Yes! You can easily import account trial balances, vendors, customers, chart of accounts, and up to two years of bank transactions via Plaid integration (or as many bank transactions as you want manually using bank statements).
We made this accounting solution simple by design. You do not need any special training to track income and expenses, generate customer invoices, or print reports for your accountant. There are plenty of help articles and videos to learn how to use the software that you can access here.
Yes. We have free integration with Stripe, a third-party processor to provide you and your customers with a seamless payment experience. You can sign up with Stripe through our software. *Stripe has a standard fee schedule. Learn more here.
Yes, our Accounting Basic Software and Accounting Premium Software are both standalone products. While we’d love for you to try our award-winning payroll products, they are not required to use our accounting software.
No, we offer free direct deposit! There’s no additional software charge for providing direct deposit to your employees.
New customers can switch to Patriot at any time. When to switch is entirely up to you! We will help you get started whether you start fresh in the new year or switch mid-year or at the end of a quarter.
Patriot offers a few direct deposit options to meet our customers' needs: expedited 2-day direct deposit for qualifying customers, standard 4-day direct deposit payroll prefunding, or customer initiated funding through bank wires or Instant payments.
Our Full Service Payroll will collect, file and deposit federal, state, and most local taxes, in the USA. Learn more here.
Patriot’s Time & Attendance is an online timekeeping solution and is an add-on to our payroll software. It’s an online system, accessible from anywhere with internet access 24/7 with automatic software updates.
Patriot’s Time & Attendance Software is a great alternative to a traditional time clock system. Employees use the free employee portal or mobile app to record time, view time-off hours, enter comments, and view pay reports.
A software-based time & attendance system simplifies the collection of employee hours for payroll processing, reducing input errors and seamlessly importing hours to payroll with a click of a button.
No! You’ll only pay for employees with time card usage in a given billing period. If you have employees who don’t track their time, you won’t pay for them.
Patriot’s HR Software is an online software that helps you manage your employee information in an easy-to-use format, from anywhere there’s an internet connection. Patriot’s HR Software is an add-on module to our online payroll system, and can’t be used as a standalone product.
With Patriot’s HR Software, you can easily keep track of your employee information, job history, employment dates, emergency contacts, notes, electronic file attachments, and managers.
Patriot’s HR Software will have census reports including employee statistics, such as birthday and anniversary dates, new hire reporting, EEO-1 and VETS 4212 reporting. See the complete list of HR Reports.
The HR Center gives you complete access to tools and resources you need to manage employee-related tasks and laws efficiently and avoid costly mistakes.
Patriot’s Bookkeeping Service handles all your day-to-day bookkeeping responsibilities, including account organization, transaction categorization, monthly account reconciliation, and month-end book closing.
Schedule a free consultation so we can get to know your business better and answer any questions you have. From there, we’ll gather and onboard your information.
Please keep in mind that you must use Patriot’s Accounting Premium Software to use our Bookkeeping Service.
Your one-time onboarding fee and monthly service fees depend on your company’s average monthly expenses. Please see our pricing chart for more information.
We’ll charge a one-time fee at the time of onboarding. Your onboarding fee is based on your average monthly expenses and how many months’ worth of historical information we need to enter.
Your monthly Bookkeeping Service fee and Accounting Premium software fee will be charged on the 1st of each month (along with any other Patriot products).
Patriot’s Bookkeeping Service does not run payroll, pay your bills, invoice your customers, file corporate taxes, or offer tax advice.
You will send a portal registration invitation email to each employee. They will then create their own username and password. Employees will log in to the employee portal at www.mypatriot.com.
Your employees can view paychecks, print pay stubs, view their electronic W-2, and edit their personal information, tax withholding, and direct deposit details. You can add on more functionality with Patriot’s Time and Attendance and HR Software, including an electronic time card and an online repository for important documents you want to share.
Patriot’s employee portal is included for FREE when you choose either of our payroll software options – Basic Payroll or Full Service Payroll.
