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Certified Partners with paying clients are website listed and receive referrals to Saasu customers subject to Saasu Terms

Frequent Questions

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 one active client file, to be included in the Directory. You must also list Saasu in a website that describes your services.

What determines the order of the Partner that appears on the Directory?
Many factors such as the volume of new business coming to Saasu and how well Saasu is presented in the market place by the advisor helps determines this.

How do I change the details currently displayed on the Advisor Directory?
Email with any changes required.

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 as found at Any other variations of logos are not permitted.

How often will I receive updates from Saasu
We post regularly to our blog. We also display news on the Saasu dashboard (News Widget) and we use notices in the Saasu application. We tend not to email you unless it’s an important matter.

Am I certified as an individual, or is it my business that is certified?
You will be certified as an individual, which means your practice is certified automatically as long as you have a Saasu certified employee or partner.

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.

What’s the best training resource to use?
Getting Started is a quick guide designed to take you right through the setup of Saasu.

What is the certification process?
Complete the 25 minute certification test. We’ll get back to you within 3 business days with your results (either pass or re-try). Once you have passed, a PDF certificate will be emailed to you confirming your achievement.

What partner levels are there?
Saasu Partner¬† – Three or more active paying customer files. Your clients can be paying us directly. You don’t have to be paying for the files.
Saasu Certified Partner  РAs per the above but in addition you completed Saasu Certified test successfully.

When can I use the Saasu Partner Badge?
As soon as you achieve Saasu Certified Partner status, have one active paying clients and have Saasu listed proportionally to our competitors on your website (if your support other accounting systems). See our badges

Why don’t you offer Referral Rewards or Discounts anymore.
We want advisors to use and recommend Saasu to business owners because it’s a great product and not because of the commission. This way we attract and maintain the right type of partners who put the customers interests first. It also helps keep our costs down and thus we can keep offering low prices to our subscribers.

How long will you keep paying me my Referral Rewards.
We will keep paying rewards until 31 March 2020.