With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Want to join us? Become a partner. 



Become a partner

Become a WorkflowMax advisor

Join our WorkflowMax community around the world, provide more value to your clients and grow your own business.

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What’s in it for you and your clients?

1.

Partnering with WorkflowMax means your clients will get the benefit of your expertise while you boost the value of your services. In addition, you’ll achieve Xero partner points, status and recognition, and a toolkit to help grow your business.

2.

Become a better business advisor by getting real-time data on your clients' day-to-day business. WorkflowMax helps you to generate long-term income by owning client subscriptions.

3.

Position your practice as above others by joining industry leading accountants, bookkeepers and software implementation specialists who recommend cloud computing solutions like WorkflowMax and Xero.

Got questions? We have answers

The WorkflowMax advisor course is open to Xero partners and approved implementation partners and consultants.
Not at this stage. The long-term plan is that you will be featured as a certified advisor on the Xero advisor directory. This development is being worked on right now.

We offer the current WorkflowMax advisor course free of charge.

Sure. You can contact our key partner channel managers in each region

Or contact our support team anytime.

It’s easy. Fill in the form on this page and we will send you all the information to get yourself set up on our training platform. Once you’ve completed the modules we will give you a special badge and tools to promote yourself as an advisor.

At this stage the certification does not expire. That said, we strongly advise all advisors to visit our support centre and webinars regularly to keep your knowledge up to date. 

Absolutely! Stay tuned for some exciting new developments about how to continue your learning journey with WorkflowMax and move into the integrator/implementer space.

Apply now