Cloud-based accounts payable and receivable service has rolled out an accountant certification program, enabling accounting firms using to gain a deeper understanding of the product and expand their service offerings.

The Certification Program consists of self-directed online courses that offer accountants two types of certification— Expert and Guru— based on the level of training they have completed.

The Expert certification course trains accountants on how to help clients start using the software and how the console works. It provides a thorough understanding of the accounts payable, accounts receivable and document management features of the software; along with how to streamline workflow and maximize efficiencies with

The Guru course covers topics such as best practices for optimizing workflow; successful implementations and client workflow designs; measuring the ROI of implementations; and pricing strategies based on clients’ unique workflow.

The program has unofficially been in place for the past few months and claims 120 firms are now certified, but Wednesday marked the effort’s official launch.

“We started thinking about the changes happening in the accounting profession, particularly with firms and businesses moving more to the cloud, so we figured one way to do that would be to set up a program to get a deeper understanding of our product,” said founder and chief executive René Lacerte. “There’s no one right answer, but when firms can show clients how to move to the cloud, the light bulb goes off and big things happen. The change from desktop to cloud is happening fairly quickly. It will catch up in the business and accounting world, and if you are not strategically placing yourself in programs to get you there, you will be left behind.”

For more information on the program, visit

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