“For example, my firm recently had some changes in team members as well as added new clients. “With these views, you can stay on top of the payroll services you provide or be proactive on important matters impacting your clients if they are processing their own payroll,” she said. “ Seeing everything in one place can save you time, give you more control over payroll tasks, and allow you to access more information in one place.”Īccording to Kildal, the new dashboard offers a view of the most important payroll activities, including when payroll needs to be processed, what taxes and filings are coming up, and where the client is in the setup process – her favorite feature she uses in her own firm.
“While the addition of the payroll dashboard may seem like a simple thing, I believe it will have a pretty noticeable impact on how it will help you and your team manage payroll setup, processing and reporting,” said Stacy Kildal, founder of Kildal Services LLC, and a member of Intuit’s Trainer/Writer Network.
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