Run your payroll consulting practice with tools built for the way you work
Build the exact tools your payroll consultancy needs. Create pay-run workflows and approvals, client portals for timesheets and onboarding, change-request intake, compliance calendars and simple reporting - just by describing what you need.
Start with the basics
Build the tools your payroll consultancy actually needs
Payroll consultants juggle multiple clients, pay frequencies, data collection, last-minute changes and hard filing deadlines. Information often arrives by email and spreadsheets, which makes tracking approvals, new hires, bonuses and deductions error-prone.
Use YeshBe to build custom apps around your own process. Create a pay-run dashboard with your stages, a client portal for submitting hours and onboarding, a change-request intake and review queue, and a compliance calendar that matches each client’s jurisdictions and deadlines.
Turn recurring spreadsheets into shared tools with checklists, attachments, approvals and simple reports. Keep everything in one place so your team always knows what is due, what is blocked and what is ready to finalize.
- Pay-run workflowsBuild checklists, status boards and approvals for each client and pay cycle.
- Client & employee portalsCreate portals to submit hours, new hires and documents, and to view run status.
- Compliance calendarTrack federal and state deadlines per client with tasks, proofs of filing and owners.
- Change requests & reviewsCollect rate changes, bonuses and deductions with review queues and an audit trail.
Build it yourself
What payroll consultants and service providers build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Pay-run workflow & approvals dashboard
Track every client’s pay cycle with stages, checklists and client sign-off.
PromptBuild a pay-run workflow tool for my payroll consulting firm. I need: a Clients page with client name, pay frequency (weekly/biweekly/semimonthly/monthly), next pay date, assigned consultant, notes and active status; a Pay Runs board where I can create a run from each client’s schedule template with stages (Collect hours, Validate changes, Draft totals, Client approval, Finalized), each stage supporting checklists, attachments and comments; a client approval page that shows client, pay date, gross total, headcount and notes, and lets clients Approve or Request changes with their name/date; and a dashboard with widgets for Due this week, Awaiting client approval and Blocked.
Client onboarding & document intake portal
Let clients submit new hires and upload required payroll documents in one place.
PromptCreate a client-facing portal for onboarding employees. Include: a Start New Hire form (client, employee name, personal details, start date, pay type hourly/salary, pay rate, work location/state, manager, notes); a checklist with file uploads for required documents (tax withholding form, direct deposit authorization, ID); a status tracker (Draft, Submitted, In review, Completed); and an internal review page where consultants verify data, request missing items and mark the new hire ready for the next pay run.
Payroll change request system
Route pay rate updates, bonuses and deduction changes through a clear review queue.
PromptBuild a payroll change request app for clients. The request form should capture client, employee, request type (add employee, pay rate change, bonus/commission, deduction update, address/state update, termination/payout), effective date, amount or new rate, pay code, description and attachments. Provide an internal queue with statuses (New, In review, Waiting on client, Scheduled, Completed), an SLA target date, assignment to a consultant and an activity log. Include a simple client view to track their requests.
Compliance & filing tracker
Keep federal and state payroll deadlines organized with proofs and owners.
PromptBuild a compliance calendar for payroll clients. I need: a Clients & jurisdictions setup (client and their states), a Deadlines calendar listing recurring items (monthly/quarterly/annual payroll tax deposits and returns) with responsible owner, due date and required steps; a task detail page to record date filed, confirmation/reference number and upload proof of filing; views for Due soon, Past due and Completed; and a summary report by client for the quarter.
Questions and answers
Common questions about Payroll Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe your workflow in plain language and refine it step by step - no coding required.
Can I create a portal where clients submit timesheets and approve pay runs?
Yes. You can build client-facing pages to upload hours, send change requests and approve run totals, while you manage everything in an internal dashboard.
How do I handle different pay schedules across clients?
Set up client records with their pay frequency and use templates to create upcoming runs. Organize views by due this week or awaiting approval so nothing slips.
Can I export data to my payroll software?
Yes. You can design exports or reports (CSV or spreadsheet-style) with the exact fields and formats your payroll system expects.
Build the app your payroll consultants and service providers business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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