Paychex Unveils Enhanced Platform Experience for Accountants

Paychex Partner Pro offers value-added insights to enhance client advisory service capabilities for partners.

Paychex, an industry-leading human capital management (HCM) company, has introduced a new portal designed to provide accountants with quick access to critical client data, reporting, and insights for their business clients that use Paychex Flex. Paychex Partner Pro redefines the way accountants can manage a book of business by providing proactive insights in a centralized view to help streamline workflows and strengthen client advisory services (CAS). “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, Paychex vice president and general manager, HCM solutions – small market. “These enhanced features ensure accountants have the tools they need to be more efficient and proactive for their clients.” HR Technology Insights: Oyster’s 2025 Report: Expertise Economy Transforms Hiring 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 previously using Paychex’s AccountantHQ (AHQ) can now seamlessly access the broad range of functionality of Paychex Flex through an intuitive dashboard with simplified workflows for a user experience that matches what their clients see. Paychex Partner Pro features include:

• Client search capabilities with the option to pin five clients to the main dashboard for easy access to key details
• Insights to identify clients with missing tax IDs, social security numbers, and/or missed payroll dates to stay ahead of potential issues
• Access to a dedicated hub that offers firms advanced and relevant customer specific insights

HR Technology Insights: Sage Launches Supply Chain Intelligence for SMBs Attendees of AICPA & CIMA Engage 25 in Las Vegas this June 9-12 can experience a demo of Paychex Partner Pro at the Paychex booth (#719) on the expo hall floor. Paychex experts will present in-person educational sessions during the conference that are Continuing Professional Education (CPE) credit eligible, including a session on Crafting a Winning HR Advisory Firm Strategy. For a complete overview of how to connect with Paychex at Engage 25, visit pages.paychex.com/engage-2025.html.