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.

1. Click the Dashboard tab.
2. Click +Add a new client under Partner Program.
3. Click Add client or Refer company.
   • Add a new client: You’ll receive access to your client’s Gusto account, a discount on their monthly bill or revenue share, and they’ll also count towards your Partner Program level.
   • Refer a company: If you just want to refer a client, you’ll get a $100 referral bonus after they run payroll. You won’t be able to access their account, pass along volume discounts or earn revenue share.

Manage a new client

1. Enter your client's legal name and trade name.
2. Enter the number of employees your client has.
3. Select if this client has run payroll with another provider in the past, or if this will be the client's first payroll.
   • This lets us know if we need to collect any previous payroll info from your client.
4. Enter your client's email address, first and last name, and we'll invite them to create an admin account.
5. Click Save & continue.
6. Select who will pay Gusto's monthly bill.
   • Revenue Share: Bill my client at the standard rate and receive a monthly revenue share from Gusto.
   • Client Discount: Bill my client at our discounted rate.
   • Firm Discount: Bill my firm at our discounted rate.
7. Click Add Client.
8. You'll see the client on your Partner Dashboard under the "Clients That Require Setup" section.

What's next? Click Set Up Company 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.

1. Enter your client's legal company name, full name, and email.
2. Enter your client's phone number, number of employees at their company, and a personal note if desired.
3. Click Add Referral.

We'll send the referred client an invitation to set up their Gusto account. Check the Referred Clients section to view the status of your referrals.

Note: When referred through the partner dashboard, only partners will receive the referral bonus, the client will not. Additionally, you won't have access to the company unless the company specifically grants it to you. The company will not appear on your dashboard as a managed client, it will only appear as a referral.

Gusto Partners (accountants) who refer a non-client company can receive a $100 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 is 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 earn a $100 Visa virtual gift card. 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, you'll need to reach out to the primary administrator at the company themselves and ask that they remove you as a payroll administrator.