Faster growth. Smarter advisory.
Sage Intacct is CPA.com's recommended cloud accounting platform for CAS — the financial foundation for firms moving from bookkeeping to business insights advisory.
Why Sage Intacct
Key benefits of
Sage Intacct for CAS
Sage Intacct is the financial management foundation CPA.com recommends for firms looking to scale their CAS practice with confidence.
Built for multi-client scale
Cloud-native architecture supports multi-client management across your entire portfolio.
Real-time reporting
Multi-dimensional analytics give clients visibility the moment they need it, not just at month-end.
Move up the CAS maturity model
Sage Intacct supports firms from financial CAS through business insights CAS and into CFO-level advisory.
Backed by the CPA.com partnership
Sage Intacct Advisory combines the platform with CPA.com's CAS framework and methodology.
The foundation of the CAS tech stack
CPA.com recommends Sage Intacct as the financial management foundation the rest of your CAS stack builds on.
Shift from bookkeeping to insight
Sage Intacct enables the move from transactional bookkeeping to high-value business insights advisory.
How it works
From platform to full CAS practice
Sage Intacct is the foundation — here's how firms can build on it to expand their CAS practices.
1. Explore the platform
See how Sage Intacct fits your firm's CAS strategy and client base.
2. Join Sage Intacct Advisory
Get access to enablement tools, training, and onboarding support built for CAS firms.
3. Onboard your clients
Client onboarding assets and best practices help you scale delivery quickly.
4. Grow into advisory
Move from financial CAS to business insights CAS and CFO-level advisory as your practice matures.
FAQ
Frequently
Asked Questions
Answers to the most-asked questions about Sage Intacct for CAS.
Sage Intacct Advisory (formerly the Sage Intacct Accountants Program) is a strategic partnership between CPA.com and Sage Intacct that combines the platform with CPA.com’s CAS framework, training, and methodology.
Sage Intacct’s cloud-native architecture supports multi-client management, real-time reporting, and multi-dimensional analytics at scale — the financial foundation CPA.com recommends for the CAS technology stack.
No. Sage Intacct is built to support firms as they move from transactional bookkeeping to business insights CAS and CFO-level advisory.
Firms get enablement tools, client onboarding assets, training, and best practices to build and grow a CAS practice.
It’s designed to support firms from financial CAS through business insights CAS and into CFO-level advisory.
Joining Sage Intacct Advisory gets you CPA.com’s CAS framework and methodology, training, client onboarding assets, and ongoing support from a network of firms doing this type of work.
Prospective partners can explore the program, while active partners can access the full resource hub for training and support.
Ready to build your CAS practice on Sage Intacct?
See how Sage Intacct Advisory gives your firm the platform, framework, and support to scale.