Advisor Overview | Patriot Software

January 6, 2020


Benefits you and your clients will love.

Special Pricing

As a Certified Advisor, you receive wholesale pricing on our payroll and accounting subscriptions.

Umbrella Login

Add and manage your clients from one login.

Consolidated Billing

Patriot bills you the wholesale price, and you can invoice your clients according to your practice rates.

Cobranding Service

If you want to give your client access to their account, your firm's branding is consistent throughout the software.

Free Payroll for Your Firm

When you have six or more active payroll clients, you can enjoy free payroll for your firm.

No Fees to Partner

There are no fees to partner with Patriot.

Become a Certified Advisor

  1. Sign up as an advisor

    This only takes 30 seconds. Simple and easy!

  2. Watch our video

    Watch our 30-minute training video.

  3. Pass the quiz

    Only five questions!

  4. Enjoy upgraded account

    Earn limitless revenue.

Rated #1 payroll software for accountants

Certified Advisor Pricing