Top 20 U.S. accounting firm adopts the full DAS Suite to deliver consistent, intelligent audit methodology across multi-vertical engagements

NEW YORK (June 25, 2026) – Caseware, the leading AI platform for assurance and financial reporting, today announced that EisnerAmper, one of the largest accounting and advisory firms in the United States, has adopted the Dynamic Assurance Solution (DAS) suite, across its assurance practice. This comprehensive, cloud-based audit platform — including modules for preparation, compilation, and review engagements and employee benefit plan audits — enables EisnerAmper to deliver a consistent, data-driven audit methodology across a wide range of client industries and engagement types. More than 1,100 EisnerAmper professionals are now using the DAS suite to execute audits, and the firm has already completed over 1,500 client engagements using the new system. The adoption also marks the beginning of a longer strategic partnership, as EisnerAmper looks to Caseware as the platform on which it will build out its agentic AI capabilities.

DAS is an integrated, end-to-end audit platform that connects risk assessment, workpapers, financial reporting, and related workflows in a single secure cloud-based system. Built through a multi-year collaboration of the American Institute of CPAs (AICPA), CPA.com, and Caseware, DAS provides a modern, risk-focused approach to auditing. The platform's intelligent checklists and unified engagement data help eliminate disconnected tools and repetitive tasks, enabling audit teams to work more consistently and efficiently while maintaining rigorous quality standards.

For a firm like EisnerAmper — serving clients across financial services, private equity, real estate, life sciences, technology and other sectors — audit consistency and quality are paramount. The firm's broad assurance practice encompasses very different types of engagements. "Implementing a unified audit solution has been essential so that every audit, regardless of industry, follows the same high standards and risk-focused methodology," said Phillip Austin, Partner-in-Charge of EisnerAmper's National Office and Chief Risk Officer for Assurance. "Our goal was to drive audit quality, efficiency, and a better client experience, all in a way that meets the complexity of our clients' businesses and our profession's rigorous standards."

To that end, EisnerAmper's DAS adoption was rolled out deliberately and in phases, rather than through an overnight switch. This measured approach enabled staff to have the training and support needed to adopt the new system confidently. The firm worked closely with CPA.com, — an affiliate of the AICPA and a key collaborator on the DAS Suite — to design a tailored implementation and training program. "We invested in robust training, pilot projects and change management so our people were well prepared," said Jess Estrella, Assurance Technology and Innovation Leader for EisnerAmper's Assurance practice. "Professional readiness was prioritized over speed, allowing our teams to embrace the new platform without disrupting service quality."

The new unified audit platform is already delivering meaningful benefits for EisnerAmper. By automating administrative steps and providing built-in guidance and analytics, the system frees up auditors to focus on higher-risk areas and strategic insights.

"As EisnerAmper looked to build a future-ready foundation, it chose DAS powered by Caseware Verity to meet the needs of a multi-vertical practice at scale," said David Marquis, CEO of Caseware. "Our $100 million investment in Caseware Verity ensures leading firms like EisnerAmper have a trusted, governed platform to build AI-enabled workflows, drive efficiency and unlock growth in the agentic age."

Dedicated training and implementation support EisnerAmper's adoption

"EisnerAmper's success is a direct reflection of the intentionality they brought to this rollout," said Kalil Merhib, executive vice president, Growth & Professional Services, CPA.com. "From the start, they invested in strong champion leadership, a methodical change management approach, and a genuine commitment to embracing everything DAS has to offer. That kind of organizational discipline, combined with the collaborative partnership we've built together, is what drives real adoption — and it's what sets EisnerAmper apart."

Looking ahead, EisnerAmper plans to continue evaluating innovative solutions within Caseware's platform, including AI-powered tools such as Extractly and Validate, with the goal of further embedding agentic AI directly into its engagement workflows over time.

About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with over 4,500 employees and more than 450 partners across the country. EisnerAmper provides audit, accounting, advisory, consulting, and tax services to a broad range of clients across many industries, including financial services, real estate, technology, healthcare and life sciences, and private equity. For more information, visit eisneramper.com.

About Caseware
Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size — from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, we are powering trust in the global economy.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax, and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

Award recognizes accounting and finance pioneers helping to reshape the profession

NEW YORK (June 10, 2026) — CPA.com, the trusted partner in accounting and finance transformation, today opened submissions for the 2026 Digital CPA (DCPA) Innovative Practitioner Award. The annual award recognizes practitioners who demonstrate forward-thinking leadership and innovative approaches that inspire positive change across the accounting profession.

"Accounting professionals of all levels and across every practice area are driving innovation and rethinking how they work, serve clients and shape the future of their firms," said Michael Cerami, EVP, CPA.com. "The DCPA Innovative Practitioner Award spotlights that leadership and ingenuity, and the practitioners who are moving the profession forward."

The 2026 recipient will be recognized at CPA.com’s DCPA Conference, taking place Dec. 6–9, 2026, in San Diego. The premier event brings together more than 1,000 progressive firm leaders and practitioners to learn and exchange insights on the transformative technologies and business strategies reshaping the future of accounting.

The Innovative Practitioner Award winner will receive complimentary conference registration and benefit from profession-wide recognition at the event and through CPA.com media and social media channels. The individual’s organization will also have the opportunity to highlight the achievement with their clients, customers, staff and key stakeholders.

Self-nominations and nominations from peers or colleagues are welcome. Applications close late July.

Submit a nomination or learn more about the award criteria visit the CPA.com Digital CPA Innovative Practitioner Award page.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

New resource gives firm leaders a strategic framework to help make informed technology decisions around artificial intelligence.

NEW YORK (June 9, 2026) — CPA.com, the trusted partner in accounting and finance transformation, today released Build vs. Buy: The Decision Framework for AI in Accounting Firms, a practical guide to help firm leaders make strategic AI investment decisions. The resource is part of CPA.com’s ongoing AI initiative, which aims to accelerate the profession’s understanding and application of this transformative technology.

“The firms that will differentiate in the AI era are not necessarily the ones moving the fastest — they're the ones moving most intentionally,” said Michael Cerami, EVP, CPA.com. “Each technology decision is also a business model decision. Leaders who understand this will build practices that are more adaptable, more resilient and better positioned to deliver long-term value to clients."

Developed by the CPA.com AI Working Group — a task force made up of firm, finance and technology leaders from across the profession — and in collaboration with radical, an innovation and business transformation consulting firm, the framework guides firms through a three-condition decision model and a six-question litmus test for evaluating AI capabilities and tools.

Key focus areas include:

• When to build vs. buy vs. build around — A three-condition model covering one-off utilities, core competencies, and commodity systems, with a capability grid for plotting any AI tool by how unique and how strategic it is to the firm.
• The six-question litmus test — A structured set of questions to help leadership assess uniqueness, differentiation potential, ownership, vendor risk and security maturity before committing to any approach.
• The vibe-coding iceberg — A breakdown of the hidden operational, risk, governance and people costs that firms consistently underestimate when a promising prototype is mistaken for production-ready software.
• Common failure patterns — Practical guidance on avoiding shadow IT, cross-client data leakage, pricing-model whiplash, key-person risk and maintenance blind spots.

The framework complements CPA.com’s AI Solution Due Diligence Guide for Accounting Firms, which provides deeper guidance for firms that have made a buy decision and are evaluating AI solution partners.

The CPA.com AI working group continues to explore emerging opportunities and challenges in AI, and will help deliver practical insights, guidance, tools and resources to support practitioners on their AI journeys.

To access the framework and additional AI-focused tools and resources, visit CPA.com/AI.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

New enhancements help firms improve audit quality, streamline execution, and enhance efficiency

​NEW YORK (June 8, 2026) ​Caseware​, the leading AI platform for assurance and financial reporting software, today announced new updates to the ​​​Dynamic Assurance Solution​ (DAS). Operating within the Caseware AI ecosystem alongside Verity, DAS continues to unify methodology, engagement data and workflow-native intelligence across the audit lifecycle, helping firms improve audit quality while reducing complexity. ​ ​​​

​​The latest updates introduce comprehensive workflows for internal controls and risk assessment, embedded capabilities to support PCAOB engagements, and enhanced sampling capabilities – significantly reducing manual coordination while strengthening reviewer oversight and promoting compliance.​ The enhancements further strengthen the foundation for workflow-native intelligence across the audit lifecycle, ensuring firms can leverage connected data, methodology and engagement workflows. ​​

​​​DAS delivers a fully integrated solution that connects risk assessment and responses to audit workflows within a single system of record. Powered by a transformative methodology developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven audit approach that eliminates the need for disconnected tools, while enabling greater efficiency, audit quality and client value. ​​

“Firms continue to look for ways to improve audit quality while navigating increasing complexity, evolving standards and compliance expectations,” said Amy Pawlicki, VP, Assurance & Advisory Innovation, AICPA. “The latest DAS updates build on our commitment to delivering connected, practitioner-driven audit workflows that help firms streamline execution while driving audit quality and client value.”

Key enhancements include:

• Enhanced Risk Assessment Workflow: A redesigned risk assessment workflow creates a direct, highly traceable path from initial observations to documented risks. Risk indicators, risk identification and risk response are now more tightly connected throughout the engagement.
• End-to-End Internal Controls: Scalable optionality for applicable entity type and audit approach, offering unified controls workflow that connects process understanding, design and implementation (D&I) assessments, and test of operating effectiveness. This centralization gives reviewers a clean, immediate summary of each control’s status.
• Integrated PCAOB workflows: Built-in support for both integrated and non-integrated PCAOB public company audits, alongside dedicated interim (10-Q) review workflows. PCAOB-specific guidance, standards and checklists seamlessly surface based on engagement set up.
• Flexible Stratification in Sampling: A redesigned sampling interface that lets users define up to five custom strata — a significant expansion from the previous single-stratum limitation. The update also includes built-in stratification guardrails to support statistically sound, standards-compliant sample design and alignment with PCAOB requirements where applicable.
• Dynamic Financial Reporting: Streamlined financial statement tools featuring added dynamic calculations and new cashflow worksheets across multiple industries to simplify financial statement preparation.
• Stronger engagement file retention and documentation support: Help firms prepare more complete files in anticipation of inspections and peer review

What firms are saying

Jeanne Barrett, a shareholder at Schneider Downs & Co., Inc., commented, “DAS stands out not only for its advanced and purposeful methodology, but also for its flexibility and agility. The team’s responsiveness ensures that our needs as practitioners are heard and addressed, allowing us to deliver high-quality audits with greater efficiency.”

About the Dynamic Assurance Solution (DAS)

DAS operates within the Caseware AI ecosystem, where workflow-native intelligence, methodology and engagement data are unified across the end-to-end audit lifecycle. It delivers a fully integrated solution that connects risk assessment and responses to audit workflows within a single system of record. Powered by a transformative methodology, developed by the AICPA in partnership with audit professionals from leading firms, DAS enables a data- and risk-driven audit approach that eliminates the need for disconnected tools, while enabling greater efficiency, audit quality and client value.

For more information about DAS, ​visit CPA.com​.

About Caseware

Caseware is the leading global AI platform for accounting professionals, serving 23,000+ firms in over 130 countries. Caseware's platform powers audit, financial reporting, and compliance workflows for firms of every size — from regional practices to the world's largest networks. Caseware enables the world of audit and accounting to unlock efficiency, deliver excellence and grow with confidence. Through precision, partnership and innovation, we are powering trust in the global economy.

About CPA.com

CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.

New resources and frameworks foster a tech-enabled methodology centered around planning and advisory

NEW YORK (June 8, 2026) — CPA.com, the trusted partner in accounting and finance transformation, introduced new resources and initiatives as part of its ongoing effort to help accounting firms move beyond compliance-first tax operations and build more AI-enabled, advisory-driven practices. As firms face growing client expectations, mounting talent challenges and rapid advances in automation and AI, CPA.com is taking an active role in equipping tax leaders with the clarity, tools and community needed to navigate this shift with confidence.

“The tax practice is at an inflection point, and firms that are thriving aren't just adopting new technology — they're fundamentally rethinking what their practice can be," said Brandon Allfrey, Senior Director, Tax Transformation, CPA.com. "The firms that approach this strategically are unlocking new ways to serve clients, grow revenue and attract the next generation of talent — and CPA.com is committed to helping them get there."

To support this effort, CPA.com has introduced three new initiatives:

• Tax Transformation Framework: A paper highlighting the five drivers of tax transformation helping tax partners and practice leaders evolve from reactive, compliance-focused operations into proactive, AI-enabled advisory organizations — spanning strategic leadership, talent and culture, technology and AI integration, service and pricing models and operational excellence.
• State of Tax Transformation 2026 Survey: A benchmarking survey capturing firm insights on tax operations, technology adoption, talent development, advisory growth and barriers impacting transformation efforts. The survey is open to tax practitioners and firm leaders in the U.S., regardless of firm size. Survey responses will be accepted through July 21, 2026.
• Firm Tax Working Group: A collaborative forum bringing together firm leaders and practitioners to share insights, identify emerging trends and help shape future guidance and resources around tax transformation.

Together, these initiatives reflect CPA.com's broader belief that firms who successfully modernize tax operations will be better positioned to scale, retain talent, and deliver greater strategic value to clients.

For more information, please visit the CPA.com Tax Transformation page.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.CPA.com.