Comprehensive virtual or in-person training programs


OnPoint A&A Suite Training

Why choose training with

Whether you are getting started with new technology or onboarding staff, it’s important to get the right training.

During the training you’ll see how to take full advantage of the workflow to drive efficiency and quality in your engagements.

Our training offerings are available in-person or online and can be tailored based on the firm’s needs and learning style.


Training designed to fit your learning style


Virtual Multi-Firm Training

Our virtual training sessions give you the tools you need to be successful with our solutions. The self-study exercises provided make it easy to apply the knowledge.


Private Firm Training

Interactive training with hands-on case studies helps your firm make the most of the software. We also have courses designed for specific roles in the firm, so your team gets the right training.


Custom Training

Training courses and content can be tailored to meet the specific needs or timeline of your firm. Contact us to learn more.


On-Demand Self-Study Training

On-demand training provide the flexibility to learn as your schedule permits. You gain access to a suite of training courses and self-study exercises. offers a robust set of training offerings to increase your team’s efficiency and effectiveness. Click ‘Learn More’ below to get detailed information on the product training courses and register your firm today.

caseware cloud

Learn the set-up and fundamentals of the CaseWare Cloud platform

OnPoint PCR

Learn the fundamentals of the OnPoint PCR guided engagement methodology and technology

OnPoint Collaborate

Learn to deliver powerful insights as early as day one of the engagement through automated data capture and analysis

OnPoint EBP

Learn how to drive efficient, high quality employee benefit plan audits with OnPoint EBP


Drive efficiency while maximizing the effectiveness of solutions with our comprehensive consulting and practice development offerings.
Professional Services

Combining strategy & execution to propel your firm forward.

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Practice Development

Bring insights and strategy to your practice.

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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.

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