Payroll & HR Partner Program for CPAs, Brokers & Trusted Advisors

A Partner You Can Recommend With Confidence

Your reputation is built on trust. Lift HCM helps you protect that trust by providing your clients with reliable payroll and HR technology, dedicated support, and a commitment to service. We value the relationships you introduce and never compete with your advisory services.

Become a Channel Partner

A Partnership Built Around Your Clients and Your Reputation

Help your clients access payroll and HR solutions backed by personal service, without adding responsibilities to your team.

Protected Client Relationships

We support your clients' payroll and HR needs without competing for your advisory services.

A Better Client Experience

Give your clients access to experienced professionals who provide responsive, personalized support.

Less Work for Your Team

We manage the sales process, implementation, and ongoing support so your team can focus on its clients.

Referral Rewards

Refer a business with 75 or more employees and earn a gift card or account credit of up to $1,500 when they become a client.

Learn About the Referral Program

A Better Experience for the Clients You Refer

Direct Expert Support

No call centers or ticket queues. Your clients work with people who know their business.

Zero Competition

We are built to support your relationship, not replace it.

Real-Time Data Access

A unified system provides the visibility needed for informed decision-making.

Full Ownership

We handle the heavy lifting from implementation through ongoing service.

Seamless Transitions

Our structured implementation ensures a smooth move and reflects positively on your referral.

Total Transparency

We operate within a structure that reinforces your role as the primary advisor.

Payroll & HR Technology That Supports Your Clients

Powered by isolved, Lift HCM provides payroll, HR, time tracking, benefits administration, and workforce management solutions that help your clients manage their businesses more efficiently.

businessman hand showing partnership sign as concept

Flexible Payroll & HR Solutions

Solutions that accommodate your clients' needs as their businesses evolve.

Employee Lifecycle Management

Manage recruiting, onboarding, payroll, and employee information in one platform.

Reporting & Insights

Access payroll and workforce information to support better business decisions.

Compliance Updates

Tools that help clients manage payroll tax requirements and changing regulations.

Payroll & HR Partner Program FAQs

Does Lift HCM compete with my firm's services?

How are client referrals managed after the initial introduction?

Why do CPAs, brokers, and financial advisors partner with Lift HCM?

What specific types of clients are the best fit for Lift HCM?

Let's Build a Partnership That Benefits Your Clients

Whether you're exploring a payroll and HR partner or have a client who could benefit from our services, we'd welcome the opportunity to learn more about your firm and discuss how we can work together.

Become a Channel Partner