Get paid for your ZenWorkflow expertise
Firms moving to ZenWorkflow need someone to map their services to workflows, bring their data across and train the team. Become a certified consultant, get listed in our directory, and we'll refer implementation work to you.
What certified consultants do
Four kinds of engagement, each of which a firm will happily pay for.
Workflow and template design
Turn a firm's recurring services into templates with the right checklist, roles, budgets and deadlines — the difference between adoption and abandonment.
Migration and client setup
Clean and import clients, entities, directors, shareholders and historical data from spreadsheets or a previous system.
Compliance set-up
Configure risk schemes, KYC questionnaires and document requirements to match the firm's AML policy and its regulator.
Billing and team set-up
Services, fees, billing rates, approval chains and leave allowances — and the training to make the team use them.
A practice you can build on
Certification is free. What you do with it is yours.
Implementation referrals
When a firm needs more hands-on help than our services team provides, or wants someone local, we refer them to certified consultants in their region.
A certification firms recognise
A listing in our consultant directory and a badge for your website and proposals.
A free consultant tenant
Your own ZenWorkflow organisation for building templates, testing configurations and running training — for as long as you're certified.
Your rates, your engagements
You scope, deliver and bill your work directly. We don't take a cut of your fees.
Early access and a direct line
New features before they ship, a consultant channel into our product team and a monthly call with release notes that matter to implementers.
Co-marketing
A case study once you've taken a firm live, and a slot in our webinars to show your work.
The firm's services, built as workflows
The template editor is where most of a consultant's value lands. You turn "we do the annual return" into a template with checklist items of the right type — a Yes/No for the review, a date for the filing, a file upload for the receipt — plus the fixed fee, the budget hours and the deadline rule. From then on every one of the firm's clients runs the same way, and the team stops reinventing the job each year.
AML set-up a compliance officer will sign off
Every firm's AML policy is slightly different. You configure the risk scheme, the client questionnaire and the KYC document requirements to match it, then walk the firm through a real assessment: questions answered, completion at 100%, a risk rating and a Proceed decision they can show their regulator. The compliance report then tells them exactly which clients are missing what.
Make time and money flow without re-keying
Billing rates, services and approval chains decide whether a firm actually invoices from ZenWorkflow or keeps a side spreadsheet. You set up the team with their roles, permissions and hourly rates, the services with their fixed fees and renewal dates, and the weekly timesheet approvals — then train the team to log time and bill straight from the workflow.
Your path to certification
Most candidates certify within a month of applying, alongside their existing work.
Apply
Tell us about your experience with professional firms and with practice-management rollouts. You don't need to know ZenWorkflow yet.
Train
Self-paced modules on workflows and templates, clients and KYC, time and billing, and leave and reporting — plus two live sessions with our implementation team.
Certify
A practical: configure a sample firm in your consultant tenant and walk us through it. Pass, and you're listed in the directory the same week.
Consultant program FAQ
Common questions from practice managers and implementers.
Who can become a consultant?
Do I need to know ZenWorkflow already?
How do consultants get paid?
Is there a cost to train or certify?
How do referrals work?
Can I also refer firms?
Ready to get certified?
Tell us about your experience and we'll send you the training schedule.
Free to join. No fees, no targets.