Frequently asked questions on the reimagined ProAdvisor Program: For you, by you

We looked at our data and the evolution of the industry to better understand the critical areas of improvement needed within the program. We also conducted multiple surveys to collect information from the accounting community. If you did not receive a survey request and want to participate in the future, please resubscribe to receive QuickBooks emails.

In addition, we interviewed hundreds of ProAdvisors with different roles and in different size firms to get a deeper understanding of their firm and professional goals, as well as key existing and potential benefits. We also held focus groups with industry leading professionals to deep-dive on the changes and get feedback.

There are 20+ plus changes to the ProAdvisor ProAdvisor Program. Check out our article with more details.

The new benefits are launching and will be accessible Nov. 20. While your point totals will be updated based on the new point activities and the point thresholds for each tier will be reflected on Nov. 20, there will be a 90-day grace period applied for any downward tier movement.

A few key highlights are included below, but for the comprehensive view of the benefits table, check out the ProAdvisor benefits tab in QuickBooks Online Accountant or the ProAdvisor webpage.

Silver: 

• Access to industry leading training and certification.
• QuickBooks Online, QuickBooks Payroll, and QuickBooks Time for your firm.
• Client discounts on QuickBooks Online, QuickBooks Payroll, and QuickBooks Payments.

Gold: 

• Access to premium customer support.
• Email templates to support effective communication with your clients.
• Publish your profile in the Find-a-ProAdvisor directory.

Platinum:

• Access to client presentation materials
• Deeper discounts on Intuit® ProConnect™ Tax returns
• Deeper discounts on Intuit Tax Advisor.

Elite:

• Access to Firm Growth Consultation, giving you dedicated strategic support from our account management team.
• Special events and discounts inclusive of sweepstakes, contests, and networking opportunities.

Elite → Platinum:

• The 1 year DocuSign discount goes from 40% to 30%, if you haven’t already redeemed it. The good news is that with the 90-day grace period for tier movement, you can redeem the Elite DocuSign discount before any changes take place.

Platinum → Gold:

• The QuickBooks Online presentation materials are a Platinum benefit that won’t be available in the Gold tier. Again, with the 90-day grace period, you can download this before any tier movement takes place.
• The 1-year Docusign discount goes from 30% to 25%, if you haven’t already redeemed it. The good news is that with the 90-day grace period for tier movement, you can redeem the Platinum Docusign discount before any changes take place.
• Lastly, since we’ve extended premium customer support to the Gold tier, movement from Platinum to Gold will not affect the level of support you receive.

Gold → Silver: 

• Publishing your profile to the Find-a-ProAdvisor Directory will now be available to Gold, Platinum, and Elite ProAdvisors. For those who would potentially move from Gold to Silver, you only need 500 points total to stay in Gold. The fastest way to rack up 500 points is to have at least one team member pass the three online certification exams (QuickBooks Online, Advanced QuickBooks Online, and QuickBooks Online Payroll). Upon launch on Nov. 20, you’ll have 90 days to get your point total up to 500 before any tier movement takes place.
• The 1-year Docusign discount goes from 25% to 20%, if you haven’t already redeemed it. The good news is that with the 90-day grace period for tier movement you can redeem the Gold Docusign discount before any changes take place.

There are multiple ways to earn points and move up the ranks, and we are working on adding new point earning activities soon! Here are some examples below. Check out the ProAdvisor benefits tab in QuickBooks Online Accountant or the ProAdvisor webpage for the complete list of ways to earn points. 

• Advanced QuickBooks Online and QuickBooks Online Payroll Certifications = 200 points each
• QuickBooks Online and QuickBooks Enterprise certification = 100 points each
• Active QuickBooks Online Advanced, QuickBooks Payroll Elite, QuickBooks Payments, and QuickBooks Bill Pay (Elite) client subscriptions = 75 points each
• Active QuickBooks Online, QuickBooks Online Payroll, and QuickBooks Bill Pay (Premium) client subscriptions = 50 points each

Silver → Gold:

• The fastest way to move from Silver to Gold is to have at least one team member pass the online certification exams (QuickBooks Online, Advanced QuickBooks Online, and QuickBooks OnlinePayroll). By passing these exams, you will earn 500 points and advance to the Gold tier.

Gold → Platinum and Platinum → Elite:

• The fastest way to move into the upper tiers is by QuickBooks ecosystem adoption. The more QuickBooks products each of your clients leverages, the more points you earn. The value here is not just moving up the tiers and unlocking new benefits, but it’s about efficiency and scalability. Don’t take it from me, Tony Proctor puts it very nicely:

“If you're not already knee-deep in the QuickBooks Online ecosystem, it's high time you dive in. Why, you ask? Simple: It's not merely just an accounting tool; it's a comprehensive platform designed to supercharge your entire practice. From payroll to invoicing, project management to client engagement, it's like having an Intuit Swiss Army knife for your accounting practice.

“Now, you might be thinking, ‘I've got my systems and they work just fine, thank you very much.’ Fair enough, but consider this: Integrating your firm with the QuickBooks Online  ecosystem isn't just a smart move—it's a leap forward. It opens doors to efficient workflows, streamlined processes, and simplified client interactions. Saving time, reducing errors, and increasing your profitability … who doesn’t want that?”

Please submit your feedback and questions here.