Fingercheck

The Partner Portal enables your accountant to access your tax forms.

Getting Started with the Partner Portal

View or download reports, general ledger, and tax forms with just a few clicks.

How to View and Download Client Data From the Partner Portal

The Partner Program portal enables you to instantly view your commission and progress.

How to Refer Clients and Make Commissions with the Partner Program

Give your accountant or bookkeeper access to our partner portal to streamline taxes.

How to Add an Accountant to Your Company

It is easy and convenient for companies using Windows to set up an integration between Fingercheck and QuickBooks Payroll.*

How to Integrate Time & Attendance with QuickBooks Payroll

Import missing checks into QuickBooks Desktop by creating an updated IIF file

Importing Missing Checks into QuickBooks Desktop: Customizing Payroll Imports

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Mayer Brach

Oleksiy Melnyk

Partner Portal

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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