Agent Account

Jenny Park avatar
14 articles in this collection
Written by Jenny Park

Removing team members

Here we will go over how to remove team members from the agent portal
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Accountants and Agent EOFY offer FAQ

Answers to some of the most frequently asked questions to the accountants and agent EOFY offer
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Changing your employer account to an Agent Account

Here we explain how to switch from an employer account to an agent account.
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Agent Portal

Here we give an overview of the Agent Portal
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Adding clients by Invitation

Here we explain how you can add clients by sending them an invitation
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Importing clients and employees

Here we break down how you can manually import your clients and their employees.
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Accessing your clients' payroll

Here we show you how you can access your clients' payroll.
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

How to edit a client's email address from the agent portal

Here we will go over how to edit a client's email address from the agent portal
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Bulk Payroll and STP

Here we show you how to complete a bulk pay run and a bulk STP report.
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Setting up White Label

Here we go over how to set up white labelling
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Adding team members

Here we go over how to add a team member
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Deleting clients

Here we go over how you can delete your client's account
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Hiding your profile or the demo profile

Here we go over how you can hide your company's profile or the demo profile in the agent portal.
Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Unlink your client from your agent portal

Here we go over how you can disconnect your client from your agent portal
Jenny Park avatar
Written by Jenny Park
Updated over a week ago