This access allows Bench to securely retrieve payroll reports and tax documents, helping avoid delays and reducing manual document requests.

• A Abacus  online payroll account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users

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1. Login to your Abacus account

2. Navigate to your "Team" page

3. Click on the "Invite Team Members" button

4. Input the information requested:

Email: thirdpartylogins+business.name@bench.co

First Name: Bench

Last Name: Accounting

5. Return to your "Team" page and select the user you just added. Add this user to the "Administrators" section.

6. Under company settings, select "Admin Permissions"

7. Next to Bench Accounting's new user, toggle the permission to "No" - this will ensure that we do not have permission to approve expenses or release funds.

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Please message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Abacus reports directly, no action needed from you going forward. If anything changes with your Abacus account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

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