What to Expect
PEO operations run on documents, portals, and deadlines— the kind of work AI couldn't touch a year ago.
That's changed. We'll walk through two workflows live — a state tax notice from arrival to filed response, and a new client onboarding from welcome packet to payroll-ready — and show what's now possible for the operational backbone of a modern PEO.
Agenda
What you'll see
A tax notice handled live
Read, classified, drafted, and filed in the agency portal — end to end, on screen.
A new client onboarding
Document intake, state registrations, and employee data across legacy systems.
How today's AI actually works
How modern agents handle documents, portals, and state-by-state variation at scale.
A grounded view of the next 12 months
What's ready to pilot in your operation today, and what's ready to scale.
Who This Is For
Built for PEO and payroll operations leaders
If you're dealing with client onboarding volume, state portal work, tax notices, or manual data entry across legacy systems — this session is built for you.