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

Get the Guide on Moving from spreadsheets to software.


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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.

Unfortunately, we aren't accepting any new advisors right now. Check this page again soon as we will be re-opening applications!

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What's in it for you and your clients?

power up

Power up your service offering

The insights you can gather from your clients’ day-to-day WorkflowMax data can help you offer more strategic business advice and become a better business advisor.

Boost the value of your business

Boost the value of your
own business

WorkflowMax helps you generate long-term income. For every customer that you sign up, you receive a margin on their subscription, creating a new revenue stream for your practice.

Be an industry leader

Become an industry
leader

By recommending cloud apps like WorkflowMax, you demonstrate that you’re up with the play when it comes to business technology. You'll get a free WorkflowMax account to show the software to your prospective clients. 

Xero

Earn five Xero
partner points

As a certified advisor and Xero partner, you’ll receive five Xero partner points for every Xero business plan organisation that’s connected to a WorkflowMax account. You need to have financial advisor rights in the Xero organisation to be eligible to earn Xero partner points.

Support

Access advisor-only support

We’ll help you discover which of your clients WorkflowMax is best for and give you access to advisor-specific webinars and content. Plus help is always at hand through the WorkflowMax support centre.

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Leverage the Advisor Toolkit

As an advisor you'll get access to a range of tailored assets and resources to help you maximise your certification and association with WorkflowMax. Our team is here to guide you every step of the way and will show you how to make the most of your own time and investment.

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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.

Need help further help?

Apply now