PEO Transition

The Ultimate PEO Transition Guide: Leaving a PEO

Before leaving a PEO, learn to bring processes in-house, which critical services to implement, and how to remain compliant.

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Transition Planning

There are a lot of moving parts when leaving a PEO. We’ll give you clear step by step instructions to create your own transition plan.

Key Service Providers

From an HRIS, and accounting platform, to employee benefits, and handbooks, you’ll need to account for all core processes that need replacing.

Maintaining Compliance

HR, payroll, and tax compliance is one of the most crucial aspects of a PEO transition, and we’ll help you avoid compliance gaps and penalties.

Transitioning off of a PEO? Our guide will teach you how to:

Create an efficient PEO transition plan
Take control of your employee data
Find service providers for essential HR functions
Maintain on-going compliance, in-house
Determine which employee resources to create
Select the right benefits provider
Prepare for common transition challenges

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Stay payroll compliant
Once registered, maintain your compliance with powerful automated systems for detecting new registrations, receiving mail, and accessing your agency accounts.
Stay payroll compliant
Once registered, maintain your compliance with powerful automated systems for detecting new registrations, receiving mail, and accessing your agency accounts.
Automatically detect when employees move or a new hire shows up in a new location that requires registration.
Receive letters and notices digitally so you don't miss important updates that can impact your compliance.
Store logins and securely share them with your team so you never lose access.

All the information you require

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Do you cover every state and city?

Mosey covers all 50 states, DC, and 100+ cities.

How do you make sure all our mail is in one place?

Instead of receiving snail mail at your home or business location, you can receive mail virtually in your Mosey app. If you already have state accounts open, you can update those to start receiving your state mail in Mosey. When Mosey automates new accounts for you, we'll list your Mosey mailroom address. Additionally, you can make Mosey your Registered Agent for both existing registrations with the Secretary of State, or when automating foreign qualification in Mosey. You'll receive a notification whenever a new piece of mail is scanned and delivered to your mailroom. All mail can be downloaded as a PDF, or assigned to a member of your team. Most importantly, it is all kept securely in one spot so you'll never miss a notice.

We've already registered in some states. Why would we need Mosey after that?

You can import information for states you’ve already registered in, and Mosey will monitor new and recurring requirements for your business in those locations — and add more as you grow. But compliance is ongoing. As your business changes, you will hit new thresholds for state and local requirements (i.e., once you have five employees in Illinois, you are required to offer an employer-sponsored retirement plan). There are also new requirements being established constantly by these agencies (i.e., salary transparency on job postings in many states began in 2023). Using Mosey you can stay in compliance as your business grows and as state and local requirements change.

Do you integrate with payroll providers?

We integrate with all major payroll providers (80+ and counting).

How long will it take to get up and running?

Mosey offers different onboarding options for different plans. Self-serve takes minutes. More complicated businesses work with our customer success team to rapidly consolidate their systems and set up Mosey in a couple weeks.

Ready to get started?

Schedule a free consultation to see how Mosey transforms business compliance.