The 10-step onboarding takes about 30–45 minutes if you have everything ready. This page lists what to gather first.
You don’t have to finish in one sitting — every step autosaves — but having these in front of you avoids stop-and-start.
Identity & contact
- Legal name, date of birth, current address. Match the document you’ll upload in step 9.
- A working phone number for SMS verification later.
- Time zone you primarily work in.
- One emergency contact — name, relationship, phone.
Professional details
- CV / resume — PDF preferred. One file, current version.
- Bio — three or four sentences in the voice you want clients to read. Write it before you open the wizard so you’re not editing into a small text box.
- Skills list — the specific tools and platforms you can use unsupervised. AppFolio, Buildium, HubSpot, QuickBooks, Excel, Notion, etc. Be specific.
- Languages and levels — e.g. “English C1, Spanish native.” Don’t inflate; assessments will check.
- Portfolio or work-sample links — optional but useful for design, writing, and dev roles.
Pay & availability
- Your hourly rate — the rate you want clients to see by default. You can adjust it per role at application time.
- Weekly availability — total hours per week and the time-of-day window you can hold (e.g., 35h/week, 8am–4pm CT).
- Preferred categories — which kinds of roles you want to apply for (leasing, customer ops, bookkeeping, etc.).
Payouts
- A payout account in your country. You can set one up during the payout setup flow if you don’t have one yet.
- Government ID that matches the legal name on step 1.
- Tax form info — US contractors need a W-9 (SSN or EIN); non-US contractors need a W-8 (BEN for individuals, BEN-E for entities). See Connecting your payout account for details.
Equipment & workspace
- Internet speed — Anastasis runs an automated speed test in step 6. If you know yours, having it handy helps.
- Machine specs — operating system, RAM, free disk space.
- A photo of your workspace — phone camera is fine. Shows your setup looks like work, not a sofa.
References
- Two professional references — name, role, company, email, phone, and how they know you.
- Optional recommendation letter — PDF if you have one.
Video presentation
A 60–90 second video of you introducing yourself. Phone camera is fine. What works:
- Look at the camera, not the screen.
- One sentence on who you are, one on what you’ve done, one on what you want to work on next.
- Decent light from in front of you, not behind.
- Quiet room.
Clients can filter applications by whether a video exists, so this matters.
Documents (step 9)
- Government-issued photo ID — passport, national ID, or driver’s license.
- Proof of address — utility bill, bank statement, or lease, dated within the last 90 days.
- Tax form — W-9 (US) or W-8BEN / W-8BEN-E (non-US). The wizard provides the blank form if you don’t have one filled out.
What you don’t need
- A US bank account, US business entity, or US address (unless you’re claiming US tax residency).
- A LinkedIn profile.
- A specific certification — Anastasis tests for actual skill, not credentials.