Saasu Accounting Partner Network.

Let's build small business.

Join the Partner Network for FREE

We're Trusted

$125,000,000,000 transactions processed
80,000 customers since June 2000
200+ Accounting Partners
300,000 Invoices created monthly
50+ Countries

Our focus is client accounting software

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.

Earn 25% Referral Rewards

From two clients and above we pay 25%.

Collecting subscription payments for software vendors?

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.

10 key benefits

  1. REFERRAL REWARDS - Earn 25% on client subscriber payments we receive while you maintain 2 or more clients. Subject to Terms.
  2. FREE CERTIFICATION - Take the 25 question certification quiz now! and qualify as a Saasu Certified Partner.
  3. DIRECTORY LISTING - Once a Certified Partner with 2 or more active clients we add you to our advisor listing.
  4. MIGRATION REBATES- Up to a year’s worth of the client subscription value is rebate-able. Email partners@saasu.com for details.
  5. FREE LEARNING RESOURCES - Head over to http://saasu.com/training/ for all the details.
  6. RECEIVE LEADS - Our team receives queries every day seeking partners. Tap our lead generation.
  7. MICRO AND SMALLBIZ - Comprehensive functionality of Saasu covers micro through to the big end of small business.
  8. TAP OUR MARKETING BUDGET - We fund email campaigns, direct mail, events and brochures you might need to promote Saasu.
  9. FREE SOFTWARE - Saasu is free to run your practice entity.
  10. FREE PHONE SUPPORT - Get phone and email support anytime you need it.

Joining the Partner Network for Free

Join here if you are completely new to Saasu

Join here if you have a Saasu Subscription


FAQ's


Directory Listing

What are the requirements to be listed on the Saasu Advisor Directory?

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.

What determines the order of the Partner that appears on the Directory?

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.

How do I change the details currently displayed on the Advisor Directory?

Email partners@saasu.com with what has changed.

Logo's and Collateral

Can I use Saasu logo's?

Subject to our terms you can use all the versions of the Saasu logo suitable for print and screen use as found at Saasu.com/media/. Any other variations of logos are not permitted.

How often will I receive updates from Saasu

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.

Test files for Partners

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.

Certification

Am I certified as an individual, or is it my business that is certified?

You will be certified as an individual, which means you can take the certification with you.

What training do I need to pass the certification assessment?

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.

What's the best training resource to use?

Self Guided Training is a structured tutorial designed to take you right through Saasu.

What is the certification process?

  1. Complete the 25 minute certification test. We'll get back to you within 5 business days with your certification if successful.
  2. Our Partner Manager will send you the results (either pass or re-try).
  3. Once you have passed, a PDF certificate will be emailed to you confirming your achievement.

Status and Referral Rewards

Partner levels

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

Saasu Futures

Types of Referral Rewards

You can start receiving the following types of rewards:

Calculating the number of files towards status levels

Saasu will calculate the total number of files towards your status tier level from:

Accumulating rewards

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.

Can I qualify for the status tiers straight away?

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.

Application of discounts

Percentage discounts will be applied once:

How do I get referral rewards for people that I refer to Saasu?

Note that you need to be GST/VAT registered to be able to opt in.

You can opt in through:

  1. Login to your Partner file's Dashboard
  2. Click on the cog wheel and select Manage Subscription
  3. Click on the 'Show opt-in form for referral rewards' option
  4. Fill in the form 'Where will we pay the referral rewards to?' with your bank account details
  5. click on 'Opt In'
  6. You will now see a link underneath 'Referral Link' - your client will need to use this to sign up
  7. When your client clicks on the link, they will be taken to www.saasu.com. Click on the 'Free Sign Up' button to start their trial

When does Saasu process the referral reward payments?

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.

What is a valid referral?

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.

My client did not use the unique link to sign up. Can I lodge the referral with Saasu another way?

Yes, you can notify us by email at partners@saasu.com with the following information:

Email Subject: I referred the following person to Saasu
Name:
Email:
Phone:
Organisation:

The length of time a referral is valid

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.

Does referral rewards include tax?

Rewards paid to a partner will include GST/VAT and these rewards are calculated on the tax inclusive price of the paid referral.

Can I continue to receive discounts for the clients under my subscription, if I sign up for referral rewards?

For clients under your subscription, you will receive discounts, and for clients outside your subscription, you will receive referral rewards.

I am a registered Saasu Accounting Partner, but I am in a different country. Can I still qualify for referral rewards?

You can qualify if you are:

How long will I receive referral rewards for?

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.

Why can't I get paid on all the clients I already referred to Saasu in the past?

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.

Can I move my clients out of my subscription, so I can claim referral rewards?

Yes, you can. However it may take between 2 - 4 weeks to process, as we expect some backlog. To make the request, email accounts@saasu.com with details of where it is moving from/to.

Should I notify my client I'm receiving Referral Rewards?

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.

Manage Partner Subscription

This section applies to Accounting Partners who choose to manage client files under their own subscription.

Create a new file under my subscription:

  1. Login to your Saasu file's Dashboard area
  2. Click on the cog icon in the top right
  3. Click on Manage Subscription
  4. Choose the relevant file
  5. Under Files click on the +Add button
  6. This will take you to the Add File page
  7. Fill in the form and click Save & Close

Create a new user login for my client:

  1. Login to your new client file's Dashboard area
  2. Click the cog icon in the top right and then on Invite User
  3. Fill in the details of the form
  4. Select the Access Level for the files this user has access to
  5. Do not tick 'This user has permission to manage membership details' or 'This user is my adviser' at this stage
  6. Click Invite
  7. An activation email will be sent, with a link to accept the invitation.

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.

Change the billing contact on my subscription:

  1. Login to your Saasu file's Dashboard area
  2. Click on the cog icon in the top right
  3. Click on Manage Subscription
  4. Choose the relevant file
  5. Under Users click on the name of the new billing contact
  6. Tick This user is the subscription administrator and billing contact and save

You may have more than one billing administrators per subscription.

Deleting a user login:

  1. Login to your Saasu file's Dashboard area
  2. Click on the cog icon in the top right
  3. Click on Manage Subscription
  4. Choose the relevant file
  5. Under Users locate the user entry
  6. Click on the bin icon (on the right) to delete that user

I want to move a file from another subscription to my subscription:

Send an email to accounts(at)saasu(dot)com with the following information:

Example: I have a new client bob@email.com.au, 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 accounts@saasu.com, CC in the current billing administrator bob@email.com.au, 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.

I want to transfer a file from my subscription to another subscription:

This process is exactly the same as above, moving a file into your subscription.

Billing Information

Billing terms

Partner subscriptions are charged in arrears. Any payments overdue by 3 or more months will forfeit discounts and listings.

When am I invoiced for the files in my subscription?

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.

Saasu subscription payment options

You can pay using a credit card, direct bank transfer or PayPal. More details are available on our Pricing page.

Changes to Partner billing contacts

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.

Migration Rebates

How do migration rebates work?

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 partners@saasu.com initially to advise our team of your intention to claim migration rebates, so we can start the process for you.

Can I receive both referral rewards and migration rebates?

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.)

Disputes, complaints, insolvency

Disputes or issue with a client

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.

Complaints about a Partner

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.

More info?

Contact partners@saasu.com with any Partner Program questions you have.