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Paychex, Inc., a leading human capital management (HCM) company, has launched a new experience for accountants called Paychex Partner Pro. This new portal is designed to provide accountants with enhanced tools and insights to better serve their business clients who use Paychex Flex®.
Key Features and Benefits of Paychex Partner Pro:
* Centralized Access and Streamlined Workflows: Accountants previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access a broad range of Paychex Flex functionality through an intuitive dashboard. This aims to simplify workflows and provide a user experience that matches what their clients see.
* Proactive Insights: The platform offers proactive insights to help accountants manage their book of business. This includes:
* Aggregated client payroll and HR information.
* The ability to identify and address outstanding issues.
* Identification of missing information (e.g., tax IDs, social security numbers, missed payroll dates) to help reduce potential penalties.
* Enhanced Client Advisory Services (CAS): By providing quick access to critical client data, reporting, and insights, Paychex Partner Pro aims to strengthen accountants’ ability to offer valuable client advisory services.
* Improved Client Management:
* Client search capabilities with the option to “pin” up to five clients to the main dashboard for easy access to key details.
* Access to a dedicated hub offering advanced and relevant client-specific insights.
* Integration with Popular Accounting Software: Paychex Flex integrates with various accounting software like QuickBooks, Xero, Sage Intacct, and Oracle NetSuite, facilitating data transfer and a holistic view of client data.
* Dedicated Support: Accountants using Paychex Partner Pro will have access to a dedicated hub for advanced customer-specific insights and priority support.
This new offering reinforces Paychex’s commitment to improving the accountant experience through continuous innovation, aiming to make accountants more efficient and proactive for their clients. Accountants can experience a demo of Paychex Partner Pro at AICPA® & CIMA® Engage 25 in Las Vegas from June 9-12.

Video courtesy of Interactive Brokershome

Video courtesy of Interactive Brokers