Wagio for Accountants

Manage your clients. Simplify payroll. Stay organised.

Wagio gives accountants a centralised workspace to manage payroll clients, collect information, monitor payroll readiness and keep every client on track.

Accountant dashboard

September overview

DEMONSTRATION

12

Total Clients

4

Payrolls Due

7

Payrolls Ready

3

Information Outstanding

5

Pending Client Requests

Client payrolls

Client NamePayroll PeriodStatusEmployeesOutstanding ItemsLast ActivityAction
ABC ConstructionSeptember 2026Ready24NoneToday, 09:42Process Payroll
XYZ SecuritySeptember 2026Awaiting Client473 itemsYesterdayReview
Mandla TradingSeptember 2026In Progress121 item2 days agoOpen
Greenline ServicesSeptember 2026Completed31None3 days agoView
Sample businesses shown for product demonstration only.

A more organised practice

Everything your client payroll workflow needs.

Keep client communication, payroll readiness, records and next actions together without treating each client as a separate account.

Manage Multiple Clients

Keep all your payroll clients organised in one place.

Client Payroll Requests

Send clients requests for the information you need to complete their payroll.

Payroll Readiness

See which clients have submitted everything and which clients still need attention.

Automated Follow-Ups

Reduce manual WhatsApp and email chasing with reminders for outstanding information.

Client Portal

Give each client a secure area to submit and manage their payroll information.

Reports & Records

Keep payroll information, reports and client records easy to access.

One clear process

Request, review and complete.

Create structured client requests and see exactly where every item stands.

01

Create Request

02

Select Client

03

Select Information Needed

04

Send Request

05

Client Submits

06

Accountant Reviews

07

Mark Complete

Information you can request

Choose only what is needed for that client and payroll period.

New employees
Employee changes
Salary changes
Leave
Overtime
Bonuses
Deductions
Supporting documents

For the accountant

One command centre for the practice.

Manage multiple businesses, information requests, deadlines, records and reports from one Wagio workspace.

For the client

A simple place to respond.

Clients get a focused, secure experience for providing the information their accountant needs.

Keep client payroll work moving.

Wagio helps South African accounting and payroll professionals manage clients at scale while keeping every request, record and next action organised.

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