FOR CPAs & ACCOUNTING FIRMS

Your clients.Their payroll.One place tomanage it all.

Onboard clients, coordinate payroll, track deadlines, and manage the work across your accounting practice—with Surf’s connected workspace and AI-assisted workflows.

Onboard Clients Talk to our team
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
CLIENT PORTFOLIO

Your practice, in view.

Sample data
ClientPayroll statusNext date
Harbor & Pine DentalPortland, OR · 18 employees · Maya R.
In reviewOct 30
Northwind Brewing Co.Denver, CO · 42 employees · Jordan L.
Awaiting detailsNov 2
Bluegate LogisticsAustin, TX · 27 employees · Maya R.
OnboardingNov 6
Client access & team ownership

Invitations and permissions prepared for review.

Client-level workspaceReview client

BUILT FOR ACCOUNTING PRACTICES

One workspace.
A clearer view of every client.

Your clients have different payroll schedules, employee records, and deadlines. Surf helps bring the work together so your team can see what needs attention, coordinate responsibilities, and move payroll tasks forward.

Manage your client portfolio

Bring client access, onboarding, and payroll oversight into one organized workspace.

Stay ahead of payroll deadlines

Keep payroll dates, approval deadlines, reminders, and supported calendar feeds within reach.

Reduce repetitive setup work

Use AI-assisted payroll history migration, account mapping recommendations, and tax-notice assistance where supported.

WORKSPACE

Client management & onboarding

Bring client onboarding, invitations, and portfolio oversight into one workspace designed for accounting teams.

  • Client onboarding and invitations
  • Multi-client dashboard and client-level views
  • Team access and client assignment
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
CLIENT PORTFOLIO

Your practice, in view.

Sample data
ClientPayroll statusNext date
Harbor & Pine DentalPortland, OR · 18 employees · Maya R.
In reviewOct 30
Northwind Brewing Co.Denver, CO · 42 employees · Jordan L.
Awaiting detailsNov 2
Bluegate LogisticsAustin, TX · 27 employees · Maya R.
OnboardingNov 6
Client access & team ownership

Invitations and permissions prepared for review.

Client-level workspaceReview client

PAYROLL OPERATIONS

Multi-client payroll & calendar

Coordinate payroll activity across your portfolio and keep important dates visible to the right people.

  • Multi-client payroll oversight
  • CPA payroll calendar, deadlines, and reminders
  • Calendar feeds for Google Calendar and Outlook
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
CPA PAYROLL CALENDAR

October 2026

Monthly view
MTWTFSS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15Harbor · Review
16
17
18
19
20
21
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23Northwind · Approval
24
25
26
27Bluegate · Setup
28
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30Harbor · Payday
31
Calendar feeds

Google Calendar & Outlook · Supported feeds

Illustrative datesReview before processing

REPORTING

Centralized payroll reporting

Make payroll information easier to review across client accounts with access to relevant reports in one workflow.

  • Client-level payroll reporting
  • Payroll tax deposit reports
  • Clearer access to the details behind payroll
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
REPORTING

Payroll tax deposit report

Harbor & Pine Dental Q3 2026

Deposit report preview

Client-level details · Sample record

Reporting periodJul – Sep 2026
Tax categoryFederal withholding
Deposit datePending review
Reference recordHPD-Q3-0412 · Sample
No filing or payment impliedReview report

ACCOUNTING WORKFLOWS

AI-assisted migration & account mapping

Reduce repetitive setup work with assistance for historical payroll data migration and accounting category mapping.

  • AI-assisted historical payroll migration
  • QuickBooks and Xero account-mapping recommendations
  • Review suggested classifications before applying changes
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
MIGRATION & ACCOUNT MAPPING

From source to suggested category.

SOURCEPayroll history fileRecords organized
PREPAREDReview-ready historyApproval outstanding
Source categorySuggested mapping
Regular wagesWages expense
Employer payroll taxPayroll tax expense
Employee reimbursementReimbursement payable
Recommendations, not applied changes

Review suggested QuickBooks or Xero classifications.

Human approval requiredReview suggestions

TAX & INTELLIGENCE

Tax notice assistance

Get AI-assisted support for understanding tax notices and identifying potential next steps within the payroll workflow.

  • Tax-notice notifications and visibility
  • AI-assisted notice interpretation
  • Suggested next steps for review by an authorized person
SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
TAX NOTICE ASSISTANCE

A clearer next step.

Review required
Northwind Brewing Co. · Sample notice

Payroll tax information request

AI-ASSISTED INTERPRETATION

The sample notice requests additional payroll information. Confirm the notice details and reporting period before responding.

Potential next steps

Verify the notice and deadline
Compare relevant payroll records
Have an authorized person review the response
Not resolved or submittedReview guidance

WORKSPACE

SurfAccountant workspaceIllustrative UI
WorkspacePayroll OperationsTax & Intelligence
CLIENT PORTFOLIO

Your practice, in view.

Sample data
ClientPayroll statusNext date
Harbor & Pine DentalPortland, OR · 18 employees · Maya R.
In reviewOct 30
Northwind Brewing Co.Denver, CO · 42 employees · Jordan L.
Awaiting detailsNov 2
Bluegate LogisticsAustin, TX · 27 employees · Maya R.
OnboardingNov 6
Client access & team ownership

Invitations and permissions prepared for review.

Client-level workspaceReview client

FROM CLIENT SETUP TO PAYROLL FOLLOW-THROUGH

Less time coordinating the process.
More clarity across your practice.

  1. Bring a client into Surf

    Send an invitation, organize client access, and assign the appropriate team members.

  2. Prepare and review payroll

    Review relevant client payroll information and keep upcoming deadlines and approval dates in view.

  3. Use intelligence to support setup

    Use supported AI-assisted migration, account-mapping recommendations, and tax-notice guidance—with review before important changes are made.

  4. Keep the next deadline visible

    Use the CPA payroll calendar, reminders, supported calendar feeds, and reporting to coordinate the work ahead.

Nationwide coverage

Serve clients across the country.

Coordinate client payroll across 48 supported states including D.C. from one workspace.

47 of 50 states + D.C. live

Payroll supported in 48 states including D.C. · 3 more coming soon

Live Coming soon: Ohio, Kentucky, Pennsylvania
Three colleagues smiling together outdoors
Surf

Payroll, right at your fingertips.

Run payroll on the go with the Surf app. Pay your team, review payroll details, and keep every pay run on track — wherever work takes you.

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