About Us

On June 4th, Paychex, Inc. introduced a new portal designed to provide accountants with quick access to critical client data, reporting, and insights for their business clients that use Paychex Flex®. Paychex Partner Pro redefines the way accountants can manage a book of business by providing proactive insights in a centralized view to help streamline workflows and strengthen client advisory services (CAS). Paychex Partner Pro provides a clear view into some of the most critical aspects of today’s accounting operations, including aggregated client payroll and HR information, the ability to address outstanding issues, and, most importantly, identifying missing information that could help reduce potential penalties. These enhanced features ensure accountants have the tools they need to be more efficient and proactive for their clients.  Paychex Partner Pro features include: 

• Client search capabilities with the option to pin five clients to the main dashboard for easy access to key details
• Insights to identify clients with missing tax IDs, social security numbers, and/or missed payroll dates to stay ahead of potential issues
• Access to a dedicated hub that offers firms advanced and relevant customer specific insights

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