*The Xero partner must have financial advisor rights in the Xero organisation to be eligible to collect Xero partner points.
A few things to note
To remain an Advisor, you’ll need to
Welcome onboard and we look forward to a great relationship!
Steph Hinds, Growthwise, Xero Gold Partner
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.
We offer our current WorkflowMax advisor course free of charge.
WorkflowMax Advisors are able to access their clients accounts without taking up a user space. This allows WorkflowMax Advisors to look at their clients' WorkflowMax Accounts and use the data in WorkflowMax to provide excellent business advice.
Not at this stage. The long-term plan is that you will be featured as a certified WorkflowMax advisor on the Xero Advisor Directory. This development is being worked on right now and we will notify our advisors when this has been completed.
12 months. We expect all Advisors to do a refresher course each year.
The Advisor Course has been designed to help you identify which clients may suit WorkflowMax and to utilise your existing business knowledge to help your clients understand their business better. Further training will be required if you would like to be an expert in setting up WorkflowMax.
Absolutely! Stay tuned for some exciting new developments about how to continue your learning journey with WorkflowMax and move into the integrator / implementer space.
Sure you can reach out to our key Partner Channel Managers in each region
Or contact our support portal herem anytime to connect with us