How do I add Botkeeper to 3rd party payroll providers?

Steps vary by provider. These are the steps for our supported 3rd party payroll apps: ADP, Paychex, Gusto, Justworks, and Heartland.

ADP Run (ADP Payroll “Accountant Access”)

1. Log into ADP
2. Select Company
3. Click Add Users
   1. First Name: Firm AI
   2. Last name: Access
   3. Phone number: 716-226-0335
   4. Role: Payroll Admin  
   5. Email: access+partnername@firm.ai OR access+clientname@firm.ai 
      📌 DO NOT SEND IT TO ACCESS@firm.ai 📌
   6. Text message notification : 716-226-0335

1. Select the entity from Client List
2. Select Users
   1. Add Botkeeper user (user previously created) to Entity

Paychex.com

1. Click company setup 
2. Click Security
3. Click System Access.
4. Click Create New User. The user setup screen displays.
5. First Name: Firm AI
6. Last name:  Access
7. Address:  179 South St, 2nd floor   Boston, MA 02111
8. Birthday:  Client Creates (Please note for team)
9. SSN: Client creates (Please note for team)
10. Email: access+partnername@firm.ai

Gusto

1. Sign in to Gusto as the Primary administrator.

2. Head to the Settings section.

3. Click the Permissions tab.

4. Click Add new admin toward the top-right of the page.

5. Employment Status: Not an Employee

6. Who are they? 

   1. Choose Accountant

7. What will they help you with? 

   1. Choose Run payroll for me or Take care of taxes and reporting or Others.

8. User Details: 

   1. First Name: clientname

   2. Last Name: Firm AI Access

   3. Email (partner):  access+partnername@firm.ai 

9. Which roles will this admin need to help run your business?

   1. FULL ACCESS

10. THEN click Add Admin button (Botkeeper will receive a welcome email)

Justworks

1. Click “Employees" under "Manage" on the left-side navigation bar. 
2. Click "+Add" in the top right corner.
3. You’ll see the option for the ‘3rd party admin / accountant’ member type from the dropdown.
   1. First Name: Clientname
   2. Last Name:Botkeeper
4. Email: access+partnername@firm.ai
5. Access: View invoices and reporting

Heartland

1. Log into Heartland
2. Click the Staff option in the navigation menu
3. Click the Users option in the Staff Expanded menu
4. Click the +Add User button
5. Enter the following information
   1. Username: AI Access
   2. Email: access+clientname@firm.ai 
   3. First Name: AI
   4. Last Name Access
6. Click the Save button

OnPay

1. Log into Onpay
2. Select the Company module
3. Scroll down to Company Users and click the toggle to expand the section
4. Navigate to the Outside Collaborators section
5. Select the + sign
6. Enter the following details:
   1. Relationship: Other
   2. First Name: AI
   3. Last Name: Access
   4. Email Address: Access+ClientName@firm.ai
   5. OnPay Password: note this is use to ensure the person creating this new user has permissions to add the new user
7. Click the Invite button
8. You will now see this new user in the Outside Collaborators section
9. Click the toggle on the AI Access user to expand the section
10. Toggle on the Submit Payroll feature

If 2FA Verification is required for your 3rd party application please adhere to the following:

1. Setup with either the following:
   1. Email address: verify@firm.ai 
   2. Phone number  (716) 226-0335
2. Not all applications require an email address, there are times that it only asks for a number to send the code via sms or call