Learn how to manage your clients' payroll easily as an accountant, bookkeeper, and/or BAS agent with our simple guide to the Payroller Agent Portal below.

Once you've set up your agent account, or you have converted your employer account to an agent account you will have access to the agent portal.

There are currently two versions on Payroller

In the agent portal, you can access individual client payroll accounts, invite clients to set up an account, bulk import clients and employees, and run bulk pay run and STP. You can also create your white-label software and add team members.

After you have invited or imported your clients you can access your client files on the agent dashboard.

To access your client's list click on ‘Clients’ in the left-hand column if you're not there.

To access your client's payroll, simply click on the client you require.

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

Once you have subscribed for your client you can access your client's billings page by selecting the ellipses on the right side of the client's tab and selecting ‘Billing’.

Here you can view your clients' subscription page.

In the agent portal, you can access individual client payroll accounts, invite clients to set up an account, bulk import clients and employees, and run bulk pay run and STP. You can also create your white-label software and add team members.

After you have invited or imported your clients you can access your client files on the agent dashboard.

To access your list of clients, click on ‘Agent home' in the left-hand column if you're not there.

To access your client's payroll, simply click on the client you require.

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

Once you have subscribed for your client you can access your client's billing page by selecting the ellipses on the right side of the client's tab and selecting ‘Billings’.

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.