Accountant Resource Center

5 proven strategies to elevate your client experience and grow your accounting practice

An engaging client experience fosters deeper relationships that grow your practice and keep customers happy. Here are 5 tips to help you work more closely with yours.

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Sample client email for adding payroll to your practice

Use our copy and paste email templates to get your clients interested in outsourcing their payroll processing needs to your practice.

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For Your Blog: How to Set up Payroll the First Time

Please feel free to add this article to your website or blog to help offer helpful information to your clients about payroll-related issues.

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Resource: Client onboarding guide

Send this guide to clients to help them quickly get up to speed with how to use OnPay to run payroll and manage their team.

Download guide

Resource: Client brochure

Share this one-pager with clients to let them know about the benefits of switching to OnPay for their payroll and HR needs.

Download brochure

Resource: Benefits flyer

Have a client interested in offering benefits to employees? Share this resource to start a conversation around benefits and compliance.

Download flyer

FTC safeguards rule explained: Accountant's guide to creating a data security plan

This accountant's guide explains the FTC safeguards rule, helps you create a client data security plan, and provides a free PDF compliance checklist.

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5 questions small business owners are afraid to ask their accountant (but really should)

Discover 5 questions small business owners avoid asking their accountant (but should) and how they can create new revenue and help you retain clients.

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Discover new revenue streams by uncovering your small business clients' hidden needs

Unlock the full revenue potential of your small business clients by offering these services, which don't require additional training or investment.

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Streamlining your client onboarding with this comprehensive guide for accounting professionals

Use this guide to optimize your accounting firm’s client onboarding to keep clients delighted, fuel your business growth, and generate more revenue.

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Keys to effective client communication when you go remote

Proactive client communication prevents issues, helps maintain priorities and contributes to the growth of your practice.

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Partner perks and pricing

Use the interactive tool to calculate client costs and see the perks available to you as an OnPay Partner.

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Get your partner badge

Show off your payroll expertise by adding your Partner badge to your email signature or website.

Request badge