Moving a book of payroll clients is the scariest part of switching. So we do it for you — hands-on, reconciled, and verified before a single payroll runs.
Four steps. A real person does the work with you — not a help-ticket queue.
Export your data from your current provider and send it over. If your old system makes exports difficult, that is our problem to solve, not yours — we will pull the data ourselves.
Employees, year-to-date wages, and tax history all come across. Switching mid-year is fine — we carry over YTD totals so your W-2s stay correct.
Before anything goes live, we check the imported totals against your most recently filed return so the numbers match what the IRS already has.
We hand the migrated data back to you for a final review. Nothing runs until you have signed off.
Want to be certain before you commit? Run Payrollix alongside your current provider for a pay cycle and compare every number side by side. Cut over only when you are confident.
There is no flag-day cutover. Move a single client to test the waters, or migrate your entire book at once — on your schedule, not ours.
An export from your current provider, or access to pull it ourselves. That is the whole ask. We handle the import, the reconciliation, and the setup.
Your data is handled under the controls described on our security page.
We bring your data across with guided import — whatever you are coming from.
Tell us what you are running today. We will take it from there.
Start your migration