Manage Multiple Clients
Keep all your payroll clients organised in one place.
Wagio for Accountants
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
12
Total Clients
4
Payrolls Due
7
Payrolls Ready
3
Information Outstanding
5
Pending Client Requests
Client payrolls
| Client Name | Payroll Period | Status | Employees | Outstanding Items | Last Activity | Action |
|---|---|---|---|---|---|---|
| ABC Construction | September 2026 | Ready | 24 | None | Today, 09:42 | Process Payroll |
| XYZ Security | September 2026 | Awaiting Client | 47 | 3 items | Yesterday | Review |
| Mandla Trading | September 2026 | In Progress | 12 | 1 item | 2 days ago | Open |
| Greenline Services | September 2026 | Completed | 31 | None | 3 days ago | View |
A more organised practice
Keep client communication, payroll readiness, records and next actions together without treating each client as a separate account.
Keep all your payroll clients organised in one place.
Send clients requests for the information you need to complete their payroll.
See which clients have submitted everything and which clients still need attention.
Reduce manual WhatsApp and email chasing with reminders for outstanding information.
Give each client a secure area to submit and manage their payroll information.
Keep payroll information, reports and client records easy to access.
One clear process
Create structured client requests and see exactly where every item stands.
Create Request
Select Client
Select Information Needed
Send Request
Client Submits
Accountant Reviews
Mark Complete
Choose only what is needed for that client and payroll period.
For the accountant
Manage multiple businesses, information requests, deadlines, records and reports from one Wagio workspace.
For the client
Clients get a focused, secure experience for providing the information their accountant needs.
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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