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Advisor 8 Certification is free to Accounting pros and available within the Advisor 8 platform. Gain expertise in Advisor 8 applications like CRM, Accountant (Task Management), Audit, Campaigns, Organization Management (OM), Drive, Licensure, Proposal, Fix UnCat, Stripe Payments, Subscriptions, PBC List (Practice Management), Client Portal etc. which gives you an added boost to your skills and you can offer training services to other accountants or your clients through the Advisor 8 platform.
Encourage professional excellence
Multiple levels- App-based and platform centric
Innovative certification process
Non-routing
Multiple channels of certifications
Compel to demonstrate ‘Thoroughness
No mundane quiz/test based outcomes
More fun - No pain
Self-help and train-the-trainers concept
Incentive to train others for easy reach - organic clientele growth
Feedback loops and continuous involvement
Participatory product evolution and grooming
Strengthens the network effect
Workflow, approval, and notification framework
Complete transaction visibility
Self-service administration
Guided process flows
Continuous process improvements
Robust platform and Comprehensive applications
Integrated with renowned accounting books
Visibility: real-time updates, alerts and status checks
Workflow: All jobs, tasks and obligations at the fingertips
Collaboration: client collaboration at its best
Compliance: Workflows ensuring rigor and transparency at all levels
Control: Role and Privileges based access control across applications
Productivity: 24x7 Platform and applications availability from any device
Efficiency: Integrated system, applications and data
Security: Platform completely secured and reliability ensured
Single Subscription for COMPLETE SOLUTION. Subscribers have everything they need.
Data Integrity - No duplication of data and single source of truth
Platform with ‘Ecosystem of Apps’ - modularized, yet fully integrated with features, functions and workflows
Completely integrated - Built as part of an ecosystem of applications
Industry and Customer agnostic - wider SMB target in addition to Accountants, Bookkeepers and Professional Service Practices
Guided experience- workflow at its best (flexible authoring, template driven, process automation, pricing, document generation, engagement, electronic signatures and more)
At Advisor 8 we provide professionals (and their clients) an innovative, yet robust digital platform helping their day-to-day operations, by guiding and streamlining their routing processes, enabling omni-channel collaboration of client activities, empowering
...professional service providers with fully integrated tools and application platform to focus on their business growth while providing the best possible client services. We not only provided a platform packaged with all the tools and capabilities for professional service providers, but also created an unthinkable community of accountants, business clients and professional certified Advisors/ProAdvisors, thereby creating, nurturing and supporting a unique ecosystem supporting each other.
Read moreWith our years of experience designing and developing systems to transform enterprises by adapting digital revolution by focusing on automating their core business activities, without added burden on managing the technology aspects of this transformation.
...Advisor 8 platform helps the broader community of accounting professionals, SMBs and their clientele avoid the never-ending friction from operational activities by providing a robust cloud deployed SaaS solution supported by no-nonsense productivity apps, seamless client collaboration and engagement, and real-time transaction management.
Read moreA thriving community of professional service providers, business entities by creating a supporting ecosystem enriched with a secured digital platform of tools and capabilities to consistently achieve business transformation.
...We provide an unparalleled Professionals user Experience that is significantly enhanced by providing compelling tools and integrations spawning 360o view of their business practices like CRM (Customer Relationship Management), Compliance Management, Proposal and Quote Management, Contracts and filings, Billing and Invoicing, Payment Processing, and Document Sharing, to name a few.
Additional capabilities like calendar and task management, email and chat, Seamless integrations are at the core of Advisor 8 platform with out-of-the-box connectors to client accounts on QuickBooks, Xero, Sage, FreshBooks and other accounting / book-keeping software solutions.
Advisor 8 further aids by integrating ‘My Accountant’ to work with your accountant seamlessly. SMBs with their business expansion and growth needs by managing campaigns and providing visibility into RFPs and Job needs demanded by the business community.
The industries includes Information Technology (Include- Hardware, Software, Semiconductor), Agriculture (Include- Dairy), Health care, Pharmaceuticals, Biotechnology, Life Sciences, Food (Include- Beverages, Distilleries), Chemicals & Fertilizers, Financials, (Include- Banking, Investments, Insurance, Real Estate), Consumer (Include- Packaged Goods CPG), Communication (Telco, Media, Publishing, Motion Pictures/Movies, Entertainment… ), Manufacturing (Include- Hi-Tech, Contract Mfg, Printing, Textiles, Electronics, Machinery), Transportation (Include- Logistics, Air-Rail-Shipping) Heavy Industrials, Energy (Include- Oil & Gas, Nuclear, Renewable Energy) Utilities (Include- Electric, Gas, Water), Construction (include Infrastructure), Materials (Include- Minerals, Mining, Paper & Pulp, Precious Metals), Automotive (Include- Automobile, Farm equipment), Wholesale (Include- Durables, Non-Durables), Retail, Services
Read moreOur vision is to make Advisor 8 a single indispensable platform for supporting a special community of Professional SMBs and Accounting Advisors.
At Advisor 8 we live by and continue to evangelize our Core Values with which we started this journey ...
We are very ambitious to accelerate our growthQuickly and organically, to further revolutionize the platform and enrich the community we serve.
During this ongoing journey our strategies and processes we adopt may change, but our Core Values will always remain the integral part of our evolution and growth.
We embrace creativity and innovation, yet maintain simplicity to be realistic in enhancing PEX (Professionals user Experience) to further enrich the community of all connected business entities.
We own the issues, challenges, and surprises, always strive to connect the dots and understand the complexities, and deliver the best capabilities and experiences, without compromising the quality and elegance.
We understand the importance of sustaining a lively community network of professionals and businesses. Constant communication and collaboration with our stakeholders are an indispensable mantra for us. Everyone matters.
Embrace Kaizen and strive relentlessly for continuous improvement of products, people, processes, platform and the community it supports. Change Management is not an after-thought, but is the way of our evolution and sustenance.
Our goal is to make everyone feel empowered to win: be it new leads, opportunities, referrals, clientele, contracts, job work, avenues to expand in ways unthinkable, without setting any boundaries or limitations. We not only aim to win business and customer base, but we envision our key stakeholders becoming part of our winning by becoming the integral part(ners) of our company.
We offer an innovative, secure, user-friendly, scalable, well integrated, and all-inclusive business apps ...
(CRM, SMARTproposals TM, Workflow, Drive, Campaigns with Client Portal) for running a frictionlessProfessional Management organization like yours catering to the current and ever-growing needs of your business revolving around your clients, irrespective of their size, ranging from individuals, small and medium businesses to big corporates.
With our years of experience architecting, developing, and deploying technologies for automating businesses, we envisioned and created a powerful platform with an ecosystem of applications and tools that becomes a central-hub for Professionals in the industries like Coaching, Consulting, Professional Services, Digital Agency, Hospitality, Financial Services, IT Solutions, Law, Creative Agency, Education, Insurance etc. We expect you to perform all the professional work you do all day long 7x24x365 just by using this single portal.
We embrace creativity and innovation, yet maintain simplicity to be realistic in enhancing PEX (Professionals user Experience) to further enrich the community of all connected business entities.
We own the issues, challenges, and surprises, always strive to connect the dots and understand the complexities, and deliver the best capabilities and experiences, without compromising the quality and elegance.
We understand the importance of sustaining a lively community network of professionals and businesses. Constant communication and collaboration with our stakeholders are an indispensable mantra for us. Everyone matters.
Embrace Kaizen and strive relentlessly for continuous improvement of products, people, processes, platform and the community it supports. Change Management is not an after-thought, but is the way of our evolution and sustenance.
Our goal is to make everyone feel empowered to win: be it new leads, opportunities, referrals, clientele, contracts, job work, avenues to expand in ways unthinkable, without setting any boundaries or limitations. We not only aim to win business and customer base, but we envision our key stakeholders becoming part of our winning by becoming the integral part(ners) of our company.
Read moreWithin the Advisor 8 framework, you can submit issues, feedback, request new features, new apps, and vote for features you want to see. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues. Advisor 8 platform is a community driven ecosystem. The Advisor 8 team also follows the same process, and the community decides by voting the features, or new apps etc.This is an automated centralized support and feedback system. Your involvement is greatly appreciated. Your comments, knowledge, feedback and your vote - everything counts.
Two-factor authentication
Session inactivity and timeout
Encryption for the modern business
Rigorous third-party testing
Password requirements
SOC2
GDPR
