Sage and CPA.com, an affiliate of the AICPA, last week announced a partnership that licenses select AICPA resources to train Sage Copilot, the accounting and business management software company’s generative AI assistant.

Article source: https://www.cpapracticeadvisor.com/2025/06/09/sage-and-cpa-com-collab-to-enhance-accuracy-of-sage-copilot/162769/

• New enhancements focus on usability, scalability and efficiency for engagements of varying complexity that speak to the needs of auditors
• New DAS State and Local Government audit module
• New content including Dealership, HUD, Insurance, Financial Institutions, Not-for-Profit and Real Estate

New York, NY (June 9, 2025) – The latest release of the Dynamic Audit Solution (DAS) delivers targeted enhancements to support auditors in executing high-quality, efficient engagements across a broad range of industries and complexity levels. With expanded content, AI-driven capabilities and optimized usability, DAS continues to evolve as the profession’s most comprehensive, cloud-based audit platform.

Purpose-built for the audit lifecycle

DAS is the anchor application of the OnPoint Suite, built on the Caseware Cloud platform. It is the only fully integrated, end-to-end audit solution that offers tailored industry content and advanced capabilities to meet the needs of today’s auditors. Powered by a transformative methodology developed by the American Institute of CPAs (AICPA) and in partnership with audit professionals from leading firms, DAS features guided workflows and real-time collaboration to support enhanced auditor and client experience through a risk-focused, data-driven approach. The platform is designed to scale with firm needs, from straightforward audits to complex, multi-entity engagements.

Key enhancements of the latest releases are significant and include:

• Expanded industry content: New modules support firms performing engagements across specialized industries, including Single Audit, State and Local Government, Dealerships, HUD, Insurance, Financial Institutions, Not-for-Profit and Real Estate, to provide auditors with tailored workflows, compliance checklists and industry-specific guidance aligned with current standards.
• AI-enabled risk assessment and automation: DAS now integrates tools such as AiDa, LeaseJava, Extractly.ai and Validis to streamline data ingestion, automate document analysis and enhance risk identification. These capabilities reduce manual effort and improve the precision of audit responses.
• Support for simple and complex engagements: DAS provides a scalable audit methodology designed to accommodate both straightforward and complex engagements. Enhancements to key forms and the introduction of new workflow options empower engagement teams to tailor their approach based on the specific needs of each client’s financial reporting environment. This flexibility enables greater efficiency in simpler audits while preserving the robust, risk-based analysis essential for more complex scenarios.

What firms are saying

“The capabilities offered through the Dynamic Audit Solution methodology are helping to make our auditors better auditors,” said Pat Walsh, Managing Partner and CEO of Withum, a Top 100 firm that leverages DAS within the OnPoint Suite to support the firm’s audit engagements.

Carla McCall, Managing Partner at AAFCPAs, added, “Adopting DAS marks a significant milestone in AAFCPAs’ journey of innovation and excellence in audit services. Its data ingestion and analysis capabilities help us better understand our clients’ financial information, and with this deeper understanding we can provide more informed advice and identify opportunities for improvement.”

Training and implementation support

DAS is the premier technology enabling audit practice transformation, with CPA.com providing comprehensive support for effective change management, implementation and training. CPA.com offers migration, implementation and training services through its Professional Services team, which can be customized to meet individual firm needs. To address the growing demand for DAS training, CPA.com has also partnered with 20-20 Services, a recognized leader in professional education services for accounting and advisory firms. 20-20 Services also provides ongoing A&A training that integrates DAS beyond initial implementation.

Looking ahead

As adoption accelerates, DAS continues to evolve in response to practitioner feedback and regulatory developments. The roadmap includes further enhancements to support audits of public companies under PCAOB standards, deeper AI integration, and expanded authoring capabilities to support firm-specific methodologies.

To learn more or schedule a demo, visit cpa.com/DAS.

Shape the future of auditing. Participate in the AICPA and CPA.com audit benchmark survey

CPA.com and the AICPA have launched the audit benchmark survey with the aim to establish an understanding of firms' awareness, adoption and strategies for audit transformation through new methodologies and technologies. If you’re interested in participating or receiving a copy of the report, visit cpa.com/audit-benchmark-survey.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

QMCore is a comprehensive and customizable solution to help firms drive quality.

NEW YORK (June 5, 2025) — CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), today announced that it has formed a strategic partnership with FinReg Global Solutions (FinReg) to connect firms with QMCore, a comprehensive quality management solution that provides an intuitive and dynamic platform enabling firms to collectively manage their system of quality management.

The partnership is well-timed to support U.S. CPA firms in various stages of implementing the AICPA’s new quality management standards, including Statement of Quality Management Standards (SQMS) No.1 and QC 1000, established by the Public Company Accounting Oversight Board (PCAOB).

QMCore streamlines firm compliance with quality management standards by providing intuitive guidance and tools to efficiently manage risk assessment, assign roles, monitor progress and maintain a complete, auditable trail. The solution enhances quality management systems through seamless alignment, transparent risk-to-response linkages and centralized data, ultimately simplifying the compliance journey and bolstering accountability.

“Firms are busy preparing for one of the most significant changes to the audit quality management standards in years,” said Erik Asgeirsson, president and CEO, CPA.com. “Through this partnership, we are delivering a highly advanced solution that integrates seamlessly with a firm’s existing systems and aligns to our broader goal to help drive audit transformation and innovation.”

David Butler, CEO of FinReg Global commented, “FinReg is delighted we can be a part of the CPA.com ecosystem and to have QMCore as the preferred partner solution of CPA.com for quality management specific software. We believe it reflects our commitment to supporting firms with innovative, compliance-driven technology, empowering them to meet evolving regulatory and quality management standards.”

QMCore supports firms of all sizes and provides the ability to scale as firms grow. The solution enables efficient task management and assignment of responsibilities within a centralized location, streamlining a firm’s implementation of SQMS No. 1 and QC 1000. It is specifically designed to support firms transitioning to the quality management standards, providing a robust alternative that reduces administrative burden and improves audit readiness. Key features and benefits of the QMCore platform include:

• Promotes compliance. QMCore is designed to align with the quality management standards, helping firms manage compliance risks and potential penalties.
• Centralized system. Manage all aspects of a firm's quality management system in one place, from risk assessment and monitoring to documentation and reporting.
• Efficiency and automation. Automate key processes, reduce manual work and improve overall efficiency in quality management workflows. QMCore saves time, enabling firms to focus more on engagement delivery.
• Risk management. Identify, assess and mitigate risks to a firm’s quality with robust risk management tools.
• Scalability. QMCore provides the ability to scale as a firm grows, ensuring a reliable quality management system as the firm’s needs evolve.

QMCore will be offered to firms through CPA.com’s Preferred Partner Program, which supports firms providing higher value advisory and compliance services through best-in-class technology solutions and high-touch practice development and implementation services.

To learn about how auditor practitioners can harness QMCore’s advanced capabilities to create efficiencies and deliver more client value, visit cpa.com/quality-management.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

About FinReg and QMCore by FinReg
FinReg has built a SaaS Development Platform that allows the building of bespoke Governance, Risk and Compliance (GRC) software solutions to solve specific GRC challenges for businesses. QMCore by FinReg is an excellent example of one of these GRC software solutions. QMCore is the premier solution for achieving excellence in quality management. Developed collaboratively with subject matter experts, ex-regulators, and current audit professionals, our cutting-edge software offers a streamlined time-saving approach to facilitate full compliance with quality management standards such as SQMS 1 and QC 1000.

Respondents will receive comprehensive survey results to help understand key performance indicators and inform their audit transformation strategies.

NEW YORK (June 2, 2025)  – CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), is now accepting responses to its audit benchmark survey, which aims to understand the state of audit transformation within the accounting profession and provide valuable insights to participating firms.

The audit benchmark survey is open to practitioners and leaders of U.S. CPA firms of all sizes that are navigating the changing landscape of audit.

The 2025 survey seeks to deepen understanding and deliver further insights into how firms are adopting new methodologies and technologies to drive audit transformation. It will offer key insights into areas impacted by evolving professional standards, technological advancements, modernizing audit methodologies and talent strategies.

“The audit profession is undergoing a profound shift, fueled by the fast-paced technology landscape and growing client needs for deeper insights and more comprehensive risk management,” said Emily Remington, Director-Audit Product Management, CPA.com. “The audit benchmark survey is an expansion of our efforts to provide firms with leading insights and research to best guide their firms for ongoing success.”

Survey responses will be accepted through Aug. 8, 2025.

Survey participants will receive comprehensive survey results and insights into benchmarks and key performance indicators from audit practices across the country, as well as a personalized firm comparison to other survey participants. A summary of key survey insights will be included in the 2025 audit benchmark survey report that will be released later this year.

For more information or to participate, please visit the CPA.com audit benchmark survey page.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

NEW YORK, NY (May 12, 2025) – CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), today announced the appointment of Tim Christen, CPA, as Chair of its Board of Directors. Christen, a longtime leader in the accounting profession, has served on the CPA.com board and now steps into the Chair role, bringing extensive experience in firm leadership, technological innovation and practice area transformation as the company continues its mission to empower accounting firms and finance teams for the digital age.

Christen is the former Chairman and CEO of Baker Tilly U.S., where he led the firm through a period of significant growth and strategic expansion. Under his leadership, Baker Tilly developed a global brand and became one of the largest and most respected accounting and advisory firms in the U.S., with a reputation for innovation, client service and commitment to quality. Additionally, Christen served as Chairman of Baker Tilly International. He also served as Chairman of the American Institute of CPAs (AICPA) board of directors and played a pivotal role in advancing the profession’s future readiness, including championing initiatives around technology transformation, talent development and global strategy.

Christen succeeds Barry Melancon, CPA, CGMA, whose term concluded earlier this year.

"I am honored to step into this role at such a dynamic and pivotal time for our profession," said Christen. "Business model transformation, technology, and the shift into advisory services are rapidly changing how we deliver value to clients, and CPA.com is at the forefront of providing the tools and support accounting and finance professionals need to thrive. I look forward to continuing to work with the CPA.com team and my fellow board members to deliver value to financial professionals.”

To learn more, visit CPA.com.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.