Staff Portal (Click on the GIF Pic to access)

 Founded in 1903, the Illinois CPA Society is one of the largest state CPA societies in the nation with more than 20,700 members.

We are an essential partner in your success, providing you with convenient and customized education, timely and relevant information, influential advocacy, and countless opportunities to make powerful professional connections.
 

 The Illinois Department of Financial and Professional Regulation (IDFPR) issues licenses for a wide range of industries and professions to protect consumers and maintain standards; it covers state-chartered banks, credit unions, and mortgage companies, while also licensing occupations such as doctors, nurses, pharmacists, CPAs, barbers, engineers, detectives, and real estate brokers—spanning finance, healthcare, beauty, construction, business, security, and real estate to ensure that professionals and institutions in Illinois are properly qualified and regulated. 

 ShareFile is a secure business platform that lets companies store, share, and manage files in the cloud with features like client portals, e-signatures, workflow automation, and compliance tools for industries such as finance, healthcare, legal, and accounting. 

 Suralink is a secure, cloud-based client collaboration platform—especially built for accountants—that replaces spreadsheets and emails with a centralized system for requesting, receiving, tracking, and approving documents, complete with workpaper preparation, e-signatures, in-app commenting, AI-powered search, dashboards, and full audit visibility for audit, tax, advisory, and internal audit workflows. 

OMOTOSHO CPA does not  just prepare tax returns—we stand between our clients and the IRS, protecting their interests, guiding them through audits and disputes, and making sure the rules are applied fairly.

In short: we are our clients’ shield, their knight in shining armor when facing the IRS.

GoFileRoom is our cloud-based digital file cabinet for securely storing and managing client documents.

• Virtual drawers for easy organization 
• Full-text search with OCR scanning 
• Integrates with Office, Outlook, and tax prep tools 
• Workflow automation, version control, and retention policies 
• Secure access anytime, anywhere
   

In short: GoFileRoom keeps our client files organized, searchable, and accessible in one secure place.

Engagement Manager (by Thomson Reuters) is our project management software built for accounting firms to streamline how engagements are planned, tracked, and delivered.

• Central hub for organizing all client work on an engagement 
• Task assignment and progress tracking for staff 
• Built-in templates for audits, reviews, and tax projects 
• Integration with GoFileRoom and other CS Professional Suite tools 
• Time, billing, and workpaper tracking in one place 

In short: Engagement Manager keeps our  engagements on schedule, documented, and moving smoothly from kickoff to completion.

Paychex Flex is an all-in-one, cloud-based HR and payroll platform that businesses use to manage employees and streamline back-office tasks.

• Online payroll processing with direct deposit and tax filing 
• Time and attendance tracking (clock-in/clock-out) 
• Benefits administration (health, retirement, insurance) 
• HR compliance tools and employee self-service portal 
• Mobile app for access anytime, anywhere 

In short: Paychex Flex handles payroll, HR, and benefits in one secure system, giving staff easy access to pay and personal info.

Confirmation.com (by Thomson Reuters) is a secure online platform that Omotosho & Associates uses to send and receive third-party audit confirmations.

• Automates confirmation requests to banks, law firms, and companies 
• Replaces paper/mail confirmations with a faster, digital process 
• Reduces fraud risk by verifying responses directly from the source 
• Tracks request status in real time 
• Ensures compliance with audit standards
  In short: Omotosho & Associates uses Confirmation.com to securely confirm client balances and information with third parties during audits

AICPA (American Institute of CPAs) sets professional and ethical standards for U.S. CPAs, while CIMA (Chartered Institute of Management Accountants) leads globally in management accounting. Together they form the Association of International Certified Professional Accountants, supporting 700,000+ members worldwide and driving the CGMA designation.

In short: AICPA and CIMA set the standards our firm follows and connect us to a global accounting community.

Checkpoint Learning Bookshelf (often just called Bookshelf) is a Thomson Reuters online library of professional reference materials for accountants.

• Gives digital access to tax, accounting, and auditing guides 
• Searchable, always up-to-date, and accessible anywhere 
• Includes key AICPA and PPC publications used in practice 
• Replaces bulky printed binders with a centralized online resourc 

In short: Bookshelf is our digital library for tax and accounting research, keeping staff current without the paper clutter.

8x8 Work is our cloud-based phone, video, and messaging system.

• Business phone calls from desk, mobile, or computer 
• Video meetings (similar to Zoom) 
• Team chat and SMS texting in one app 
• Voicemail, call forwarding, and call recording 
• Secure, reliable communication anywhere
   

In short: 8x8 Work is the app Omotosho & Associates uses for calls, meetings, and messaging with clients and staff.