This article is about Justworks PEO and Payroll. What product am I using?
If you’re an accountant using Advisor Dashboard, you can easily refer clients to Justworks — either for Justworks Payroll or Justworks PEO. This guide walks you through both referral paths.
Getting Started: Add a New Client
To begin a referral, you can log into your Advisor Dashboard and complete these steps:
- Click Add new client at the top right of the homepage.
- Select “My client does not have a Justworks account.”
- Choose whether to refer the client to:
- Justworks Payroll, or
- Justworks PEO
If You Select: Justworks Payroll
You'll be directed to a short intake form where you'll enter basic business details about your client:
- Legal entity name
- EIN
- Tax classification
- Headquarters address
What Happens Next
- A Payroll company profile is created in Justworks.
- The client will appear in your dashboard under:
Clients > Payroll > Enrolling
Note: Enrolling companies do not count toward your firm's total client count shown on your dashboard homepage.
What Your Client Will See
Once the referral is submitted, your client receives an email to complete onboarding through their Justworks Payroll account.
They’ll be guided through the remaining steps independently. For more on what that looks like, check out Justworks Payroll: Onboarding Checklist.
Set Expectations Early
While many accountants assist with onboarding, keep in mind there are two steps that must be completed by a company representative (not the accountant):
- ID Verification for the company signatory
- Signing the Power of Attorney (POA) via DocuSign
Let your clients know this in advance to avoid delays during setup.
If You Select: Justworks PEO
When you choose to refer a client to Justworks PEO, you’ll be redirected to the Justworks Partner Referral Portal.
Requirements to Use the Portal
To proceed with a PEO referral:
- You must be an approved Justworks Partner with access to the portal.
- If you’re not yet a partner, you can request access directly from the portal landing page. Learn more about how to refer a small business to Justworks.
For questions about the Partner Portal, you can email partner-support@justworks.com.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, 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.