If you're a Gusto Partner, you can manage different aspects of your accounting firm from your partner dashboard.
Note: Some actions can only be performed by the Firm Admin, like adding or removing firm members.
If you're an employer looking to add your accountant to your profile, add them as a new administrator.
If you're a Firm Admin, you may add accountants to your accounting firm.
Your new firm member will need to accept the invite via email before becoming accessible in your Firm directory.
If you're a Firm Admin, you may remove individuals from your accounting firm.
Important: If the firm member you’re removing is a primary admin for any of your clients, you’ll need to change the primary admin to another firm member before being able to remove them.
Important: Unassigning all firm members from a client will remove the client from your firm.
View and manage client and firm tasks from your accountant Dashboard. We recommend reviewing these tasks weekly to stay up-to-date on any to-dos.
By default, tasks are sorted by priority (based on running compliant and on-time payroll). To sort by due date instead, click the Priority link to the right of the “Tasks” header, and click Due date.
You may be able to dismiss certain tasks, but some compliance-related tasks will remain as to-dos until completed.
If the task is outside the scope of what your firm handles, we recommend working with the client to have them complete the task as soon as possible.
We’d love to hear your feedback and ideas:
If you're a partner with Silver or above status, you can add your firm logo to your profile so it appears alongside the Gusto logo.
If you’re a partner with multiple clients on your dashboard, you can choose which emails you receive for each of your clients. Follow these steps to customize your notification settings.
These defaults will be used for all of your client emails when it is applied and for all new clients that you add.
Opt in or out of certain marketing categories, or unsubscribe from all marketing emails. You can also manage these email settings by clicking the unsubscribe link in the footer of any marketing emails you've received.
You can also toggle to unsubscribe from all marketing emails—if you do, you'll also be unsubscribed from any future marketing email categories.
If you submitted a ticket about payroll, taxes, benefits, or reported a notice in Gusto, you can now check the status of it.
A few reminders
Toggle between the Open and Closed tabs to find current and historical tickets.
For tickets in the Open tab, you'll see:
For tickets in the Closed tab, you'll see:
We’d love to hear your feedback and ideas—click Share feedback at the top of the page to let us know how this feature could be more helpful.
If you need to remove a company from the firm dashboard, you'll need to reach out to the primary administrator at the company themselves and ask that they remove you as a payroll administrator.