The Dos and Don’ts of Switching Payroll Providers

In this webinar, payroll expert Valerie Heckman from OnPay will share best practices for accounting professionals to consider when helping clients switch payroll providers. You’ll learn what data is needed, essential decisions to make, and common payroll mistakes to avoid. Valerie will also provide an action plan for preparing your clients ⁠and their employees for a smooth transition, regardless of which payroll software they use.

In this webinar, you'll learn:
✅ Help clients navigate making a change to their payroll provider.
✅ Collect the necessary data to switch, build a timeline for change, and avoid common mistakes.
✅ Help clients effectively communicate changes to their employees for a smooth transition.

⬇️ Reserve your spot today ⬇️


About the instructors:
Valerie Heckman: Valerie has spent 12+ years in accounting, payroll, and indirect tax technology, where she has helped guide accounting teams of all sizes, from small firm entrepreneurs to the Top 100 firms- through the adoption of new technology and workflows. At OnPay, Valerie connects with, educates, and advocates for the accounting community, helping expand OnPay's growing Partner Program.

Learn more about OnPay: