Paychex, a human capital management company, has announced the launch of its new Paychex Partner Pro portal, for accountants.

This platform is designed to provide accountants with access to essential client data, reporting, and insights, specifically for business clients utilising Paychex Flex.

The Paychex Partner Pro portal is said to redefine how accountants manage their book of business by offering proactive insights in a centralised view. This enhancement is expected to streamline workflows and bolster client advisory services.

Paychex vice president and general manager, HCM solutions – small market, Ted Jordan said:  “Paychex Partner Pro provides a clear view into some of the most critical aspects of today’s accounting operations, including aggregated client payroll and HR information, the ability to address outstanding issues, and, most importantly, identifying missing information that could help reduce potential penalties.”

“These enhanced features ensure accountants have the tools they need to be more efficient and proactive for their clients.”

Jordan continued: “Paychex Partner Pro reinforces our long-standing commitment to improving the accountant experience through continuous innovation based on user needs and industry trends.”

Accountants who were earlier using Paychex’s AccountantHQ now have the ability to access the full range of Paychex Flex functionality through an “intuitive” dashboard that mirrors the client experience.

Key features of the Paychex Partner Pro portal include client search capabilities, with the option to pin up to five clients for access to important details.

It is also said to provides insights to help accountants identify clients with missing tax IDs, social security numbers, or those who have missed payroll dates, thereby staying ahead of potential issues.

Additionally, the portal offers access to a dedicated hub filled with “advanced and relevant” customer-specific insights.

Paychex is set to showcase the Paychex Partner Pro portal at the upcoming AICPA & CIMA Engage 25 conference in Las Vegas, to be held from 9-12 June. Attendees can experience a hands-on demonstration of the portal at the Paychex booth on the expo hall floor.

In addition, Paychex will conduct in-person educational sessions during the conference that are eligible for continuing professional education credits.