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New points boost and certification change for US partner program

Posted 1 year ago in Xero news by Doug LaBahn
Posted by Doug LaBahn

As part of our continuous effort to make Xero the best it can be for you and your clients, we’d like to tell you about some enhancements to the US Xero partner program.

These changes are related to Xero’s new US pricing plans and our partnership with Gusto to bring full-service payroll to customers in all 50 states.

More partner points for clients on the new Established pricing plan

To help you make the jump to the next partner program status level quicker, we’re increasing the partner points you receive for clients on the new Established pricing plan. Starting November 1, 2018, you’ll earn 6 points when a client pays for Xero and invites you in (a 1.5 point increase from our previous highest plan). You’ll receive 4 points if you pay the Xero subscription for your client (a 1 point increase from our previous highest plan). Points for Early and Growing editions will be 2 points when you pay the Xero subscription for your clients, and 3 points when your client pays for Xero and invites you in.

In the near future, we hope to offer you partner points when a client connects to Gusto. Keep an eye out for that announcement.

Phasing out the Xero payroll certification

Because we’re integrating Gusto into the Xero platform, the Xero payroll certification will no longer be available for US partners to take.

If you have a current payroll certification, it will continue to appear in your Xero advisor directory listing until it expires.

We’re listening to requests for more information on how to best use Xero and Gusto together. Gusto offers excellent education and support and will communicate with you directly when your clients subscribe.

Letting your clients know about the new pricing plans

We will be announcing the new pricing plans to all small businesses that pay for their Xero subscriptions. If you pay your client’s subscription, you’ll need to notify them. If you would like an email template, reach out to your account manager.  They can provide a ready-made template about the pricing changes

We are confident that the new pricing plans and partner points are better aligned to what you and your clients need from us.

FAQs

Are there any changes to partner margins or the partner program?

No. There are no changes to the partner program or partner margins as part of this pricing adjustment.

Will the changes to the Xero plans cause my partner points to decrease?

No. Points will increase for many partners because we are increasing the number of points you’ll receive for clients who are subscribed to the new Established pricing plan. From 1 November 2018, the points for each pricing plan is as follows:

You pay the Xero subscription for your client Your client pays for Xero and invites you in Comments
Early edition 2 points 3 points No change. Same as it is today.
Growing edition 2 points 3 points No change. Same as it is today.
Established edition 4 points* 6 points** Points increase.

* Increase from 3 points to 4 points starting 31 October 2018

** Increase from 4.5 points to 6 points starting 31 October 2018

Will partners lose points because Gusto is replacing Xero Payroll?

No. Today, partners receive extra points for clients on Xero Premium plans which includes Xero Payroll. Partners will continue to receive extra points for clients subscribed to the new Xero Established plan. See the table above for the new points structure.

Will Xero partners receive partner points when they use Xero + Gusto?  What about with Hubdoc?

We are in the process of integrating both Gusto and Hubdoc into our partner points program, and expect to go live in the new year. Xero partners will get 1 point for each Gusto subscription connected to the Early, Growth and Established Xero Business Edition plans.

For Hubdoc, Xero partners will get 2 points for each Hubdoc subscription connected to our Business Edition Xero plans.  Additionally Xero partners will get 5 points if they use Hubdoc for their practice.

What will happen to the Xero payroll certification?

Xero payroll certification will no longer be available for US partners to take. If you have completed the certification, it will continue to appear in your advisor directory listing until its expiry date.

If your Xero payroll certification expires within 6 months of November 1, 2018, Xero will extend your certification through November 1, 2019. For firms that have champion status based on a Payroll Certification, this extension will give your firm time to add another Advisor Certification or Migration Certification so your can maintain your champion status. For sole proprietor firms with Champion status, this extension will give you time to add Migration Certification as a way to maintain Champion status.

Will a Gusto payroll certification be offered as part of the Xero partner program?

No. Gusto provides extensive education and support to their accounting and bookkeeping customers. Gusto is the most knowledgeable source for changes to payroll regulations and their software and is the best source of this information.

We are listening to partner requests for information on how to best use Xero + Gusto together. Gusto offers excellent education and support and will communicate with you directly when your clients subscribe.

How will Gusto appear in Xero HQ when a partner is adding clients? Will the Xero + Gusto plan be available when selecting pricing plans through Partner Edition?  

At this time, no changes to Xero HQ are being released. Moving forward, we will look for opportunities to make it easy for partners to find information about how best to serve their clients with Gusto.

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