Paychex Review

Christian Rigg

In a Nutshell

Paychex offers a variety of tools to help accountants better understand, discuss, and act on clients’ Payroll and HR situation, including the AccountantHQ dashboard which provides both quick overviews and in depth reporting and analysis. The paid HR Support subscription grants access to a team of HR advisors 24/7/365, while many other resources are available for free.

pros

  • Tons of free resources for accountants
  • 24/7/365 HR and Payroll advisory service
  • Powerful AccountantHQ dashboard

cons

  • Utility depends on clients’ use of Paychex software
  • Must contact vendor for pricing information

Paychex Paychex Visit Site

Paychex at a Glance

Best for: Accounting firms & professionals
Price range: Contact vendor
Key features: HR support, compliance support, CPE webinars, accountant-specific dashboard
Apps: Web, iOS/Android (Select+)
Integrations: QuickBooks, Xero, Indeed, Bamboo and more

Paychex Ease of Setup and Use

The Paychex AccountantHQ dashboard for accounting firms and professionals is relatively easy to set up, although the overall time and effort will depend on the number of clients an accountant has, and the size and complexity of their operations. 

The platform is available on the web and via a mobile application, and bears a quite clean and intuitive interface. In fact, it’s a simpler interface than that of Paychex HR and Payroll software and was clearly built with accounting professionals in mind, with quick access to reports, a list of your Paychex HR and Payroll clients with contact details for each client’s payroll specialist, plus a knowledge center and live support. 

Of course, this only works for customers using Paychex HR and Payroll, so the overall utility is entirely dependent on whether your clients use, or are willing to switch to, Paychex’ services. 

Paychex Pricing and Plans

Accountants interested in HR Support should contact Paychex directly. Access to the AccountantHQ dashboard, CPE Webinars and courses for credit, and regulatory support is 100% free.

You can also opt into the AICPA-Paychex Partner Program, which includes 1 free month of payroll, retirement, and HR services, plus a 6-month money-back guarantee for the first 2 services. The program also includes special offers for your clients on Paychex or to incentive them to make the switch. 

Paychex Features

Paychex offers a wide range of services and resources for accounting professionals, and integrates easily with accounting software. It’s fully cloud-based, so you can access your Payroll, HR, and other services from anywhere. Paychex can be used alongside your accounting software to make running a firm easier and more cost-effective.

HR Support

Many accounting firms and professionals are having to grapple with more and more HR-related questions. If you’ve had an informal approach to advising clients but would like to take it a step further, Paychex’ HR Support module can help you do so.

Subscribing to the service gives you access to a team of HR professionals for round-the-clock consultation. It’s a clever solution to a problem many accountants face today: providing tools and knowledge to accountants on an as-needed basis. The service is available 24/7/365 by phone and chat. 

AccountantHQ

To the same end, Paychex’ AccountantHQ dashboard enables customers to view client data, including payroll, general ledger, and HR information. The service includes a variety of reporting tools to get a better handle on clients’ HR-related accounting situations, and compare situations across time, or even across customers, to highlight opportunities and successes. 

You can view payroll reports as needed, without the need to submit formal, individual requests to clients—a boon for accountants during tax time, when quick turnarounds are essential to meeting customer expectations. 

CPE Webinars

Paychex offers regular Continuing Professional Education (CPE) webinars for accounting professionals. Paychex has also worked with the AICPA and CPA.com to develop a series of free, online self-study courses that grant CPE credits, including courses on ethics; planning, budgeting, and forecasting; corporate tax; and more.

You can also view past webinars, like “Hot Year-End Tax Topics”, “Q3 Form 941 Changes and Related Updates,” and “Understand How Recent Legislation Affects Your Clients’ Retirement Plans.”

Compliance Support

Finally, Paychex’s regulatory updates are intended to help accountants keep on top of any changes that can impact a clients’ payroll, taxes, and 401(k) or other retirement plans. You can also download a Client HR Compliance Analysis PDF to help accountants take a more active role in a client’s payroll and HR. 

Paychex Paychex Visit Site

Paychex Customer Support

Paychex is known for offering industry-leading customer support for its HR and Payroll customers, but this also extends to its accounting clients as well. All HR Support subscriptions include 24/7/365 chat and telephone support. You also have contact details for your customers’ own customer support representative, so that you can liaise with them directly.

The advantage here is obvious, as you can discuss a client’s HR and Payroll accounting situation directly with the Paychex representative who oversees these services and answers your client’s payroll-related questions. 

In addition, and as discussed in the Features section, Paychex also includes a wide range of support resources for accountants, including free CPE-credit courses, regulatory updates, webinars, and a knowledge center dedicated to the intersection of HR, payroll and accounting. 

Bottom Line

While not accounting software per se, Paychex offers a variety of tools for accounting professionals to help them better serve customers and maintain close, beneficial relations. The AccountantHQ dashboard in particular promises to be of great use, provided a firm’s clients all or primarily use Paychex. The wealth of resources for accountants is truly impressive and of utility to all, and reinforces Paychex’ position as a preferred partner of the AICPA. 

Christian Rigg is a freelance writer who’s spilled ink on everything from finance and technology to data science and Ancient Roman pottery. Born and raised in Canada, he currently lives in the south of France.

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