Your Checklist for Communicating Payroll Changes to Clients

Switching payroll partners can be a wonderful thing. But for a smooth transition, you must communicate the changes ahead of time to your clients. Download our free checklist for communication best practices.

You'll have instant access to your guide.

Use this checklist for communication best practices when switching payroll

If you’re switching payroll providers, you want the transition to be as seamless as possible—for both your firm and your clients.

To help your clients prepare for the switch, take a look at the key talking points to tick off your to-do list in our free download. From communication best practices to example talking points, we’ll get you started with the information you need for a pain-free transition.

What's Inside

  • How to communicate the change (with examples)
  • Information to gather from clients for verification
  • Common client questions (and how to address them)