Accountants one stop for all their clients
Rhonda Rader | TrustRadius Reviewer
Updated December 21, 2017

Accountants one stop for all their clients

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Paychex Flex

Paychex Flex has consolidated all our clients who utilize Paychex for their payroll needs. We are able to access our client's data and reports which allow us to assist them with accurate tax return and financial statement preparation. It saves us time as we don't have to contact the client, wait for the client to print or download necessary reports then send the reports to us. Since we have immediate access to the records we can customize necessary reports and have omitted "lost in translation" issues we've experienced when clients misunderstand what we are asking for.
  • Provides a central location to access all clients. We don't have to worry about multiple logins.
  • We have immediate access to reports and live payroll data to assist our client in planning.
  • We are able to assist our clients with payroll processing when necessary.
  • We have immediate access to reports and can customize reports to gather data needed for tax return and/or financial statement preparation.
  • The only con I've encountered is learning the new location of certain items.
  • It has reduced the time it takes to gather the payroll information.
  • it has eliminated issues of "lost in translation" when we ask a client for information and they don't understand what we are asking for or are unable to find what we are looking for. By having direct access we are able to print the reports we need with the information we are looking for quickly and without multiple back and forth with the client.
I find it easier to find what I'm looking for in Paychex Flex (better user interface).
We normally give the clients several choices with payroll processing. Some have had previous bad experiences with a particular payroll service.

Paychex Flex Feature Ratings

Employee demographic data
8
Employment history
9
Job profiles and administration
Not Rated
Workflow for transfers, promotions, pay raises, etc.
Not Rated
Organization and location management
Not Rated
Compliance data (COBRA, OSHA, etc.)
Not Rated
Pay calculation
9
Benefit plan administration
8
Direct deposit files
9
Salary revision and increment management
9
Reimbursement management
Not Rated
Approval workflow
Not Rated
Balance details
Not Rated
Annual carry-forward and encashment
Not Rated
View and generate pay and benefit information
9
Update personal information
9
View job history
9
View company policy documentation
Not Rated
Tracking of all physical assets
Not Rated
Report builder
8
Pre-built reports
9
Ability to combine HR data with external data
Not Rated
New hire portal
Not Rated
Manager tracking tools
Not Rated
Job Requisition Management
Not Rated
Company Website Posting
Not Rated
Publish to Social Media
Not Rated
Job Search Site Posting
Not Rated
Duplicate Candidate Prevention
Not Rated
Applicant Tracking
Not Rated
Notifications and Alerts
Not Rated

Using Paychex Flex

10 - CPA and accountants assisting clients with their payroll
4 - CPA and Accountants, using computer skills accounting knowledge to input payroll and or generate necessary reports to maintain client bookkeping and prepare client tax returns
  • small businesses with limited resources outsourcing their payroll and payroll tax processing
  • larger and mid sized businesses to assist with complex payroll duties
  • any sized business to use paychex to assist with benefit management
  • not aware of anything
  • better assist clients with all aspects of payroll and HR
overall we have had good experience. when problems occur paychex is quick to resolve the problems; however when encountering recurring problems and issues it doesn't matter how quickly they are resolved they should re-occur. Paychex will price match competitor's quotes.