LAS VEGAS (June 26, 2017), the technology arm of the American Institute of CPAs, and, the nation’s leading business payments service, have agreed to extend their strategic partnership. Together, the two organizations will continue to help CPA firms grow their client accounting service practices and improve profitability through the power of cloud technology and digital payments., used by more than half of the top 100 accounting firms, is the preferred provider of digital payments solutions for, which offers a broad array of resources for firms on technology adoption and change management. The long-term partnership between and is based on strong traction and proven success with transitioning firms to cloud-based accounting services. Through training and educational programs such as the client accounting advisory services certificate and the Digital CPA workshops and conference, has positioned firms to succeed in the shift to higher-margin, higher value services.

Firms using, meanwhile, report substantial business growth and efficiency gains on once tedious, error-prone and time-consuming bill payment and invoicing processes. is recognized as SOC 2 compliant, offers flexible and robust payment controls and, with features such as Positive Pay, offers greater payment security than paper checks.

 “Early on at, we identified the cloud as a transforming technology for client accounting and virtual CFO services,” said Erik Asgeirsson, president and CEO of “Traditionally, the business payment process presented a substantial pain point for accounting firms and their clients, and we felt we could play a role in reducing that burden. Our relationship with offers firms a proven way to leverage technology to grow, establish a competitive advantage, and satisfy and retain clients.”

The Accountant Program in partnership with offers significant advantages for firms building an advisory practice and their clients with:

  • Digital AR and AP, including the ability to review, approve and pay bills from any device, at any time
  • A single sign-on console that allows firms to manage all clients
  • Convenient and secure cloud-based management and storage for bills and documents 
  • Integrations with leading accounting solutions
  • The ability to maximize efficiency with certifications, training and tools that help grow practices

“With, we have spent nearly a decade working with and listening to the nation’s leading accounting firms. has developed into an essential tool that promises more innovations in the future. We are delighted to extend our partnership with and continue our journey to help firms become more efficient and profitable through technology,” said René Lacerte, CEO and founder of

Firms say the best gauge of the program’s effectiveness is the response from their clients.

“ allows us to increase collaboration with clients, while adding the right controls and expediting the bill pay process,” said Lila McNair, a CPA with Warren Averett, CPAs and Advisors, a Top 35 firm in the southeastern United States. “The built-in access and controls are unmatched by other solutions.”

“We had no bill payment clients before adopting three years ago. With, we now have a service that brings in $250,000 a year in revenue,” said Matthew May, managing partner of Acuity. The firm has built its client base by bundling services with innovative third-party technologies.

For more information about the Accountant Program, visit or

About offers a growing list of products and services for practice management, client advisory services and professional development. The company has established itself as a thought leader on cloud technology and has been a driving force around the reemergence of virtual CFO/Controller services by firms. is a subsidiary of the American Institute of CPAs, the world’s largest member body representing the accounting profession. For more information, visit

About is the leading business payments network, with over 2 million members paying and getting paid over $36 billion per year in volume. saves companies more than 50% of the time typically spent on financial back-office operations by automating end-to-end processes. ties together finance and accounting programs, banks, customers, vendors, accounting professionals, and documents. The company is the choice of three of the top 10 U.S. banks and over 50 percent of the top 100 accounting firms. is a trusted partner of Intuit (makers of QuickBooks Online), Xero, and the American Institute of CPAs. The recipient of more than 70 awards, was recently recognized as one of the San Francisco Business Times Most Innovative Companies and proudly received a PC Magazine’s Editor’s Choice Award.



Jeff May



Melanie Brenneman

Accounting Edge Marketing (for