Dedicated Experts Helping You Serve Your Clients Better A ...

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—Matt CPA Care Dedicated Experts Helping You Serve Your Clients Better

Transcript of Dedicated Experts Helping You Serve Your Clients Better A ...

Page 1: Dedicated Experts Helping You Serve Your Clients Better A ...

—Matt

The answers you need, when you need themCPA Care is your free, personal concierge service, your dedicated Paycor contact and (sometimes) your life-saver. Whether it’s a request from a client, an auditor or a government agency, you are faced with many situations where you’re expected to deliver answers—and fast. CPA Care is here to provide you immediate access to information, making your job easier.

Your one-stop shopWe o�er you direct access to experts that have answers, so you don’t have to call multiple departments to �nd what you need. From payroll questions and custom reports to legislation updates and tax laws, CPA Care is your one-stop resource. What’s more, we o�er your clients award-winning personal service, easy-to-use products and immediate access to reports.

513.719.1300 [email protected]/cpacare

A proactive approach to year endCPA Care and Paycor specialists help you and your clients during year end. To ensure you get through year end as smoothly as possible, we make proactive phone calls and provide you with year-end materials.

Extended hours during tax seasonTax season can be a chaotic time for you and your �rm. That’s why CPA Care has extended hours during your busy months to help you get through. You can ask client questions or request reports during these special hours.

My CPA Care Advocate is on top of every request we throw at her. She is a valuable asset to my firm. It is like we have a staff person working at Paycor!

014_0413Call toll free866.729.2671

Visit us onlinepaycor.com/cpacare

Extremely responsive. I have never had to wait over 15 minutes for what I ask for.

If I have a question or concern, I know I can count on my CPA Care Advocate to get me the answer promptly.

CPA Care

HOW CAN CPA CARE HELP YOU?—Michele

What CPAs are saying

Your single point of contact for quick, responsive service

Dedicated Experts Helping You Serve Your Clients Better

Kevin A.CPA in Cincinnati, OH

Lauri H.CPA in Amherst, OH

Terri H.CPA in Olathe, KS

Page 2: Dedicated Experts Helping You Serve Your Clients Better A ...

—Matt

The answers you need, when you need themCPA Care is your free, personal concierge service, your dedicated Paycor contact and (sometimes) your life-saver. Whether it’s a request from a client, an auditor or a government agency, you are faced with many situations where you’re expected to deliver answers—and fast. CPA Care is here to provide you immediate access to information, making your job easier.

Your one-stop shopWe o�er you direct access to experts that have answers, so you don’t have to call multiple departments to �nd what you need. From payroll questions and custom reports to legislation updates and tax laws, CPA Care is your one-stop resource. What’s more, we o�er your clients award-winning personal service, easy-to-use products and immediate access to reports.

513.719.1300 [email protected]/cpacare

A proactive approach to year endCPA Care and Paycor specialists help you and your clients during year end. To ensure you get through year end as smoothly as possible, we make proactive phone calls and provide you with year-end materials.

Extended hours during tax seasonTax season can be a chaotic time for you and your �rm. That’s why CPA Care has extended hours during your busy months to help you get through. You can ask client questions or request reports during these special hours.

My CPA Care Advocate is on top of every request we throw at her. She is a valuable asset to my firm. It is like we have a staff person working at Paycor!

014_0413Call toll free866.729.2671

Visit us onlinepaycor.com/cpacare

Extremely responsive. I have never had to wait over 15 minutes for what I ask for.

If I have a question or concern, I know I can count on my CPA Care Advocate to get me the answer promptly.

CPA Care

HOW CAN CPA CARE HELP YOU?—Michele

What CPAs are saying

Your single point of contact for quick, responsive service

Dedicated Experts Helping You Serve Your Clients Better

Kevin A.CPA in Cincinnati, OH

Lauri H.CPA in Amherst, OH

Terri H.CPA in Olathe, KS

Page 3: Dedicated Experts Helping You Serve Your Clients Better A ...

Custom Web ReportingReport access when and where you need it

Our cloud-based reporting application gives you quick, easy access to client data and allows you to con�gure reports with the data you need. Just point and click to create custom reports in minutes, or choose from a number of standard reports. From organizational summaries to expanded YTD reports, Custom Web Reporting puts your clients’ information at your �ngertips.

Employee Administrationº Employee handbooks

º HR best practices

º HR advice & guidance

º Employment screening

º Benefits management

º Applicant tracking

Payroll & Time

º Payroll & tax filing

º Online check stubs

º Employee mobile access

º Time management

º Attendance tracking

º Time clock devices

Additional Services

º Custom reports

º Workers’ compensation

º Tax credit services

º Retirement servicesincluding 401(k)

What Paycor Offers You

HR Support CenterYour resource when clients look to you for HR guidance

How often do your clients come to you with HR-related questions? Paycor o�ers your clients an online database with useful guides, templates, checklists, best practices and legislative alerts to keep their HR functions e�cient and compliant. Your clients can also upgrade to HR On Demand and have access to HR professionals who can answer their speci�c questions.

24 HR

SINGLE POINT OF CONTACTOne phone number and email

RELIABILITYAnswers without having to go to the client

ACCOUNTABILITYTeam is committed to getting you what you need

RESPONSIVENESSResolution by end of business day

INDUSTRY EXPERTSNeed-to-know information from newsletters and webinars

PROACTIVE APPROACHGuiding you and your clients through year end

FREE CONCIERGENo charge for using CPA Care or requesting reports

CUSTOM REPORTINGAccess to your clients’ data

Your clients get a lot more than just payroll

WAGES 401(k)

WORKERS’ COMP EMPLOYEE CENSUS DATA

DEDUCTIONS

We make you a payroll & HR expert for your clients

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Custom Web ReportingReport access when and where you need it

Our cloud-based reporting application gives you quick, easy access to client data and allows you to con�gure reports with the data you need. Just point and click to create custom reports in minutes, or choose from a number of standard reports. From organizational summaries to expanded YTD reports, Custom Web Reporting puts your clients’ information at your �ngertips.

Employee Administrationº Employee handbooks

º HR best practices

º HR advice & guidance

º Employment screening

º Benefits management

º Applicant tracking

Payroll & Time

º Payroll & tax filing

º Online check stubs

º Employee mobile access

º Time management

º Attendance tracking

º Time clock devices

Additional Services

º Custom reports

º Workers’ compensation

º Tax credit services

º Retirement servicesincluding 401(k)

What Paycor Offers You

HR Support CenterYour resource when clients look to you for HR guidance

How often do your clients come to you with HR-related questions? Paycor o�ers your clients an online database with useful guides, templates, checklists, best practices and legislative alerts to keep their HR functions e�cient and compliant. Your clients can also upgrade to HR On Demand and have access to HR professionals who can answer their speci�c questions.

24 HR

SINGLE POINT OF CONTACTOne phone number and email

RELIABILITYAnswers without having to go to the client

ACCOUNTABILITYTeam is committed to getting you what you need

RESPONSIVENESSResolution by end of business day

INDUSTRY EXPERTSNeed-to-know information from newsletters and webinars

PROACTIVE APPROACHGuiding you and your clients through year end

FREE CONCIERGENo charge for using CPA Care or requesting reports

CUSTOM REPORTINGAccess to your clients’ data

Your clients get a lot more than just payroll

WAGES 401(k)

WORKERS’ COMP EMPLOYEE CENSUS DATA

DEDUCTIONS

We make you a payroll & HR expert for your clients

Page 5: Dedicated Experts Helping You Serve Your Clients Better A ...

Custom Web ReportingReport access when and where you need it

Our cloud-based reporting application gives you quick, easy access to client data and allows you to con�gure reports with the data you need. Just point and click to create custom reports in minutes, or choose from a number of standard reports. From organizational summaries to expanded YTD reports, Custom Web Reporting puts your clients’ information at your �ngertips.

Employee Administrationº Employee handbooks

º HR best practices

º HR advice & guidance

º Employment screening

º Benefits management

º Applicant tracking

Payroll & Time

º Payroll & tax filing

º Online check stubs

º Employee mobile access

º Time management

º Attendance tracking

º Time clock devices

Additional Services

º Custom reports

º Workers’ compensation

º Tax credit services

º Retirement servicesincluding 401(k)

What Paycor Offers You

HR Support CenterYour resource when clients look to you for HR guidance

How often do your clients come to you with HR-related questions? Paycor o�ers your clients an online database with useful guides, templates, checklists, best practices and legislative alerts to keep their HR functions e�cient and compliant. Your clients can also upgrade to HR On Demand and have access to HR professionals who can answer their speci�c questions.

24 HR

SINGLE POINT OF CONTACTOne phone number and email

RELIABILITYAnswers without having to go to the client

ACCOUNTABILITYTeam is committed to getting you what you need

RESPONSIVENESSResolution by end of business day

INDUSTRY EXPERTSNeed-to-know information from newsletters and webinars

PROACTIVE APPROACHGuiding you and your clients through year end

FREE CONCIERGENo charge for using CPA Care or requesting reports

CUSTOM REPORTINGAccess to your clients’ data

Your clients get a lot more than just payroll

WAGES 401(k)

WORKERS’ COMP EMPLOYEE CENSUS DATA

DEDUCTIONS

We make you a payroll & HR expert for your clients

Page 6: Dedicated Experts Helping You Serve Your Clients Better A ...

—Matt

The answers you need, when you need themCPA Care is your free, personal concierge service, your dedicated Paycor contact and (sometimes) your life-saver. Whether it’s a request from a client, an auditor or a government agency, you are faced with many situations where you’re expected to deliver answers—and fast. CPA Care is here to provide you immediate access to information, making your job easier.

Your one-stop shopWe o�er you direct access to experts that have answers, so you don’t have to call multiple departments to �nd what you need. From payroll questions and custom reports to legislation updates and tax laws, CPA Care is your one-stop resource. What’s more, we o�er your clients award-winning personal service, easy-to-use products and immediate access to reports.

513.719.1300 [email protected]/cpacare

A proactive approach to year endCPA Care and Paycor specialists help you and your clients during year end. To ensure you get through year end as smoothly as possible, we make proactive phone calls and provide you with year-end materials.

Extended hours during tax seasonTax season can be a chaotic time for you and your �rm. That’s why CPA Care has extended hours during your busy months to help you get through. You can ask client questions or request reports during these special hours.

My CPA Care Advocate is on top of every request we throw at her. She is a valuable asset to my firm. It is like we have a staff person working at Paycor!

014_0413Call toll free866.729.2671

Visit us onlinepaycor.com/cpacare

Extremely responsive. I have never had to wait over 15 minutes for what I ask for.

If I have a question or concern, I know I can count on my CPA Care Advocate to get me the answer promptly.

CPA Care

HOW CAN CPA CARE HELP YOU?—Michele

What CPAs are saying

Your single point of contact for quick, responsive service

Dedicated Experts Helping You Serve Your Clients Better

Kevin A.CPA in Cincinnati, OH

Lauri H.CPA in Amherst, OH

Terri H.CPA in Olathe, KS