OLD - Accountant GTM Presenation

Accountant Meeting

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Client support

Firm updates

Accountant support

Firm Update

Accounting Firm Support

Account Care Team (ACTs) are: • Exceptional customer service for our Accountant and CPA channel firms on all Paychex requests • Timely, responsive, accurate and provide effective guidance • Centralized, queue-based support • One specialists will own an issue through to resolution with you

Accountant Relationship Managers (ARMs) are: • A dedicated support person assigned to our top firms based on the number of mutual clients • Located regionally • Will develop customized support for your firm’s individual needs • Timely, responsive, accurate and provide effective guidance

We provide a single point of contact:

Your Dedicated Accountant Service Team

Paychex HR For Firms: Exclusively for AICPA Member Firms

Capacity strategies to strategically guide your firm to meet changing demands including attracting the best talent, recruiting across state lines, building the pipeline of future talent, and more Proactive HR advice from a dedicated Paychex HR Professional specialized in accounting firms Valuable accounting-specific online trainings in our learning management system

Preferred pricing - 30% off of Paychex HR solutions for AICPA Member Firms

For Your Firm: Choose the Retirement Plan Selected by AICPA

Exclusively for AICPA member firms, Paychex Retirement Services was chosen as the preferred plan provider. By joining the AICPA 401(k) Plans For Firms Member Benefit, your firm and employees can gain notable advantages: Cost savings including significantly reduced set-up fees. Investment flexibility offers a range of more than 9,000 investment options. Peace of mind with seamless payroll integration and auto-contributions, plus state-of-the art fee transparency. Visit aicpa.org/retirement to learn more.

Industry Update

Accountant Knowledge Center (AKC)

AccountantHQ (AHQ)

Specialized Service

Exclusive Firm Offerings

The Insights and Service You Need. The Simplicity You’ll Love.

Accountant Knowledge Center – quick access to free resources such as CPE courses, HR news, financial calculators, and the latest U.S. Master Tax Guide

See the name and phone number for each client’s dedicated payroll specialist

Robust reporting and analytics at your fingertips

Easy process to request access to client's data

Accountant Knowledge Center – quick access to free resources such as CPE courses, HR news, financial calculators, and the latest U.S. Master Tax Guide

Robust reporting and analytics at your fingertips

See the name and phone number for each client’s dedicated payroll specialist

The complexities related to small business relief have reminded us that partnering with an experienced payroll and HR services provider is more valuable than ever.

Erik Asgeirsson, President and CEO of CPA.com (An AICPA company)

CPA.com, an AICPA company – preferred payroll, retirement, and HR services provider National Association of Enrolled Agents (NAEA) – a preferred provider of payroll services National Society of Tax Professionals (NSTP) – affinity partner of payroll services

When you refer Paychex, you can do so with confidence. We alone have been selected as a preferred provider of the national associations representing CPAs, EAs, and tax professionals.

The Choice of the Accounting Community

Client Support

Paychex Makes it Simple to Refer

Maximize profitability and manage critical financial processes like running payroll, remitting payments, and managing expenses.

Your client's money

Moving the organization forward by uncovering efficiencies, reducing risk, and improving data integrity and accessibility.

Your client's productivity

Shaping a workforce that's engaged, driven, and aligned with leadership expectations and vision.

Your client's people

One Scalable Solution for Managing All Your Client Needs

Flexible, Personalized Service

Our flexible service options include self-service, a dedicated specialist who knows your name and business, and our 24/7 service centers staffed by highly trained, U.S.-based specialists. Our expert service is available how and when you need it to help with onboarding, training, and tech support.

Self-Service

Online knowledge base and ticketing system providing basic answers and support.

24/7

Dedicated Service Center

Phone, chat, and social media support when you need it.

24/7

Dedicated specialist in payroll, familiar with your business

With access to self-service and Dedicated Service Center

Payroll Specialist

8-5

Coordinates interaction between the client and Paychex Personnel

Assigned specialists responsible for client onboarding and YTD balancing

Dedicated single point of contact handling all payroll and tax needs

Sales Representative

Onboarding

Ongoing Support

Your Client Onboarding Experience

We are:

• One-to-one relationship • Service focused • Customized to meet your needs

We are not:

• A call center • Data processor • One size fits all

Trusted HR Strategy & Solutions

83% of Paychex clients state that Paychex improved overall HR processes and HR efficiency

Paychex Client Survey – June 2022 – Clients surveyed 1-500+EE (N=300)

Employee Experience

97% of our clients say having employee self-service is very or extremely important to strengthening employee relationships

Paychex Client Survey – June 2022 – Clients surveyed 1-500+EE (N=300)

Benefits, Insurance, & Retirement Services

#1 401(k) provider in the US and Top 100 insurance agency

Workforce Management

45.9 million monthly Paychex Time punches

Payroll & Financial Support

We pay 1 in 12 U.S. private sector employees with over 32 million monthly user sessions

Talent Management

1.7 million employees onboard electronically

Largest recordkeeper in the U.S. by number of plans as ranked by PLANSPONSOR magazine, 2022 Business Insurance magazine, Top 100 Insurance Brokers in the U.S., July 2022

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