The first thing you’ll need to do is to make sure you’re on our website.

For reference, our homepage is

From there, you should be able to see a few different buttons labeled ‘Try for free’.

Click on one of those.

Add Employer for your role if you plan on solely managing your organization’s payroll.

Add Agent/Accountant if you are planning on managing payroll for multiple companies.

Onboarding as Employer

If you are onboarding as an employer you will need to enter ‘Employer’ as your role and email address and select Try For free.

Your account has now been created.

You are now ready to set up your company, verify your account, and set up 2-factor authentication.

Onboarding as Agent/Accountant

If you are onboarding as an agent, you will need to select ‘Agent/Accountant’ as your role.

After you have selected your role, you will need to enter the type of agent you are, the number of clients, your company name, and your email address.

Once you have filled out your details select ‘Try for free’

You have now created an agent account. The first card is your own personal agent business account should you choose to run a pay run for your employees through Payroller.

Once that's complete, you are now ready to start inviting or importing your clients onto Payroller. You should have also received an email to verify your account, set your password, and set up 2-factor authentication.

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