GuidelineReviews of guideline.com

The wait time was very short unlike other support centers. Michaela was very very helpful and experienced even though I did not have my account number

The customer service representative was exceptionally courteous and knowledgeable. Her communication was clear, concise, and focused on the specific tasks at hand. She effectively guided me through the application and answered all my inquiries with professionalism.

An annoying company to deal with. I had a company-sponsored 401k with them and when the company was sold they only had bad/annoying options to continue -- and it was a real pain to access systems (tied to the previous employer) to transfer money out

Guideline has been a valued partner for my small business. I specifically use them for their easy-to-use integrations with Freshbooks Accounting software and now Gusto Payroll. Their site is top notch with owner/admin tasks, a vast repository of well written help files (not easy to do when discussing tax implications), and also a highly professional help desk with real live people based in the US. Glad I am using their service.

Horrible services. They have made nothing but mistakes and made what should've been a simple procedure stressful and dragged on for so long. Since I left my previous company, I needed to rollover my retirement plan. I first called to ask about some account figures, and they gave me the wrong numbers. I was only able to know this because the new company's institute pointed it out to me when I asked them to double check for me. Then, when they sent out the check, they didn't include my information in it, so the new institute was not able to match it to my account, so I had to contact Guideline again to reissue the check. They said they would notify me when the new check is issued so that I could file another rollover form without having it expired. They never did, and I missed the submission because the check arrived first. I don't know what training their services go through, but they clearly do not know what they're doing.

Had too call and get my number changed soI could log in . Very respectful and solved my issue quickly. Thank you Guideline

Guideline is fantastic. The tight integration with Gusto is perfect. I'm so glad I stayed with Gusto and Guideline after the acquisition!

Super helpful, I'm so relieved I could call and talk to a human who answered the phone right away and helped me get what I needed in a matter of minutes. I'd been struggling to figure it out myself and it was so easy to call to get support.