Client Portal

Industry-Leading Resource Portal

Our client portal is your go-to customer service resource to find the content and tools needed to stay compliant, manage risk, and build a better workforce. Enroll now for $30 a month or $300 annually.

We offer 24/7 exclusive compliance, training, people management, and risk management tools you need to avoid costly lawsuits, claims, and fines. Our user-friendly solution will assist you in getting more done in less time, so you can perform your job more effectively.

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You will receive an email from Optima Benefits and Payroll welcoming you to your new client portal. This email will walk you through setting up your account. 

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Searchable Content and Resource Libraries

Contains articles, forms, guidelines, videos, state-specific content, employee education material, and more.

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Apps

Provides tools to supplement HR offices as well as ensure compliance.

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Workplace Tools & Templates

Access customizable templates, policy samples, training materials, and step-by-step guides designed to help you manage daily HR responsibilities with clarity and efficiency.

With Our Portal You Can:

  • iconSolve your business’s unique pain points with centralized tools and content
  • iconEasily navigate the complex world of compliance and risk management
  • iconEffectively handle tasks involving employees using portal resources
  • icon Have access to accurate compliance information regarding ACA, FMLA, COBRA, and more

For more information, we invite you to contact us by calling 585-506-4000 or via email by visiting our website’s contact page.