$125,000,000,000 transactions processed
80,000 customers since June 2000
200+ Accounting Partners
300,000 Invoices created monthly
You can truly impact your clients success by recommending accounting solutions that meet their specific operational needs. The right client accounting solution for the right businesses.
From two clients and above we pay 25%.
We can bill clients directly for Saasu and pay 25% Referral Reward into your practice bank account. You can also receive Referral Rewards as a discount if you prefer to have your clients inside your own Subscription.
You (or your staff) will need to be certified and signed up as a Partner with at least two active client files, to be included in the Directory. You must also list Saasu in a production grade website that also covers your services.
The order is determined based on a proprietary algorithm that considers feedback from clients, time and volume of Saasu file use. The unrated portion of the listing is alphabetical.
Email firstname.lastname@example.org with what has changed.
We have a regular monthly newsletters and also release emails announcing features, add-ons and changes to Saasu. We also email Small Business content periodically but not too often.
We will provision a sandbox file (empty), and give you access to a sample file (sample data) for you to demonstrate Saasu to potential clients.
You will be certified as an individual, which means you can take the certification with you.
If you have used Saasu with a few clients it's likely that you will know enough to pass the test. You can further train yourself using a mixture of our help notes and video tutorials to build scenarios within your Saasu file. You may prefer this if you like to learn at your own pace, in your own time.
Self Guided Training is a structured tutorial designed to take you right through Saasu.
There are two partner levels you can achieve; Saasu Partner and Saasu Certified Partner. The later allows you to use this badge on your marketing website and collateral subject to our Terms
You can start receiving the following types of rewards:
Saasu will calculate the total number of files towards your status tier level from:
As soon as you have 2 or more active client files, from both under your subscription and referred files outside your subscription, the rewards will start to accumulate.
You can qualify as soon as certification has been completed by at least one staff member, and as soon as you bring on board two or more clients.
Percentage discounts will be applied once:
Note that you need to be GST/VAT registered to be able to opt in.
You can opt in through:
After you have made the referrals and when the client files have been paid for, a monthly report of new paid files will be generated. At the end of the month, Saasu will send you a summary of how much referral rewards you will receive and bank the proceeds into your nominated Bank Account.
A valid referral is when a prospective Subscriber (not an existing Saasu user) clicks on your unique Saasu Partner link which logs a record in our database.
Yes, you can notify us by email at email@example.com with the following information:
Email Subject: I referred the following person to Saasu
If your client hasn’t signed up during their 30 day trial, then the referral is treated as stale and referral rewards won’t be paid. So it’s in your interest to have your client or referral sign up in a timely manner.
Rewards paid to a partner will include GST/VAT and these rewards are calculated on the tax inclusive price of the paid referral.
For clients under your subscription, you will receive discounts, and for clients outside your subscription, you will receive referral rewards.
You can qualify if you are:
You will receive referral rewards for the length of time your client stays with you and Saasu. If they cancel their file or disengage with your company, the referral rewards ceases.
We are happy to add these clients to your referral rewards but we don't back date payments of Referral Rewards. They only apply from when they are added to your list of referrals in our systems.
Yes, you can. However it may take between 2 - 4 weeks to process, as we expect some backlog. To make the request, email firstname.lastname@example.org with details of where it is moving from/to.
You may need to as this as per your local laws and/or professional code of conduct. Notifying clients can also help in maintaining an open and professional relationship. Referral rewards help support you in all the service you give your clients in the use of Saasu. We greatly appreciate that.
This section applies to Accounting Partners who choose to manage client files under their own subscription.
Note: First-time Saasu users will have to fill in certain details including a password when accepting the invitation. Existing users will have to enter their current password when accepting the invitation.
You may have more than one billing administrators per subscription.
Send an email to accounts(at)saasu(dot)com with the following information:
Example: I have a new client email@example.com, he is the owner of which is already an existing subscription in Saasu. They have agreed for me to manage their file from today onwards. I will need to email firstname.lastname@example.org, CC in the current billing administrator email@example.com, requesting the transfer of to my subscription . Bob will need to reply to this email, authorising this transition. As soon as our Accounts Team receive authorities from both sides, they can begin the transfer.
This process is exactly the same as above, moving a file into your subscription.
Partner subscriptions are charged in arrears. Any payments overdue by 3 or more months will forfeit discounts and listings.
Saasu will automatically send you an invoice on the anniversary date of when you signed up as a Partner, rather than the date a file is created. The balance due will be pro rata, taking into account what date a new file has been created.
You can pay using a credit card, direct bank transfer or PayPal. More details are available on our Pricing page.
You need to let us know if your billing contact is changing as soon as possible. Email accounts(at)saasu(dot)com with the new billing contact details, so we can ensure all communications and rewards are being transferred to the correct account. You must be the current billing administrator to update this information, so please advise us ahead of time.
There are a few steps involved:
Example: Advisor charged $100 for migration (invoice issued), client pays Saasu $480/yr (M plan). Saasu will rebate $100 to Advisor. Advisor charged $250 for migration (invoice issued), client pays Saasu $180/yr (S plan). Saasu will rebate $180 to Advisor.
Please email firstname.lastname@example.org initially to advise our team of your intention to claim migration rebates, so we can start the process for you.
Yes you can, provided that they are not concurrent to one client. So if you are claiming migration rebates for NEW CLIENT, you will not receive referral rewards while you receive rebates (until the rebate ceases after 12 months, in which case referral rewards will commence.)
You need to keep records of any attempts to resolve these issues with the client. Any unresolved disputes, negative representation of the Saasu brand in social media, marketing or any other sense may result in removal from any listings and cancellations on any discounts applicable. This also applies to any breaching of Saasu terms.
Where 3 or more complaints are received against an existing Partner, we will remove from any listings and cancel any discounts applicable. The partner can be reinstated once they can demonstrate the issues have been reconciled with the customer.
Contact email@example.com with any Partner Program questions you have.