"Your preferred local Payroll and Tax Service Provider since 1991"
Call us: (707) 586-4300

Accountants, bookkeepers and brokers can leverage our web-based platform to strengthen the services they provide to our mutual clients, as well as to improve data collection and communication. Some of the key features available are:

• Multi-client visibility

• Accountants and bookkeepers can process payroll quickly on behalf of their client(s)

• Customized security settings (e.g., only access reports, tax returns, company HR and benefit forms and health insurance rates)

• Customized email notifications (e.g., notification of new hires, terminations, benefit eligibility and open enrollment status)

• Automatic scheduled email reports (e.g., payroll reports, tax returns, benefit reports and ACA reports)

• Send notifications to employees using custom email templates (e.g., changes to health insurance plans, missing dependent information, COBRA notifications, etc.)