If you're a Gusto Partner, you can manage different aspects of your accounting firm from your partner dashboard. Go to a different article to get information about Gusto Partner billing.
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 and remove accountants to/from your accounting firm.
Click the Firm directory section on the left-side of your account.
Click Add firm member.
Select if they should be a Firm admin, who has permission to manage the firm’s Gusto Pro account, other firm members, and firm billing.
Enter your new firm member's name and email address.
Click Select clients.
Select which clients the firm member will manage (have access to).
Note: If the firm member is already a payroll admin on a company account, do not select for them to manage any companies during the invite flow.
Once set up as a firm member, you can return and assign which companies they'll manage.
Click Add firm member.
Your new firm member will need to accept the invite via email before becoming accessible in your Firm directory.
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.
Click the Firm directory section on the left-side of your account.
Next to the firm admin’s name, click the three dots under the “Actions” menu and select Remove firm member.
Choose whether the firm member should maintain client access.
Allowing them to maintain access to their clients means your firm will no longer be able to access their accounts, and you’ll have to remove all other firm members from that accountant’s clients.
Select Remove [Accountant’s name].
Use the dropdowns below to manage client access and permissions by firm member.
Sign in to your Partner dashboard.
Make sure you’re the Firm Admin for your firm.
Click the Firm directory section on the left-side of your account.
Select the name of the firm member you need to change.
To add a new client, click the + button and select the client(s) you’d like to add. Click Assign clients to apply your changes.
To remove a client from this accountant, you can either:
Click the three dots next to a client and select Unassign.
Select clients using the checkboxes on the left side. Then, click Actions and select Unassign clients. Confirm your selections by clicking Unassign clients.
Sign in to your Partner dashboard.
Make sure you’re the Firm Admin for your firm.
Click the Firm directory section on the left-side of your account.
Select the name of the firm member you need to change.
To change the firm member’s permissions for a client, you can either:
Click the three dots next to a client and select Edit admin roles.
Select clients using the checkboxes on the left side. Then, click Actions and select Edit admin roles.
Choose the firm member’s permissions for the client(s):
Full access: Choose full access to allow the firm member to do everything you can (other than add or remove admins).
Specific role: Choose select permissions to assign specific permissions related to payroll, HR, and benefits.
Click Save changes.
Sign in to your Partner dashboard.
Make sure you’re the Firm Admin for your firm.
Click the Firm directory section on the left-side of your account.
Click the name of the firm member you need to change.
Click Edit next to "Overview."
Select the required Firm Role for the admin.
Click Save Changes.
If you're a Firm Admin, you can bulk add and remove accountants to/from a client.
Sign in to your Partner dashboard.
Make sure you're the Firm Admin for your firm.
Click the Clients section on the left-side of your account.
Next to the client’s name, click the three dots under the “Actions” menu and select Assign firm members.
Select the firm members you'd like to assign to the client.
Click Assign firm members.
Before removing a client from your firm, make sure someone from the company is assigned as the primary admin on the account.
Once confirmed, complete the following steps:
Go to the Clients section.
Click the 3 dots under the Action column of the client you want to remove, then select Remove client.
Removing a client that was set up as partner-billed will automatically switch billing to the client and they will be notified by email.
You must verify your firm’s bank account before you can:
Pay Gusto invoices
Receive revenue share payments
You can:
Use one bank account for both invoices and revenue share
Or add separate bank accounts
To add a firm bank account in Gusto Pro:
Go to Billing.
Click Bank accounts.
Click Add bank account and enter bank account details.
Choose how you want to verify (Plaid or manual).
Click Continue.
Once verified, we will set this as your default bank account.
To add a separate account for revenue share, click Add separate revenue sharing account.
There are two ways to verify your bank account:
Option 1: Instant Verification (Plaid)
If eligible, you can verify your bank instantly using Plaid. You’ll sign in to your bank through a secure connection to complete setup right away.
Option 2: Manual Verification (Test Transactions)
If your bank is not eligible for Plaid, or you choose not to use it:
Enter your bank details manually.
We’ll send two small test transactions to your account. This usually takes 2–3 business days.
Once deposits are received, click Verify bank account in your Gusto Pro dashboard and enter each amount.
To edit or remove a firm bank account:
Click Billing.
Click Bank accounts.
Next to the account you want to edit, click the three dots and select:
Change bank account
Remove bank account
You can edit your bank account information at any time, but if a bank account is changed, it will need to be verified before use.
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.
From the Dashboard, find the “Tasks” headline.
Toggle between All, Client, and Firm tabs to review the tasks to be completed.
All: Client and firm tasks.
Tasks are grouped by client, click Show # companies to see which clients are associated with each task.
Client: All client-related tasks—includes critical items such as payroll blockers, bank account issues, compliance concerns, etc.
Firm: Tasks specific to your firm—includes firm member management, firm banking information, etc.
If there are several tasks, you can view them all by scrolling to the bottom of the list and clicking Show more.
When you’re ready to complete a task, click Let’s do it.
Once the task is complete, it’ll be removed from your Dashboard.
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:
From your Dashboard, click the ( i ) icon next to the “Task” header.
Click Share feedback to let us know how this feature could be more helpful.
Firm members (accountants) can view client payrolls in their Gusto Pro account and quickly jump to those payrolls to help if needed.
Get a brief snapshot of upcoming and missed client payrolls on the Home page (scroll to “Client payrolls”), or get additional details in the Payrolls section of your account.
We’re still rolling out the improved payroll hub—if you do not see it in your account, wait a few weeks and check back.
Go to Payrolls.
Switch between tabs to see Upcoming, Missed, or Submitted payrolls, and view payroll History.
Upcoming: Payrolls that have not been submitted and are due in the future.
Missed: Payrolls that have not been submitted and were due in the past.
Submitted payrolls: Payrolls that have been submitted, but have not been paid out yet.
History: Payrolls that have already been paid out to team members.
At the top-right of the table, click Filter to filter by:
Client
Payroll deadline
Payroll status
Use the table to view:
Client name—click to go to the company account
Payroll deadline
Payroll type (regular, off-cycle, etc.)
Deadline
Status—click edit payroll or run payroll in this column to jump to that client’s payroll. At the top of the table, click Status details to learn more:
Action required: Something needs to be fixed before the payroll can be processed and paid out to your team.
Ready to start: The payroll has not been started yet.
In progress: The payroll was started, but has not been submitted.
Submitted: The payroll has been submitted and is processing.
Failed: Gusto has attempted to complete processing and payment of the payroll, but has failed.
Complete: Gusto has completed processing and payment of the payroll.
Pay period
Pay frequency
Who ran the payroll
Additional actions (dependent on status of the payroll), like:
Edit payroll
Review payroll details
Run payroll
See pay history
Skip payroll
Unblock payroll
If your accounting firm processes payroll through Gusto, you can claim third-party R&D tax credits for your firm.
To claim third-party R&D tax credits:
Under Tasks, toggle to Firm.
Click Redeem third-party R&D tax credits.
Complete the R&D tax credit questionnaire to claim third-party R&D tax credits.
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.
Sign in to your Partner dashboard.
You must be the billing admin on your firm's account to upload a logo. If you're unsure who is the billing admin on your account, contact your Partner Advisor at Gusto.
Click Firm Details.
Next to Company Logo, select Upload Logo.
Select your file to upload.
Make sure it's in JPEG, GIF, or PNG format with no space around the edges of the image.
Click Save.
If you’re a partner with multiple clients on your dashboard, you can choose which emails you receive for each of your clients.
These defaults will be used for all of your client emails when it is applied and for all new clients that you add.
Click the Settings section.
Choose the Email preferences tab.
Click Edit next to “Default email preferences.”
Next to the different categories, select either All emails or Only critical emails.
Only critical emails: You'll only receive notifications when urgent action is required, such as payroll errors.
Click the Settings section.
Select the Email preferences tab.
Under "Client product emails," select the client you want to customize email notifications for.
To change settings for just one company, find the name of the client and click Edit.
To change settings for multiple clients at once, check the box next to each one. Then click Actions and choose Bulk edit.
For each category, choose whether you want to receive All Emails, Action required and critical emails, or Critical emails only.
All emails
We’ll contact you frequently with information about your account—includes informational notifications where no action is required from you.
Action required and critical emails
We’ll contact you about day-to-day operations (like employee time cards), and any critical information.
Critical emails only
We’ll contact you with only critical information (like blocked payroll, risks to your account, and legally required messages).
Custom—specify by topic what level of notifications you’d like for
Payroll: Running payroll for employees or paying contractors.
Finance and accounting: Viewing payroll reports and integrations with accounting software.
Tax and compliance: Tax filings, workers' compensation, and compliance.
HR and onboarding: Onboarding, time, and performance tracking.
Benefits: Setup and management of employee and contractor benefits.
Others
Click Save changes.
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.
Click the Settings section.
Choose the Email preferences tab.
Scroll to the “Marketing emails” header, and click Edit.
Use the checkboxes to let us know if you'd like to receive marketing emails about:
New features and updates
Product announcement and upcoming events.
Offers and promotions
Seasonal promotions and upcoming product offers and savings.
Feedback and surveys
Gusto sales representative communications
Emails about Gusto's plans, pricing, and new customer implementation.
Click Save changes.
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
We’re still working on this feature—during its beta phase, not all accountants will have access. We’ll update this article when it becomes available to all accountants.
For now, you’ll only be able to view support tickets you’ve personally submitted. You will not see tickets created by other firm members or your clients.
Your clients can track the status of tickets they’ve submitted in their Gusto accounts.
Click the Help section.
Scroll to the bottom of the page and click View support tickets.
Click the subject of a ticket to get additional detail about the ticket status.
Toggle between the Open and Closed tabs to find current and historical tickets.
For tickets in the Open tab, you'll see:
The subject
Received
In progress
This has been assigned to someone on our team, and we’re looking into it. We’ll be in touch soon.
Closed
Click the subject of the ticket to see a pie-shaped tracker with the statuses:
Client name
If you see “No linked client”: We’ll still help with the case, we just may not be able to display the client name.
A reference number
A submission date
For tickets in the Closed tab, you'll see:
The subject
A reference number
A submitted date
A closed date
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.
Before removing a client from your firm, make sure someone from the company is assigned as the primary admin on the account.
Once confirmed, complete the following steps:
Go to the Clients section.
Click the 3 dots under the Action column of the client you want to remove, then select Remove client.
Removing a client that was set up as partner-billed will automatically switch billing to the client and they will be notified by email.
If you want to close your accounting firm's payroll account, follow the steps to cancel your account.
To close your firm's Partner dashboard/Partner profile, contact us from the Help section, so we can assist with next steps.