INTACCT

CPA.com & Intacct: Providing more value for your firm so you can provide more value to your clients

In an increasingly competitive industry, where client expectations are on the rise, many firms are searching for ways to provide more value. Client accounting and advisory services is an area that provides an opportunity to do just that. With outsourced services greatly in demand by business owners who want to reduce time on work unrelated to their core business, they turn to their accounting partner for expertise and proactive strategic advice.

TO HELP FIRMS TAKE ADVANTAGE OF THE GROWTH OPPORTUNITY IN THIS AREA, CPA.COM AND INTACCT DEVELOPED THE INTACCT ACCOUNTANTS PROGRAM.

Bringing best-in-class accounting capabilities to complement your firm’s expertise, the IAP is designed to empower you to deliver the high-value accounting and financial advisory services clients need to grow and succeed. Fostering a collaborative environment, Intacct provides access to real-time information, dashboards, and reports that enable you to share forward-thinking insight and elevate your trusted advisor role. With the IAP, you can take your services beyond transactional work, adding more value and building stronger client relationships.

 

CPA.COM OFFERS YOUR FIRM:

Education, Account Management, Experience, Firm Adoption,
Guidance, Tools, Resources and Strategy.

 

 

 
Intacct Accountants Program

Make the most of this program with an array of training resources, tools, and support available:

 
 

 

 

Access to the Accountant's Console and Intacct Community

Dedicated Account Management

Free use of Intacct for your Firm’s Books

Free Training for Accounting Users & Implementation Resources

Video Tutorials, Live Web-Based & On-Site Classes

 
 
 

Intacct Professional Service & On-Boarding During Roll-Out

Unlimited Technical Support Via Email, Phone And Live Chat

Sales & Marketing Resources

Special Pricing for Your Outsourced Accounting Clients

Networking Opportunities with Your Fellow IAP Partners

 
 

 

 

The Intacct accountants program offers these key features:

 

Dashboards

Provides real-time visibility and access to all client data from a single, centralized location.

Offers the ability to customize layouts and display of information.

Reports

Offers flexible financial reporting tools and a library of more than 150 built-in financial reports that support key regulatory reporting requirements.

Provides ability to measure business metrics and performance.

Templates

Provides access to industry templates, including business processes, charts of accounts, financial reports, business dashboards and many other elements of the financial system.

Offers customizable and reusable templates, allowing you to define reports once and leverage across multiple clients.

 

Integration

Integrates with over 150 other leading applications including Bill.com, Salesforce, project accounting, and more.

Provides access to pre-built integrations and offers open API.

Security

Backed by high reliability Tier 1 data centers.

Provides world-class security, disaster protection, backup and recovery.

Offers built-in internal controls and security permissions to give you control to what users can access.

 

 

 

 

“We worked with CPA.com to select the right tools and accounting package for our needs. It’s good to have a partner that you can count on. We work together to evaluate technology and services.”

– JIM CASHIN, RSM

 

 

CPA.com

 
 
 

 

Additional CPA.com Resources To Keep You More Informed

 

TrustRadius
Read All

 

See and hear how the Intacct accountants program is making an impact in today's firms

 

Becoming A Digital CPA - Robert Colburn

Robert Colburn of CLA shares what it means to be a Digital CPA and how it has enhanced the client experience.

Evolution of Technology - Javier Goldin, CPA

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth opportunities and how his firm is delivering these services to clients.

Providing Client Advisory Services - Russ Faye

Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology

 

 

Only CPA.com Offers Your Firm This Level of Support and Strategy

 
 

 

 

CPA.com

JOIN THE INTACCT ACCOUNTANTS PROGRAM

 

We’ll get you up running in no time.

CONTACT US

Educate firms on ways to transform their client accounting and advisory through the Intacct Accountants Program

Dedicated account management from experienced CPA.com representatives

Expert guidance and tools to help you grow your practice

 

 

 

Experience in working with thousands of firms that have adopted cloud technology

Provide consultative advice to help firms build out their strategy

Connect firms to the resources they need to be successful

 

 

 

THE POWER OF SMART BUSINESS

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Intacct from CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.