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How to: Apply for the Expensify CPA Card

Matt Cole
Matt Cole Expensify Customer, Expensify Team Posts: 70 Expensify Team
edited March 31 in How-to Docs

Applying for the CPA Card is simple!

To unlock all the exclusive perks of the CPA Card, you first need to pass our accountant training and certification course at ExpensifyApproved! University. (Bonus: you'll also get 3 CPE credits and a free Expensify account!).

Once that's complete, you can get the CPA Card for your clients in seconds by following these steps:

  1. Log into your Expensify account on a web browser (not on your phone)
  2. Head to Settings > Domains > [Client Domain Name] > Company Cards
  3. Click Get the Card to get started!

And that's all it takes - ready to start swiping :)