We’ve perfected a four-step onboarding process designed to get your team paid accurately and on time, with minimal disruption to your daily operations.
We begin with a brief consultation to align on your specific business needs. We review your current payroll cycle, identify any "pain points" from your previous provider, and outline the clear expectations and timelines for your first "live" run.
Shortly after our call, you will receive two secure links to kick off the process:
Service Agreement: Outlining our commitment to your service and your responsibilities.
Company (Client) Setup Form: Capturing the essential data to build your company profile. Note: Our implementation clock officially starts the moment these digital forms are submitted.
Within 24–48 hours of receiving your setup forms, we move into the data-gathering phase. You will receive a secure request for:
Form 8655: Authorizing AccuPay as your reporting agent for federal/state tax filing.
Signature Authorization: To ensure seamless electronic processing.
Employee Census Data: We’ll collect your team’s info via your preferred method (spreadsheet, secure portal upload, or manual entry).
Within a day or two of completing Step 3, we schedule a final Zoom Review. We’ll walk through your account configuration together, confirm every deduction and tax code is correct, and process your first payroll run side-by-side to ensure 100% accuracy.
Please submit the following forms:
