2027 CPA Firm – Pilot Program

CPA Firm – Pilot Program
For Year End 2026 Audits 

Here is how the program works:

1. CPA Firm users are onboarded through Express Setup with the assistance of 401kCP support.
2. This entails entering the firm’s authorized software administrators, offices and contacts, staff levels, staff and access, competencies, plans-clients, and permanent documents.
3. When complete, Express Setup data is uploaded to the CPA Firm’s secure SaaS, ready to use.
4. The Pilot Program operates on a go / no-go basis meaning the participating CPA Firm has no obligation to continue at any point.
5. And, the value to the CPA Firm is guaranteed. 401kCP is expected to save 10-20% of audit time, enable delegation to the lowest level of competency, increase audit evidence efficiency and effectiveness, and speed up client delivery time.
6. The fee is the lesser of 7% of the audit fee or $1,000 per plan due at the end of the audit and only due if expectations in 5 are met. (Subsequent years capped at a 5% increase.)
7. The 401kCP software license fee by plan qualifies as an out-of-pocket or a trust chargeable expense. If the Plan Sponsor is also a member of 401kCP, there is no charge to the CPA Firm. Accordingly, there should be no cost to the CPA Firm.
8. Should the Plan Sponsor subscribe, efficiency and effectiveness is further enhanced for the CPA Firm.