Your operation does not stop.
PAYROLLCRMEMAILFILES
JOIN THE WAITLISTINTRODUCING BOLD PEO
One connected operating system that helps every team see what matters, understand what comes next and make better decisions.
PROGRESS, WITHOUT DISRUPTION
Move forward.
Without starting over.
PEO-READY FROM DAY ONEBuilt for the PEO you run today.
Bold starts with the PEO operating model already in place. Put it to work where it adds value now, keep Salesforce, payroll and other critical systems running, and expand Bold as it earns more of the operation.Bold meets your business where it is and gives you a clear path forward.
Keep the core platforms you depend on. Replace the generic tools and disconnected workarounds that no longer fit. Bold brings both into one purpose-built operating system.
Begin where value is easiest to prove. Expand as priorities change. Bring intelligence into the work without putting the entire operation in motion at once.
START SMALL. KEEP MOVING.No rip-and-replace required.
Choose one place to prove value.
B
One team, workflow or client moment.
Add more when the business is ready.
More teams. More work. One connected PEO.
NO BIG-BANG ROLLOUTNO ALL-AT-ONCE MIGRATIONYOUR PACE. YOUR PRIORITIES.
BOLD ATLAS
One PEO. 50 states.
Millions of details.
Bold Atlas brings state requirements, operating documents, client footprints, alerts and regulatory changes into one connected view. It helps teams understand not only what changed, but where the change may matter.
YOUR OPERATING FOOTPRINTEvery state. One clear view.
LAST UPDATED TODAY
1–1011–2021–3031–4041+
CLIENT PRESENCE26 states
UPCOMING CHANGES4 in view
STATE RECORDS238 connected
TX
STATE OPERATING DETAILTexas
ACTIVE8accounts operating
in this state
in this state
PEO LICENSINGActive✓
WORKERS' COMPPrivate carriersWC
STATE TAX2.7% billed SUTA%
HRE-Verify requiredHR
PAYROLL4 pay frequencies4
STATE INTELLIGENCETexas Library & Updates
23 DOCUMENTS • 3 ALERTSDOCUMENTSFORMSNEWSALERTS
DOCUMENT LIBRARY
PEOTexas PEO LicenseLicense and renewal recordCURRENT
TAXTexas SUTA Rate NoticeTax • 20262026
HRWorkforce Commission GuideEmployment referenceREFERENCE
ALERTS & NEWS
!PEO license renewal windowReview filing requirementsATTENTION
↻Workforce guidance updatedTexas Workforce CommissionNEW
$SUTA rate notice available2026 state tax referenceREVIEW
INTELLIGENCE THAT COMPOUNDSIndustry-smart from day one.
Industry-smart from day one.
Uniquely yours over time.
Bold begins with the PEO operating model already in place. As your team captures policies, decisions, relationships and outcomes, Bold builds a richer working context around your business. Its guidance becomes more relevant while preserving the expertise your people create.
THE CONNECTED PEO
One client journey.
In control at every step.
Bold maintains context through every defining moment, from early discovery and proposal to agreement, implementation, the first successful payroll, daily service and renewal.
THE CLIENT JOURNEY
01Explore02Evaluate03Commit04Implement05Go live06Serve07Grow
CONNECTIONS ON THE HORIZONConnect what stays.
Connect what stays.
Replace what no longer serves you.
Bold is being designed to exchange data with the systems your PEO still depends on through planned APIs, webhooks and secure file exchange.
CRM & SalesPayroll & HCMBenefits AdministrationAccounting & ERPTax & FilingInsurance CarriersWorkers’ Comp CarriersBanking & PaymentsEmail & CalendarDocuments & E-signatureChat & TicketingData & SpreadsheetsPLANNED CONNECTIONS. AVAILABILITY WILL VARY BY SYSTEM.
THE FUNCTIONAL LENSES
One shared relationship. A relevant view for every team.
Sales & qualification
Recognize the opportunities that fit your appetite, protect margin and move quickly.
↗Pricing & underwriting
Bring risk, pricing and profitability signals into view before the promise is made.
↗Implementation
See what is missing, what is slipping and what could threaten the first payroll.
↗Client service
Spot recurring friction, relationship risk and the next opportunity to amaze the client.
↗Payroll & tax
Keep commitments, open issues and important deadlines in the full client context.
↗HR & benefits
Turn interactions, questionnaires and client history into better-informed guidance.
↗Risk & workers’ comp
See changing rates, expiring policies and unresolved requirements before they become problems.
↗Finance & compliance
Surface incomplete controls, conflicting information and work that needs follow-through.
↗Connected by the people, processes, knowledge, documents and commitments behind the relationship.
INTELLIGENCE THROUGHOUT
Meet Bo.
Your operating partner.
Maybe your new best friend.
Bo is the intelligence and voice of Bold. Bo works with the context your team brings together, helping people notice what matters, understand why it matters and prepare what comes next.
01
Bo notices what needs attention.Upcoming deadlines, unresolved questions, stalled work and changes in the client relationship rise into view.
02
Bo connects the surrounding context.The client, commitments, policies, conversations, documents and open work are considered together.
03
Bo helps prepare the next move.Briefings, summaries, drafts and suggested follow-through help people act with greater confidence.
04
Bo becomes more useful with the work.Each decision and outcome adds to the working context your team can carry forward.
THE BOLD COUNCIL
Every expert perspective.
One informed direction.
The Council brings the right functional expertise into the same conversation. Each perspective stays distinct while shared client context helps leaders identify conflicts, weigh tradeoffs and reach a more informed direction.
ONE CLIENT IN VIEWAcme ManufacturingRenewal strategy
01Sales02Client Service03Payroll & Tax04HR & Benefits05Risk06Finance & Compliance
THE COUNCILA complete view of what the client needs next.Each perspective stays distinct. The direction becomes shared.
BUILT FROM INSIDE A PEO
A Bold future for PEOs.
Built from the inside.
Bold began inside a working PEO after years of trying to make Salesforce, ticketing systems, spreadsheets and point solutions work as one.
Eventually, we saw the problem clearly: the stack wasn’t supporting the PEO. It was defining the PEO and asking the business to adapt to software built for someone else.
Leaving that stack behind was a bold decision. Instead of letting software run the PEO, the PEO became the architect and built the operating system it needed. That decision became Bold: made for PEOs, by PEO people.
THE BOLD VISION · A POSITION PIECEA Bold Future for PEOs.The very near future of how a PEO can run.Our vision for a PEO that controls its systems, connects its business and works the way its people know it should. DOWNLOAD THE VISION ↗
BOLD
TAKE CONTROL
Be Bold, Baby!
Take control of your PEO. Run the business the way it actually works in your organization, not the way a software company imagined from its corporate headquarters.
Bold fits your operating model, connects your teams and gives everyone a clearer picture of what matters. Less confusion. Better follow-through. Happier clients. Work that simply works better.