Integrations

Agent Portal

Here we give an overview of the Agent Portal

Once you've set up your agent account, you will have access to the agent portal.

In the agent portal, you are able to add and set up your clients, run their payroll and submit STP, create your own white-label software and add team members if you belong to a firm.

If you need to return to the portal, just click on the Agent Portal button that will be written at the top of the screen.