Meet the Expensify CPA Card. The accountant-friendly card, from Expensify, enables client setup in minutes and provides a high monthly revolving credit limit with no credit check or personal guarantees required. The card is powered with continuous reconciliation between Expensify and integrated accounting systems so admins maintain a real time picture of company financials.
By signing up for the Expensify CPA Card, accounting firms also gain access to dedicated partner managers who assist with high-level strategy, client onboarding and training.
Expensify founder and CEO David Barrett says that Expensify's presence in nearly half of the US's top 100 CPA firms helped in the innovation efforts. "We used that expertise and experience to build the first card program that caters directly to the accounting profession and their clients.”
Additional advantages of the card 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 Expensify Approved! 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 bank settlement
- Merchant-specific virtual cards
- Two-way sync with QuickBooks, Xero, Sage Intacct and NetSuite
In addition to the current suite of perks available with the Expensify CPA Card, the company will continue to roll out even more time-saving benefits in the coming months.
To learn more about the Expensify CPA Card, visit use.expensify.com/accountants.