The Partner Portal (accountant.fingercheck.com) allows accountants to access mutual clients payroll, general ledger, tax forms, and other legal documents. This portal is available to an accountant user at no cost. Accountants and bookkeepers can use this simple interface to access information with a few clicks.
The Accountant Portal also has a link to the Partner Program dashboard. For more information, see How to Refer Clients and Make a Commission.
Dashboard
The DASHBOARD displays information about your clients’ upcoming payrolls.
The page also includes links to:
Refer a client (so that you can earn commission based on the number of referrals)
Request access for new clients by providing an EIN number. (This access is free.)
Fingercheck Knowledgebase for accountants.
Clients tab
The CLIENTS tab lists your clients who use Fingercheck. If you have many clients, you can use the search field to filter the list. Each client has Reports, General Ledger, and Tax Forms links where you can retrieve the information. For more information, see How to View and Download Client Data From the Accountant Portal.
Tax forms tab
From the TAX FORMS tab, you can download quarterly reports, W2 forms, 1099 forms, and other tax-related forms for all of your clients who use Fingercheck.
Calculator tab
The Tax Calculator helps you determine how much tax and other deductions will be taken out of a paycheck.
Partner program tab
The Partner Program allows you to request access to become part of Fingercheck’s Partner Program, and begin referring clients to earn commission on those referrals.