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CPA Business Funding Portal - Firm Onboarding, 2021
Welcome! We're glad you've decided to simplify your business relief and financing processes with the CPA Business Funding Portal.

This training will help you to successfully start utilizing the portal for your PPP forgiveness applications and PPP draw one or two loan application submissions.

In this session you will learn:
• How to manage the dashboard
• How to add users and managing roles
• How to submit a PPP Forgiveness Application in the portal
• How to apply for a PPP draw one or draw two loan on behalf of your client with Biz2Credit
• Best practices on using the portal

Please refer to the below resources for topics that will not be covered in the session:
• PPP technical guidance/calculator questions - AICPA/PCPS: pcps@aicpa.org
• SBA PPP Resources for CPAs: AICPA.org/SBA
• CPA Business Funding Portal technical support/issues: cpasupport@biz2credit.com

The sessions are scheduled for an hour and have live Q&A to answer questions specific to the session.

We look forward to seeing you there.

~CPA.com Team
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