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    GUIDEBuild vs. Buy: The decision framework for AI in accounting firmsA strategic guide for firms navigating the AI era, helping teams make smarter build-versus-buy decisions while avoiding hidden costs and operational risks.Read more
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Services & Solutions

Client Advisory Services

  • CAS Professional ServicesWorkshops, Training, Coaching
  • Accounts Payable and Accounts ReceivableAutomate payables and receivables
  • Spend and Expense ManagementControl and track business spend
  • Client Accounting and Financial ManagementReal-time insights for financial decisions
  • Human Capital ManagementManage payroll and workforce

Preferred partners

BILLPaychexSage

Audit & Assurance

  • Audit Professional ServicesTraining, Consulting
  • DAS SuiteData-driven audit platform
  • DAS AuditModern audit methodology, built by auditors
  • DAS PCRPeer review and compliance
  • DAS EBPEmployee benefit plan audits
  • Firm VerificationVerify firm credentials
  • Quality ManagementManage audit quality and risk

Preferred partners

QMCoreCaseware

Tax

  • Tax Professional ServicesTraining, Consulting - Launching in 2027
  • Tax ResearchAuthoritative tax guidance
  • Sales and Use TaxMulti-state tax compliance

Preferred partners

Blue JVertex

CPA Web Domains

  • .cpa DomainTrusted CPA-only domain
  • Mail@CPA.comBranded professional email

Artificial Intelligence

Transform your firm with practical AI tools and insights that automate workflows, enhance decision-making, and unlock new advisory opportunities.

Startup Accelerator

Support and scale emerging fintech solutions through our accelerator - connecting startups with expertise, resources, and the accounting ecosystem.

Featured

GUIDEBuild vs. Buy: The decision framework for AI in accounting firmsA strategic guide for firms navigating the AI era, helping teams make smarter build-versus-buy decisions while avoiding hidden costs and operational risks.Read more
Knowledge Hub

Events

  • Town HallStay informed with leadership updates and industry insights
  • WorkshopsBuild practical skills through hands-on learning experiences
  • SymposiumsExplore emerging trends with industry experts and peers
  • RoundtablesEngage in focused discussions on key challenges and solutions

Resources

  • Blog ArticlesDiscover timely insights, trends, and expert perspectives
  • ReportsAccess in-depth analysis to guide strategic decision-making
  • Success StoriesSee how firms achieve results with innovative solutions
  • WebinarsLearn from experts through live and on-demand sessions
  • VideosWatch quick, engaging explainers and thought leadership content
  • PodcastsTune into conversations on the future of accounting
  • WhitepapersDive deep into research-backed insights and frameworks
  • GuidesFollow step-by-step resources to solve real-world challenges

Glossary

Our Mission

Advancing the accounting profession through innovation, technology, and trusted expertise

Leadership

Meet the leaders shaping strategy, innovation, and the future of the profession

Careers

Join a team driving transformation in accounting and technology

Contact Us

Connect with our team for support, partnerships, and inquiries

Customer Portal

This 5-hour webinar-style course is designed to assist learners in using the software efficiently and effectively, in alignment with the OnPoint EBP methodology. OnPoint EBP continues to facilitate engagements when management elects to have an audit performed pursuant to ERISA Section 103(a)(3)(C), as well as engagements not performed pursuant to ERISA Section 103(a)(3)(C), for all in-scope plan types. The training course will focus on 401(k) plans but will also address the major differences with the other plan types.

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