CPA Partnership

The Value of Partnering with GTM

Payroll can often be the most time-consuming of all the services that you provide to your clients. When you partner with GTM Payroll Services, you will eliminate the burdensome tasks associated with your clients’ payroll management. Plus, you have the added flexibility of setting up payroll accounts directly with GTM or through your firm with private labeling. GTM’s technology is combined with local support and training to provide “big firm” resources with “down the street” service. It is the best of both worlds and a smart recommendation for your clients.

CPA Portal

GTM offers you a secure online portal through our HCM solution, isolved, to access your GTM clients’ data. Work with custom and standard reports including quarterly and year-end tax documents, gross payroll statistics, and more. All data is accessible with a single login, even if you have multiple clients with GTM.

Through the portal, you can see in real-time:

  • Multi EIN cross-company reports
  • Unlimited department levels for labor and general ledger
  • General Ledger export
  • One database for employee records, certifications, expertise

Watch a brief demo of the isolved CPA portal:

Local Partner

When you partner with GTM, your clients’ payroll is processed locally by a firm with a 30-year history in the Capital Region, supporting area jobs and economy. Plus, it allows your clients to have more face-to-face contact, including on-site meetings and trainings, as well as virtual trainings.

Platform Technology and Security

GTM delivers more than a payroll solution. Our HCM platform, isolved, can create more efficiencies and grows with your clients with onboarding, talent management, time and expense, benefits enrollment, employee engagement, and more, in a single solution.

isolved is designed to ensure the security of customer data, protect against security threats, and prevent unauthorized access to the data of its customers.

Download our isolved HCM brochure to learn more.

HR Services

GTM provides HR services for your clients to aid with employee management and compliance, including:

  • Unlimited HR consultations over the phone or via email for employee relationship questions, customized forms, letters, and more
  • Customized employee handbooks and job descriptions
  • Online HR Support Center access from anywhere, 24 hours a day, 7 days a week
  • Web-based HR resources as well as highly experienced Human Resources professionals

GTM’s Security

Driven by a commitment to expertise and industry leadership, GTM voluntarily undergoes a rigorous examination and assessment process for SOC 1 compliance. Developed by the American Institute of Certified Public Accountants (AICPA), a SOC 1 audit is conducted by a third-party auditor to validate that a service organization’s key internal compliance and information security controls are operating effectively. It is considered the industry standard for evaluating, testing, and reporting on these controls and shows a firm’s commitment to client information security.

This enables GTM to provide assurance to existing and potential customers that the effectiveness of controls at GTM are relevant to the security, availability, and processing integrity of the system used to process customers’ information, and the confidentiality and privacy of that information.

Additionally, to provide assurance of our commitment to data integrity and security in our handling of client data, GTM undergoes independent third-party annual audits of our compliance with established rules and procedures provided by the National Automated Clearinghouse Association (NACHA).

Client Support and Training

GTM clients receive local service from a dedicated account manager, eliminating phone trees and generic email addresses. That account manager gets to know your clients’ payroll and HR like no one else, and behind that single point of contact is a network of certified payroll professionals, licensed insurance brokers, employment tax experts, and PHR-certified human resource professionals devoted to servicing your clients.

Our implementation process is designed to make your clients’ transition go smoothly. Your clients will have an implementation manager as a single point of contact and GTM’s implementation team will provide in-person (or virtual), hands-on training tailored to your clients’ needs using personalized instruction and e-learning.

Contact GTM

Fill out the form below or contact us directly for more information about how you and your clients can minimize the time spent on tedious tasks while improving accuracy with isolved.

Need Help?
phone-icon-2 Call 518-373-4111


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Complete Guide to Small Business Payroll

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