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Learn about ProAdvisor benefits, tiers, and points

by Intuit•17• Updated 8 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 pts	200-799 pts	800-1599 pts	1600+ pts
New Threshold:	0-499 pts	500-2399 pts	2400-6999 pts	7000+ 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 Type	New	Old
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 Benefits	New	What changed?
Marketing / Badges	QBO Migration Toolkit	No change(s)
Marketing / Badges	Digital 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 / Badges	Removed:	• DTM Email Templates • Content Marketing w/ Jason Blumer video • Listing in Find-a-ProAdvisor Website
Special Benefits & Promotions	Accountant Approved 3rd party apps	New Specific apps recommended by accountants
Product Support	Basic Phone Support	No change(s)
Discounts	Firm 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
Discounts	Client Discounts	No change(s)
Software	• QuickBooks Online • QuickBooks Online Payroll • QuickBooks Time	No change(s)
Training	Additional Training	• QuickBooks training and certifications • New ProConnect Tax Online training • New 3rd party apps training • QuickBooks Online training materials for clients
Resources for All Accountants	The 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 Benefits	New	What changed?
Marketing Tools	Marketing	• 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 Tools	Removed the following benefits:	• Mailchimp 15% discount • Marketing & Sales for SMBs video
Marketing Tools	Badges	• No change(s) • Same as Silver
Special Benefits & Promotions	N/A	• No change(s) • Same as Silver
Product Support	Premium Support	Tweak Premium phone & chat support
Discounts	Firm Discounts	• New 35% off ProConnect Tax Returns • New 3 free clients and 10% off 4+ for ITA* • Docusign 25% discount
Discounts	Client Discounts	• No change(s) • Same as Silver
Software	No change(s)	• No change(s) • Same as Silver
Training	No change(s)	• No change(s) • Same as Silver
Resources for all Accountants	No change(s)	• No change(s) • Same as Silver

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

Platinum+ Tier Benefits	New	What changed?
Marketing	Marketing	• No change(s) • Same as Silver • Same as Gold
Marketing	Removed	Raising the Profile of Your Business video
Marketing	Badges	• No change(s) • Same as Silver • Same as Gold
Special Benefits & Promotions	QB Hive	New Participation in QB Hive (more info to come)
Product Support	No change(s)	• No change(s) • Same as Gold
Discounts	Firm Discounts	• New 40% off ProConnect Tax Returns • New 3 free clients and 15% off 4+ for ITA* • Docusign 30% discount
Discounts	Client Discounts	• No change(s) • Same as Silver • Same as Gold
Software	No change(s)	• No change(s) • Same as Silver • Same as Gold
Training	QuickBooks Online presentation materials	• No change(s) • Same as Silver • Same as Gold
Resources for all Accountants	No 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 Benefits	New	What changed?
Marketing Tools	Marketing	New Firm growth consultation (schedule time with an Account Manager)
Marketing Tools	Removed	Taking your business to the next level video
Marketing Tools	Badges	• No change(s) • Same as Silver • Same as Gold • Same as Platinum
Special Benefits & Promotions	Events	New Special Events & Discounts • Sweeps • Contests • Incentives • Special events • Unique event experiences • Event discounts
Product Support	No change(s)	• Same as Gold • Same as Platinum
Discounts	Firm Discounts	• New 45% off ProConnect Tax Returns • New 3 free clients and 20% off 4+ ITA* • Docusign 40% discount
Discounts	Client Discounts	• No change(s) • Same as Silver • Same as Gold • Same as Platinum
Software	No change(s)	• No change(s) • Same as Silver • Same as Gold • Same as Platinum
Training	No change(s)	• No change(s) • Same as Silver • Same as Gold • Same as Platinum
Resources for all Accountants	No 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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