Client Onboarding for Payroll Managers with Gusto
The Problem
Onboarding a new Multi-State Payroll client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Gusto
AI drafts the engagement letter, generates a tailored document-request list for the client's Multi-State Payroll profile, chases missing items across email and ADP Workforce Now, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Gusto — uses the native API or agent integration so nothing leaves the system of record.
Gusto Integration Approach
Audit your Gusto configuration
We map the specific Gusto objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Gusto API or agent
Integration happens inside Gusto — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Gusto with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Gusto instance
30-minute call. We'll look at your actual Gusto setup and show exactly how this workflow fits.