ESPP Administration Services
Managing an Employee Stock Purchase Plan shouldn’t consume your HR and finance teams. From initial implementation through every enrollment window and purchase period, Countsy handles ESPP administration end-to-end, so your team can focus on the work that actually moves your business forward.
Get expert ESPP admin support
Tell us about your plan and we’ll show you how Countsy can help.
Expert ESPP Implementation and Ongoing Administration
Whether you’re launching a new Employee Stock Purchase Plan or inheriting one that’s already in motion, Countsy brings the operational expertise to make it run smoothly. We work directly within your equity platform, acting as an extension of your team.
Implementation
We configure your ESPP inside your equity platform, define enrollment windows and offering periods, set contribution limits and discount parameters, and coordinate with payroll to establish seamless deduction workflows.
Ongoing Administration
Once your plan is live, we manage the day-to-day: processing enrollments and withdrawals, calculating purchase prices at each period close, coordinating share issuance, and reconciling contributions against payroll records.
Tax Withholding and Reporting
ESPP tax obligations vary based on plan type (Section 423 qualified vs. non-qualified) and disposition timing. Countsy tracks qualifying and disqualifying dispositions, ensures correct withholding, and prepares the reporting your finance team needs at year-end.
Compliance Monitoring
We monitor your plan against Section 423 requirements, contribution limits ($25,000 annual cap), eligibility rules, and offering period constraints while flagging issues before they become problems.
What’s Included
Every ESPP administration engagement with Countsy covers the full lifecycle of your plan:
Plan setup and platform configuration
Enrollment window management and participant communications
Contribution tracking and payroll reconciliation
Purchase price calculations and share issuance coordination
Qualifying vs. disqualifying disposition tracking
Tax withholding guidance and year-end reporting support
Section 423 compliance monitoring
Ongoing platform maintenance and updates
Participant support coordination
Engagements are scoped to your company’s needs. Whether you need full outsourced administration or targeted support during purchase periods and enrollment windows, we structure the engagement to match.
Get Started
If your team is spending too much time on ESPP operations, or you’re launching a new plan and want it done right from day one — let’s talk. Tell us about your plan, your platform, and what’s not working, and we’ll outline exactly how Countsy can help.
Request ESPP Admin Consultation
No commitment required. We’ll review your plan and recommend a path forward.
