Flexible Benefits Resource Hub
Make The Most out of Your Benefits
Welcome to the Flexible Benefits Resource Hub, your go-to destination for all the tools and information needed to support your employees. Here, you'll find everything you need to ensure your team has access to the best benefits and resources available, making processes easier and more efficient for everyone involved. Explore our comprehensive guides, helpful tips, and essential resources to support your team at any time.
- Flexible Benefit Resources
- Pre-Open Enrollment Resources
Equitas Strategic Partners & CBIZ Human Capital Management
CBIZ offers a comprehensive suite of technology solutions and services to meet your unique HR needs. We’re here to make managing payroll, human resources, benefits, and more as simple as possible.
Who is CBIZ?
CBIZ combines innovative technology with a team that truly understands your challenges, helping you streamline workforce management and focus on growing your business. We deliver personalized solutions tailored to your needs, offering the care of a local partner backed by the strength of a national organization.
Your CBIZ Professional
Angela Acres | Human Capital Mangement Professional
Angela leverages 23 years of experience in the HCM industry to provide a unique combination of technical expertise and strategic insight. She partners closely with employers to understand their goals and challenges, delivering customized, results-driven solutions that create meaningful business impact.
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Direct Deposit
The Direct Deposit feature in the My Plans by CBIZ portal and mobile app is the fastest way to get reimbursed for eligible flexible spending expenses. Use our step-by-step guide to help you set up direct deposit.
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EOB Smart Scan
Within the My Plans by CBIZ mobile app, CBIZ makes creating a claim for reimbursement and tracking eligible expenses easy. Simply scan your explanation of benefits (EOB) right from your phone.
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HSA Investment Portal Quick Start Guide
There are many different ways to make the most of your HSA investments. Your My Plans by CBIZ Investment Portal is a one-stop shop for 24/7 to view your information and manage your investments. Explore the countless benefits of the Investment Portal with this guide.
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Explore ERP and Accounting System Integrations with Centrally HR
Streamline your operations, eliminate manual tasks, and gain real-time insights with Centrally HR’s powerful system integrations—now syncing with top platforms like Acumatica, Sage Intacct, and more.
Acumatica Integration
Sync your HR data with Acumatica ERP for greater insights.
Sage Intacct Integration
Seamlessly connect your HR data with Sage Intacct for improved financial insights.
NetSuite GL Only Integration
Simplify accounting with general ledger data synced to NetSuite.
QuickBooks Online GL Only Integration (coming soon)
Let us know your interest and we'll share more details once available.
Yardi Integration (coming soon)
Let us know your interest and we'll share more details once available.
Flexible Benefits Resources
Get started with these helpful guides to the My Plans by CBIZ portal and mobile app.
My Plans by CBIZ & Mobile App
My Plans by CBIZ makes managing your HSA or FSA simple. Access it via the online portal at MyPlans.CBIZ.com or via the mobile app which allows you to manage your account securely from anywhere at any time. Get a brief overview of key features with our Mobile App Guide.
Download the app on Google Play or IOS App Store today
Easy Claims Filing
Filing a claim should be easy and stress free. CBIZ makes it simple to file claims and submit receipts. Use this guide to learn more about the seamless process.
How to Add Your Benefits Debit Card to Your Mobile Wallet
Use this video to help you add your benefits debit card to your mobile wallet so you can easily and securely make purchases.
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Connect with a Consultant
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Take the stress out of HR, Payroll, and Benefits
Managing payroll, benefits administration, recruiting, and HR compliance can be overwhelming. That’s where CBIZ Human Capital Management comes in. We provide the tools, expertise, and personalized support you need to simplify your operations and keep your business running smoothly.
With CBIZ, you’ll have a trusted partner who’s committed to helping your business thrive. Our friendly experts work closely with you to deliver solutions that fit your unique needs, so you can spend less time on paperwork and more time driving success.
Don’t let HR challenges hold you back. Connect with us now and unlock the full potential of your workforce!