Are you a new Advisor with Patriot, or considering becoming an Advisor? Get an overview of our Advisor program, and how to get started using our payroll and accounting software to manage your clients.
• Understand the benefits of the Patriot Advisor Program
• How to co-brand Patriot’s website with your own logo
• Managing your client companies and adding authorized users
• Options for migrating your client data into Patriot
• Get an overview of common payroll tasks and reports
This webinar will be recorded. If you aren’t able to join us live, register now and we’ll send you a link to watch the recorded session. We’ll also have the recording available in our Help Center and on our YouTube channel.