The partner program provides multi-client workspaces, certification for practice staff and advisory material for client meetings.
Partner firms manage multiple client entities under a single login, with separation between each set of books and the same process for every pay cycle. Your practice workspace is configured with you at sign-up.
Partners meet to compare practice, raise product requirements and share templates. Product changes affecting practices are reviewed with this group before release.
A structured program covers platform basics through to multi-entity pay cycles, with an assessment at each stage and refresher material when statutory rules change.
Checklists, briefing notes and reporting templates written for advisers, covering client onboarding, month-end close and statutory changes.