Let’s work together
We work with trusted advisors just like you—CPAs and enrolled agents, health and workers comp brokers, TPAs, and financial advisors—to make sure the power of client data serves all parties involved in running clients’ businesses successfully.
Improving our clients’ businesses
Collaboration is the best way to provide our clients with the full support they expect.
Accountant Collaboration
Our tools encourage sound accounting fundamentals and enable dynamic general ledger reporting.
Workers Comp Integration
No more year-end surprises. We track, report, and manage the entire comp as you go process from weekly processing to year-end audits.
Benefits Administration
Fully integrated online open enrollment and benefits administration tools to enable client success.
Investment Advisors
Retirement tracking and reporting to ensure compliance and financial stability.
You handle the work. We’ll handle the paperwork.
We’ll stay in the weeds to manage your payroll, Human Resources, and compliance needs.