How to access your clients’ payroll in the Payroller Agent Portal

Learn how to access your clients’ payroll in the Payroller Agent Portal with our simple guide below.

Step 1:  Click on the “Clients” section in your Payroller Agent portal. 

The clients section is in the left-hand column.

You should see the above screen.

Step 2: Click on a client to access their payroll.

If you want to return to the agent portal, just click on the Agent Portal button at the top of the screen.

Step 3 (Optional): Select the ellipses to access your clients’ billings

Select the ellipses on the right side of the client’s tab and select “Billings”

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Here you can view your client’s subscription page.

Discover more tutorials & get the most out of 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 sign up for a Payroller subscription as an agent on the behalf of clients so that your clients can access all Payroller features across web app and mobile app.

Accountants and bookkeepers can follow our simple user guides for managing clients’ Payroller subscriptions as Agents.