Available to: Accountant Partners
Patriot provides marketing materials you can use to advertise your services to your clients. Each item below is available as a downloadable PDF, and most come in two versions: one with an image and one without.
To use a marketing PDF:
Open the PDF you want from the list below.
Right-click and choose Save As to download the PDF.
Email the PDF as an attachment, or print and mail it to your clients.
Available marketing materials
DIY Payroll
Use these when your client will run their own payroll.
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Full Service Payroll
Use these when you will run payroll for your client.
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DIY Time & Attendance
Use these when your client will track their own time and run their own payroll.
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Hands-free Time & Attendance
Use these when you will handle time tracking and payroll for your client.
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DIY Time & Attendance
Use these when your client will track their own time and run their own payroll.
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Hands-free Time & Attendance and Payroll
Use these when you will handle time tracking and payroll for your client.
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HR Software
Use these to offer your clients HR software that helps them manage employee HR tasks and stay compliant. With this DIY solution, clients can create handbooks, access documents and templates, look up compliance answers, and keep paperless files.
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Premium Accounting
Use these to offer accounting software to your clients. With Accounting Premium, clients can add you as a user so you can review their entries. Clients enter transactions using cash-basis accounting, and you can pull reports on an accrual basis.
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Retirement Benefits
Use these when talking with clients about offering a 401(k) to their employees. The 401(k) is provided by Patriot's partner, Vestwell, and integrates with Patriot's payroll. Patriot accountant partners can earn referral fees when their clients sign up for a Vestwell 401(k). To learn how Patriot integrates with Vestwell, see Retirement Plan Integrations.
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Questions about using Patriot for your clients
Want to discuss the benefits of using Patriot for your clients? Contact [email protected].