Advisor Alliance is one way we here at Insightful Accountant can assist you in improving your business related to the various apps and software offerings we write about.
In many cases, working with these developers can discount your cost or the cost to your clients, earn you more revenues through promotional assets and opportunities, and give you increased confidence in using, recommending, and integrating their products with your clients’ software by providing training and possibly product certification.
ApprovalMax is a B2B software platform businesses use worldwide to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team. ApprovalMax makes robust financial controls easy.
The ApprovalMax partner program unlocks benefits for both partners and their clients. The more partners implement ApprovalMax for their clients, the more benefits they unlock. These benefits include:
- Valuable discounts: Unlock more significant savings as your client base expands.
- Referral Fees: Earn rewards for introducing select new clients to ApprovalMax.
- Training & certification: Stay current with on-demand training sessions, learn about our newest features, and gain CPD/CPE credits.
- Dedicated support: Access exclusive resources and expert assistance from the ApprovalMax Partner Success Team.
ApprovalMax offers Partners and their clients a free 14-day trial
The Program’s ‘Partner tiers’ start at Bronze and progress to Silver, Gold, and Platinum, and they include a variety of rewards like discounts and referral fees for partners. You can submit a Partner Program inquiry HERE.
To join the ApprovalMax Partner Program and qualify for partner discounts and benefits, partners must have at least one active paid subscription.
Partners are Resellers of ApprovalMax
Partners earn rewards whenever they introduce ApprovalMax to multi-entity clients or clients using Oracle NetSuite. If a Partner believes a client can benefit from ApprovalMax, they offer referral fees for introducing and onboarding that client to ApprovalMax.
Once a client has implemented ApprovalMax, Partners receive either direct payouts or the chance to put those fees toward covering their own ApprovalMax subscription (terms and conditions apply). Partners receive a $297.88* (£230) referral fee for every Xero or QuickBooks Online client with a minimum of 3 organizations. Partners can also receive a $1295.15* (£1,000) referral fee for any NetSuite client.
Partners can offer Discounts to their Clients
ApprovalMax offers its partners combined discounts based on the volume of clients with paid subscriptions and qualifying tier discounts based on their practice size and the number of managed organizations.
Partners can also receive Approval Max at a discount and package it with their services. For more information about Partner Discounting, please see the ApprovalMax Partner Playbook.
Partners can become ‘Approved/Certified Installers’ of ApprovalMax
ApprovalMax Partner Certification is designed for accountants and advisors who want to improve their understanding of ApprovalMax and gain more confidence using it. To get certified, partners can watch on-demand training videos and complete a series of quizzes. The certification qualifies for CPEs (or CPDs) and is free for partners and their teams.
Certification courses are suitable for those who are new to ApprovalMax as well as experienced users. Certification allows partners to understand ApprovalMax inside and out, allowing them to leverage all the application’s tools and features to save time, money, and effort. The training covers the following topics:
- ApprovalMax value proposition from the user’s, clients’, and administrators’ perspectives
- Key and advanced features
- Support and maintenance
- Billing and subscription management
Course completion allows partners to promote their globally recognized certification to prospective employers and clients. Partners who become ‘Approved/Certified’ Installers receive both a ‘certificate’ and a ‘certification badge.’
Partners Access Dedicated Customer Support
ApprovalMax has a dedicated team of customer success managers across multiple time zones that can be contacted via email or chat.
Partners have access to a dedicated Partner Success Manager and a Support Team who can help them with queries of any nature. Partners can also suggest and vote for features they want to be developed in the app. This is in addition to being part of regular NPS surveys related to the tool.
Following-up on Partnership Opportunities
For more information about the ApprovalMax Partner Program you can review their Partner webpage from where you can also submit a Partner Program Inquiry. You may also want to sign-up for their 14-day Free trial.
Footnotes and Disclosures:
Footnotes:
*– based on the current GBP to USD real exchange rate as of the date this feature was uploaded for publication (not the actual publication date).
Disclosures:
ApprovalMax is the registered trademark of ApprovalMax, Ltd which is located at on the 3rd Floor of 86-90 Paul Street, London EC2A 4NE in the United Kingdom.
This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
Trade names used herein may refer to registered or trademarked products or materials held by their respective owners; they are included in the content for informational and educational purposes only. Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.
