupload the corrected document.
Error message | How to fix the issue |
| Take a clear picture of the document and upload that picture. Do not scan your document when uploading it. |
| Check that the name you entered on your application matches the name on your document. If needed, update your application to match your document, then reupload your document image. |
| Check that the address you entered on your application matches the address on your document. If needed, update your application to match your document, then reupload your document image. |
| Check that the social security number you entered on your application matches the number on your uploaded document. If needed, update your application to match your document, then reupload your document image. |
| Check that the date of birth you entered on your application matches the date of birth on your document. If needed, update your application to match your document, then reupload your document image. |
| Upload an unexpired ID document. |
| Check that the employer identification number (EIN) you entered on your application matches the EIN on your document. If needed, update your application to match your document, then reupload your document image. |
| Check that the state of incorporation you entered on your application matches the state of incorporation on your document. If needed, update your application to match your document, then reupload your document image. |