Now available: Business funding solutions for your clients
CPA.com and Biz2Credit
Business Funding Portal
NEW: SECURE WORKING CAPITAL FINANCING FOR YOUR CLIENTS
Learn more about this new digital financing option available exclusively to firms on the CPA Business Funding Portal
CPA Business Funding Portal
Log in now to your firm’s existing account or click below to apply for an account.
WEBINAR
Recession-Proofing Your Firm and its Small Business Clients
What are CPAs saying about business financing advisory services?
We’re entering into a new service offering for the profession by being able to work more closely with the lender and secure term loans for our clients through the CPA Business Funding Portal. This will help us maintain that strong bond as the trusted advisor.

WISS & COMPANY, LLC
CPAs are uniquely situated to assist clients with their financing needs. We know the client's business better than anyone else. We know their financial statements. We know their cashflow needs.

Young & Wadlington
The CPA profession has a unique opportunity right now to expand our trusted advisor role through business financing advisory services.

Baker Tilly
The CPA Business Funding Portal offers a way for the accounting community to play a more integral role in supporting clients’ business financing needs.

A. Parness & Company

Deliver Financing Solutions to Your Firm’s Business Clients
As trusted business advisors, CPAs are uniquely positioned to provide valuable insights into the financial health of their clients’ businesses. And when the need for business capital and financing arises, there are a wide array of options available, which can quickly make finding the right business funding solution a difficult task. That’s why CPA.com, in partnership with fintech lender Biz2Credit, developed the CPA Business Funding Portal, a cloud-based tool designed specifically for CPAs and CPA firms.
This scalable solution enables firm staff of all sizes to manage all their clients’ business financing needs through one streamlined platform. With the Portal, CPA firms can more confidently provide ongoing business capital and financing advisory services, including securing competitive financing for clients that traditional lending providers cannot match.
Key Benefits





Financing Solutions for your Clients
Learn about the financing options available through the CPA Business Funding Portal.
Term Loan
Stability to grow revenue over time.
Funded by
- Amount
$25K – $500K
- Term
12, 18, 24, 36, 48, 60 months
- Approval in
As fast as 24 hours
- Repayment
Weekly, bi-monthly, monthly
Working Capital
Fast financing for your business.
Funded by
- Amount
$25k - $2M+
- Paid back
From business receipts
- Approval in
24 hours or less
- Payable from receipts
Daily, weekly, bi-monthly
CRE Loan
Larger loans secured by commercial real estate.
Funded by
- Amount
$250K – $6M
- Term
12-36 months
- Approval in
30 days or less
- Repayment
Monthly

CPA Business Funding Portal – Subscription Options
per year
$1,499 per year
*Enhanced forgiveness features include: automatic bank statement and utility data imports, and AICPA forgiveness calculator import.
Access to the CPA Business Funding Portal is available to licensed professionals and advisors who are processing the Paycheck Protection Program loan applications & loan forgiveness applications on behalf of their clients. Effective April 2, 2021, if you are a non-CPA user you will only be able to submit applications if you meet certain conditions related to your controls on client qualification and document gathering. Learn more.
The business funding solution is designed to streamline the application process with benefits including:







Important Resources & Information
Expand each section below to view and access applicable support resources for you and your clients.





Hear the latest on the CPA Business Funding Portal on our live, semi-weekly PPP service update webinars:
Tuesday's & Thursday's at 10am ET.
Set up your account today
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.