Start with your first two payroll runs.

This temporary signup flow gathers enough information to place the client into the right payroll path without overwhelming them.

Trial structure

First 2 payroll runs included, up to 60 days.
Works for weekly, biweekly, semi-monthly, and monthly payrolls.
Production check printing, direct deposit, and formal report filing may require activation.
Always your data: payroll history, employee records, and totals should remain accessible and exportable.

Why this public trial form is limited

This public trial request only asks for business contact details, payroll method, and setup needs so getting started stays fast.
Do not type SSNs, dates of birth, I-9 documents, W-4 forms, bank account numbers, or driver license details into this public form.
Those items are needed later for W-2s, new hire reporting, unemployment, workers comp, payroll tax reporting, direct deposit, and employee identity records.
When secure onboarding is active, prior payroll exports can be uploaded through a protected payroll vault so you do not have to manually delete columns or rework original export files.

What happens next?

New request goes into an internal onboarding queue.
Admin reviews current payroll method and import needs.
Prior payroll data import is scoped before the first live run.
Basic setup guidance is included. Remote setup help is available at $85/hour unless included or discounted with Payroll Office Support.

Selected starting point: Not sure yet — help me choose

Business basics

Keep this short so prospects do not abandon the form.

Business name * Contact name * Email * Phone * City State Number of employees * Payroll frequency *

How do you run payroll now?

This determines whether setup is simple or needs prior payroll import support.

Handwritten checks Spreadsheet Gusto Employee leasing / PEO Other / not sure

Desired starting point

Let the client self-identify without needing to understand every plan.

Just calculate the net check amount Create paystubs Print checks and stubs Payroll Office Support Not sure — help me choose

Prior payroll data import

This is a major trust and conversion feature for clients leaving another system.

Yes, I have prior payroll records Yes, I need help getting reports from my current system No, this is a new payroll setup Not sure

Payroll items you use now

This helps AdeptPayroll know what needs to be imported, tracked, reviewed, or reported.

PTO / vacation / sick balances Garnishments or court-ordered deductions Employee reimbursements Benefits, perks, allowances, or fringe benefits Workers comp reporting Unemployment reporting Direct deposit now or planned

Payroll needs notes

Remote setup help

Some clients can upload reports themselves. Others may want hands-on screen-share help.

I do not need remote setup help I may need help finding/exporting reports I want short remote setup help I want a full remote setup session

Remote Setup Help is $85/hour, billed in 30-minute increments after the first 15 minutes. Basic setup guidance is included with the trial. Longer screen-share sessions, import help, or help retrieving reports from another payroll system may be billed separately unless included or discounted with Payroll Office Support.

Anything we should know?

Optional notes for workers comp, unemployment, garnishments, benefits, perks, reimbursements, or payroll complexity. Do not enter SSNs, DOBs, bank details, I-9 data, or W-4 data here.

Notes

Back to pricing

By requesting setup, the client is not moving into employee leasing or a PEO arrangement. Payroll Office Support is hands-on payroll help unless a separate written agreement says otherwise.