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Learn about ProAdvisor benefits, tiers, and points

by Intuit Updated 4 months ago

Learn about the changes with ProAdvisor in terms of benefits, tiers, and points.

The idea to launch the first ProAdvisor Program more than 25 years ago, is to accelerate growth worldwide. We help Small Business Owners find a qualified QuickBooks accounting professional. We also empower those very same Accounting Professionals to be an advisor to their QuickBooks clients.

To stay competitive and relevant, we are evolving the ProAdvisor Program. The objective is to retain and rebuild our relationship with our accountants. They drive growth both for today and in the future.

Summary of changes made:

  • New points threshold
  • Earn points for adding client Payments subscriptions
  • Increase point value for completing Payroll Certifications
  • New Promotions & Special Benefits
  • New resources for All Accountants
  • Refreshed Badge Strategy
  • Must be at Gold Tier or higher to Publish a ProAdvisor Profile
  • App recommendations
  • Additional Training
  • 24/7 Premium Support now available to Gold Tier and higher (previously Platinum+)

Understand the new tier thresholds and points

Learn about the changes and get more points in the new tier thresholds and points.

Tier Name:◯Silver◯Gold◯Platinum◯Elite
Old Threshold:0-199 pts200-799 pts800-1599 pts1600+ pts
New Threshold:0-499 pts500-2399 pts2400-6999 pts7000+ pts

Understand the new point activities

Learn about the changes and how to get more points in the new point activities.

  • New activity:
    • Payments subscriptions (75 pts)
    • Ledger subscriptions (25 pts)
  • Tweak: Payroll Certification updated from 100 pts → 200 pts

Earn points

25 Points each• Active QuickBooks Online Ledger client subscription
• Active QuickBooks Contractor Payments & 1099 filing client subscription
• Active QuickBooks Bill Pay (Basic) client subscription
50 Points each• Active QuickBooks Online Payroll (Core/Premium) client subscription
• Active QuickBooks Online client subscription (Simple Start/Essentials/Plus)
• Active QuickBooks Bill Pay (Premium) client subscription
75 Points each• Active QuickBooks Online Payroll (Elite) client subscription
• Active QuickBooks Online Advance client subscription
• Active QuickBooks Bill Pay (Elite) client subscription
• Active QuickBooks Payments client subscription
100 Points• Purchase ProAdvisor Premier/Enterprise for QuickBooks Desktop (once per QBOA - must subscribe to the most current version to retain)
• Current certification for QuickBooks Online
• Current certification for QuickBooks Desktop Enterprise
200 Points• Current advanced certification for QuickBooks Online
• Current certification for QuickBooks Payroll

Understand the new benefits list

Learn about the changes and take advantage of more benefits in the new benefits list.

Benefit TypeNewOld
Categories/Design• Marketing Tools
• New Special Benefits & Promotions
• Product Support
• Discounts for your Firm
• Discounts for your Client
• Software for your Firm
• Training
• New Resources for all Accountants
• Marketing Tools
• Product Support
• Training
• Software and Services

Understand the benefit list by tier

Learn about the changes and how to take advantage of more benefits in the benefits list by tier.

Silver+ Tier BenefitsNewWhat changed?
Marketing / BadgesQBO Migration ToolkitNo change(s)
Marketing / BadgesDigital ProAdvisor Badges• Tweak to QB Certification badges: New design & dated
• Tweak to ProAdvisor Tier badges: New design & dated
• New Accountant Council badges: Dated badge for council members
• New Knowledge badges: Training path engagement badges
• New Trainer badges: Badges for content writers
• New QB Hive participant badges: Badges for our engaged accountants
Marketing / BadgesRemoved:• DTM Email Templates
• Content Marketing w/ Jason Blumer video
• Listing in Find-a-ProAdvisor Website
Special Benefits & PromotionsAccountant Approved 3rd party appsNew Specific apps recommended by accountants
Product SupportBasic Phone SupportNo change(s)
DiscountsFirm Discounts• 20% off QB Payments
• Tweak from 15% to 75% off Mailchimp for 1 year
• New 3 free clients for ITA*
• Docusign 20% discount
• 30% off checks, forms, and supplies
DiscountsClient DiscountsNo change(s)
Software• QuickBooks Online
• QuickBooks Online Payroll
• QuickBooks Time
No change(s)
TrainingAdditional Training• QuickBooks training and certifications
• New ProConnect Tax Online training
• New 3rd party apps training
• QuickBooks Online training materials for clients
Resources for All AccountantsThe following features were moved to the bottom of the Benefits Table• Marketing training videos
• In-The-Know webinars
• Tweak Firm of the Future access now available directly from benefits table

Note: Review the Intuit Tax Advisor (ITA) FAQs for more info on ITA.

Gold+ Tier BenefitsNewWhat changed?
Marketing ToolsMarketing• New QB Ecosystem email templates (QBO, MM, HCM, Payroll, QB Time)
• New Client Engagement email templates (Firm Value, New Clients Intro, Tax Filing Deadlines, Tax Season Prep, Reconnect)
• Tweak Find-a-ProAdvisor directory listing (now only Gold+)
Marketing ToolsRemoved the following benefits:• Mailchimp 15% discount
• Marketing & Sales for SMBs video
Marketing ToolsBadges• No change(s)
• Same as Silver
Special Benefits & PromotionsN/A• No change(s)
• Same as Silver
Product SupportPremium SupportTweak Premium phone & chat support
DiscountsFirm Discounts• New 35% off ProConnect Tax Returns
• New 3 free clients and 10% off 4+ for ITA*
• Docusign 25% discount
DiscountsClient Discounts• No change(s)
• Same as Silver
SoftwareNo change(s)• No change(s)
• Same as Silver
TrainingNo change(s)• No change(s)
• Same as Silver
Resources for all AccountantsNo change(s)• No change(s)
• Same as Silver

Note: Review the Intuit Tax Advisor (ITA) FAQs for more info on ITA.

Platinum+ Tier BenefitsNewWhat changed?
MarketingMarketing• No change(s)
• Same as Silver
• Same as Gold
MarketingRemovedRaising the Profile of Your Business video
MarketingBadges• No change(s)
• Same as Silver
• Same as Gold
Special Benefits & PromotionsQB HiveNew Participation in QB Hive
(more info to come)
Product SupportNo change(s)• No change(s)
• Same as Gold
DiscountsFirm Discounts• New 40% off ProConnect Tax Returns
• New 3 free clients and 15% off 4+ for ITA*
• Docusign 30% discount
DiscountsClient Discounts• No change(s)
• Same as Silver
• Same as Gold
SoftwareNo change(s)• No change(s)
• Same as Silver
• Same as Gold
TrainingQuickBooks Online presentation materials• No change(s)
• Same as Silver
• Same as Gold
Resources for all AccountantsNo change(s)• No change(s)
• Same as Silver
• Same as Gold

Note: Review the Intuit Tax Advisor (ITA) FAQs for more info on ITA.

Elite Tier BenefitsNewWhat changed?
Marketing ToolsMarketingNew Firm growth consultation (schedule time with an Account Manager)
Marketing ToolsRemovedTaking your business to the next level video
Marketing ToolsBadges• No change(s)
• Same as Silver
• Same as Gold
• Same as Platinum
Special Benefits & PromotionsEventsNew Special Events & Discounts
• Sweeps
• Contests
• Incentives
• Special events
• Unique event experiences
• Event discounts
Product SupportNo change(s)• Same as Gold
• Same as Platinum
DiscountsFirm Discounts• New 45% off ProConnect Tax Returns
• New 3 free clients and 20% off 4+ ITA*
• Docusign 40% discount
DiscountsClient Discounts• No change(s)
• Same as Silver
• Same as Gold
• Same as Platinum
SoftwareNo change(s)• No change(s)
• Same as Silver
• Same as Gold
• Same as Platinum
TrainingNo change(s)• No change(s)
• Same as Silver
• Same as Gold
• Same as Platinum
Resources for all AccountantsNo change(s)• No change(s)
• Same as Silver
• Same as Gold
• Same as Platinum

Note: Review the Intuit Tax Advisor (ITA) FAQs for more info on ITA.

For more information, see Frequently asked questions on the reimagined ProAdvisor Program: For you, by you.

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