We view your CPA, outside accountant and bookkeepers as our partners working towards your company's success. One of our aims is to help smooth out any edges in your accounting processes. Providing your other accounting partners direct access to your payroll data, QB files and allowing them to communicate with our staff about any needs or situations falls right in line with this goal. We don't want you to feel stressed having to play middle man with accounting or payroll terms or details that aren't part of your every day routine.
With that in mind please submit this form, to provide your CPA, bookkeeper or another third party with access to your payroll or QB data and/or to grant them permission to discuss your data.
- 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 QuckBooks file, accountant's copy, or back up file.