5 Reasons to Integrate FlexTax® Payroll Tax Management Software with Your Payroll SolutionINTEGRATION GUIDE

Executive Summary

Integrating payroll tax management software usually isn’t high up on the roadmap for payroll software providers. However, there are numerous benefits of integration for your customers, and for you. Integration is not only an industry issue for users but a benefit for Payroll Tax Management clients and prospects who are interested in integration of our FlexTax® product.

Specifically, this integration guide details five reasons to make FlexTax integration with your human capital management (HCM) software a priority:

1. Partnering with the Best2. Adding Value & User Choice3. Funding the #1 Competitor of Your Customers4. Revenue Generation5. Headache-Free Integration

1. Partnering with the Best

When Payroll Tax Management was found in 1997, FlexTax® payroll tax management software was developed. FlexTax helps ensure payroll providers that don’t make mistakes that could get them into trouble with the IRS or over 11,000 local taxing jurisdictions in the US and Canada, all of whom have di�erent payroll tax requirements.

Best Practice Training Support

A major di�erentiator for us with FlexTax is our implementation and training period for your customers. While our competitors o�er a few webinars, videos and manuals, we have a far more comprehensive training program. We train FlexTax users for 4-5 months through the first quarter-end. We’re with them every step along the way: we watch them upload their file, how to read their invoice, how to avoid exception billing, and which reports to run. No one else gives this much support – we won’t leave until our customers know FlexTax inside and out.

FlexTax Options

Additionally, FlexTax Hosted was the first cloud payroll tax management software on the market.

Our FlexTax Direct Bank option also allows you to realize all FlexTax features and benefits, while maintaining complete control over your customers’ tax funds. In other words, the money doesn’t flow through our bank, it goes through customers’ banks if they so desire.

2. Adding Value & User Choice

While some payroll providers outsource payroll tax management, many want to process this internally and need a way to control, manage and oversee the process with software. There are two ways that integrating FlexTax with your payroll software adds value for your customers.

Giving Your Users a Choice

Even if you’ve already integrated payroll tax management software of our competitors, o�ering choices can help improve customer satisfaction. Having a choice helps to ensure that your customers find the best software for their needs. This also gives them a way out if the software doesn’t keep up with their needs over time and/or the relationship with their software vendor sours for whatever reason. And, for those using the main alternative to FlexTax, your customers are actually funding their main competitor…

Additional Functionality

If you haven’t integrated payroll tax management, doing so will add value for your users by o�ering them a way to manage payroll taxes without having to manually import an export payroll tax data, which is time consuming and error prone.

3. Funding the #1 Competitor of Your Customers

The main payroll tax management software alternative to FlexTax happens to be owned by one of the largest payroll providers in the world who is the #1 competitor to your payroll provider users. Thus, every time your customers use it, they give a piece of their profitability to their #1 competitor.

To make matters worse, many payroll providers have complained about the poor level of training and support for this software, which we touched on above.

How would you like to pay your competitor for the software you use? You probably wouldn’t like it any more than your customers, and we can help you avoid putting them in that situation by integrating FlexTax.

4. Revenue Generation

By integrating FlexTax, we o�er two ways to increase your revenues.

New Business Referrals

From our customer base of over 300 users we are regularly asked for payroll software recommendations and we tend to recommend those who’ve integrated FlexTax. That means we recommend Apex, Evolution, Humanic Software, SyncHR and iSolved HCM. Today, even if your software can accommodate clients, a PTM recommendation has revenue generating referral opportunities.

Referral Fees

Part of our integration agreement calls for us to pay you a referral fee for any of your customers that you refer to us. The exact fee depends on the level of integration, how many leads are exchanged (both ways), and what is negotiated.

5. Headache-Free Integration

For past integrations, our biggest challenge was to implement tax codes from the over 11,000 local taxing jurisdictions because of how time consuming this can be. To avoid this being an issue for our integration partners, the PTM engineering team has developed two ways to e�ciently address tax code mapping.

Previous Payroll Tax Software Integration

If you have integrated your software with a payroll tax software vendor, then we’ve developed a software utility that automatically maps the 11,000+ tax codes to your software. We’ve mapped out every code, including a description for each, and will create a file that can be imported directly into your development platform in as little as a few weeks.

No Previous Integration

If you have not integrated your software with a payroll tax software vendor, then we will need to work with your team to develop a customized integration. However we decide to do it, our commitment to you is to take on the heavy lifting so your development team doesn’t have to.

Click here to review the two sets of data we require to start this process

Next Steps

We hope that these five reasons are enough to at least consider integrating FlexTax with your payroll solution. There are even more, so let us know if you have any other concerns about working with us so that we can explore other ways to justify the e�ort.

Whatever the case, contact us to start the conversation today.

About Payroll Tax Management

Payroll Tax Management o�ers both software and services for tax processing to payroll providers and corporate clients. PTM ensures payroll tax compliance for Federal, all states and locals, and U.S. territories. The FlexTax® suite of payroll tax software and service, provides clients with the ability to retain their tax float and control over their payroll tax processing. PayTax® Plus is a comprehensive service where payroll providers send in their payroll files and PTM does the rest. PTM is based in Santa Ana, CA, and is a subsidiary of FBG Holdings, Inc. More: payrolltaxmgmt.com

payrolltaxmgmt.com

855.203.9365