Add Payroll to a client file

As a firm, there are a number of methods by which you can add Payroll to your client file.

The method by which you add Payroll is determined by how your firm and client relationship are structured.

The support articles below will guide you through the Payroll subscription process. Select the option that best applies to you, based on your billing relationship with the client.

Each of the following will open a new browser window:

Wholesale Billing where the Firm/Accountant is the primary admin on the client file

Client Billed Subscription where the Firm/Accountant is the primary admin on the client file

Client Billed Subscription where the client is the primary admin. In this case the client will need to log in and follow the article steps.

Note: Only the Primary Admin is able to add a service.