Answer
Accountants and bookkeepers can use Lightning Payroll to process payroll for multiple clients. Each subscription includes an allowance for both a number of employees and a number of active companies. Standard plans include 2 active companies (5 on Enterprise) and can be extended with Extra Company Add-Ons up to a maximum of 10; to manage more than 10 client companies, use an Agent subscription, which is sized by the number of client companies. See What Is an Agent Subscription and Which Plan Do Accountants and Bookkeepers Need?
You can manage client data in two common ways:
- Keep multiple client entities in one database and switch between them with Entities.
- Keep each client on a separate database and move between them with Tools >> Create Backup and Tools >> Restore Backup.
Be careful when sharing backups between parties. Restoring the wrong backup at the wrong time can overwrite newer work. If you share data across devices or people, make sure everyone follows the same backup and restore process.
For clients that prefer not to share a subscription, you can also maintain your own subscription and process payroll from your own installation.
Jurisdiction specific filing steps depend on the site mode you are working in. Use the filing and reporting FAQ articles that match the customer jurisdiction for any electronic lodgement requirements.
