Paychex, a leading provider of human capital management solutions, has rolled out Paychex Partner Pro, a next-generation portal aimed at enhancing how accountants manage client relationships and deliver advisory services. The new platform offers streamlined access to payroll, HR data, and key business insights from Paychex Flex®, helping accountants increase efficiency and better anticipate client needs.
“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,” said Ted Jordan, vice president and general manager of HCM solutions – small market at Paychex. “These enhanced features ensure accountants have the tools they need to be more efficient and proactive for their clients.”
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Replacing the earlier AccountantHQ interface, the new dashboard allows accountants to interact with client data in a manner consistent with what clients see on Paychex Flex. Notable features include advanced client search, issue alerts like missing tax or payroll data, and the ability to pin priority clients for easier access.
Paychex will showcase Partner Pro during AICPA® & CIMA® Engage 2025 in Las Vegas, offering live demos and CPE-eligible sessions to help firms optimize their HR advisory strategies.
