To move your employees and contractors, pay history, and tax details into Freedom, our team needs to see your current payroll account. You add [email protected] as a user with admin-level access. Our team uses it to copy your records into Freedom. We don't run payroll or change settings in your old account, and we never ask for your password.
Open Transfer access to Freedom from the Onboarding page. It appears after you choose "Freedom will add it for me".
Check the provider shown under "Current payroll provider" and change it if needed. If your provider isn't listed, or you run payroll manually, choose "Other / I run payroll manually" and skip to the "If you chose Other / I run payroll manually" paragraph below the steps.
Click the copy button next to "Email address to invite" to copy [email protected], and note the role listed under "Role to assign". Your provider uses this role name.
Sign in to your payroll provider as the account owner, add [email protected] as a new user, and give it the role listed under "Role to assign". That role gives the user admin-level access, or the closest equivalent. For a step-by-step guide, click the "View [provider] instructions" link below the numbered steps in Freedom, where [provider] is your provider's name. The link appears only for providers that have a guide.
Back in Freedom, under "Done in [provider]?", check both boxes to confirm you added the user and gave it the role, then click "Confirm access granted in [provider]".
If you'd rather not add a user, click "Email us instead" under the confirm button. Your email app opens a prefilled message to [email protected]. Fill in the best way to reach you and send it. You can also click "Open chat" to contact us there.
If you chose "Other / I run payroll manually": Click "Email [email protected]". Your email app opens a prefilled message. Tell us how you run payroll today and the best way to reach you, send it, then click "I emailed Freedom".
Note: Confirming tells our team to start transferring your data. We'll email you when your data is in Freedom. After that email, you can remove [email protected] from your old provider. If something changes before then, click "Email us" on the Transfer access to Freedom page after you confirm.