How to Give Access to ADP

Learn how to provide access to your ADP account, so that we may manage your account or review the payroll you have processed

Step 1: Log in to ADP

1. Navigate to ADP’s login page and enter your credentials.

2. If you have Multi-Factor Authentication (MFA) enabled, complete the verification process.

Step 2: Access User Management Settings

1. Once logged in, click on the “Administrator” tab (if applicable) or navigate to “Setup” from the main dashboard.

2. Locate the “User Access” or “Manage Users” section.

Step 3: Add the CPA Firm as a New User

1. Click “Add New User” or “Invite New User” (wording may vary based on your ADP version).

2. Enter the CPA firm’s designated email address (provided by your CPA contact).

3. Assign an appropriate username (optional, depending on ADP settings).

Step 4: Assign Proper Access Roles

1. Choose an appropriate access level for the CPA firm:

   • Payroll Processing Access: Allows the CPA to run payroll, process adjustments, and review employee payroll data.

   • Reports & Tax Filings Access: Grants access to payroll reports, tax documents, and filings for reconciliation.

   • View-Only Access: Allows the CPA to review payroll data without making changes.

2. Ensure the selected access level aligns with the services provided by the CPA firm.

Step 5: Confirm and Save Changes

1. Review the assigned permissions and confirm the user settings.

2. Click “Save” or “Submit” to finalize the access grant.

3. The CPA firm will receive an email invitation from ADP to complete their login setup.

Step 6: Notify Your CPA Contact

1. Inform your CPA firm that access has been granted.

2. Provide any necessary details about the level of access assigned.

3. Confirm that the CPA firm is able to log in and access the required payroll information.