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Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity

Why Us
- - Why CBIZ Technology?
    
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- - At CBIZ Technology, we look beyond the technology itself to understand your business goals, challenges, and opportunities, delivering solutions that create meaningful impact.
  - - What We Do – CBIZ Technology is the premier technology solutions provider for small and midsize organizations.
  - - Our Mission – Our goal is to help grow, protect, and streamline your business operations.
Solutions
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- - Technology should solve business challenges, not create them. Explore the solutions, services, and expertise that help organizations grow, protect what matters most, and operate with confidence.
  - - AI Services
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- - Browse insights, resources, videos, and real-world success stories created to help you make confident technology decisions and drive better business outcomes.
  - - TechForward Blog – Practical insights on technology trends, cybersecurity, cloud, AI, business applications, and IT strategy.
  - - Customer Success Stories – See how we have helped solve complex challenges, improve performance, and achieved meaningful business outcomes.
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  - - Video Library – Explore product demonstrations, expert discussions, recorded webinars, and educational videos.
Company
- - About CBIZ Technology
    
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- - Get to know the leaders, values, and culture that shape how we serve our clients and support their success.
  - - Leadership – Meet the experienced leaders guiding our vision, strategy, and commitment to client success.
    - Careers – Explore opportunities to build your career alongside a team passionate about technology and helping clients succeed.
  - - Contact Us – Questions? We’re here to help. Connect with our team to start the conversation.
    - Online Support – Access technical support and resources for current CBIZ Technology clients.

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New User Request

New User Request

If you need CBIZ Technology to create a new user within your organization, please fill out this form. Please complete the form to the best of your ability. If any question is not applicable, please answer “N/A.” Should you have any questions or issues with the form, please email

When possible, please submit new user requests at least 3 business days before the user’s start date. This will ensure time to procure new licensing and allow for additional account information to be verified.

New User Request Form

X/Twitter
This field is for validation purposes and should be left unchanged.
Your Information
Name*
First Name Last Name
Email*
Phone*
Company*
Title*
Request Information
Company Name
User to Copy
Please indicate a user account to copy, if applicable. Please include full first and last name.
New User's Full Name
New User's Login Name
E.g. John Smith > JSmith
New User's Email Address
E.g. Jane Doe > jdoe@yourdomain.com
New User's Mobile Number
New User's Title
New User Start Date
MM slash DD slash YYYY
Does the user need access to any specific file shares? If so, which?
Does the user need to be added to any email groups? If so, which?
Applications Access
- Select All
- Microsoft Office
- ShareFile
- Sage
- Intacct
- Epicor
- Other – Please note applications in the last section of the form
Please select all applications the new user will need to access. Multiple answers may be selected.
Does the user need any printers? If so, which?
Please use this section to clearly list any other technologies, applications, drives, etc. that the user may need, or any other information you would like us to have.
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CBIZ Technology

Corporate Headquarters

68 South Service Road, Suite 300 Melville, NY 11747
877-454-0039

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