This guide covers: Read the dashboard, Open notifications, Update your profile, Manage work locations.
Read the dashboard
What it does: Gives you a one-screen overview of your company — active employees, YTD gross payroll, YTD taxes, pending filings, recent payrolls, and upcoming tax deadlines.
Where: Client Portal → Dashboard (/client-portal).
Steps:
- Sign in to the Client Portal. The dashboard is the landing page.
- Look at the four stat tiles across the top: Active Employees (active / total), YTD Gross Payroll, YTD Taxes, and Pending Filings.
- The Last payroll processed on line under the tiles shows the date of your most recent run.
- The Recent Payrolls card on the left lists the last few runs. Each row shows: Pay period · Pay date · Employee count · Total gross pay · Status. Click View all to open the full payroll history.
- The Upcoming Tax Deadlines card on the right lists open filings. Each row shows: Form (e.g., 941 Q3) · Due date · Tax liability · Status. Click View all to open the Tax Filings page.
Who: Any user with a Client Portal login for your company.
Notes: If a card shows No payrolls yet or No upcoming deadlines, that section is simply empty — there is nothing to act on. Status pills are color-coded (green = completed/accepted, blue = processing/submitted, yellow = pending).
Open notifications
What it does: Controls which events trigger an email or SMS to the company contact, and on what channels.
Where: Client Portal → Notifications (/client-portal/notifications).
Steps:
- From the left nav, click Notifications.
- The top card, Delivery Channels, has two master toggles: Email Notifications and SMS Notifications. If both are off, every category is grayed out — turn at least one on first.
- Scroll to the category cards: Timesheets, Payroll & Taxes, Employees, Other.
- For each category there is a master toggle (e.g., Timesheet Submissions, Payroll Updates, Tax Filing Updates). Flip it on to receive that category.
- When a category is on, an inline row appears: via: Email · SMS. Click each chip to enable or disable that channel for that category.
- Changes save automatically — a green Saved badge appears in the header after each toggle.
Who: Anyone with a Client Portal login. Notifications are sent to the email and phone number on the Company Profile.
Notes: SMS chips stay grayed out if the master SMS Notifications switch is off. The same applies to email. There is no Save button — every flip persists immediately.
Update your profile
What it does: Shows your company's legal information, contact information, and your assigned accountant. The Client Portal profile page is read-only — edits go through your accountant.
Where: Client Portal → Company Profile (/client-portal/profile).
Steps:
- From the left nav, click Company Profile.
- The Company Information card on the left shows: Company Name · Legal Name · EIN (masked) · Pay Frequency · Status (Active / Inactive).
- The Contact Information card on the right shows: Address · Phone · Email.
- The Your Accountant card at the bottom shows your accountant's name and email.
- To change anything — company name, EIN, address, pay frequency — contact your accountant using the email on the Your Accountant card. The accountant updates it from their dashboard and the change appears here on the next refresh.
Who: Anyone with a Client Portal login can view this page.
Notes: The EIN is intentionally masked. There is no "Edit" button on this screen — that is by design. If you signed an onboarding packet, the legal name and EIN there are the source of truth, and changes need an updated form.
Manage work locations
What it does: Defines the physical addresses where employees work, sets a GPS geofence around each one, and controls whether employees must share location when they clock in or out.
Where: Client Portal → Work Locations (/client-portal/work-locations).
Steps:
- From the left nav, click Work Locations.
- The top card, Geolocation Scope, has four options: Disabled · Organization-wide · Per Location · Per Employee. Click the tile that matches your policy. The active tile turns blue.
- Below that, the Locations section shows every saved location as a card with a mini map preview, address, radius, and a GPS Required / GPS Optional pill.
- To add a new location, click Add Location in the upper right.
- In the modal, fill: Location Name (e.g., Main Office) · Address (use the autocomplete — coordinates auto-fill from the picked result).
- Adjust the Geofence Radius slider (10–500 m) or type a value. The map preview shows a green circle for the geofence. You can also click on the map to drop the pin.
- Check or uncheck Require GPS location for clock in/out at this location.
- Click Add Location at the bottom. The card appears in the grid.
- To edit a location, click the pencil icon on its card. To delete, click the trash icon, then Delete in the confirmation modal.
Who: Anyone with a Client Portal login can change the scope, add, edit, or delete locations.
Notes: Organization-wide forces GPS on every clock event regardless of per-location settings. Per Location honors the GPS Required / GPS Optional flag on each location. Per Employee delegates the decision to the employee record. Disabled turns GPS off everywhere. The address autocomplete uses Google Maps — if it fails to load, you can still enter latitude/longitude manually.
Related: Review payroll, employees, taxes · How Payrollix files your taxes.