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Signing up for the agent referral

Learn how to sign up for the agent referral program from your Payroller Agent account.

Rhea Alyza avatar
Written by Rhea Alyza
Updated over 7 months ago

Refer and earn $50 for every new annual subscription by signing up for Payrollers' agent referral program

To sign up for the agent referral program,

There are two versions of Payroller


Version 1: Old version

Step 1: On the agent portal select 'Agent Program’.

Step 2: Bulk import your clients by clicking the ‘Import’ option.

Or add a single client by clicking the ‘+ Add client’ option.

Step 3: Once your clients have been added you will need to subscribe them on an annual subscription.


Version 2: New version

Step 1: In the agent home go to the ‘Referral program' section.

Step 2: Bulk import your clients by clicking the ‘Import’ option

Or add a single client by clicking the ‘+ Add client’ option.

Step 3: Once your clients have been added you will need to subscribe them on an annual subscription.

Discover more tutorials for using Payroller

Learn how to get the most out of using the dedicated Payroller agent portal. Read up on our collection of Agent user guides for accountants, bookkeepers, and tax agents.

You can help clients sign up for a Payroller subscription on their behalf so that they can access all Payroller features across the web app and mobile app.

Accountants and bookkeepers can follow our simple user guides for managing clients’ Patroller subscriptions as Agents.

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