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InStaff — Professional Services

Employee Portal forProfessional Services Teams

Manage employee expenses, time-off requests, paystubs, and tax forms through one employee portal while keeping the payroll and accounting systems your team already uses.

No pitch. No slide deck. No pressure.

Just a conversation about your business and how InStaff can help.

Built to Keep Professional Services Teams Organized

7 Years

Long-Term Professional Services Clients

Some Professional Services firms have stayed with InStaff since 2019, using the portal as part of their ongoing employee workflows.

10

Using Paystubs & Tax Forms

Professional Services teams already use InStaff to give employees direct access to paystubs and year-end tax documents.

14

Active Professional Services Clients

Professional Services firms use InStaff to support employee self-service while keeping their existing payroll and accounting setup.

Expenses

Keep Employee Expenses and Approvals in One Place

Employees can submit expenses and receipts through InStaff while managers review and approve them before the information moves to finance or payroll.

  • Digital expense submissions
  • Receipt uploads
  • Reimbursable and non-reimbursable expenses
  • Manager approvals
  • Comments and activity history
  • Export-ready expense data
Explore Expenses →
Time Off

Give Employees a Clear Way to Request Leave

Employees can submit vacation, sick leave, and other time-off requests while managers review approvals and employees check their own balances and request status.

  • Custom leave types
  • Employee balance visibility
  • Approval workflows
  • Calendar views
  • Google and Outlook calendar support
  • Time-off reports
Explore Time Off →
Paystubs & Tax Forms

Give Employees Direct Access to Payroll Documents

Give employees direct access to paystubs and tax forms while reducing the need for payroll teams to print or resend copies.

  • Batch PDF splitting
  • Digital paystub delivery
  • Tax form delivery
  • Employee self-service
  • Historical document access
  • Compatible payroll PDF support
Explore Paystubs & Tax Forms →

Works With the Payroll and Accounting Systems Your Team Already Uses

InStaff works alongside your existing payroll and accounting setup, so you can add employee-facing tools without requiring a full system change. InStaff clients use the platform alongside widely used systems from QuickBooks, Sage, and other payroll and accounting platforms.

More Ways InStaff Supports Professional Services Teams

Digital Documents

Keep policies, client forms, onboarding documents, and private employee files organized and available to employees when needed.

Announcements

Share company updates, team notices, policy changes, and surveys with employees across the organization.

Employee Directory

Give employees one place to find coworkers and reporting relationships.

Time Tracking

Record employee hours, apply company rules, and send approved time toward payroll.

Give Employees More Self-Service Without Replacing Payroll

Handle expenses, leave requests, payroll documents, and other employee tasks through one portal while keeping the payroll and accounting systems your team already uses.

WHAT WE OFFER

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