Research & Innovation
Expert Guidance Beyond the Technology
CPA.com isn’t just a technology provider – we’re your partner in audit transformation. From strategy workshops to implementation support, we help you adopt new tools and redesign your practice.
Risk-focused Audits
Shift from compliance to strategic risk assessment. Embedded analytics identify high-risk areas early
Faster engagements
Guided workflows eliminate manual redundancy. Real-time collaboration across teams and clients
Quality & Compliance
Built-in diagnostics prevent over/under-auditing. Automated documentation meets professional standards
Audit → Advisory
Free up senior capacity for high-value services. Data insights spark client advisory conversations
Vetted solutions that CPA firms rely on daily.
Curated Audit Technology Ecosystem
Filter by your priority to see the right tools for your audit transformation goals. Each solution is tested for CPA workflows, security and scalability.
Dynamic audit solution
End-to-end AI-powered audit platform with AICPA methodology. Guided workflows, real-time collaboration, embedded analytics
OnPoint PCR
Streamlined compilation, review and preparation engagements. Automated reports/letters, PBC management, e-signatures
OnPoint EBP
Comprehensive employee benefit plan audits (401k, health plans). Guided methodology, standardized testing, diagnostics
OnPoint Audit
Cloud-based risk-focused audit management. Trial balance, PBC requests, automated financial statements
RIVIO
Cloud audit documentation and workflow platform. Team collaboration, secure client requests, integrated analytics
Quality Management Solution
Enhance your tax practice with AI-driven insights and technology that accelerate the shift from compliance to advisory discussions.
Knowledge hub
Audit Transformation Resources
Guides, webinars and research to support your audit evolution – from strategy to implementation.
Turning nexus studies into consistent advisory revenue
Sales tax exposure can build quietly as clients grow, expand into new markets and add new sales channels. This white paper explores how client…
Tech discussion: Navigating AI-driven transformation
CPA.com’s Erik Asgeirsson sat down with Withum’s Jim Bourke and CBIZ’s Peter Scavuzzo for a tech discussion on emerging AI capabilities, accelerating transformation and…
How Sage Intacct helped Forvis Mazars cut AP entry in half
Every CAS practice hits the same wall. Clients outgrow QuickBooks. Reports get rebuilt by hand in Excel. Your team spends its days keying in…
Standout AI: The Governance Playbook for Agentic CAS
Most CAS firms have moved past asking whether to use AI. The real gap now is between firms still prompting tools one task at…
Safe Harbor 401(k)s in 2026: Practical Planning Strategies for CPAs Before Year-End
This webinar equips CPAs and accounting professionals to understand and discuss Safe Harbor 401(k) plans as both a valuable retirement benefit for their own…
Build Your Retirement Advisory Through Trust & Loyalty
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement planning, focusing on Secure…
Frequently
Asked Questions
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DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
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Talk to our team about the right solution for your firm
Transform your audit practice with the right technology and strategy for your firm. Our team will help you assess your current workflows, identify the best solutions from our partner ecosystem and create a clear implementation roadmap.