Payroll processing

Send us your information, then sit back and relax. We set up garnishments and other tax withholdings to calculate how much your people should be paid.

Whether you run payroll weekly, bi-weekly, semi-monthly or monthly, our payroll software takes the stress out of payday.

Take your pick of payment methods:

  • Reloadable paycards
  • Direct deposit to employee bank accounts
  • Printed checks

Payroll taxes

Trade guesswork for full-service tax management with our online payroll services. We’ll manage it all so you can focus on your small business.

We’ll handle calculation, automated tax filing and payments on your behalf for employer and employee taxes.

Offload time-consuming tax payments:

  • Social Security and Medicare taxes
  • Local income taxes
  • State and federal taxes

Integrations

Manage retirement plans, oversee workers’ comp and update your general ledger with flexible integrations.

Unify your data with these partners:

  • Nimble – Track employee health insurance eligibility and Affordable Care Act (ACA) status
  • Ease and Employee Navigator – Add new employees and sync benefits-related payroll deductions in a snap
  • QuickBooks – Simplify importing payroll data (or having your CPA do it) with timekeeping and bookkeeping software

Reporting

Generate and download prebuilt or custom reports from any internet-connected device.

Use the insights you gain to track progress, improve processes, forecast expenses and plan for the future.

Get in-depth, real-time reports on:

  • Payroll history
  • Bank transactions
  • Contractor payments
  • Paid time off
  • Tax payments

Safeguarding your data is our top priority

Rest easy knowing sensitive payroll data is safe with our regularly updated security measures. Managing data access is simple with user rules and security levels. Enabling multi-factor authentication adds another layer of protection by verifying your identity with a unique passcode when you sign in, use a new device or download sensitive data.

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401K / 403B / Pension / IRA Pre Q Discovery Form

Personal Details:
Personal Income:
Spouse Details:
Spouse Income:
DEBT:
ASSETS:
Savings / CD
Real Estate:
Primary Residence
Investment Property

Optimized Retirement Pre Q Discovery Form

Personal Details:
Personal Income:
Spouse Details:
Spouse Income:
DEBT:
ASSETS:
Savings / CD
Real Estate:
Primary Residence
Investment Property

Commercial Lending Pre Q Form

********** NOTE: Partial Interest Only loans have an initial IO period, followed, by a fully amortizing period until maturity. The initial IO period generally depends on the Rate Type. 5/6 ARM = 5 years 7/6 ARM = 7 years 10/6 ARM & 30 YR FRM = 10 years" **********