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Accountants & Bookkeepers

Add and manage client accounts or request report share access.

  • Add administrators

    Account owners can create partner and client administrators; however, partner administrators can only create client administrators. Here’s a handy chart that shows what functionality is available to w...

  • Add a client

    Accountants and bookkeepers who use Wagepoint to process payroll for their clients can be set up to add multiple clients to their master account.  Log in to your Wagepoint account. In the dashboard, c...

  • Payroll Tasks

    The Payroll Tasks tab has three sections:  Payroll due today by 3 pm ET Payroll due this week Payroll due next week The list of clients displayed depends on the user’s access type. Account owners and ...

  • Manage client billing

    Click the + icon to add a client.  Billing setup > Client will pay the fees – selecting this option means that Wagepoint’s processing fees will be billed directly to the client when payroll is finaliz...

  • Setup report share access

    Report share users only have access to a specific company's payroll reports (.pdf and .csv) for a period of 30-days from when the reports become available.  Navigate to the Reports > Share reports tab...