Case Study: Intelliworx achieves automated onboarding with Symmetry Payroll Forms

Symmetry Payroll Forms allowed Intelliworx to create an automated and more efficient onboarding experience by identifying and maintaining the proper tax forms

Intelliworx, an information technology and services company serving the federal government, needed a better way to manage onboarding paperwork—especially keeping up with changing federal and state W-4 tax forms. To improve its onboarding module, Intelliworx looked for a withholding forms solution that could automate updates, streamline form handling, and support a fully digital experience.

Using Symmetry Software’s Symmetry Payroll Forms, Intelliworx was able to automatically identify the right tax forms, pre-populate data, determine PSD codes, EIT rates, school districts, and apply nexus and reciprocity rules. The result was a paperless, automated, and consistently updated onboarding process that integrated smoothly with Intelliworx’s system and improved efficiency for both the company and its clients.

Intelliworx

Rob Hankey

Founder and Chief Executive Officer