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 to Payroller, you will have access to their payroll.
Step 1: To access your client’s payroll, click on the 'Agent Home' section in the upper-left column.
Step 2: To access your client’s payroll, hover over your client’s company name and click the corresponding icon.
This will open your client’s account.
Step 3: To return to the agent portal, switch back to the Agent tab or select 'Agent Portal.'
Step 4: To access your client’s billing page, click the ellipsis (three dots) on the right side of your client’s tab.
Step 5: Select ‘Billing’.
You can now view your client’s subscription page.
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 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.