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.
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.
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.
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.
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.
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.
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.