How to Switch Payroll Providers in 7 Simple Steps
Get the guidance you need to find a better payroll solution and make the switch without stress.
What You Will Learn
What's inside the guide
- Guidance on choosing the right switch date and why the start of the year simplifies tax records.
- A due diligence checklist for narrowing a shortlist of payroll providers down to your top two or three.
- Key questions to ask sales reps about implementation, liability, security, fees, support, and scalability.
- A complete list of the company, employee, and tax data your new provider will need from you.
- Specific considerations for leaving a PEO, accounting firm, spreadsheets, or another payroll software provider.
