Implementation Supervisor James Ingram has been helping our clients make the transition to FlexTax® for more than four years. He makes sure our new clients never have to do it on their own. We're with them step-by-step for as long as it takes, until they are fully up and running, with a system that allows them to leave the heavy lifting of managing payroll tax compliance to us. Here, Ingram explains how we support our new clients through the process of implementing state-of-the-art payroll tax software:
A Process Designed Around You
Getting to Know You: Our process starts with a phone call. We get to know you and your payroll, HCM or ERP software. We introduce you to the steps you will need to take to get ready for implementation. We'll lay out the process and walk you through the paperwork you'll need to get started. We'll establish time frames that work for you. It might seem a little overwhelming at first, but our implementation specialists will stay with you through your first quarter-end.
Getting Started: We'll set up passwords and schedule training dates for as many of your employees as you like. One-hour per week training sessions – typically for 4 to 10 weeks – will take you through the processes, at your own pace, and at no additional charge.
Going Live: At this point, you are set up, trained, and ready to go live – but training is still ongoing. We'll have another meeting to review rules and procedures. We'll zero in on the procedures for quarter-end and year-end. We'll continue walking you through the processes through your first live quarter-end.
Graduation: When you're ready, we'll move you over to our operations team, where you will be assigned your own operations specialist – a source of ongoing support for as long as you are a PTM client. You'll have access to broad expertise regarding compliance across local, state and federal agencies. You'll have access to a wide range of reports, like reports that flag missing data, variances or other issues that need attention. You'll have access to customized reporting and detailed accounting to ensure that you are always in balance and in compliance. Most importantly, when you have questions or concerns, you'll talk to the same person. On your schedule.
Hassle-Free Payroll Tax Compliance and Customer Support that Doesn't End
As innovators in the field of payroll tax compliance since 1969, we know how to keep our clients sleeping well at night. It starts with expertise, but it doesn't end there. Our system of software coupled with customer support is the best in the industry. We know because many of our clients have told us so. And because we follow up every implementation with a survey to find out what we could be doing better.
At Payroll Tax Management, we are part of a family of companies dedicated to providing solutions to the payroll industry across the entire landscape of compensation issues, including time and attendance, ACH direct deposit payroll processing and a wide range of HR solutions. We are committed to our clients' success at every step. Click on the link below to learn more.