Manage all your clients' PPP business relief needs in one place and Biz2Credit

Business Funding Portal

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Preparing for PPP with the CPA Business Funding Portal

Press Release

Preparing for New Round of PPP Relief Funds.

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Simple sign-up. Important opportunity.

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, in partnership with Biz2Credit, developed the CPA Business Funding Portal, a cloud-based platform designed specifically for CPAs and CPA firms.

The CPA Business Funding Portal is a firm-wide solution that enables CPA firms to offer Business Relief Advisory services that are scalable, and profitable. With this platform, you can more confidently provide PPP2 loan application and PPP loan forgiveness support to clients, managing all needs through one streamlined tool.

Learn more and sign up today.



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

Plans Available for Every Size Firm
Access Government-Backed Loan Programs
Premium Support Options
Insights and AICPA PCPS Guidance Included
Manage Client Financing Applications in One Place
Enhanced Financing Application Features Available
Earn Commissions on Funded Applications

CPA Business Funding Portal - Product Overview Video


CPA Business Funding Portal – Subscription Options

PPP Loan Applications
PPP Forgiveness Applications
Custom Roles
Customer Support
CPA Directory for Small Businesses
only basic features included
$749 per year
15 Agent Fee Eligible Apps
15 Enhanced3
$1,499 per year
Unlimited Agent Fee Eligible Apps
75 Enhanced3

1 Not eligible for commission payment.
2 Enhanced forgiveness features not included.
3 Enhanced forgiveness features include: automatic bank statement and utility data imports, and AICPA forgiveness calculator import.



Your key questions, answered here.

*FAQs will continue to be updated as we receive / confirm information.

For more FAQs visit

New AICPA Resource: Summary of PPP After Enactment of the Economic Aid Act. Download now.

Can I participate in the Paycheck Protection Program (PPP) if I received an Economic Injury Disaster Loan (EIDL)?

Yes, you can participate in both the PPP loan and/or a Second Draw (aka PPP2) and EIDL programs. Initial guidance indicated the EIDL advance would reduce PPP forgiveness. Recently released legislation clarified this position and the EIDL advance does NOT reduce forgiveness.

Does CPA Business Funding Portal support the payment of agent fees?

Yes. As part of the user agreement, CPAs or other advisors are entering into an agreement with Biz2Credit and are eligible to receive agent fees. CPAs will have an option to ‘opt-out’ of receiving agent fees if they so choose.

How much are the agent fees?

The agent fee shall not exceed:

  • 1.0% for loans up to $350,000;
  • 0.50% for loans between $350,000 and $2 million; and
  • 0.25% for loans of $2 million or more

For example, a $20,000 loan would have a $200 agent fee; $400,000 loan would have a $2,000 agent fee; $2 million loan would have a $5,000 agent fee.

Based on discussions, we believe an additional tier for loans below $50,000 will be added.

  • Our expectation for loans below $50,000 - lesser of 10% loan principal or $500.
  • Based on this expectation, for loans below $50,000 the CPA Business Funding Portal will pay agent fees lesser of 10% loan principle or $500.

How do I provide Business Relief Advisory Services, including managing clients’ PPP applications and forgiveness through a lender, without impairing our firm’s independence?

Please review the AICPA’s position in this article: Update: Impact of accepting PPP agent fees on independence

For additional guidance, please consider Risk Alert: Round Two – Paycheck Protection Program Loan Application Assistance and Forgiveness Application Assistance Services.(This resource includes two sample engagement letters.)

Can you apply for a Second Draw loan before you receive forgiveness for your original PPP loan?

Yes, you may apply for a Second Draw loan if you have used, or will use, the full amount of the original PPP loan.

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

The PPP Forgiveness Tool (located at was created by 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, 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 or fill out the contact us form and a representative will be in touch to assist.

Who can I contact for technical support?

Just send an email to or A representative will be in touch with you quickly to assist.

Set up your account today

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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. 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, please contact our team at or by calling 1.855.855.5CPA.

Questions? We're here to help