Flexible Estate Planning: DIY Options or Professional Support

What You Get

What You Get

Payroll Support for All Complexity Levels

From simple schedules to multi-state operations.


A Dedicated Payroll Coordinator

A real person who understands your business and handles your questions.


All Payroll Tax Filings Handled for You

Federal, state, and local — completely managed.


Flexible Ways to Submit Payroll

Online portal, mobile system, or through your coordinator.


Insightful Reporting Tools

Visual dashboards and real-time payroll data at your fingertips.


Integrated HRIS System

More accuracy, easier onboarding, and streamlined HR workflows.


Protect Your Business. Simplify Your Operations. Gain Peace of Mind.

From workers’ comp to payroll and HR support, this solution is designed to help small business owners operate smoothly, stay compliant, and reduce administrative headaches.

You stay focused on growing your business — while a trusted partner handles the details.


Human Resources

HR, Benefits & Payroll Technology

Manage your HR, benefits, and payroll needs from any device with our robust, easy-to-use self-service tools. Both employers and employees benefit from streamlined workflows, automated processes, and an intuitive user experience designed to keep everything running smoothly.


A Smarter, Simpler Way to Manage Your Team

See what matters most at a glance and keep your business organized with a fully integrated HR platform that includes:


Applicant Tracking System (ATS)

Post a job to 25+ job boards in one click

Customize postings with your own company branding

Track applicants, schedule interviews, and manage hiring in one place


Employee Onboarding

Digital offer letters & onboarding packets

Paperless I-9s, W-4s, and new hire forms

Automated workflows that save time and increase accuracy


Time & Attendance

Employee time clock

Mobile and web-based punch options

Automated timesheets and reporting

Built-in compliance tools


Benefits Administration

Enroll, update, and manage benefits online

Automated reminders and eligibility tracking

Simple employer dashboards and employee self-service portals


Workers’ Compensation Integration

Real-time payroll-to-premium connections

Fewer errors and increased accuracy

Claims reporting and safety resources


Payroll Management

Run payroll anytime, from any device

Automated tax filings and compliance

Access pay stubs, tax documents, and reports instantly


Everything You Need — All in One Place

Our HR technology gives you the structure, automation, and visibility you need to operate efficiently and stay compliant.

From hiring to onboarding to payroll and benefits, you can manage your entire workforce with ease.


IT and Cybersecurity

Running a business is already demanding — IT problems shouldn’t make it harder. Whether you need full-service IT support, co-managed help for your in-house team, stronger cybersecurity defenses, or compliance expertise, we’ve got you covered.

Let us handle the technology so you can focus on growth, your customers, and building a thriving business and community.

Connect With Oak GenWealth

If you’re ready for guidance, have questions, or want support with your family or business, we’re here to help. Share a few details below, and our team will reach out with the next steps.


Please indicate which service we can assist with below: Estate Planning, Financial Advisory, Retirement Plans, Bookkeeping & Tax Planning, IT & Cybersecurity, Payroll & Worker's Comp, Insurance Planning, Loans, or Other.