To transfer your payroll data, we need admin-level access to your team, pay history, and tax documents in Heartland Payroll's My Account portal. Your My Account password stays private — we only ask you to add a new user on our behalf.
Sign in to My Account and select the "Company" tab, then click the "Administrators" tab.
Click "Add Account". A "Create Account" window opens with three sections: Profile Information, Access Level, and Roles and Permissions.
Fill in the "Profile Information" section with first name "Freedom", last name "Setup", and the email address [email protected].
Under "Access Level", choose "Full".
Under "Roles and Permissions", select "Super Administrator" so the new account has access to payroll, reports, and tax documents.
Click "Save".
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Heartland Payroll?" to confirm you added the user and gave it the role, then click "Confirm access granted in Heartland Payroll".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If the menus look different or you'd rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.