We view your CPA, outside accountant and bookkeeper as our partners working toward your organization's success. One of our goals is to help smooth out any edges in your accounting processes. Providing your other accounting partners direct access to your payroll & accounting data as well as allowing them to communicate with our staff about preferred adjustments or tax planning goals falls right in line with our goal.
Please complete this accountant release form to provide your CPA, bookkeeper or another third party with access to your payroll or accounting data, and/or to grant them permission to discuss your company needs in more detail.
- Grant Access to Payroll Records stored in Client Portal/Sharefile; including 941's, W2's, W3, UITR's, 1099's.
- Grant Access to Payroll Reports on a per payroll basis; we can send via automated email or post to Client Portal/Sharefile.
- Grant Permission to work with ASAP to determine your officer payroll needs.
- Grant Access to QuickBooks file, accountant's copy, or back up file.