Content: The Wholesale Client ExperienceThe Retail Client Experience The Accountant Experience Steps to Providing Sign-in Access The Wholesale Client ExperienceYou may optionally allow wholesale clients to access their accounts using the website www.managepayroll.com. For these clients, the Intuit Online Payroll name has been substantially removed. The screenshot below shows the Payday page. Notice that your firm's name will be prominently displayed along the top, while the Intuit Online Payroll name is not present. The screenshot below is an example of a payday reminder that has been sent to both the accountant and the client. Notice that the From Name is filled with your firm's name. The Reply To field contains your email address, so that if your client replies to the email, it will be sent to you directly. The Intuit Online Payroll name is not present in the email. TopThe Retail Client ExperienceYou can allow retail clients to access their accounts. Retail clients deal directly with Intuit Online Payroll. Have them sign in from iop.intuit.com. Your own firm's name will be prominently displayed along the top alongside the Intuit Online Payroll name. Email communication that retail clients receive will come from Intuit Online Payroll. TopThe Accountant ExperienceFrom within your master account,
TopSteps to Providing Sign-in AccessYou can add client access when you set up a client, or you can add it from the Contract Information page.
Issues regarding the client's payroll are communicated via email. By default, all emails are sent to both you and the email address that you specify for your client. You can change the email settings at any time from the Email Preferences page. From the Setup tab in the client's account, click Preferences, then click Email Preferences. On the Email Preferences page, you can specify who receives which emails. Your client now has the access level you specified. Clarify with your clients exactly which payroll tasks you expect them to perform and which you will perform. Top |