Add and refer clients to your partner dashboard

Adding a client to your dashboard gives you full access to your client's payroll account, including the ability to run payroll and view reports. New Gusto clients added from this page will count towards the Partner program.

1. Click the Dashboard tab.
2. Click Add clients.
3. Choose how many clients you want to add:
   • Adding 1 client
   • Adding 2 or more clients: You can use a spreadsheet to add up to 25 clients at a time.

Add client details to create their Gusto account

1. Enter your client's legal name and trade name.
2. Choose who your client plans to pay using Gusto:
   
   • Owner only: The company owner is the only W-2 employee, and they'll be paying themselves.
   • Employees, contractors, or a mix of both: Tell us how many of each they plan to pay. If the owner is also an employee, include them in your count.
3. Enter your client's email address, first and last name, and we'll invite them to create an admin account.
4. Click Save & continue.
5. Select who will pay Gusto's monthly bill.
   • The client with revenue sharing for your firm: Bill my client at the standard rate and receive a monthly revenue share from Gusto.
   • The client with a discount: Bill my client at our discounted rate.
   • Your firm with a discount: Bill my firm at our discounted rate.
6. Click Add client to Gusto.
7. You'll see the new client(s) on the "Clients" page in the "In setup" section.

What's next? Click Continue setup to start setting up your client's Gusto account yourself, or add another admin to invite a different user that will complete the setup.

If you're an administrative user or admin on the client's Gusto account, the client will automatically show up on your Partner Dashboard.

If your client is missing from your Partner Dashboard, have the primary administrator for that client add you as a payroll administrator and enter the email address associated with your Gusto accountant account. Once you're added, this client will automatically show up in your Partner Dashboard. 

Note: If you do not create the account from your Partner Dashboard, it will not be eligible for the partner discount.

Invited clients receive an email where they can sign up and create their own Gusto account. You'll be able to access and help manage this account.

1. Click the Dashboard tab.
2. Select Add clients.
3. Click Send invites in the "Invite clients to join Gusto" tile. 
4. Enter your client's legal company name and email.
5. Click Send invites.
6. You'll see the invited client(s) on the "Clients” page in the “Invited” section.
   • Once the invited client creates their account, they'll move to the “In setup” section.

Note: Invited clients added from this page will count towards the Partner program.

Gusto Partners (accountants) who refer a non-client business can receive a $300 Visa virtual gift card, and the referred business receives a $100 Visa virtual gift card too. 

This type of referral does not give you administrative access to the company’s payroll or reports. If you’d like administrative access, add a new client or an existing client from your Dashboard.

Refer a business that's not a client

1. Sign in to your Partner account.
2. Go to the Refer & earn section. From here, you have multiple options for sharing:
   • Click Copy link to send via your preferred communication method
   • Select to share the link on Facebook, Twitter, or LinkedIn.
   • Invite them by email—enter the email address(es) directly on the page.
     •  From there, you can preview, and click Send email.

Once the referred business signs up and pays their first invoice, you and the referred business will receive your gift cards. You'll see the referred business’ referral status at the bottom of the Refer & earn section.

Keep in mind: Payouts are issued 30 days after any free trial period has expired, and the company has paid their first Gusto invoice.

If you need to remove a company from the firm dashboard, change the client to be the primary admin and/or signatory if they're not already. 

Make sure the client is then set up to be billed to themselves, not billed to your partner firm.

Once the client is the primary admin of their own Gusto account, and billing has been updated, reach out to the client and ask that they remove you as a payroll administrator.