Advisor Alliance is one way we here at Insightful Accountant can assist you in improving your business related to the various apps and software offerings we write about.
In many cases, working with these developers can discount your cost or the cost to your clients, earn you more revenues through promotional assets and opportunities, and, by providing training and possibly product certification, increase your confidence in using, recommending, and integrating their products with your clients' software.
As we told you in our Second Look at ApprovalMax about a week ago, ApprovalMax is an award-winning platform used by businesses around the world to build financial controls. It streamlines the approvals by creating automated workflows to approve bills and invoices, and easily integrates with QuickBooks Online, and Xero to unlock powerful efficiencies for any finance team.
The ApprovalMax partner program unlocks benefits and opportunities for their partners and those partners' clients. The more a partner implements ApprovalMax for their clients, the more benefits partners unlock.
The starting tier for Approval Max Partner is 'Bronze' and they can soon progress to 'Silver,' 'Gold,' and 'Platinum' earning various rewards like discounts and exclusive customer support.
ApprovalMax also offers a Partner Referral Program that delivers referral fees for our partners. Every time a partner introduces ApprovalMax to multi-entity clients or clients using Oracle NetSuite, they earn rewards. And once a client has implemented ApprovalMax, Partners receive either direct payouts or the chance to put fees toward covering their own ApprovalMax subscriptions (terms and conditions apply).
For a deeper look at the ApprovalMax partner rewards, we suggest you check out, "Your path to practice acceleration: The ApprovalMax Partner Playbook."
ApprovalMax Partners have the opportunity to participate in Training and Certification. This certification is designed for accountants and advisors who want to improve their understanding of ApprovalMax and gain more confidence using it. The certification training qualifies for CPD and CPE hours and is free for partners and their teams. To get certified, partners watch on-demand training videos and complete a series of quizzes accessed through ApprovalMax.
Certification partners to gain a thorough understanding of ApprovalMax, giving them the ability to leverage all our tools and features to save time, money, and effort. The training covers "the product's value proposition from a user's, client's and administrator's perspective." Training also includes essential and advanced features, support and maintenance methods, and billing and subscription management.
Certified partners receive both a formal certificate and badge which can be displayed on their webpage.
To maximize the Partner experience, partners have a dedicated Partner Success Manager and Support Team assigned to them to manage all the partner's inquiries and issues. Partner's can also provide feedback concerning the product, potential enhancements, and support concerns via their Success Manager(s).
ApprovalMax starts all partners with a Free 14-day trial version of the product. Thereafter they can use referral and implementation fees toward their own subscriptions.
For more information about partner opportunities, and specific discount and successful-referral fees, along with other details, head over to their partner webpage.
