Payroll Partner Program for CPAs | Netchex
CPA

Your Clients’ Payroll Errors Are Landing on Your Desk. Let’s Fix That.

Netchex gives CPAs and accounting firms clean, exportable payroll and GL data — in the format your software already uses. No reconciliation headaches, no duplicate entry, no competing with your practice. Just accurate data, on time, every time.

A Partner That Truly Has Your Back

We built this program to amplify your value — not replace it. Here’s what you can count on every single day.

We Don’t Compete With You. Ever.

Netchex is payroll and HR technology — not a bookkeeping service, tax advisory firm, or accounting practice. We make payroll run accurately and on time so your clients come to you for the strategic guidance only a CPA can provide. Your relationships stay yours, and your advisory value only gets stronger.

Your Client Data, Exactly When You Need It.

Payroll summaries, GL exports, tax filings, and compliance reports — available on demand in the formats your software uses. Stop chasing clients for data and start getting what you need without asking twice.

Bad Payroll Data Becomes Your Problem at Month-End

When your clients run payroll on a system that doesn’t integrate with your accounting software, you inherit the reconciliation work. The data is late, incomplete, or in the wrong format — and you end up cleaning it up instead of advising on it.

  • Manual payroll-to-GL reconciliation consuming staff time every pay period and month-end close
  • Payroll reports in formats that require reformatting before they’re usable in your accounting system
  • Tax liabilities that don’t match payroll registers due to mid-year manual corrections in the client’s system
  • 941 and state filing errors surfacing at year-end that trace back to payroll provider miscalculations
  • Clients who change payroll providers mid-year, creating data gaps you’re left to bridge
Partner with Netchex
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From Client Payroll to Your Books — Without the Manual Work.

Payroll runs in Netchex, tax liabilities are calculated and filed automatically, and clean GL data flows directly into your accounting platform — every pay period.

Step 1

Client Runs Payroll

Payroll processes in Netchex with automated tax calculations, deductions, and garnishments applied correctly every time

Step 2

Accurate Payroll Data

Verified payroll summaries, registers, and tax liability reports available in your partner portal immediately after each run

Step 3

GL Export

Mapped payroll entries export automatically to your GL platform in the chart of accounts format you specify

Step 4

Your Books Are Clean

Month-end close is faster, tax filings reconcile cleanly, and your advisory time goes to strategy — not data correction

What Cleaner Payroll Data Means for Your Practice

Improved payroll accuracy by

46%
Fewer errors at source means fewer adjustments downstream — your GL reconciles faster and cleaner every period

Manual HR admin time reduced by

57%
Your clients spend less time managing payroll manually — freeing them for the decisions you’re actually advising on

Compliance risk reduced

65%
Automated 941, FUTA, SUTA, and state tax filings eliminate the manual tax liability mismatches CPAs catch at year-end

Tax filing handled

100%
Federal, state, and local tax deposits and filings managed by Netchex — with a tax accuracy guarantee

FLSA penalties avoided

$1k+
Automated overtime calculations and FLSA compliance protect your clients from wage and hour violations at the source

Client satisfaction score

98%
Clients who are happy with their payroll are more likely to stay engaged with the CPA who recommended it

Built to Make Your Advisory Practice More Valuable

Accurate data, GL integrations your way, and a referral program that rewards the relationships you’ve built with your clients.

Exclusive Client Pricing

Earn referral compensation for every client you bring to Netchex. You’ve already built the trust — this program rewards you for it, with no ongoing management required.

AskHR — Free for Every Client

Every client you refer gets AskHR at no additional cost. Employee HR and payroll questions are answered instantly, reducing the operational noise that distracts from the work you’re there to do.

GL Integration — Your Chart of Accounts

Netchex maps payroll entries to your client’s existing chart of accounts and exports in the format your GL software accepts — so month-end close actually closes on time.

On-Demand Reporting Access

Partner portal access gives you direct, read-only reporting on payroll summaries, tax liabilities, and filings for your referred clients — without having to call anyone for the data.

Year-End Made Simple

W-2s, 1099s, ACA filings, and year-end reconciliation reports are accurate, on time, and available from the same system that ran payroll all year. No data gaps, no last-minute corrections.

Tax Accuracy Monitoring

Netchex has a team dedicated to monitoring the accuracy of all tax calculations and filings — giving you and your clients complete confidence.

Co-Marketing

Add Payroll Expertise to Your Client Value Proposition

Co-branded materials that help you introduce Netchex to your clients as a natural extension of the accounting relationship — not a separate vendor conversation.

Co-branded one-pagers positioning Netchex as your recommended payroll technology partner

GL integration setup guides for QuickBooks, Sage, NetSuite, and other platforms

Year-end payroll checklist for your clients — co-branded and print-ready

Tax compliance calendar and payroll deadline reminders to share with clients

Email templates for introducing Netchex to your client base

Full partner asset library via the Netchex Highspot portal

Get Your Guide →
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What Our Partners Are Saying

Southwest Region CPA Firm
The QuickBooks integration alone saved our staff hours every month. Payroll entries map directly to our clients’ charts of accounts — we stopped doing manual journal entries six months ago and haven’t looked back.
Partner Accounting Firm
We recommended Netchex to a manufacturing client with complex overtime rules and multiple pay rates. The tax accuracy and the GL export have been flawless — not a single penalty in two years. That’s the kind of result that makes referrals easy.
4.5/5 star

Crowd 4.5 / 5 star

5/5 star

Google 5 / 5 star

4.5/5 star

Capterra 4.5 / 5 star

4.5/5 star

Software Advice 4.5 / 5 star

4.5/5 star

GetApp 4.5 / 5 star

4/5 star

Trust Radius 4 / 5 star

Joining Takes Minutes. The Partnership Lasts Years.

No long contracts. No complicated setup. Just a short form and a dedicated partner specialist ready to get you going.
Apply & Get Onboarded: Fill out the form below. We’ll have you connected with your dedicated Partner Manager within days — not weeks.
Get Listed & Start Referring: Your firm goes live on the Netchex Partner Directory. Refer clients and watch them experience the platform built around their retirement plan needs.
Watch Your Book Grow: Netchex delivers the technology, support, and data accuracy that turns satisfied clients into your best referral source.
Ready to Partner with Netchex?
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