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Announcing the "Expensify CPA Card", built specifically for accountants

David Barrett
David Barrett Expensify Team Posts: 35 Expensify Team

Accountants have unique needs when it comes to managing a modern corporate card program.  This is why we built the Expensify CPA Card, the ONLY card specifically designed for accountants who manage the finances of multiple clients.  Features include:

  • Dedicated firmwide account manager
  • Live onboarding calls with clients
  • Free AICPA membership
  • Free state-by-state CPA certification renewal
  • Free CPE credit reimbursement
  • Free access to 3 CPE credits with ExpensifyApproved! University
  • Free Expensify CPA Cards for your firm and clients
  • Free premium upgrades for your firm, and $9/seat flat fee for clients (no annual commitment required!)
  • No credit check or personal guarantee required, from you or your clients
  • High credit limits
  • Instant online approvals
  • Daily or monthly settlement*
  • Merchant-specific virtual cards*
  • Two-way sync with QBO/Xero/Intacct/Netsuite
  • Win a Tesla Model 3!

And all the other features of the Expensify Card (plus some that are *coming soon).  Reply to this email or visit https://use.expensify.com/accountants to register for your account manager and get started today!


-david

Founder and CEO of Expensify

Questions?  Ask me on Twitter! @dbarrett

Comments

  • MarkFuqua
    MarkFuqua Approved! Accountant Posts: 1

    Can you explain the "Free CPE credit reimbursement" bullet? I didn't see any other details on this. Thanks!

  • Kadie Alexander
    Kadie Alexander Expensify Success Coach - Admin, Expensify Team Posts: 112 Expensify Team

    Hi there Mark! As long as you've completed the ExpensifyApproved! University course and use the Expensify CPA Card to make the purchase, we'll reimburse you monthly for any purchases related to the following offers:

    • Free AICPA membership
    • Free state-by-state CPA certification renewal
    • Free CPE credit reimbursement

    Please feel free to reach out if you have any questions about this.

  • Perpetual_CPA
    Perpetual_CPA Expensify Customer Posts: 3

    Hello Expensify Team!

    It is unclear if the aicpa membership is for all future years or just one time also not clear if it includes all aicpa membership sections or just the main membership...

    The same goes for the CPA certification State fees does that include individual CPAs or firm State registration as well. Is it for just one time or all future years? Does that include all the states where the CPA and or the firm is registered or only the home state?

    Free CPE credit reimbursement - does that include all CPE credits from all sources that have been paid for or strictly from the aicpa CPE program? Also, does that include aicpa CPE Express subscription and or Webcast Pass CPE subscription or not? Is it a one-time deal or for all future CPE expenses?

    Is there a fine print that clearly explains all of these?

    TIA

  • Christina Dobryzynski
    Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 262 Expensify Team
    edited June 18

    Hi there @Perpetual_CPA!

    Welcome to the Community and great questions!

    It is unclear if the aicpa membership is for all future years or just one time also not clear if it includes all aicpa membership sections or just the main membership

    The membership is for 2022 and is for the main membership. There is a possibility we extend the benefit past 2022 however this hasn't been 100% decided what this looks like yet.

    The same goes for the CPA certification State fees does that include individual CPAs or firm State registration as well. Is it for just one time or all future years? Does that include all the states where the CPA and or the firm is registered or only the home state?

    It includes individual CPA state registration for 2022. We plan to support these reimbursements for 2022 and beyond.

    Free CPE credit reimbursement - does that include all CPE credits from all sources that have been paid for or strictly from the aicpa CPE program? Also, does that include aicpa CPE Express subscription and or Webcast Pass CPE subscription or not? Is it a one-time deal or for all future CPE expenses?

    This includes all CPE credits from all sources, meaning we'd provide reimbursement from any source offering CPE credits. We plan to support these reimbursements for 2022 and beyond.

    Is there a fine print that clearly explains all of these?

    Not at the moment, but we are looking into it.

    Again, great questions! Feel free to reach out with any more questions about the Expensify CPA Card and program. Thanks!

  • Perpetual_CPA
    Perpetual_CPA Expensify Customer Posts: 3
    edited July 29

    Is there a step-by-step for submitting these reimbursable expenses to Expensify? TIA

    The Concierge was not able to provide enough details, unfortunately.

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin Posts: 156 Expensify Team

    Hi @Perpetual_CPA! In regards to submitting, that would be handled through your dedicated account manager once you have that in place.

    If you have any other questions or need anything else, please let us know!