Super Admin

All sections show cross-company data.

Tax client intakes

Individual tax-prep clients, kept separate from the Prospects pipeline. Open the preparer view to review their answers, uploaded files, and document checklist.

Client Preparer view Client link
Nicholas K. Richardson — 2025 Open preparer view → Client intake ↗

Companies

+ Create new company
Company Pay period Deadline day Deadline time (local) Timezone Service tier
Loading…

Projects

Public works projects requiring certified payroll.

Name Type County Intent ID Contract start–end Active Actions
Loading…

Certified Payroll

Weekly WaPWCPR filing status per public works project. The XML itself comes from the local export orchestrator — record each export / upload / confirmation here.

Week ending Status XML filename Exported Uploaded Confirmed Actions
Loading…

Invite Employees

Employees

Name Email Role Company Status Actions
Loading…

Lock Pay Periods

Gusto payroll sync:

Push hours hard-fails on compensation mismatches. If an employee's hours need a pay type (regular / overtime / holiday) that has no matching hourly compensation in Gusto, nothing is sent and the error lists the compensation names Gusto actually has. Verify each client's Gusto compensation setup covers every pay type your crews use — at client onboarding, before the first push.

Employee Pay period Approved by Approved at Hours
Loading…

Notification Log

Page 1
When Recipient Type Channel Status Action items
Loading…
You're offline. Hours and approvals can't be saved until you reconnect.