A Certified Consultant (CC) is trained in the partner portal onboarding and is able to be engaged to assist you with the strategy and set up of the portal for your business.
The CC status recognises high levels of technical knowledge and industry experience and has a prerequisite of either BAS agent, Accounting Association or Bookkeepers Association.
To engage a CC:
- Log into Certified Consultant .
- Choose the CC you would like to contact.
- Contact them using the contact details on the site and discuss an engagement strategy for onboarding your clients
- Decide on a commercial agreement price, time frame and service offering based on strategy required
- Get started!
You can also contact our support team for assistance Support.