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I’m switching from another Payroll provider (like Gusto, ADP, QBO)
I’m switching from another Payroll provider (like Gusto, ADP, QBO)

I just signed up for Payroll with Housecall Pro and need to prepare for my onboarding call

Amparo DeLeon avatar
Written by Amparo DeLeon
Updated over a week ago

Moving from another payroll provider? Have the ability to create an accountant login?

Make sure you come prepared to your onboarding calls!

Welcome, we are excited to get you started with Payroll at Housecall Pro!

Here's everything you need and need to know in order to get started before your introduction call with your Implementation Specialist. Haven’t talked to our team yet to sign up for Payroll? Click here to learn more about Payroll at Housecall Pro.

Please have the following information ready at the time of your intro call:

  • Federal Employment Identification Number (FEIN)

  • Valid login credentials to your current payroll provider

  • Access to a device that you can use to log in to your current system

Once we complete the introduction call, we’ll get you set up in our system and migrate any historical data that you may have.

As a reminder of Payroll key features and pricing, please watch the demo video to learn more. If you have any questions, you can chat via the blue bubble. See you soon!

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