For accountancy practices
Payroll handoffs that make sense.
Keep your advice, your client and the payroll process connected. A PayDirect conversation starts with a clear division of work and useful information moving in the right direction.
Talk through your requirements
A service shaped around the work.Good collaboration is specific.
Your client should understand who does what. We work through the payroll scope, authorised contacts and information flow so that routine changes and less routine questions have a clear owner.
- An agreed route for client introductions
- Useful payroll outputs
- Clear service and advice boundaries
- A coordinated handover
01Agree the client journey
Discuss whether the client contacts PayDirect directly or through your practice. We define introduction, consent and communication arrangements rather than assuming a referral changes the existing relationship.
02Make reports useful
Tell us what your team needs for bookkeeping, reconciliations and management information. Format, frequency and delivery are agreed as part of the payroll service.
03Keep responsibilities clear
Payroll administration, employment advice, tax advice and the employer’s obligations are distinct. The service proposal records what is included and where a specialist or the employer needs to remain involved.
04A measured approach to switching
We plan the change around the client’s payroll calendar, current provider and available records. Your practice can be part of that handover where the client authorises it.
Make the first conversation count.
Tell us your current arrangement, the next payroll date and what you would like to improve. We’ll agree the right next step together.
Join PayDirectWhat onboarding involvesBefore you begin
Good questions.
Clear answers.
Is there a referral payment?
No referral rate or payment is advertised on this website. Any commercial partnership or rewards arrangement is discussed and documented separately.
Can we stay involved after setup?
Yes, where authorised by the client. We agree the reports, contacts and escalation route your practice needs.
What should we send first?
Start with a general description of the client requirement. Do not include employee-level personal data in an introductory enquiry.