Today's challenging economic climate demands that accounting professionals better collaborate with clients to improve their financial performance, deliver better financial advice and help them make faster, smarter business decisions.

Client Accounting Services Today
Historically, client accounting services haven’t always garnered the same level of visibility as a firm’s audit and tax services. Seen as high transaction volume, low-dollar value work, these services have been inhibited by staffing challenges and difficulty leveraging the work. Those leading this service line are also faced with managing multiple software solutions and versions, security risks in data sharing and transfer, time lost in travel to access client systems, and a lag in timely financial information, inhibiting just-in-time business decisions.

It doesn't have to be that way any longer.

Now You Can Transform Your Client Accounting Services Practice
The AICPA, through its subsidiary CPA2Biz, has partnered with Intacct to develop and deliver a new client accounting solution specifically designed to transform your firm's client accounting services line and revolutionize the way you serve your small and growing business clients. Now you can —

• Improve the Productivity of Your Firm
• Increase Your Profitability
• Focus Your Resources on Accounting, Not Technology
• Gain a Competitive Advantage

Delivered online via a best-in-class Software as a Service (SaaS) platform, the Intacct Accountant Edition provides anytime, anywhere access and eliminates the many headaches you face today managing data across disparate systems in your practice and your clients' businesses.

Using a unique CPA-focused console, data for multiple clients can be quickly and securely managed, updated, accessed and shared in real time, 24/7 using innovative SaaS-based technology. The result: improved productivity and efficiency, greater transparency, reduced risk and error, and lower IT overhead costs.

This exclusive version of Intacct Accountant Edition is now available to accounting firms and their clients. Its unique CPA-focused dashboards provide real-time visibility and access to all client data on a standardized platform, anywhere, anytime.

The Intacct Accountant Edition from CPA2Biz helps accounting firms improve service and satisfaction by enabling the CPA and the client to collaborate using the same information in real-time through a web based accounting application. Changes made by the CPA are instantly visible to the client. Invoices or other supporting documents generated by the client are instantly available to the CPA. No time is wasted waiting for data files to be shipped, transferred or reconciled and there is no need to exchange paper documents.

Built-in content leverages the financial acumen and knowledge of accounting professionals to offer the most sophisticated application capability. Yet, it's easy to use, is logical and intuitive, with a built-in workflow and quick set-up. Core modules include: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Order Entry, Purchase Order, Employee Expenses, Standard Reporting, Centralized Dashboards and more. Intacct Accountant Edition also includes financial best practices, business guidance, benchmarks and industry templates — all of which are customizable to serve a variety of needs, from basic processing services to highly complex analytics. Practitioners can focus on clients of different sizes and in different fields with the same ease and authority.

Backed by high reliability IBM data centers, Intacct Accountant Edition provides world class security, disaster protection, backup and recovery. As this online, cloud computing environment uses no traditional software, multiple upgrades/versions are no longer necessary. You learn and support only one standardized platform, which is always kept up to date. And with no upfront capital investment, Intacct Accountant Edition offers a low total cost of ownership.

It's the on-demand accounting system designed to reinforce your relationship with your clients as their Trusted Business Advisor.

Facilitate seamless collaboration between clients and staff for better, faster service Access and manage client data securely 24/7 from any web-enabled browser Update and share data instantly, across the firm, across the country Reduce travel time/costs and give staff the flexibility to work out of the office Standardize processes on one financial platform for all accounting work Optimize key business practices; eliminate wasted time re-entering data between different applications and fixing key-stroke errors Ease staffing challenges by leveraging part time or long distance talent and get them up and running in minutes

• Spend more hours in high-value, proactive consultation – you can be a "real-time" advisor because you always have your clients' current financial information
• Serve more clients with the same staff by reducing travel time, reducing data management issues and leveraging automation and standardization
• Return wasted hours to your bookkeepers by reducing the time it takes to fix data errors, reconcile books and travel to the client
• Increase your billings by offering higher-value, trusted advisor services

• Offer clients a wide range of basic and complex accounting services not constrained by the limitations of traditional software
• No more updating and upgrading software systems – with SaaS technology, your applications and templates are always up-to-date
• Learn and support one standardized financial applications platform – multiple versions of different software for different clients are no longer necessary
• Lower infrastructure, network management, and maintenance costs
• Reduce the stress and expenditure of data protection and backups; powerful and reliable IBM data centers provide world class security, disaster protection, backup and recovery

• Differentiate your firm as a forward-thinking, insightful Trusted Business Advisor vs. an after-the-fact financial statement provider
• Access and proactively share data with clients in real time, offer robust solutions and partner in decision making
• Collaborate with multiple service groups within your firm, to give a unified response, resulting in better, faster service to your clients
• Maximize consulting opportunities with easy-to-build-and-replicate templates to support clients with complex businesses or reporting requirements
• Showcase your firm's identity with a branded platform providing “private label” business solutions

With Intacct Accountant Edition, firms can create additional client value by delivering repeatable best practice business processes. We make it easy for you to create reusable templates to rapidly deploy across many clients. Templates can include business processes, charts of accounts, financial reports, business dashboards and many other elements of the financial system. This allows a firm to capture expertise and quickly deploy it across many clients.

CPA2Biz provides special advantages to member firms with exclusive offerings and discount programs through: Intacct Accountants Program, enabling firms to standardize these basic services to deliver write up, transaction processing, financial statement preparation and other outsourced accounting services Accountants Referral Program, enabling firms to refer clients licensing Intacct directly for their organization to benefit from preferred pricing via a special code Business Solutions Provider Program, enabling a resale and implementation of Intacct to mid-size clients via the firm's IT consulting group, if applicable AICPA Business & Industry members will also receive preferred pricing on the Intacct accounting solution. Click here for details.

With membership in the program, you'll get access to the on-demand Intacct Accountant Edition and an array of resources and support tools: Core modules include: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Order Entry, Purchase Order, Employee Expenses, Standard Reporting, and Dashboards Unlimited accounting firm users and demo accounts Access to the unique Accountant's Console and use of Intacct Partner Portal For AICPA Members, free use of Intacct at your firm Training for 2 people yearly at a live 3-day Intacct Accountants Program Certification Training Course; unlimited online training Sales and implementation support on-boarding for two clients per year Unlimited Technical Support via email, phone and live chat; creation of marketing resources for use with your clients Intacct's Buy with ConfidenceSM guarantee