How Our Tax Service Work
1. Choose Your Payroll Service
Choose Payroll Setup, Monthly Payroll Management, or Both.
2. Tell Us About Your Business & Employees
Provide basic business, employee, pay schedule, and payroll information.
3. Upload Your Payroll Records
Securely provide the documents and information needed to set up or manage your payroll.
4. Schedule Your Appointment
Meet with your payroll professional to review your payroll needs.
5. Review & Confirm Your Service
Your professional reviews the information, determines the scope of work, and confirms the service.
6. We Set Up or Manage Your Payroll
Depending on your service, we establish your payroll system and/or handle ongoing payroll processing and related responsibilities.
7. Review & Quality Check
Payroll information and applicable records are reviewed for accuracy.
8. Ongoing Payroll Support
For ongoing clients, payroll continues according to your agreed schedule, with service updates available through your Client Portal.