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Pay MemoPay Memo
New: Draft memo language with pAI (job bullets, rationale, case notes).

For Accountants

Create defensible reasonable compensation memos in minutes.

Pay Memo helps accountants and S-Corp advisors turn compensation decisions into file-ready memos with a repeatable, review-ready workflow.

Paid plans let you export with your firm logo and color theme, so every memo looks like firm-ready work product.

Accountant workflow walkthrough

Shared workflow plus accountant-specific memo fields.

Step-by-Step Instructions

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Generate Memo workspace entry screen

Step 1: Open Generate Memo

Start from the Generate Memo workspace.

Sample memo preview

Review a reasonable comp sample before you buy

Open a two-page, watermarked preview showing file-ready structure, rationale flow, and citation style for reasonable comp documentation.

Opens in a new tab. Preview only; downloading is disabled.

Example use cases for Accountants

How accountants teams are using Pay Memo in recurring workflows.

S-Corp owner comp documentation

Document owner pay decisions with consistent assumptions, citations, and rationale.

Client workpapers and review-ready memo support

Produce standardized memo packages that are easier for partner review and file QA.

Annual refresh cycles without starting over

Reuse the same workflow each year and update only what changed.

How Pay Memo helps

Core outcomes this workflow is designed to deliver.

  • Keeps assumptions and benchmarks clear for reviewer sign-off.
  • Cuts prep time across multiple client entities.
  • Standardizes outputs across staff and engagements.
  • Reduces manual formatting and one-off memo rewrites.