Runbook

For accountants and advisors

Review client payroll without rebuilding it.

Runbook keeps payroll runs, corrections, tax payments, filings, accounting entries, and supporting records connected—so you can review a client, answer a notice, or prepare year-end from one explainable record. Across many clients, one review discipline keeps every number defensible to the client and the agency.

ADVISOR VIEWClient payroll record
Run registeramounts explained
Evidencerecords linked
Correctionsoriginal + change
Exportbooks-ready

One client record for review, notices, and year-end.

Spend less time tracing unexplained edits across registers, screenshots, bank records, and provider tickets.

01

Review payroll

See runs, workers, liabilities, changes, and supporting records without rebuilding payroll from exports.

02

Resolve notices

Connect an agency claim to the affected periods, filings, payments, corrections, and source records.

03

Switch providers

Validate YTD wages, wage bases, deductions, tax accounts, and open issues before cutover.

04

Explain changes

Show the original payroll, the fact that changed, and the resulting correction without erasing history.

Bring one client payroll question.

Start with a sample packet, then tell Runbook whether the work is a review, notice, correction, provider switch, or year-end handoff.

Start a payroll conversation