Welcome to another quarterly accountant (partner program) update by Gusto! As Gusto’s head of the accountant community, I’m honored to serve you and your partnership with Gusto. This quarter, I discussed new app-partner promotions that you should take advantage of from Guideline and Receipt Bank, new educational opportunities like our “Get Started on Gusto” YouTube Series, new Gusto product features and pilots like 2-day contractor and owner-only S-corp payroll, and more. In addition to the updates, I provided suggestions as to how your team can implement these updates at your practices and firms. Happy Tax Seasoning!

New to Gusto? Partner with us: https://gusto.com/partners/accountants

Together, we will continue our shared mission to create a world where work (and business ownership) empowers a better life – for everyone, everywhere. Any questions, please leave me a comment below. Thanks for watching this quarterly partner update covering the months of November 2019 through January 2020.

Show Notes:


2:28 – Level Setting – Gusto’s mission, employee love, People Platform and more. Partner with Gusto!

Promotional Updates:

8:15 – Guideline for Accountants. You can give 3 months free to your clients. Offer valid up to March 31, 2020.

9:50 – Receipt Bank for Accountants. RB now offers an exclusive offer to Gusto Partners of 15% off new client subscriptions.

11:25 – Gusto’s Free Payroll Setup for your firm and clients.

Educational Updates:

12:20 – Gusto’s new “Get Started with Gusto” how-to video series, now available on YouTube.

14:52 – If you’re new to Gusto or been here a while, join our “Welcome to Gusto” advisory webinar

15:50 – Free CPE for CPA’s doing CE with Gusto on CPA Academy

Community Updates:

17:08 – Join our new Facebook group for Gusto Partners

18:13 – Check out our new Community Bulletin Board for Gusto happenings, online and offline

18:45 – Sign up for Gusto’s weekly On The Margins newsletter

19:30 – Follow us on LinkedIn for Gusto’s On The Margins live shows

Product Features & Updates:

20:55 – We invite you to join our owner-only S-corp payroll pilot, email [email protected] us to start

23:24 – Multiple pay rates are now available in Gusto’s Time Tracking feature

24:27 – Gusto now offers SMS notifications only for Risk Operations like fraud alerts and Credit Operations like NSFs

26:07 – We invite you to activate our 2-Day subcontractor pilot, email [email protected] us to start

27:18 – Upload (drag & drop) custom documents is now available for Complete and Concierge clients

28:38 – Global Search is available in your Partner Dashboard

29:14 – Strengthen your security on Gusto with SSO and 2FA

30:35 – Customer Identification Program has been launched to all Gusto users


31:43 – Don’t forget to activate your Gusto Partner Directory

Q&A and Thank You:

35:45 – Questions & Answers

Learn about how you can partner with Gusto for free: https://gusto.com/partners/accountants

Gusto serves over 100,000 small businesses nationwide, providing intuitive and simple payroll, benefits, and HR solutions through our people platform. We believe great businesses treat their employees like people, not ID numbers—and we’re building a world to empower organizations to do just that.

Will Lopez Will Lopez is Gusto's Head Ambassador to accountant partners and customers. Previously, he empowered accountants as Head of Community & Education. He has dedicated his career to supporting accounting professionals and small businesses with more than 20 years of public- and private-sector experience, including founding and building a modern, cloud-based accounting firm.
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