ENGAGE 2020
Main Event - Virtual
July 20 - 24 | 11AM - 5PM ET
AICPA ENGAGE 2020
CPA.com
Visit CPA.com in the Exhibit Hall!
We look forward to chatting with you, learning about your challenges and goals, and how we can help you succeed. CPA.com’s mission is to advance the technology ecosystem for the accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners.
Evolve with CPA.com
Join CPA.com for our virtual sessions
All times listed below are in Eastern Daylight Time (EDT)
Preferred Partner Solutions
Don’t miss our session on enabling remote workers
In today’s uncertain environment, working remotely has become the rule rather than the exception. Join Jim Boomer, CEO of Boomer Consulting Inc. and Jessica Battaglia, HR Consultant from Paychex, as they discuss best practices for using technology resources, setting expectations and establishing policies for virtual offices.
Automate every step of client bill management
Grow your firm with the Accountant Partner Program.
Visit Bill.com, a leader in financial process automation, to learn about The Intelligent Business Payments Platform and how Bill.com could be your partner for growth.
Be sure to attend our session!
PST2032. Family Office: Automating Support Functions for High Net Worth Clients
Is your firm positioned for growth in outsourced accounting?
At AICPA ENGAGE, see how firms in the Sage Intacct Accountants Program have successfully grown their outsourced accounting practice and are exceeding expectations. Visit us in the CPA.com virtual booth to gain insights from firms in the program and members of the Sage Intacct Accountants Program team.
Be sure to attend our session!
PST2032. Family Office: Automating Support Functions for High Net Worth Clients
Support clients with taxable crypto assets
Cryptocurrency investment is on the rise and the IRS is stepping up enforcement efforts to ensure that taxpayers meet their obligations to report virtual currency transactions.
With LukkaTax for Professionals you can calculate your clients’ crypto asset gains and losses accurately and confidently. Help your clients comply with their reporting obligations. Learn more
Check out this new blog on how you can provide advice to your clients on the new guidance for crypto asset tax reporting from the IRS.
Tap into the sales and use tax opportunity.
Today's post Wayfair Sales and Use Tax (SUT) environment provides a unique opportunity for accounting professionals. The significant expansion in SUT regulations has impacted businesses throughout the country - leading to increased expectations of their trusted advisors.
To learn more on building out your SUT services, or expanding your current offerings, download our latest whitepaper: Sales and Use Tax Services: 5 Key Questions to Drive Your Business Plan. This whitepaper provides the essential questions to drive your SUT business plan and further empower you in supporting your clients.
Learn about our trusted partner Expensify
Expensify is helping CPAs simplify their expense management process. Managing your client’s expenses remotely can be quick and easy when you move your workflow to the cloud and use the Expensify Card. It’s the only corporate card that makes everything from swipe to settlement simple, while giving you good karma through automatic donations to relevant causes.
Products
Power Your Transformation
The OnPoint A&A Suite is an online suite of products built on the CaseWare Cloud platform designed to fuel and empower transformation of A&A services.
The suite brings together a set of unique applications that drive efficiency, quality and value for firms and their clients.
Transform your PCR engagements and unlock your firm's capacity
Now your firm can enhance engagement quality, and become more productive with OnPoint PCR. Jointly developed by CPA.com, the American Institute of CPAs and CaseWare International, OnPoint PCR integrates content and methodology into a leading cloud platform.
Learn how you can enhance engagement quality and efficiency through logic-driven methodology, integrated PBC request templates, and linked engagement letters and financials that update automatically.
Insights that greatly impact the speed and depth of your analysis
As part of the OnPoint A&A Suite powered by CaseWare Cloud, OnPoint AnalyticsAI provides secure, online, risk-based analysis at the transaction level and dramatically impacts the speed and depth of your analysis, driving more value for clients in the process.
Efficient, high quality employee benefit plan audits
OnPoint EBP, a part of the OnPoint A&A Suite powered by CaseWare Cloud, offers an end-to-end solution for performing employee benefit plan audits. This comprehensive solution streamlines the process by providing dynamic engagement tools and practical implementation guidance within one product.
Secure, effective collaboration around PBC documents and requests
Built on CaseWare Cloud and part of the OnPoint A&A Suite, OnPoint Collaborate gives you the power of using pre-defined engagement templates to create a standardized, centralized source of document requests and inquiries for clients, keeping everyone up-to-date in real-time.
Evolve your practice in the modern, risk-filled world
In this podcast series you'll hear from industry experts on key legal and professional liability risk topics in a variety of bite-sized and short-to-medium form content, all with an eye toward the transformation of today's audit and assurance practices.
Pave the way to secure delivery of financial documents.
How secure and efficient is the process your firm uses to exchange financial information with clients? With RIVIO Clearinghouse, there is no longer a need to rely on inefficient methods for exchanging sensitive financial documents such as email and courier services. RIVIO Clearinghouse ensures the delivery of unaltered financial information to key stakeholders and offers the technology needed to keep pace with an evolving environment.
See how firms are utilizing RIVIO Clearinghouse for different types of audit reports in a more controlled environment.
Resources
Practice Development
Digital CPA Conference 2020
December 6-9, 2020
JW Marriott Orlando Bonnet Creek Resort & Spa
Orlando, Florida
#DigitalCPA
The Digital CPA community and profession's leaders who truly embrace the Digital CPA era will gather again for the Digital CPA Conference December 6-9, 2020, at the JW Marriott Orlando Bonnet Creek Resort & Spa in Orlando, FL. DCPA20 will be full of engaging content allowing Digital CPAs to learn alongside one another. Visit the CPA.com Pavilion at AICPA ENGAGE 2020 for more details and answers on how you and your firm can benefit from attending this dynamic conference!
The Client Accounting Advisory Services Certificate from CPA.com and AICPA is a fundamental digital badge for practitioners that are building a CAAS practice and strengthening their competencies to deliver these services.
With more firms talking about being trusted advisors, the CAS Certificate provides firms an opportunity to show a verifiable, commitment to that role and maturing their skills. Firm leaders will have stronger staff to offer an exceptional level of service
PCR: Building an Efficient and Profitable Service Line
Profitable preparation, compilation and review (PCR) engagements are the result of a strong synergy between people, processes and systems.
Firms across the profession are overworking engagements and offering "one size fits all" client deliverables, resulting in lower profitability. Practice area leaders need to step back and evaluate the systems available to resolve these pitfalls, improve planning to accurately define scope, and deliver services fitting the client needs.
This 100 minute CPE self-study course will identify innovation in this practice area and provide clarity on how to address common hurdles, resulting in increased value for PCR services.
CAS Virtual Roadmap Workshop
More and more businesses need accounting support and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.
To help firms take advantage of the opportunity to increase value through advisory services, CPA.com has developed the digital client advisory services roadmap workshop. This two-day, live training workshop provides introductory instruction to get you started on building a profitable, high-performance outsourced accounting and advisory practice.
Choose a date and location convenient to you.
*Live In-Person & Virtual Workshop Options Available
SUT Virtual Roadmap Workshop
This workshop will give practitioners the roadmap they need to build a successful SUT service model, turning a reactive service into a high value, fast-growing revenue line. The instructors of this interactive workshop will share best practices and strategies that have been proven in practice to help you expedite the development of this practice area.
Choose a date convenient for you.
*Live In-Person & Virtual Workshop Options Available
In this workshop, you will receive a roadmap to build this service model, learn from practitioners that have already expanded successfully, and receive action-oriented tools to get you there faster.
Leverage your firm’s expertise to offer individual clients a service that answers their questions about personal financial planning, and provides you ongoing, recurring engagements that go beyond producing tax returns.