Expensify CPA Card
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Expensify Introduces the Expensify CPA Card

Cathy Roth
Posted by Cathy Roth on Jan 24, 2022 10:50:36 AM

Expensify has introduced the Expensify CPA Card, which offers unparalleled benefits for accountants, their firms, and their clients. The card is available for all accountants, not only certified CPAs. 

More than 10 million people already use Expensify’s free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one superapp, all free.

The company has been in the news twice over the past few months. In October, Expensify announced it would be giving away a Tesla Model 3 in a contest for accountants and bookkeepers through their ExpensifyApproved! University. In November, the company closed its initial public offering of over 11 million shares. Now, in January, the company announced The Expensify CPA Card. 

What Is the Expensify CPA Card? 

The creation of the Expensify CPA Card was a logical next step for the company. “Expensify is already used by nearly half of the top 100 CPA firms in the U.S. We used that expertise and experience to build the first card program that caters directly to the accounting profession and their clients,” says founder and CEO David Barrett.

The Expensify CPA Card is designed specifically for accountants and is not limited to CPAs. The card combines Expensify's leading expense management technology with upgraded benefits and dedicated support for accounting firms of all sizes.

What Benefits Does the Expensify CPA Card Offer? 

Accounting firms who sign up for the Expensify CPA Card get access to dedicated partner managers who help with high-level planning, client onboarding, and training. This dedicated firmwide account manager means that deploying Expensify for clients is easier than ever. 

The card offers a large monthly revolving credit limit without requiring a credit check or personal guarantees. It is driven by real-time reconciliation between Expensify and integrated accounting systems, allowing administrators to keep track of corporate finances in real-time.

Here are the benefits:

  • 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 bank settlement*
  • Merchant-specific virtual cards*
  • Two-way sync with QuickBooks, Xero, Sage Intacct, and NetSuite


*Expensify will roll out monthly bank settlements, merchant-specific virtual cards and other time-saving perks in the coming months.

How Do I Sign Up for the Expensify CPA Card?

You can sign up for the card through ExpensifyApproved! Accountants

Topics: Financial Advisory


 

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