Client Forms & Software Downloads

To make the process a little easier, we have accumulated a list of “2016 What you need to provide to us”. Use this list as a great reference. View List >>

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.

PDF Versions of the Above Forms
Patrick Payroll Forms
Government Forms & Links
Employee Insurance Coverage Notices
  • Form 1 - For employers who offer a health plan to some or all employees.
  • Form 2 - For employers who do not offer a health plan.
Print Drivers
Software Downloads

Client Center

(Individual Clients, Business Clients, and Client Employee)

Click here to send us sensitive information or large files (>10MB)

Using Your Client Organizer
How to Review My 1040
Remote Payroll

Memphis • 901-755-5858 phone • 901-755-7774 fax
Nashville • 615-823-8389 phone • 615-691-5999 fax