Client stories

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

"We have been providing onboarding to the federal government for the past 12 years and our biggest pain point, by far, was maintaining the W-4 tax forms. With Symmetry Software’s product, we no longer have that problem!"

Rob Hankey, Founder and CEO

The Challenge 

The onboarding period for a new employee is perhaps the most critical stage in their position at a company. Ultimately, this stage could determine their success while working for the company. Intelliworx decided to help employers overcome this challenge by specializing in onboarding federal employees which resulted in a great solution: the Intelliworx Onboarding Module. The Onboarding Module automates tasks such as scheduling and assigning so that a new employee will have a smooth beginning at the company. An essential part of this process is correctly identifying and maintaining proper W-4's, the necessary tax document that allows employers to withhold the correct federal income tax from an employee's paycheck.

The Search 

Keeping up with the annual changes that are made to the Federal Form W-4 and state Form W-4s is a challenging task, especially for a small-sized company with other priorities. Therefore, Intelliworx's Onboarding module was a challenge. For the Onboarding Module to stand out from its competitors, Intelliworx needed enticing features such as automation, frequent and fast updates, and all in one online solution. The Intelliworx team searched vigorously for a quality vendor that provided withholding forms until they found Symmetry Payroll Forms.

"Intelliworx has had a great working relationship with the entire Symmetry Software team. They worked hard to get the product to where we needed it to be for the government market."

Rob Hankey, Founder and CEO

The Solution 

The Symmetry Payroll Forms product is designed to make life easier. For a more efficient onboarding process, Symmetry Payroll Forms pre-populates data, automatically determines PSD Codes, EIT Rates, and school districts, and automatically applies nexus and reciprocity. The simple process begins with the employee entering or loading their data, and Symmetry Payroll Forms identifies the location and gathers the appropriate forms. The employee is then guided through the necessary forms, and the system automatically sends the completed forms to the designated department.  

With the help of Symmetry Payroll Forms, Intelliworx's Onboarding Module can generate forms that are easily shared with other systems. Symmetry Payroll Forms can also be used to populate a wide variety of digital forms that can be printed or stored in integrated document management solutions.   

With Symmetry Payroll Forms, the experience is entirely paperless, automated, and consistently updated, which is everything Intelliworx needed. Before the paperwork had a chance to be signed, the Symmetry Software technical staff began working closely with Intelliworx’s technical department to implement Symmetry Payroll Forms. With its entirely digital form and extended capabilities, Symmetry Payroll Forms easily integrated with Intelliworx's system, solidifying the partnership between Intelliworx and Symmetry Software.

About Intelliworx 

Intelliworx has been serving the Federal Government and other clients since 2003. They are a VA CVE verified Veteran Owned Small business. Intelliworx is in the business of taking their client’s paper or PDFs and turning them into easy to use, automated, workflow processes. The Intelliworx platform makes the job of providing information easy and the job of acting on the information, efficient and convenient.

Speak to a payroll technology expert about solving tax compliance for your payroll process.

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