Why accountant partners want visibility
When a practice refers payroll to a bureau, the practice still owns the client relationship. If a client calls them about payroll, they need to answer without ringing you first. A shared view of every pay run, deadline and query lets them do that.
What a partner practice gets
- Their own branding. The portal shows the practice's name, logo and colours, so their clients see a consistent service.
- Every client in one place. All the payrolls you run for that practice's clients, with live status and what's outstanding.
- Their own logins. Practice staff sign in separately from your team and from the employers themselves.
- Onboarding and contracts. Start new client onboarding and see engagement letters for the clients they've referred.
What your bureau gets
Fewer status calls from partners, a more professional service to offer practices that don't want to run payroll in-house, and a stronger reason for those practices to keep referring clients to you.
Used with real partners today
In the bureau where the portal was built, branded partner views are already set up for the accountancy practices it works with, each with its own name, logo and colours.
Questions
What does white-label mean here?
Each accountant partner sees the portal with their own name, logo and colours rather than your bureau's, so it looks like part of their service.
Can partners see clients that aren't theirs?
No. A partner practice only sees the clients linked to that practice.