This article is about Justworks PEO and Payroll. What product am I using?
As your client gets started with Justworks, it’s important that any accountants, advisors, brokers, or non-US company admins they work with are provided TPA access to the platform.
TPA access can be easily granted (or removed) in only a few simple steps! More information on how your client can add a TPA are outlined here.
Frequently Asked Questions
Why is TPA important?
TPA ensures that you (as an accountant/advisor/broker) are given the capability to manage and/or view specific information as it relates to your client in the Justworks platform, based on the permissions that are granted to you. For example, a broker partner should be given benefits permissions; an accounting partner may want to be given payroll permissions.
This also avoids potential issues/questions that you may have in the future from not having direct access to the platform right at the start of your client’s time with Justworks.
Can my client add a TPA at any time?
Clients can certainly add Third Party Admins at any time, whether it be during Onboarding, or once they’ve gone live with Justworks. That being said, while we understand some clients may not feel a need to do so right now, we always find it’s best that TPA access is granted sooner rather than later, this way they won’t have to worry about it in the future.
What if my client is worried about providing me with access to company information?
We absolutely understand having this concern; all of Justworks’ customers want to ensure their data is kept secure. The great thing is that when providing TPA access, the Justworks platform allows for granular controls and permissions, giving your clients’ the ability to grant TPA’s only the visibility and access they should have.
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.