LET'S GET STARTED
SIGN AND DATE OUR ENGAGEMENT LETTER BELOW
(If you have already done this in the past, you do not need to do so again)
FILL OUT THE PAYROLL QUESTIONNAIRE BELOW
GATHER NEEDED PAYROLL DOCUMENTS
Please gather the following documents (if you have had past payroll):
Then you will upload them to our portal in STEP 5.
HAVE EACH EMPLOYEE FILL OUT PACKET
Select the appropriate packet below according to the state by clicking the button and opening the packet. On the next page, click the arrow to download it to your computer.
Have each employee fill out the packet.
Then you will upload them to our portal in STEP 5.
UPLOAD YOUR DOCUMENTS
Please upload your documents that you completed in STEPS 3 and 4 onto our secure portal.
Click the button below to access our secure portal link.
Then, upload ALL documents to the same location.
*Do NOT email them to us.
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