Accountant Referral Program
Grow Your Firm and Strengthen Client Relationships
Expand your advisory services with a human capital management (HCM) platform that helps simplify HR, payroll, benefits, talent and compliance, so you can deliver more value to clients.
Why Accountant Firms Partner with isolved
Expand Your
Advisory Role
Today’s clients expect more than tax support. isolved helps you meet rising expectations with scalable HCM solutions that go beyond payroll, enabling you to advise on HR, compliance and talent.
A Partner You
Can Rely On
With nearly 40 years of experience and 189,000+ employers served, isolved is one of the most trusted HCMs. We’re ranked among the top two HCM vendors most referred by brokers, advisors and consultants.
Technology That
Grows With You
Our modular, yet unified HCM platform, isolved People Cloud™, delivered a 330% ROI and pays for itself in under six months. It’s easy to implement, backed by real people and built to grow with your clients.
Trusted by Business Leaders Nationwide
Recommending isolved means giving your clients access to one of the most trusted HCM platforms in the industry. We’re ranked #1 in User Experience and Vendor Satisfaction for payroll, benefits, onboarding and time management for mid-market businesses in Sapient Insights Group’s 27th Annual HR Systems Survey.
What We Offer
HCM Solutions Designed for You and Your Clients
We equip certified public accountants (CPAs) and accounting professionals with an intelligently connected HCM platform to streamline payroll, HR, benefits, talent, time tracking, compliance and more.
Unify HR & Payroll into One Connected Platform
Your clients rely on you to help them stay compliant, minimize risk and make informed decisions. Recommend a single platform that centralizes employee data, streamlines payroll processing, and ensures benefits and compliance information is accurate and up to date.
Connect Benefits to Payroll for Greater Accuracy
Benefits administration directly impacts payroll, tax reporting and compliance—areas where clients turn to accountants for guidance. Help your firm and clients reduce costly errors, streamline workflows and gain visibility into real-time benefits information.
Offer Clients Peace of Mind with Expert HR Guidance
Navigating HR regulations and employee relations issues takes time and exposes your clients and firm to risk. Offers expert-backed compliance support and scalable solutions that help you protect your clients and free up time for more strategic financial advising.
Streamline Time Tracking for Your Firm and Clients
Inaccurate time data, whether intention or not, can tie up resources and throw off payroll and tax reporting. Help your firm and clients capture and process time accurately, reduce payroll errors and improve compliance—whether employees are in-office, remote or hybrid.
Simplify Expense Management and Boost Client Satisfaction
Gain real-time visibility into expenses, streamline approvals and ensure compliance—all from a single, secure platform that integrates with payroll and general ledger systems. Reduce manual work, minimize risk and deliver audit-ready reporting for your firm and clients.
Partner Support You Can Count On
As a referral partner, you’ll get access to PartnerHub, a dedicated sales and marketing portal, along with a unique referral link, co-branded tools and templates, and incentives like gift cards and other rewards to recognize your referrals.
How One Accounting Firm Helped a Client Double in Size
Christensen Essig, a full-service accounting firm, needed a better way to manage payroll and HR for a growing client base. By moving from disconnected systems to isolved, they simplified operations, supported a 50% increase in employees served and doubled their client base.
How to Expand into HCM Advisory
Firms are under pressure to stand out, attract new business and solve their clients' biggest workforce challenges. This guide shows how they're stepping into a more strategic role by adding HCM services. Learn how to assess client needs, pick the right service model and find the best tech partner.
Resources for Accounting Firms
Stay ahead of client needs, market trends and regulatory changes with content created to help accounting firms grow.
Accounting Firms Are Evolving to Meet Client Expectations
See how firms are responding to client demand by adding services like FMLA, compliance and HCM support.
Download the eBook
Trends Shaping HR, Benefits and Payroll for Accounting Firms
Explore insights from firms on client needs, challenges and how they’re expanding into HR support and technology to stay ahead.
View the Infographic
Insights from 1,000+ Advisory Firms on Expanding with HCM
Get insights on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the Report