OnPoint A&A Suite Training
Why choose training with CPA.com?
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.
CPA.com offers a robust set of training offerings to increase your team’s efficiency and effectiveness. Click ‘More info’ below to get detailed information on the product training courses and register your firm today.
| Title | Category | Product | Type | Date | ||
|---|---|---|---|---|---|---|
| OnPoint EBP Essentials The OnPoint EBP Essentials course is a four-hour virtual training course designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address 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. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives. |
A&A | OnPoint EBP |  Instructor Led - Virtual |
More info | ||
| CaseWare Cloud for Administrators The CaseWare Cloud for Administrators course is a virtual multi-firm training designed to assist you in setting up, administering, and maintaining the CaseWare Cloud platform for your firm. |
A&A | CaseWare Cloud | Instructor Led - Virtual |
More info | ||
| OnPoint PCR Essentials The 4-hour OnPoint PCR Essentials Course is a virtual multi-firm training designed to assist learners in using the software for an effective and efficient preparation, compilation, and review workflow. The course will also provide self-study examples for hands-on practice in the software to reinforce the learning objectives. |
A&A | OnPoint PCR | Instructor Led - Virtual |
More info | ||
| OnPoint Collaborate Essentials The 2-hour OnPoint Collaborate Essentials Course is a virtual training session designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice. |
A&A | OnPoint Collaborate | Instructor Led - Virtual |
More info | ||
| OnPoint EBP Essentials The OnPoint EBP Essentials course is a four-hour virtual training course designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address 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. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives. |
A&A | OnPoint EBP | Instructor Led - Virtual |
More info | ||
| CaseWare Cloud for Administrators The CaseWare Cloud for Administrators course is a virtual multi-firm training designed to assist you in setting up, administering, and maintaining the CaseWare Cloud platform for your firm. |
A&A | CaseWare Cloud | Instructor Led - Virtual |
More info | ||
| OnPoint PCR Essentials The 4-hour OnPoint PCR Essentials Course is a virtual multi-firm training designed to assist learners in using the software for an effective and efficient preparation, compilation, and review workflow. The course will also provide self-study examples for hands-on practice in the software to reinforce the learning objectives. |
A&A | OnPoint PCR | Instructor Led - Virtual |
More info | ||
| OnPoint Collaborate Essentials The 2-hour OnPoint Collaborate Essentials Course is a virtual training session designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice. |
A&A | OnPoint Collaborate | Instructor Led - Virtual |
More info | ||
| OnPoint EBP Essentials The OnPoint EBP Essentials course is a four-hour virtual training course designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address 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. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives. |
A&A | OnPoint EBP | Instructor Led - Virtual |
More info | ||
| CaseWare Cloud for Administrators The CaseWare Cloud for Administrators course is a virtual multi-firm training designed to assist you in setting up, administering, and maintaining the CaseWare Cloud platform for your firm. |
A&A | CaseWare Cloud | Instructor Led - Virtual |
More info |
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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.
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.