PEO: Advisor Dashboard Client Invite Email Template

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This article is about Justworks PEO. What product am I using?

Overview:

You can use the email template below to contact your Justworks PEO clients and help them add their accounts to your new Advisor Dashboard view.

Note: You can invite your clients from within Advisor Dashboard. See this article for details.

How to use the template: 

  • Identify your Justworks PEO clients that should be visible in your Advisor Dashboard view.
  • Use this template for your Justworks Payroll clients.
  • Personalize the email template with your client’s name and your firm’s details.
  • Please include the help center article links and how-to video links.
  • Send the email(s) to your client(s), and follow up if needed to ensure they complete the process.

Audience: 
Justworks PEO clients where you are already listed as a Third-party admin 

Email Copy:
Subject: Add Your Justworks PEO Account to Advisor Dashboard

Hi [Client name],

Justworks has created a new process to grant me access to your Justworks PEO account. 

Rather than using the Third Party Admin (TPA) method, the new "Add Accountant" option allows for greater visibility and transparency over who has access to your account.

Adding your account to my new Advisor Dashboard view takes just a few minutes. For a step-by-step walkthrough, watch this how-to video or review this Justworks help center article.

Thanks for your time!
[Your Name]
[Your Firm Name]

 

Disclaimer

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.