Managing business relief and financing for clients just got easier

CPA.com and Biz2Credit

Business Funding Portal

Video

Erik Asgeirsson discusses the strategic partnership with Rohit Arora, CEO of Biz2Credit.

Press Release

CPA.com launches business funding tool in partnership with Biz2Credit.

CPA Loan Portal

Learn more about the new platform and sign up for an account today.

Simplifying business relief and financing for firms and their clients.

As a trusted advisor to your clients, you play a crucial role in helping them navigate the complex world of PPP business relief and financing. Your expertise is an invaluable resource, and few things are more critical when helping a small business thrive and grow.

Often though, these processes can be inefficient and labor intensive. Then magnified when you have large blocks of clients to support.

That’s why CPA.com, in partnership with Biz2Credit, is excited to announce the CPA Business Funding Portal, a new cloud platform designed specifically for CPAs.

The CPA Business Funding Portal simplifies the PPP loan forgiveness application process, and allows firms to manage all their clients' business relief and financing needs in one place.

Learn more and sign up today.

 

No
 

The business funding solution is designed to streamline the application process with benefits including:

Manage Client Financing Applications in One Place
Access Government-Backed Loan Programs
Enhanced Financing Application Features Available
 
Premium Support Options
Secure Environment
 

CPA Business Funding Portal - Product Overview Video

 

CPA Business Funding Portal – Subscription Options

 
PPP Forgiveness Applications
Users
Custom Roles
Customer Support
Features
Basic
Free
only basic features included
Unlimited*
1
Basic
Standard
Premium
$749 $499 per year
limited time introductory offer
15 Enhanced^
5
2
Premium
Admin
Enterprise
$1,499 $999 per year
limited time introductory offer
75 Enhanced^
15
5
Dedicated
Admin

* Enhanced forgiveness features not included.
^ Enhanced forgiveness features include: automatic bank statement and utility data imports, and AICPA forgiveness calculator import.

 

FAQs

Your key questions, answered here.

How is the CPA Business Funding Portal different from the PPP Forgiveness Tool?

The PPP Forgiveness Tool (located at PPPForgivenessTool.com) was created by CPA.com and the AICPA's fintech partner, Biz2Credit, to support business owners and their CPA advisors in the process of completing the Paycheck Protection Program (PPP) loan forgiveness applications.

The CPA Business Funding Portal, (accessed at CPALoanPortal.com), adds new CPA-centric capabilities, and enhanced functionality to the automated PPP loan forgiveness tool. The new platform provides access to a wider range of funding opportunities, and will be kept up to date as new funding programs become available, with extra benefits provided to CPA firms that choose a subscription plan. (The original basic loan forgiveness application service remains free.)

Who can I contact to learn more about this solution?

Email inquire@hq.cpa.com or fill out the contact us form and a CPA.com representative will be in touch to assist.

Who can I contact for technical support?

Just send an email to cpasupport@biz2credit.com or help@cpaloanportal.com. A representative will be in touch with you quickly to assist.

Set up your account today

Get started

Building a future ready firm

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, 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 profession.

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

Questions? We're here to help