ENGAGE 2022, June 6–9, 2022​
Aria Resort & Casino, Las Vegas, NV | Live Online
Adapt and Thrive with
New Technologies and Innovative Solutions


CPA.com Exhibitors

Everyone wins at the CPA.com Booth!

This year at AICPA & CIMA ENGAGE, everybody is a winner at the CPA.com booth!  Stop by to learn how our leading-edge partner technology solutions and professional services offerings can support your firm in delivering WINNING CAS, Tax, Audit and Assurance service to clients. Have a conversation with a CPA.com representative to learn how we can help your firm and clients Adapt + Thrive through new technologies, strategies and professional training and receive an Amazon gift card ranging from $10 to $500!

We’re also raffling off a free registration to our annual Digital CPA Conference, held Dec. 4-7 in Austin, Texas. Be sure to collect a raffle ticket at the booth for your chance to win.

We’re looking forward to connecting with you to learn more about how you’re advancing your practice areas, firm, and services.  Tell us how your firm plans to Adapt + Thrive in 2022 by sharing your thoughts with us at the CPA.com booth and on our social media channels using the hashtags: #CPAandthrive.


Client Advisory Services

CAS 2.0

Entering a new era in advisory services​

Today’s more competitive business environment calls for a more competitive CAS offering. CAS 2.0 is a holistic approach to business transformation and change management firms need to efficiently provide next level advisory services. It lets firms stand out with more strategic, insightful and transformative services that clients are – or will be – looking for.​

Discover CAS 2.0

Be sure to attend our sessions:

PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices​

DCPA2204: CAS2.0: Taking Your Advisory Practice to the ​Next Level​​



Achieve extraordinary growth in outsourced advisory

See how firms in the Sage Accountant Program have successfully grown their outsourced accounting practice and are exceeding expectations.

Visit us in the CPA.com Pavilion to gain insight from firms in the program and members of the Sage Account Program team.

Be sure to attend our session:

DCPA2208. Winning Larger Engagements with Subscription-based Pricing



Optimize Your Client Advisory Services Practice with FP&A

Learn how firms are growing and scaling their CAS practice with an all-in-one financial planning and analysis solution designed to deliver higher-value services including analytics, financial modeling, and strategic business planning.

Be sure to attend our session:

DCPA2207. How to Price and Position FP&A Services​

Visit us at the CPA.com Pavilion or Jirav booth #802.​




Deliver next-level advisory services with spend management​

Future-focused business insights for clients are a key component in making the strategic move from transactional to high-margin advisory services. The spend management category is quickly becoming an important advisory area within CAS (client advisory services) practices, and firms can leverage deeper insights by bringing corporate cards, spend, budgets and expenses under one umbrella.

Visit this learning lab at ENGAGE22 to learn more about spend management:

ENG22EL14. Unlock better client insights with spend management advisory services



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.

DCPA2201. CAS Workflow and a Continuous Close, Not Just a Myth



Regulations are getting harder — but the solutions are getting easier.

Exceed client expectations by partnering with industry-leading Human Capital Management experts offering solutions in HR, payroll, 401(k) planning and more. Let the Paychex Partner Program help your firm offer higher value services while strengthening your client relationships.

DCPA2205. Help Clients Gain Better Business Outcomes: Discover the Power of a PEO


CPA Business Funding Portal

Business financing solutions for your clients

Your small business clients need funding to grow, and as trusted business advisors, CPAs are uniquely positioned to guide their clients through the process of business financing. ​

With the CPA Business Funding Portal, brought to you by CPA.com and FinTech leader Biz2Credit, CPA firms can quickly secure reliable funding for their clients through an exciting, scalable, and profitable new service offering - Financing Advisory Services.​

Attend our session:

DCPA2202. Featuring Finance and FinTech in your Client Advisory Practice



Audit & Assurance


Prepare for a new era of auditing

Through our partnership with CaseWare International, CPA.com and AICPA have introduced the Dynamic Audit Solution (DAS) - a data-driven, technology-enabled audit solution that truly innovates how auditing is performed, helping your firm to deliver greater value and insights to the client.

Be sure to attend our session:

DCPA2203. Evolving the Client Experience around Audit


OnPoint PCR

Bolster the productivity of your prep, comp and review services

Is your firm performing extra work in completing preparation, compilation, and review engagements? With OnPoint PCR, you can simplify your workflow by leveraging logic-based methodology, so you are doing exactly what is needed - no more and no less.

See how OnPoint PCR bolsters firm productivity, service quality, and customer engagement for your prep, comp, and review services.


OnPoint EBP

Drive efficient, high quality employee benefit plan audits

Designed to ensure efficient, high quality engagements, OnPoint EBP offers an end-to-end solution for performing employee benefit plan audits. Through integration of a comprehensive plan profile feature that functions as a scoping tool, OnPoint EBP helps identify appropriate areas of focus and nuances specific to the plan under audit.

Find out how OnPoint EBP streamlines the process by providing dynamic engagement tools and practical implementation guidance within one product.


OnPoint Audit

Streamline the audit workflow and effectively right-size your audit engagements

Is your firm relying on disparate systems that require manual processing and significant effort and redundancy in arriving at the appropriate work papers and procedures for a given audit?

Discover the ways OnPoint Audit provides an efficient workflow, reduces manual data entry and redundancies, and permits effective, transparent collaboration between auditors and their clients.


OnPoint AnalyticsAI

Insights that greatly impact the speed and depth of your analysis

OnPoint AnalyticsAI makes data analytics simple to implement and easy to use for every engagement, helping auditors gain comprehensive, data-driven insight into a client’s financials as early as day one.

Learn how you can enhance the speed and depth of your analysis with OnPoint AnalyticsAI, while driving more value for clients in the process.


OnPoint Collaborate

Secure, effective collaboration around PBC documents and requests

Receiving information from clients in a timely manner can be challenging. OnPoint Collaborate leverages the cloud to help ensure you and your client collaborate effectively with an up-to-the-minute, transparent view on the status of requests.

Learn how OnPoint Collaborate enables a standardized, centralized source of A&A document requests and inquiries for clients.



Pave the way to secure delivery of financial documents

Add value to the A&A client experience with RIVIO Clearinghouse, a secure platform that ensures delivery and tracking of unaltered CPA firm-developed reports and financial information to all key stakeholders, and establishes a more controlled, efficient workflow for all users.

See how RIVIO Clearinghouse offers the collaborative tools needed to keep pace with an evolving environment.





Exceed client expectations in a complex sales and use tax regulatory environment.​​

As the sales and use tax  landscape experiences disruption, such as legislative changes and the expansion of the online economy, the accounting profession has an emerging opportunity to evolve its trusted advisor role through sales and use tax services.

To empower your firm to capitalize on this opportunity and achieve your goals of transformation in sales and use tax, CPA.com provides educational resources, strategy advice, and access to best of breed compliance technology - Vertex Cloud.

Be sure to attend our session:

​DCPA2206. Mastering Your Sales &Use Tax Strategy in Today’s Complex Landscape


Lukka Tax

Support your clients with the crypto ecosystem's most trusted tax calculation platform

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.

Be sure to attend our demonstration!

Crypto Tax Solutions

Read this new guide, Navigating the World of Crypto Tax Reporting, designed to educate and inform the profession on the emerging role they play in ensuring client compliance on crypto tax, including the current crypto asset landscape, key challenges in crypto tax reporting and more.



Professional Services


Practice Development

CPA.com is committed to creating high-quality educational offerings that help practices transform their services, creating value for the firm and its clients. Through workshops, self-studies, timely content and our well-known Digital CPA conference, CPAs learn how to build and grow practices that will lead the profession into the future.



Consulting Services

Drive successful implementation and adoption of new technology, execute effective change management strategies, and optimize existing tools and processes with guidance from our committed team of consultants. Bridge the gap between your current state and desired future state through tailored analysis and planning, direction on roadmap development, and best practice recommendations.



Training Programs

Whether you are getting started with a new CPA.com solution, onboarding staff, or want to provide your team with additional key insights, our product training courses will help enable success and maximize proficiency.



December 4-7, 2022
Austin, TX

Digital CPA is the annual conference for practitioners curious about technology and its impact on the accounting landscape. Together we’re challenging business models, transforming practice areas and driving innovation across the profession.

Join us to get in front of the rapidly changing landscape facing the profession and learn how innovative firms are staying ahead of the curve.


Research and Innovation

CPA.com is leading technology research and innovation efforts for accounting practitioners to help drive the transformation of core practice areas.

Our investment in research and innovation is displayed through numerous strategic initiatives including investment into technology disruptors, key C-suite events, futurist engagement and learnings, as well as curation of educational resources.

Join our session:

ENG22ACCEL. Investing in Innovation, Emerging Trends in FinTech & ESG Solutions​



Practice Management


Professional digital solutions to elevate your firm's online presence

.CPA is a new, verified domain exclusively available to the accounting profession. Secure your data, enhance client trust and strengthen your brand with a .cpa domain. Applications are being accepted for licensed CPA firms and individually licensed CPAs.

Set your CPA firm apart with an exclusive, secure web domain for the CPA profession. Reserve yours today.

Be sure to attend our Learning Lab:

.cpa Branding and Business Development for the Accounting Firm in Today’s Digital World ​




Available exclusively to AICPA members - A custom branded email address is a must-have for today's progressive CPAs. Advance your digital image by providing clients with an email that promotes you (YourName@CPA.com) and further advances your professional image.



My CPE Manager

Continuing professional education (CPE) requirements can be tedious to track year after year. You must ensure you are complying with all applicable continuing education rules and regulations - from boards of accountancy to those of membership associations, and other professional organizations.

That is why the AICPA created MyCPE Manager. This cloud-based tool helps CPAs more easily manage their continuing education requirements.