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.

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.


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. After your initial activation, you can continue to access the client portal at


Searchable Content and Resource Libraries:

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



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



The employee handbook builder allows you to build a customizable handbook including Federal and State specific content. Reviews and updates to content are easy and done right from within the tool.

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.