Revenue Share
How many clients do you need to start getting paid on Accountant Revenue Share & how are payments calculated?
3. Once you have 3 credited referrals during the 12 month contract period, you will receive a revenue share of 25% of the monthly payroll invoice fees based on actual billings during your referrals’ first 12 months.
How many starts on WC/RS revenue share do you need to start getting paid?
3
Name the AC feature: ADP offers industry intelligence with Most Popular Industry Reports With 581+ Industry Profiles, you’re well equipped with the expertise your clients need to succeed within their industry niche.
VerticalIQ- this is a $1000 value per report.
How much RC does a DM usually get for a CBA lightning deal vs Grid-tober?
70% RC - usual
100% RC - grid-tober
How many starts do you need in an enrollment period to get residual & how are payments calculated?
For credited starts 5-9, you will receive 50% revenue share as well as a 25% retroactive payment for clients 1-4. Upon the 5th credited start in a 12 month contract period, you will receive a 10% residual payment for active clients during years two through five, or until the client terminates services with ADP.
What does the revenue share payout look like for MAS/CS/TS?
UP TO $20,000.
$4K/PER YEAR EVERY YEAR FOR 5 YEARS! (if deal size is $16k+ it maxes out at $4k)
Name the AC feature: FREE access to premium marketing tools through 12/31/2024 – build a new firm website with a regularly updated blog and engaging newsletter, automate social media posting, reputation management and much more
COUNTING WORKS PRO ($250 value)
What is the CBA Lightning multiplier usually vs. Grid-tober? When does Grid-tober end?
1.4x usually
2.0x Grid-tober
end of fiscal november
What are the PTA check days?
May 15, Aug 15, Nov 15, Feb 15
How does WC revenue share payment work?
$50: 1–3 Clients Referred
$100: 4-9 Clients Referred
$150: 10+ Clients Referred
On average, firms who use Accountant Connect save how much time per month?
9 hours
QB Desktop Trigger: when is this getting discontinued?
May 2025
If a revenue share firm gets their 3rd referral in NOVEMBER and meets the 30-day retention requirements, their payment date would be ______?
Feb 15th
Minimum of 3 units referred and started by Accountant to receive any payment.
SIMPLE $100
Startup $200
Conversion under 50 eligible employees $500
Conversion over 50 eligible employees $1,000
Where in AC can you find the 2025 U.S. Master Tax Guide as well as 20+ historical years?
CCH AnswerConnect. Print version $219 & Historical MTG online $499.
What is our current wholesale promotion?
$100 per client (no cap on payout - through 12/31)
$150 per hr client (no cap on payout - through 12/31)
If a revenue share firm gets their 3rd referral in DECEMBER and meets the 30-day retention requirements, their payment date would be ______?
May 15th
How many starts do you need to receive payment on R&D/WorkMarket revenue share & what is the payout to a firm?
1 start.
R&D: 10% revenue share year 1, 5% revenue share every year after (no limit)
WorkMarket: 10% revenue share year 1, 5% revenue share year 2 & 3
How many CPE credits are available on demand on Accountant Connect & how many do CPAs need?
40 free on-demand CPEs. (ADP gave back over 41k CPEs last fiscal).
California CPAs must complete 80 hours of CPE every 2 years
What is the RUN 1099 update for our clients/firms?
As a reminder, per IRS guidelines, any employer with a combined total of 10 or more 1099s and W2s is required to e-file. 1099 e-filing can also save time and help limit errors for most small business clients who pay one or more 1099 workers.
Beginning November 22, RUN clients will receive multiple notifications within RUN (via to-do tasks, year-end tracker, pop-up message) asking them to opt-in and allow ADP to e-file their 1099 forms for 2024. Any new W2 client on any RUN bundle after November 22 will automatically be opted in for 1099 e-filing.