Why Become A Certified RBC PayEdge Wizard?
Add Value for Your Clients
Successful business owners are always looking for ways to add value for their clients. RBC PayEdge Wizard allows you to save your clients money, improve operational efficiencies and cash flow management with our unique payment solutions.
Dedicated Account Manager & Support Team
Certified wizards are assigned a dedicated account manager and given access to our exclusive telephone support team – extended hours 8a-8p EST – to assist you with any business related inquires.
Customized Co-Branded Marketing Tools & Resources
RBC PayEdge Wizards are sent a toolkit of customized co-branded marketing materials and given access to our resource library to help onboard clients as quickly and efficiently as possible.
First Access to Platform Enhancements
Becoming a Wizard provides you with “first-access” to all new functionality and platform enhancements ensuring you and your clients are using RBC PayEdge to its fullest.
Attend Wizard Workshops & Council
Wizards are never left in the dark! Attend quarterly online continuing education workshops so you are always in the “know” for all things coming to RBC PayEdge. Top partners will also be invited to attend RBC PayEdge councils – to provide input and help shape the future state of our software.
And of Course…Being a Wizard is Cool!
Hey, who wouldn’t want to be called a “wizard”?! Besides the cool name, being a Certified RBC PayEdge Wizard is a seal of approval (and a wee-bit of a bragging rights for you) to signify to clients (and peers) that you are a believer in the technology your firm uses.
What's Involved In The Certification Process?
To become a Certified RBC PayEdge Wizard you must complete the mandatory online course curriculum. The online training takes approximately 60 mins to complete. There are a series of videos to watch followed by multiple choice questions.
Don’t worry if you don’t have time to complete the training in one go, your progress is saved, and you can come back to finish when it works best for you.
RBC PayEdge Wizard is free to sign up…but space is limited.
While RBCPayEdge Wizard is complimentary program, we do limit the number of bookkeepers in each cohort.
Earn Continuing Education Credits From The Institute of Professional Bookkeepers of Canada (IPBC)
Attention all IPBC Members! The IPBC has awarded the RBC PayEdge Wizard Bookkeeper Certification Program 1.5 Continuing Education Credits (CECs) to all members who successfully complete and maintain the RBC PayEdge certification.
Frequently Asked Questions
My firm is quite small. Does it makes sense to become a RBC PayEdge Wizard?
Absolutely it does. RBC PayEdge supports firms of all shapes and sizes – from solopreneurs to firms with 1000’s of employees. We believe that having access to tools that support the growth of your firm should not be a question of employee head count. We are proud to serve firms of all sizes!
RBC PayEdge for a while now, what makes this program different than what I'm currently doing?
We are very fortunate to have so many bookkeepers and accountants already using RBC PayEdge! The Wizard Program creates greater resources to you and your practice. Same great payments platform paired with support and resources to help you get more of your clients realizing the benefits of RBC PayEdge!
How much does RBC PayEdge cost?
First, your account as a Wizard is ALWAYS FREE! Pricing for your clients is offered on a “Per Transaction” level if they only make a handful of monthly payments. Or you may wish to select a Monthly Subscription which provides cost certainty for clients making a large number of monthly transactions. Pricing options can be discussed with your Account Manager.
I don’t have time to on-board all of my clients, can RBC PayEdge help?
You bet we can. For firms that wish to have their clients set up their own accounts, RBC PayEdge will provide you with a promo code that you can share with your clients. When they sign up with RBC PayEdge their account will automatically be linked to your master account. RBC PayEdge will also provide you and your clients with easy to follow Account Set-Up Videos that makes onboarding a breeze!
The current cohort is currently full. When will the next one be offered? Is there a waiting list.
Due to demand for our certification and reseller program we have limited the number of participants in each cohort. This allows us to better serve our partners in the early stages of their work with us. Not to fear, the next cohort is right around the corner- RBC PayEdge currently offers 4 cohorts per year. Email us to be placed on our waiting list for the next available cohort.
After I complete my RBC PayEdge Wizard Certification, what’s next?
We want to get all our recent “grads” up and running as quickly as possible. Once certified, you’ll receive an email from your dedicated Account Manager asking you to book a quick 30-minute call to walk you through the program and give you the tools and resources to get you started with your client onboarding.