From Sage 50 to Sage Intacct: How CCPA Modernized Finance for the Future

From Sage 50 to Sage Intacct: How CCPA Modernized Finance for the Future The Canadian Counselling and Psychotherapy Association (CCPA) is a national bilingual association representing over 20,000 professional counsellors and psychotherapists across Canada. As a member-focused organization, CCPA advocates for the regulation of the counselling and psychotherapy profession nationwide, helping raise professional standards and improve access to safe, high-quality mental health care. The association connects members with peers, offers the nationally recognized Canadian Certified Counsellor (CCC) credential, and provides valuable benefits, including professional development, networking opportunities, and affordable professional liability insurance. The Challenge CCPA’s two-person finance team was held back by entry-level accounting software and manual processes. With Sage 50, the team relied on spreadsheets to manage revenue deferrals and prepare financial reports. Disconnected systems also meant manually transferring transactions from CCPA’s association management system, increasing administrative work and the risk of errors. Annual audits could take up to a month to complete. The Soluti...