Audience: Patriot Accountant Partners
This article explains how Accountant Partners can add and manage client companies in Patriot Software. As an Accountant Partner, you are responsible for adding your own clients to the software and supporting them directly.
For help managing individual users within a client company, see Managing Multiple Users.
Video Walkthrough
The video covers how to access the Manage Companies page, add a new client company, switch between companies, and manage firm user access.
Your Partner Dashboard
When you log in to your Accountant Partner account, your Dashboard displays two options: Manage Companies and Manage Users.
The Manage Companies page shows a list of all client companies you have added under your partner account.
Add a New Client Company
To add a new client company to your partner account:
Go to Settings > Account Settings > User Settings > Manage Companies.
Click the Add Company button in the top right corner of the page.
Enter the client company's business information:
Business name
Tax filing name (if different from business name)
Business address
Click Contact Information to move to the next step. Patriot recommends entering your own email address or a staff member's email as the main contact rather than the client's email. The email address entered here may receive emails directly from Patriot Software.
If you want all current firm employees to have access to this new company, check the box that reads "Give employees in my firm full access and permissions to this company." This grants full permissions to any users already marked as "This is an employee of my firm."
You can update this setting later if needed.
If the checkbox does not appear, verify that your employees are marked as firm employees. See Managing Multiple Users in Patriot Software for details.
Click Add Products to move to the next step.
Select the products you want to add for this client company. Pricing is calculated based on the number of employees at the client company.
Click Add New Company.
The new company will appear alphabetically in your Manage Companies list.
Note: If this client has Full Service Payroll, Patriot will use the contact name entered in step 4 to fill in tax forms for that company.
Switch Between Client Companies
You can view and administer one company at a time. To switch between client companies:
Use the company switcher dropdown at the top of any page in your partner account. Selecting a company from the dropdown immediately makes it the active company.
Alternatively, go to Manage Companies and click Switch to Company next to the company you want to view.
The active company name appears in the top right corner of every page, so you always know which company you are currently administering. Any actions you take from the top and left menus — such as running a payroll — apply only to the active company.
Inactivate a Client Company
To inactivate a client company, switch to that company and remove all active products under Settings > Company Settings > Add or Cancel Software.
Once all products are removed, you can hide the inactive company from your Manage Companies list.
How to remove a client from your Partner umbrella account
If a client needs to be fully removed from your partner account list, contact Patriot's Partner Support team at [email protected].
Partner Support will assist with removing the company from under your account umbrella.
How to add an existing Patriot customer to your partner account
If your client is already a Patriot customer and you want to take over billing and management of their account, contact Partner Support at [email protected].
Partner Support will move the company to your client list. Once moved, you will be responsible for billing and managing the client's Patriot account.
How to access a client's account without taking over billing
If your client is already a Patriot customer and you do not want to manage their billing, ask the client to invite you as a user in their account instead. See Multiple Company Account Access for full details.
Here is a summary of the process:
The client sends you an invitation from within their Patriot account.
You receive an email invitation with a link to connect. Click the link.
When asked whether you already have a Patriot login, select "Yes, I'll use my existing login information."
Enter your current Patriot username, password, and multi-factor authentication (MFA) information.
After connecting, you can access the client's account using your existing Patriot login.
Your Company List will display your user role for each company and whether your access is active or inactive.