Learn how to access your clients' payroll in the Payroller Agent Portal with our simple guide below.

Once you have invited or imported your client onto Payroller you will have access to your clients' payroll.

There are two versions of Payroller

Step 1: To access your client’s payroll click on the ‘Clients’ section in the left-hand column.

Step 2: To access the payroll of your client, simply click on the client’s name you require.

If you have clicked into your client’s account and need to return to the agent portal, click on the ‘Agent Portal’ button at the top of the screen.

To access your client's billings page select the ellipses on the right side of the client's tab and select ‘Billing’.

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Here you can view your client's subscription page.

Step 1: To access your client’s payroll click on the ‘Agent home’ section in the left-hand column.

Step 2: To access the payroll of your client, hover over your clients' company name and click on the icon

This will open a new tab with your clients' account

Step 3: You can go back to the agent portal by clicking back to the agent tab or selecting ‘Agent Portal’.

Step 4: To access your client’s billing page, select the ellipses on the right side of the clients' tab.

Step 5: Select ‘Billing’.

Here you can view your client's subscription page.

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 access all Payroller features across the web app and mobile app.

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