One portfolio portal
Move among companies without mixing each client's context.
CPA firm portal
A client-by-client workflow to review, calculate, and close payroll
The CPA portal brings together the firm's active clients and opens each company in its own context with granted permissions. The firm owner can organize the team and assign a service scope for each client.
Each period moves through intake, processing, review, approval, and closing stages. A CPA can import hours from CSV or enter them manually, recalculate, and publish pay stubs when the work is ready.
The withholding tab supports review of Puerto Rico Treasury parameters, automatic or CPA-defined manual amounts, and simulation before saving. Exports help reconciliation; they do not replace professional judgment or filing.
What it solves
Visible workflow
Defined stages from intake through a finalized period.
Flexible input
Import an hours CSV or work with the data manually.
Reviewable withholding
Simulate automatic parameters or CPA-defined amounts.
Step by step
- 1
Select the client
Enter the company with the firm's assigned permissions.
- 2
Prepare and review
Load hours, recalculate, and review withholding and adjustments.
- 3
Approve and close
Advance the period, publish pay stubs, and retain final status.