TSheetsPROs: Creating and Managing Client Accounts
This article was originally posted on Tsheets and written by Myranda Mondry.
Hey, TSheetsPROs! Now You Can Create and Manage Client Accounts
If you’re a TSheetsPRO, you already know that TSheets can help your clients save thousands of dollars on gross payroll costs each year — just by curbing unnecessary overtime and eliminating employee time theft.
You also know that you can shave hours off your payroll processes when your clients use automated and mobile timesheets. Everything from running payroll to determining client profitability is faster, easier, and more accurate when TSheets is on the table.
But, despite all that goodness, it can still be a challenge to get your clients on board. They might think adopting new software will be a hassle. Or they might be unsure of how TSheets will integrate with the programs they already use. (Of course, you know better, but that’s beside the point).
Well, not anymore.
We’ve made it easier than ever to get your clients started with TSheets. We’re talking “they-won’t-have-to-lift-a-finger” easy.
After all, you know what they say, “If you want a job done right, you’ve gotta do it yourself.”
Introducing Client Account Creation inside TSheets Accountant View!
Start a TSheets account on your client’s behalf.
Set up their account, add employees, create job codes, and connect to your client’s (or your) preferred payroll and accounting software. Then invite your client to join when you’re ready. Everything they need will be waiting.
Whether your client pays for their TSheets account or you use wholesale billing, your clients will still get 14 days free. And you’ll get the satisfaction of knowing their TSheets account is set up and running just the way you like it and they need it.
Best of all, you and your client will always have the support of our 5-star customer experience team. Because we’re in this thing together!
Ready to get started?
Step 1: Head on over to your TSheets account and click on your name to access the Accountant View menu.
Step 2: Click “Manage” for Client Access and “Add Clients” to start adding new accounts (or “Invite Clients,” if your client wants to create the account themselves).
Step 3: Fill out your client’s information and hit “Agree & Create Account” to finish!
Once your client’s TSheets account is created, you can hand it off to them right away or set it up for them. They won’t have access until you’re ready!