All your companies, one account
Your firm has its own account
When you sign up, choose to be an accountant. Your firm (individual or company) gets its own code so your clients can invite you, and from your portal you see your firm's overview, your linked companies, your staff and the to-dos of all your clients.
Open any company with one click and work in it with the same screens as always: employees, payroll, contractors, reports and analytics.
Roles for your team
Built to work with many clients
Create companies for your clients
Register the company from your portal, then invite its administrator; it stays linked to your firm.
Request access with the EIN
Request access to a company that already uses Xpayroll with its EIN and its administrator's email. The company approves it.
Invite your staff
Add your team with the Accountant or Accounting Assistant role. Everyone sees the companies linked to your firm.
To-dos across all your companies
One list with what's missing for each client. Save your selections and share them with your team.
Portfolio analytics
Payroll and employees totaled across all your linked companies, or for just one.
Closing package
Download the period's reports in a ZIP or schedule them to arrive by email on their own.
Three ways to link a client
You create it
Register the company from your portal and invite its administrator. The company is linked to your firm from day one.
You request access
If your client already uses Xpayroll, send a request with its EIN and its administrator's email. You'll get access once they approve it.
Your client invites you
The company invites you with your accountant code or your email. If you don't have an account yet, the invitation takes you to sign up.