How to Switch Payroll Providers

As your company grows, you might find that your current payroll provider is no longer meeting your needs. Maybe you need to pay your employees via direct deposit instead of paper checks. Or maybe you’re spending more time than usual on HR administrative tasks that could be handled through an employee portal.

No matter why you’re looking for a new payroll provider, making the switch comes with its own set of challenges. For example, you might be comfortable using your existing platform and are hesitant to learn a new one. Or, you might be afraid that it will be difficult to transfer your data to a new program. We created this guide to help you not only find the right solution but also migrate to it as smoothly and easily as possible.

When’s the best time to switch payroll providers?

You can switch systems whenever you want. Typically, the best time to change payroll software is at the beginning of the year or quarter. That way, you can effortlessly transfer your employees’ financial information and start fresh at the beginning of an accounting period. If you choose to convert to a new solution halfway through a quarter, ask your new provider to help you input your data to ensure your tax forms and year-to-date information are accurate.

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