Payroll Tax Services & Software Buyer's Guide

Which PTM Solution Is the Right One for Your Business?

You have options when it comes to selecting a Payroll Tax Management solution, and we’re here to help with that process. PTM has a wide range of products, allowing you to choose one that suit your needs best. Plus, we are well known for helping our clients’ transition to our other options as their needs change. We don’t try to fit everyone into one box. We provide a solution that wraps around how you run your business. With PTM, every client has a voice, and we are often developing custom program changes as part of our overall service.

If you have a unique integration need or specific programming need, let us know. The Payroll Tax Management Buyer's Guide below only makes sense to truly assist our clients with understanding where to get started. So here you are. If you still find yourself struggling with which product to select, just give us a call at (855) 591-9863 or Contact Us directly.

Get a downloadable version of our Buyer’s Guide Get My Guide


FlexTax® ELS FlexTax® Hosted FlexTax® PayTax® Plus


Enterprise Level Software Cloud-Based Software SaaS Solution Full Service
General




Compliance for Federal, State, all Locals, and U.S. Territories
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Process files from leading payroll software platforms
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Complete control over tax processing
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature

$50 million Crime Bond Protection


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
SSAE 18 and financial audits


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Automated EFT Enrollment


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Dedicated SME during implementation and training
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Software and Database maintenance

Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Automated System Updates

Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Tax System Compliance Updates
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Daily




Setup and Maintain Clients via File Imports
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Manage SUI Rate Exchanges
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Work-Flow Dashboards

Payroll Tax Services & Software Feature

User-friendly searches and available customizable Excel reporting
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Creates signature-ready POA Packages
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Tracks tax notices and amendments
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Amendment Filing and Tracking

Payroll Tax Services & Software Feature

Automatically create ACH impound and payment files
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature

Create, print, and reconcile checks
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature

PTM resolves all tax notices and agency communication



Payroll Tax Services & Software Feature
Automated client setup

Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Customizable train-as-you-go implementation
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Automatically schedule and Pay taxes
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Dedicated Account Representative


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Electronic payments tracers and cancelled checks indexed in system
Optional Optional Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Prevent errors and omissions with numerous diagnostic reports


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Funding




Complete control over impound account
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature

Utilize multiple banks for disbursements and collections
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Automated Bank Reconciliation
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Prevents duplicate payments and filing
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
NSF tracking
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Quarter and Year-End




Automates QE, YE and W-2 processing
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Save time and increase accuracy with bulk and online filing
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Detailed Client QE Packages with easy-to-read forms
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Flexible reporting and filing options
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature

Track and process zero payments and filings
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Electronically signed checks and returns
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
optimized for bulk and electronic payment and filing
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Agency-tested and approved files and returns
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Client, Agency and filing data system reports
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Quarter End pre-test available
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Employer and Employee W-2s
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Complete audit performed during QE


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
QE Audit Automation and tracking

Payroll Tax Services & Software Feature

Additional Services




Pay and File Wage Attachments
Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Canadian taxes in addition to U.S.



Payroll Tax Services & Software Feature
Advice of Debit Notification


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Special Project Handling


Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
Multiple Worksite Reporting
Optional Optional Payroll Tax Services & Software Feature Payroll Tax Services & Software Feature
ACA Compliance
Optional Optional Optional Optional
1099 s
Optional Optional Optional Optional
Drawdown Service


Optional Optional
  • American Payroll Association
  • National Association of PEOs (NAPEO)
  • Independent Payroll Providers Association