Trez for Accountants

Simplifying Your Practice

Access a robust platform to streamline payroll, handle taxes, benefits, and compliance effortlessly. Our unparalleled support and benefits set us apart. Plus, as a partner, you can refer clients to Trez and reap the rewards. Join us and thrive together.

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Effortless Customer Experience

Provide your clients with an easy-to-use platform where they can effortlessly access their pay stubs, W2s, tax documents, and more. This streamlined process helps reduce your administrative overhead.

Payroll Mastery

Easily process payroll with just a few clicks! The intuitive dashboard enables you and your clients to effortlessly input employee and contractor information. They will receive clear step-by-step instructions to set up their accounts, including withholding and payment details. Additionally, access tax forms and pay stubs anytime for added convenience.

Nationwide Tax Expertise

Trez takes care of tax compliance for you. We calculate, file, and pay payroll taxes in all 50 states, ensuring compliance for your clients, no matter where they are. With Trez, payroll taxes are automatically filed every time you run payroll, eliminating manual intervention.
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Plus, our team of tax experts is here to help with any questions or concerns you have about tax compliance, making your job easier.

Benefits Management Made Easy

Managing benefits can be overwhelming for businesses. With Trez, it's simple and effortless. Our platform enables easy employee enrollment, usage tracking, and adjustments. Access comprehensive reports on costs and enrollment to manage budgets and plan ahead.

Streamlined Compliance

Trez ensures client compliance with federal, state, and local regulations. Our smart systems automatically update payroll calculations based on tax law changes, minimum wage rates, and overtime rules. We also provide automated new hire reporting and workers' compensation

Workers' Comp Integration

Safeguard your clients and their teams with our seamlessly integrated workers' compensation coverage. We leverage payroll data to update employment details with carriers, ensuring premiums are automatically deducted each payroll cycle. Our pay-as-you-go policies save time by adjusting automatically as employee counts fluctuate, with no upfront lump sum payments required.

Make your job easier today.

Trez is affordable, easy to use, and comprehensive both in features and customer solutions.

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Tailored Benefits Management

Trez offers personalized 401K options, with the flexibility of Roth and Traditional IRAs, along with efficient health insurance administration. We streamline the process, ensuring convenience for both you and your clients.
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Our dedicated experts empower your clients to make well-informed choices for their employees' future. With a wide range of options to choose from, your clients and their teams will appreciate your exceptional service. Additionally, if your clients have existing contracts, transferring over the administration to Trez is a seamless process.

Effortless Financial Management

Ditch checks and cashing fees with our hassle-free checking accounts. Offer advanced payments to your employees without impacting your finances. And stay tuned for our upcoming Employee Pay Cards - a convenient alternative for distributing paychecks.

Exclusive Partner Benefits

Enjoy special pricing through our partner program, saving you money while you grow your business. Plus, get free access to our powerful payroll service for your firm, designed to streamline your internal operations and enhance your efficiency.

Top-Tier Customer Service

Experience unmatched support with our dedicated customer service team. We prioritize your needs to ensure a seamless experience.
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Plus, provide your clients with versatile support. They can opt for self-service or receive assistance, all at no additional charge. Easily manage payroll through our user-friendly platform, or let our specialists help via phone or email, whenever necessary.

Additional benefits

Joining our network grants your clients exclusive access to a curated selection of benefits from our trusted partners, all dedicated to enhancing the well-being of their workforce.

Here are some of the partners we collaborate with