CPA.com

What CPA.com does

CPA.com is the technology and business transformation subsidiary of the American Institute of CPAs (AICPA), founded in 2001 and headquartered in New York with additional offices in Silicon Valley, Dexter (Michigan), and Durham (North Carolina). The company serves CPA firms across three practice areas — audit and assurance, client advisory services (CAS), and tax — providing cloud-based software, partner programs, and structured practice development frameworks.

Its core technology platform is the Dynamic Assurance Solution (DAS), a cloud-based audit platform co-developed with AICPA and Caseware that integrates risk assessment, workpapers, financial reporting, and increasingly PCAOB-grade controls. This is complemented by the OnPoint A&A Suite (OnPoint Audit, OnPoint EBP, OnPoint PCR, Caseware PBC) and the RIVIO document clearinghouse. AI capabilities are integrated primarily through partnerships: Blue J for tax research, Vertex and Kintsugi for sales tax compliance, and Caseware's Verity suite for audit automation (including the Verity Disclosure Checklist Agent).

The business model combines subscription-based software licensing across 27,000+ active seats, partner program revenue sharing with preferred vendors (Sage Intacct, BILL, Paychex, Vertex, Blue J, Caseware), and professional services revenue from CPE-accredited workshops (e.g., $895 per Introduction to CAS Workshop), CAS 2.0 coaching subscriptions, and the Startup Accelerator program ($25,000 grants to selected startups). The company monetizes through enterprise direct sales with dedicated account management for large firms, channel/partner programs for mid-market distribution, and self-service online training for individuals. CPA.com is privately held and fully owned by AICPA, with 51-100 employees and no external institutional investors.

Name

CPA.com

Legal name

CPA.com Inc.

Website

https://cpa.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

CPA.com is the technology subsidiary of AICPA, providing cloud-based audit, tax, and client advisory services software — including the Dynamic Assurance Solution and OnPoint A&A Suite — alongside partner programs and practice transformation frameworks serving CPA firms of all sizes.

Ownership category

akta.pro rank

Product category

Accounting Practice Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

Keywords

• Audit assurance software
• Client advisory services
• Tax compliance solutions
• Practice transformation programs
• Accounting firm technology

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Partner Program Revenue: Revenue from preferred partner programs including technology vendors (Sage Intacct, Caseware, Vertex, BILL), where CPA.com acts as an intermediary facilitating distribution to CPA firms. Programs include channel revenue sharing and referral arrangements.
2. Professional Development Services: Revenue from workshops, training programs, and coaching services. Programs include Introduction to CAS Workshop ($895), CAS Practice Essentials Workshop, CAS Coaching Program, and OnPoint training courses delivering CPE credits.
3. Startup Accelerator Program: Program provides $25,000 grants to selected startups in exchange for mentorship, visibility, and strategic alignment. Creates ecosystem value and potential equity or commercial relationship value.
4. Domain Registration Services: .cpa top-level domain registration services managed through EnCirca partnership, providing verification and trust services for CPA firms globally.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels10 records

Core offering

CPA.com provides cloud-based audit and assurance software (Dynamic Assurance Solution and OnPoint A&A Suite), Client Advisory Services practice transformation programs (CAS 2.0), AI-powered tax research and sales tax compliance tools, and a portfolio of partner-distributed solutions (Sage Intacct, BILL, Paychex, Vertex, Blue J) tailored for CPA firms. It also delivers professional development through workshops, coaching, conferences, and the Startup Accelerator program supporting early-stage accounting technology companies.

Product overview

CPA.com operates as a platform-plus-partner ecosystem providing technology solutions, practice development programs, and professional services for accounting firms across audit, tax, and advisory practices. The core product portfolio centers on the Dynamic Assurance Solution (DAS) - the profession's leading cloud-based audit platform developed in partnership with AICPA and Caseware - and the OnPoint A&A Suite providing integrated audit, employee benefit plan, and preparation/compilation/review modules. CPA.com extends its offerings through partner programs including Sage Intacct (accounting software), BILL (spend management/AP/AR), Paychex (human capital management), Vertex (AI-powered sales tax compliance), and Blue J (AI tax research). The CAS 2.0 Practice Development program provides coaching, workshops, and resources for firms building client advisory services practices. Additional offerings include RIVIO document clearinghouse, quality management tools, .cpa domain services, and the Startup Accelerator program for emerging accounting technology companies.

Differentiator

Problem solved

Functional benefit

Brands

• Dynamic Assurance Solution (DAS): Cloud-based audit platform developed by AICPA in partnership with CPA.com and Caseware, providing end-to-end integrated audit workflows, risk assessment, and AI-powered assurance tools for firms of all sizes.
• OnPoint A&A Suite
• Rivio
• CAS 2.0
• Digital CPA (DCPA) Conference
• Startup Accelerator
• CAS Workshop Program

Products and services

• Dynamic Assurance Solution (DAS) Cloud-based audit platform developed by AICPA in partnership with CPA.com and Caseware, providing end-to-end integrated audit workflows connecting risk assessment, workpapers, financial reporting, and related workflows in a single secure system for CPA firms of all sizes.
• OnPoint A&A Suite Comprehensive audit and assurance software suite including OnPoint Audit (OPA), OnPoint EBP (Employee Benefit Plans), OnPoint PCR (Preparation, Compilation, Review), and Caseware PBC for document collaboration, built on Caseware Cloud.
• CAS 2.0 Practice Transformation Program Comprehensive suite of practice development services including coaching, workshops, and resources to help CPA firms build and grow profitable Client Advisory Services practices, with a framework covering seven key strategic themes including strategic leadership, talent and culture, technology and AI integration, service and pricing models, and operational excellence.
• RIVIO Clearinghouse Secure online platform for private companies to exchange authenticated financial documents with CPA firms, lenders, and investors, providing data control and fraud prevention.
• .cpa Top Level Domains Global domain registration service enabling CPAs worldwide to connect with clients using verified, trusted .cpa domain extensions, managed through EnCirca partnership.
• [email protected] Professional email service associated with .cpa domain registrations for verified CPA professionals.
• QMCore Quality management solution for accounting firms supporting practice quality standards and compliance requirements.
• Vertex Firm Advisor Program AI-driven sales tax compliance solution enabling accounting firms to deliver automated sales tax compliance services including exposure assessment, registration, filing, and ongoing monitoring through a white-labeled platform or referral model.
• Blue J Tax Research AI Solution AI-powered tax research platform providing structured, citation-backed answers in real-time, enabling firms to automate time-intensive research and improve client experience.
• Sage Intacct Accountants Program Partnership enabling CPA firms to implement and offer Sage Intacct cloud financial management solutions to their clients through the AICPA's preferred accounting software partner.
• BILL Accountant Partner Program Spend management partnership encompassing BILL Accounts Payable and Receivable and BILL Spend & Expense solutions, enabling firms to offer automated expense management, AP/AR automation, policy enforcement, and fraud control to clients.
• Paychex Partner Program Human capital management partnership enabling CPA firms to offer Paychex payroll and HR solutions to their clients.
• Digital CPA Conference Annual premier event bringing together progressive firm leaders and practitioners to discuss transformative technologies and business strategies reshaping accounting, featuring sessions on AI adoption, audit transformation, tax transformation, and client advisory services.
• CAS Workshops Structured CPE-accredited workshop series for Client Advisory Services practice development, including Introduction to CAS ($895, 4 CPE credits), CAS Practice Essentials Workshop (16 CPE credits), and CAS Client Assessment Workshop, delivered in live virtual format multiple times per year.

Quantifiable outcome

• Firms leveraging AI tools and expanding CAS reported 17% median growth in CAS practices, outpacing overall firm growth
• +3 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature5 records

Partnerships

Twelve partnerships are on record, tiered flagship, core and minor.

• Vertex Inc.flagshipStrategic or Co-development Partner · 5 December 2025Expanded partnership to deliver AI-driven sales tax compliance solution for accounting firms through the Firm Advisor Program. Solution enables firms to automate exposure assessment, registration, filing, and ongoing compliance management. White-labeled platform or referral model available.
• KintsugicoreTechnology or Integration · 5 December 2025AI technology provider powering the sales tax compliance solution. Kintsugi's AI capabilities enable 75% reduction in preparation time and 50% reduction in compliance costs for e-commerce and SaaS businesses.
• Confirmation.comcoreStrategic or Co-development Partner · 8 February 2016Joint development of RIVIO Clearinghouse - secure online platform for private companies to exchange financial documents with lenders, investors, and CPA firms. Combines CPA.com verification front-end with Confirmation.com confirmation technology.
• CasewareflagshipTechnology or IntegrationStrategic partnership powering the Dynamic Audit Solution (DAS) platform on Caseware Cloud. Caseware provides the AI platform serving 23,000+ firms in over 130 countries. $100 million investment in Caseware Verity for AI-enabled workflows.
• BILLcoreChannel Partner/ Reseller/ DistributorSpend management solutions partnership through BILL Accountant Partner Program and BILL Spend & Expense. CPA.com promotes BILL solutions for helping firms offer spend management advisory services to clients.
• Sage IntacctcoreChannel Partner/ Reseller/ DistributorSage Intacct Accountants Program partnership enabling CPA.com to promote cloud ERP solutions to accounting firms for client accounting services.
• PaychexminorChannel Partner/ Reseller/ DistributorHuman Capital Management Partner Program providing payroll and HR solutions integration for CPA firm advisory services.
• 20-20 ServicescoreImplementation/ SI/ Consulting PartnerTraining partner providing DAS (Dynamic Audit Solution) training beyond rollout. Offers level-based audit programs in unique format for DAS users, six comprehensive levels from new hire to manager.
• EnCircaminorImplementation/ SI/ Consulting PartnerDomain registration provider for .cpa top-level domains. EnCirca acts as separate controller for domain registration personal data alongside CPA.com.
• AICPA (American Institute of CPAs)flagshipStrategic or Co-development PartnerCPA.com is a subsidiary/affiliate of AICPA. AICPA develops audit standards and methodologies (DAS) in partnership with CPA.com. AICPA represents 597,000 members in 188 countries through Association of International Certified Professional Accountants.
• Blue JcoreTechnology or IntegrationAI-powered tax research solution partnership. Blue J's generative AI tools provide structured, citation-backed answers in real-time for tax research, enabling firms to automate time-intensive research and accelerate talent development.
• radical (innovation consulting firm)minorImplementation/ SI/ Consulting PartnerInnovation and business transformation consulting firm collaborated with CPA.com AI Working Group on Build vs. Buy Decision Framework for AI in Accounting Firms.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Right Networks: Right Networks provides cloud hosting and application access for accounting firms, serving a closely adjacent infrastructure layer that CPA.com's audit and practice management software depends on. While not a direct software competitor, it serves the same CPA firm customers with overlapping stack components.

Direct peers

• Suralink: Suralink provides PBC (Prepared by Client) document management and audit workflow automation for CPA firms, overlapping directly with CPA.com's Caseware PBC and DAS offerings in the audit engagement workflow category.
• Canopy: Canopy provides practice management, client engagement, and document workflow software for accounting firms. It targets a similar mid-market CPA customer base and overlaps with CPA.com's practice management and document collaboration offerings.
• Caseware International: Caseware provides the underlying cloud platform for CPA.com's flagship DAS and OnPoint Suite, and itself sells audit and assurance software to 23,000+ firms in 130+ countries. As both technology partner and direct competitor in audit software, it is the most operationally comparable peer to CPA.com.
• Karbon: Karbon is a leading practice management and workflow platform built specifically for accounting firms, serving a similar mid-market CPA customer base. It competes with CPA.com's practice management and CAS transformation offerings for firm-wide workflow ownership.
• TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms, with strong penetration among small and mid-sized practices. It competes with CPA.com's practice management segment and targets the same CPA-led advisory transformation narrative.

Broad incumbents

• Wolters Kluwer Tax & Accounting: Wolters Kluwer (CCH) provides audit, tax, and accounting software (CCH Axcess, ProSystem fx, TeamMate) to CPA firms globally. It is the broadest incumbent in the same customer segment and competes directly with CPA.com's DAS and OnPoint offerings in audit and tax workflow software.
• Intuit ProConnect: Intuit's ProConnect Tax Online and QuickBooks Accountant suite serve the same CPA firm audience for tax preparation and client accounting. It competes with CPA.com's partner programs and tax practice offerings and is a dominant incumbent in CPA-facing tax software.
• Thomson Reuters Tax & Accounting: Thomson Reuters offers ONESOURCE tax and audit solutions, Checkpoint research, and UltraTax CS, serving the same CPA firm audience. It competes directly with CPA.com in tax research, audit, and compliance workflow software.

Emerging players

• SurePrep: SurePrep provides 1040 and corporate tax workflow automation (e.g., TaxCaddy, SPbinder) used by CPA firms. It competes in the tax practice automation space alongside CPA.com's Blue J and Vertex sales tax partner programs, targeting similar firm-led tax transformation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cpacom
• YouTubeyoutube.com/user/CPA2BizVideo
• Facebookfacebook.com/CPAdotcom
• LinkedInlinkedin.com/company/cpa-com

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CPA.com