Does your company have an accounting or bookkeeping firm that assists with your payroll and they already have an account with Wagepoint? The steps below will assist you with adding their access to your account. You must be the account owner to complete these workflow.
Invite accounting/bookkeeping firm to manage your account
1. In the navigation menu, go to Settings.
2. Under Company settings, select Accounting/Bookkeeping firm.
3. Enter in the unique Company ID provided to you by your Accounting/bookkeeping firm.
- If they do not have an ID #, click Use email instead, then enter the email address associated with the firm’s account.
- If Wagepoint cannot locate a firm associated with the email address, enter a First name, Last name, and email address. The firm will receive an invitation to create an account to get access to your company.
4. Assign a role for the Accounting/bookkeeping firm:
- Payroll Administrator: This role will give the firm access to your company, including the permission to run and approve payroll.
- Report Administrator: This role will only give the firm access to your company’s payroll reports.
5. Click Invite.
6. You will be redirected to the Roles & Permissions page where you can review the firm’s role and permissions. See Review and manage accounting/bookkeeping firms and administrators article for more details.
Accept invitation to connect with accounting/bookkeeping firm
1. Ask your accounting/bookkeeping firm to send you an email invitation.
2. When you receive the email invitation, log into your Wagepoint account.
3. Upon login, you will be prompted to Accept or Decline the request to connect.
4. Under Role Requested, review the role your firm has requested and make any desired changes.
5. Click Accept.