With the Personio platform for tax consultants, you can make cooperation between companies and tax consultants digital, efficient and transparent.

What is the Personio platform for tax consultants?

The Personio platform for tax advisors is an extension of Personio Payroll and is aimed at companies that use the Expert Plan . It enables seamless, digital collaboration between companies and their tax consulting partners. The platform can be used to centrally manage payroll data – including expert support from a Personio tax consulting partner.

Access to the Personio platform for tax consultants

The platform can only be used with the Personio Payroll Expert Plan. Companies with this plan can invite their tax consulting partners to jointly manage, audit and approve payroll digitally. Access can be set up in the Personio account and managed by tax consultants and clients. 

Please note:
If the tax advisor has been granted access rights to a Personio account via the Personio platform for tax advisors, they will have access to all payroll-relevant data of the companies stored in the company's account. A restriction to individual companies is not currently available. 

Main functions of the Personio platform for tax consultants

• Common payroll accounting: Payroll accounting is managed, audited and approved digitally, jointly and transparently.
• Access management: Access to the platform is set up centrally in the Personio account and can be managed flexibly from both sides.
• Central overview for tax consultants: Tax consultants get access to all client accounts in one place – without separate logins.
• No external profiles and data transfers: Customers no longer need to create external profiles or manually transfer data to the tax consultant.
• Create support tickets: Tax advisors can create and track support tickets for their Personio Payroll customers directly from within the platform. Personio payroll managers are automatically included in the CC of the communication.

Create support tickets for customers

Tax advisors can create support tickets via the platform in their clients' Personio accounts. The following applies:

• Topics relevant to payroll accounting: Tickets can only be submitted for topics relevant to Personio Payroll. Within this framework, there are no restrictions on subordinate topics. 
• Support access: Tax advisors have the same support access as Personio payroll managers. 
• Automatic notification: Personio payroll managers within the company are automatically added as CC recipients as soon as a ticket is created. 
• Ticket visibility: All tickets created by the tax advisor are visible to Personio Payroll managers within the company in their support history. 
• Answer: Responses from the support team will be sent to the email address of the person who created the ticket. 

What permissions does the tax advisor have in the customer account?

Once the connection is established via the tax advisory platform, tax advisors have the following permissions in their clients' Personio accounts:

• Payroll accounting department: Access to the Payroll section in the navigation bar with editing permission. This allows tax advisors to review and approve payroll accounting and send payroll data to DATEV.
• Data and documents: Tax advisors have access and authorization to edit:
  • Payroll accounting data
  • Compensation information
  • Data on attendance and time off
  • Personal Data
  • Employee documents of the categories: Employment contracts, time off certificates, application documents, other documents, performance documents, employment references, study documents
• Account configuration: Tax advice can also:
  • Manage employee accounts (invite employees, reset password, reset 2FA),
  • In the personnel list, carry out data exports of employees within the organization,
  • Create reports and custom reports
  • Manage payroll settings
  • Manage time off

To ensure transparency and security, the tax consultancy does not have access to employee-related functions outside of its area of responsibility. This includes access to:

• Onboarding data
• Workflows
• Performance and Development Settings
• Access to the company's org chart
• Authentication settings
• The audit log
• Marketplace Integrationen
• Subscription management
• Apps such as whistleblowing, conversations, recruiting and surveys

Additional information

To learn more about Personio's platform for tax consultants, read our articles:

• To the Personio Payroll Expert Plan
• About collaboration through the Personio platform for tax consultants