Getting Started in PRIMA
Contents
Introduction ................................................................................................................................... 1
Accessing PRIMA ......................................................................................................................... 2
Resetting Your AICPA.org/CPA.com Password ........................................................................... 2
Updating Your Account Profile ...................................................................................................... 2
Associating Yourself with a Public Accounting Firm .................................................................. 2
Updating Your Position .............................................................................................................. 3
Business Category .................................................................................................................... 3
Communications from PRIMA ....................................................................................................... 4
PRIMA Home Page ....................................................................................................................... 4
Announcements ........................................................................................................................ 4
Action Items ............................................................................................................................... 4
Letters and Important Information ............................................................................................. 5
Peer Review Knowledge Base ...................................................................................................... 5
Managing Partner and Peer Review Contacts .............................................................................. 5
Enrollment in AICPA Peer Review Program ................................................................................. 6
Who do I contact for help? ............................................................................................................ 6
Login error messages ................................................................................................................ 6
Browser Compatibility ................................................................................................................... 6
PRIMA Frequently Asked Questions ............................................................................................ 6
Introduction
The Peer Review Integrated Management Application (PRIMA) is the primary tool used by firms,
reviewers, and the entities administering peer review to complete the peer review process. PRIMA
is accessible to all AICPA and CPA.com customers whose records are linked to a public
accounting firm in our records.
If your firm has undergone a peer review before with the same administering entity (AE) (typically
a state society), your firm is probably set up in PRIMA already.
Note: AICPA Members and AICPA.org or aicpastore.com customers will use their existing
username and password to access PRIMA. If you received a PRIMA notification to log in, there
is nothing else you need to do to get access. If you need to recover your password, please
follow the instructions below.
2
January 2018
•
If you were sent a username, please access the site with that username. If you do not
know your password to that account, please see Resetting Your AICPA.org/CPA.com
Password below.
•
If you were sent an AICPA customer number, please register using Creating an
AICPA.org/CPA.com account and be sure to use that customer number as mentioned in
step 3 of those instructions.
Accessing PRIMA
1. Go to
prima.aicpa.org
. If you are not logged in to AICPA.org or CPA.com, you will be
prompted to log in with your AICPA.org/CPA.com credentials.
2. If you do not already have an online account, you will choose “Register using your AICPA
member number” if you are an AICPA Member or customer number if you are a previous
customer (e.g., if you’ve registered for a conference or have purchased materials,
including CPE, from the AICPA) to setup a new account.
•
If your firm has undergone a peer review with the same administering entity, you
probably have a user account in PRIMA.
•
If you are unsure what email address is associated with your account, please
click
here
to enter in different email addresses that the system will check to see if are
associated with an account.
Resetting Your AICPA.org/CPA.com Password
To retrieve your password on the AICPA website:
1. Go to
https://login.aicpa.org/
2. Click Forgot Password on the sign-in screen
3. Enter the email address associated with your AICPA account
4. Click the Submit button
Your reset password will be emailed to you.
To change your password on the AICPA website, please Sign In to your account following the
steps below:
1. Go to
https://www.aicpa.org/
2. Click on My Account at the top of the page
3. Click on Change Password under Settings
If you need additional assistance, please contact Member Service at service@aicpa.org or
888.777.7077 M–F 9am–6 pm ET.
Updating Your Account Profile
Associating Yourself with a Public Accounting Firm
You will not be able to access PRIMA if you are not associated with a public accounting firm in
our records.
3
January 2018
To add a relationship to a public accounting firm online:
1.
Sign in
to AICPA.org
2. Click on My Account
3. Click on Employer Information
4. Click on Add Employer
5. Enter your employer name. (You may also enter city, state, and postal code information
to narrow your search).
6. Click on Search
If an organization matches your search:
1. Select the radio button next to the best match
2. Click on Choose this organization
3. Select your position from the drop-down
4. Select Public Accounting from the drop-down
5. Select your email address from the drop-down or click on Add to the right of the Email
drop-down
6. If you are adding an email address, enter the address and click on Save
7. Select your phone number form the drop-down or click on Add to the right of the Phone
drop-down
8. If you are adding a phone number, enter the phone number and click on Save
9. Click on Add Position
If no organization matches your search, do not click on None of These Match My Organization.
You will not be able to create a new public accounting firm online. Please see
Creating a Public
Accounting Firm
.
Updating Your Position
You will not be able to enroll your firm in peer review if there is not at least one customer record
associated with your firm that is identified as a partner/owner of your firm.
To update your position online:
1.
Sign in
to AICPA.org
2. Click on My Account
3. Click on Employer Information
4. Click on Edit
5. Select the appropriate position from the drop-down
6. Click on Save
Business Category
You will not be able to access PRIMA or enroll your firm in peer review if it is not correctly identified
as a public accounting firm in our records. If your existing firm record has an incorrect business
category (e.g., business and industry, consulting firm, etc.), please call 888.777.7077 to speak to
a member of our Member Services team to request your firm record be updated to public
accounting.
4
January 2018
To view the business category of your organization:
1.
Sign in
to AICPA.org
2. Click on My Account
3. Click on Employer Information
4. Click on Edit
The business category of your organization is below the field indicating your Position at that
organization.
Communications from PRIMA
Please add
prima@aicpa.org
to your contact list or safe sender list to ensure you receive peer
review related communications.
Email notifications will look like the sample below.
PRIMA Home Page
Your PRIMA home page includes:
Announcements
The Announcements section is at the top of the page and will include important information from
the AICPA such as PRIMA changes, upcoming training dates, prima maintenance schedule and
more.
Action Items
Actions requiring your entry or response, including your peer review information (PRI), scheduling,
corrective action, implementation plan and review cases. For reviewers, this will also display
review-related cases that require your entry or response.
Please note: This link will not appear if no action is required on your part.
5
January 2018
Letters and Important Information
Letters or important peer review communications sent to you and/or your firm.
Peer Review Knowledge Base
The AICPA Peer Review Program has developed a knowledge base for peer review users. The
Knowledge Base contains many helpful articles to assist you in PRIMA. There are two articles
titled “Instructions for Peer Reviewers Using PRIMA” and “Instructions for Firms Using PRIMA”
that walk each user through the peer review process, linking to articles with screenshots,
instructions and short training videos. These two articles can be accessed from the “Instructions”
box located at the top of your home page.
You can also search for them in the
Knowledge Base by typing “instructions” with
quotation marks in the search field and
pressing Enter on your keyboard. Scroll
through the results until you find instructions
for firms and reviewers. We will continue to
add and update articles to address frequently
asked questions or for any programming
changes.
To access the Knowledge Base:
1. Sign in to PRIMA at
prima.aicpa.org
.
2. Click the orange Help link in the upper right-hand corner.
Managing Partner and Peer Review Contacts
One or two individuals are associated with a firm in PRIMA, the Managing Partner and Peer
Review Contact. These individuals need to be partners at the firm as they make
acknowledgements on behalf of the firm. The Managing Partner and Peer Review Contact receive
email notifications and letters via PRIMA and perform actions on behalf of the firm. If you need to
change your position at your firm, refer to Updating Your Position above.
The Managing Partner can change the Managing Partner or the Peer Review Contact through
going to For Firms and then updating enrollment. Once an update is initiated, it will appear under
Action Items, until it is submitted. Only one case may be open at a time.
The Peer Review Contact can change these individuals when completing the Peer Review
Information (PRI) Request prior to the scheduling of the peer review.
6
January 2018
Please note: Users cannot currently update the Managing Partner or Peer Review Contact once
your Peer Review Information form (PRI case) has been submitted. If you need to change
Managing Partner or Peer Review Contact but are unable to make this change in PRIMA, please
email
prsupport@aicpa.org
and provide the name, email address and AICPA member/customer
number (if available).
Enrollment in AICPA Peer Review Program
Three types of firms have their peer reviews administered within PRIMA:
•
Firms with AICPA members enrolled in the AICPA Peer Review Program
•
Firms with no AICPA members enrolled in the AICPA Peer Review Program
•
Firms with no AICPA members enrolled in a state CPA society peer review program
The functionality for all three types of firms is the same within PRIMA. Firms with no AICPA
members may enroll in the AICPA Peer Review Program within PRIMA by clicking For Firms and
then selecting “Change Peer Review Program.”
Who do I contact for help?
The AICPA Peer Review Program provides PRIMA support. Contact us at 919.402.4502 or
prsupport@aicpa.org
. For assistance with your AICPA.org/CPA.com account, contact AICPA
Member Service at
service@aicpa.org
or 888.777.7077. Staff are available from 8am – 6pm ET.
Login error messages
Some users experience an issue and receive the following message when attempting to log in to
PRIMA:
“Unable to process the SAML WebSSO request: User does not exist in PRIMA. Please
contact system administrator.”
Unfortunately, Peer Review staff cannot resolve this issue by phone as this requires a fix by our
IT support team. When logging in, if you experience this error or any other issue, email
prsupport@aicpa.org
and provide your name, username (i.e., primary email address) and a
screenshot of the issue, if available. This will open a support case that Peer Review staff can
submit to our IT support team to address this issue.
Browser Compatibility
PRIMA supports Apple’s
Safari
, Google’s
Chrome
, Microsoft’s
Internet Explorer
11+ and
Mozilla’s
Firefox
web browsers.
PRIMA Frequently Asked Questions
PRIMA FAQs for Enrolled Firms and Peer Reviewers
Document Outline - Introduction
- Accessing PRIMA
- Resetting Your AICPA.org/CPA.com Password
- Updating Your Account Profile
- Associating Yourself with a Public Accounting Firm
- Updating Your Position
- Business Category
- Communications from PRIMA
- PRIMA Home Page
- Announcements
- Action Items
- Letters and Important Information
- Peer Review Knowledge Base
- Managing Partner and Peer Review Contacts
- Enrollment in AICPA Peer Review Program
- Who do I contact for help?
- Browser Compatibility
- PRIMA Frequently Asked Questions
Dostları ilə paylaş: |