Surgent CPA Review Guide for 2020

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When you need to prepare to pass the CPA exam on a short deadline, the Surgent CPA Review is an effective solution. Surgent offers complete customization and unparalleled efficiency, so you can focus your limited study time on areas that will help you the most.

Surgent has been a leader in CPA coaching since 2013, with high-caliber instructors and CPA exam experts. Along with AI software, predictive scoring, and detailed reports, Surgent CPA Review offers a high-tech, personalized approach -- one that yields great results. The company tracks student success and estimates that their students can prepare for the CPA exam in an average of 46 hours, which is 80% faster than other courses.

Read on to learn how the Surgent CPA Review course works, pros and cons, and whether it’s the right program to get you exam ready.


Surgent CPA Review: The Pros and Cons

Surgent CPA Review ratings are published on their website. In 283 published reviews, most customers have enjoyed the platform enough to leave a 5-star rating.

Customer feedback indicates a good user experience, great customer service, and engaged coaches. Users generally find the platform easy-to-use and effective for passing the CPA exam.


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Here’s a deeper look at the pros and cons of the Surgent CPA Review:


ASAP adaptive learning

Surgent’s ASAP technology is award-winning. This adaptive learning technology begins with a series of multiple-choice questions. The algorithm then assesses user knowledge and creates a customized study plan based on the answers. Through the study process, this program can intuitively recommend content that addresses weak areas. This increases efficiency in mastering essential concepts.


Unlimited Access

Access to the Surgent CPA Review materials is unlimited. This means that you are allowed to return to the material for any length of time, unlike other CPA exam prep courses. There is no expiration. The course materials will be automatically updated to reflect the latest in the AICPA exam blueprint. All users have access to the most current information.


Financing Options

Financing is available for the Surgent CPA Review program through Affirm. This can provide loans with varying rates for three, six, or 12 month terms. There are no fees and it only requires a soft credit check to qualify. Many users appreciate this option to make the cost of the program manageable for their budget.


Free trial is only five days

You can sign up to preview the Surgent CPA Review for free. However, this free trial is only for five days. For some people, this isn’t enough time to review the course materials and become familiar enough with the platform to make a decision to buy. The free trial does allow you to interact with most aspects of the program, so it is possible to get a realistic idea of the user experience and materials.


No Offline Course

he Surgent CPA Review doesn’t have offline access. This means that if you aren’t on wi-fi, you won’t be able to stream the content. This can be a barrier for people who want to take advantage of the adaptive study process on-the-go. The course materials are primarily digital, with some limited print options available.


No Audio Lectures

The Surgent CPA Review has over 350 video lectures, which are broken up into 10-20 minute segments. However, there are no audio-only lectures except with the UltimatePass package. It is also important to remember that you have to be online to access the video content. There are accompanying PDFs for the lecture slides. For people who prefer audio files and audio delivery for exam prep, this may be a con.


Surgent CPA Review price comparison


The Surgent CPA Review has three options for purchase. These include varying amounts of digital and print materials, as well as access to coaching and additional certifications. The Premier Pass is the best value.

Here is what you will get with each of the three plans:


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Essentials Pass

$1599

Could be $149/mo with financing
  • Access until you pass
  • Free updates
  • Mobile integration
  • Over 7,700 multiple-choice questions
  • More than 400 task-based simulations
  • Over 350 video lectures
  • Ebooks for all four sections of the exam
  • Customized study plans
  • ReadySCORE in real-time
  • Lecture notes
  • Flashcard app (for IOS)
  • Printed textbooks for all four sections of the exam (valued at $500)
  • Flashcards for all four sections of the exam (valued at $150)
  • Three 30-minute coaching sessions
  • ExcelⓇ certification (valued at $149)
  • Integrated test bank
  • Customer support
  • Audio course
Get Started!

Premier Pass

$2399

Could be $223/mo with financing
  • Access until you pass
  • Free updates
  • Mobile integration
  • Over 7,700 multiple-choice questions
  • More than 400 task-based simulations
  • Over 350 video lectures
  • Ebooks for all four sections of the exam
  • Customized study plans
  • ReadySCORE in real-time
  • Lecture notes
  • Flashcard app (for IOS)
  • Printed textbooks for all four sections of the exam (valued at $500)
  • Flashcards for all four sections of the exam (valued at $150)
  • Three 30-minute coaching sessions
  • ExcelⓇ certification (valued at $149)
  • Integrated test bank
  • Customer support
  • Audio course
Get Started!

Ultimate Pass

$2999

Could be $279/mo with financing
  • Access until you pass
  • Free updates
  • Mobile integration
  • Over 7,700 multiple-choice questions
  • More than 400 task-based simulations
  • Over 350 video lectures
  • Ebooks for all four sections of the exam
  • Customized study plans
  • ReadySCORE in real-time
  • Lecture notes
  • Flashcard app (for IOS)
  • Printed textbooks for all four sections of the exam (valued at $500)
  • Flashcards for all four sections of the exam (valued at $150)
  • Three 30-minute coaching sessions)
  • ExcelⓇ certification (valued at $149)
  • Integrated test bank
  • Customer support
  • Audio course
Get Started!

Surgent CPA course format


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  • $2,999 (less with our discount!)

    The most comprehensive package you can purchase from Surgent is the Ultimate Pass. This includes every feature of the CPA exam study materials as well as numerous bonuses, like an ExcelⓇ certificate course and audio course.

    Even the highest level of the Surgent CPA Review is more affordable than some of its competitors. You can save even more when you purchase the course through this link.

  • 350+ video lessons

    The Surgent CPA Review has over 350 video lessons. These are conducted by some of the biggest names in the industry.Expert instruction is delivered in 10-20 minute segments, for highly memorable content exposure.

    Video lessons are part of a study session. Each one is accompanied by practice questions and other study materials. You can download video lecture slides and study notes for further review.

  • Integrated test bank with 8,250+ practice questions

    One of the most valuable parts of the Surgent CPA Review is the test bank. Taking practice questions that most accurately reflect possible questions on the CPA exam is essential to success.

    The CPA exam is comprised of four sections, each of which require a score of at least 75 to pass. The Surgent study materials will ensure that you learn the right information in each area to achieve a passing score.

    As you practice with multiple choice questions, your answers trigger recommended study materials. This includes reference materials that lead to content mastery. A new innovation that Surgent CPA Review has added is an algorithmic face to multiple choice questions called “MyMCQ.” This allows the course to learn each student, only serving them content they need to focus on. The system also automatically adjusts the level of difficulty, only progressing a student on to more challenging topics when they’re ready. Surgent has seen a 17% increase in the speed of exam readiness with the introduction of this program.

  • 375 task-based simulations

    Task-based simulations are a vital part of studying — simulations will be present on each part of the CPA exam. The Surgent study tools include plenty of example simulations to practice solving. This ensures that users are both familiar with how these exercises work and how best to solve them.

    Surgent’s program will give you a framework for practicing task-based simulations that include:

    • Work tabs
    • Info tabs
    • Directions tab
    • Calculator
    • Literature

    You will be scored in practice the same way you will be scored on the exam. This is the best way to learn how to perform well on the exam itself.

  • Additional audio content

    For the most comprehensive package — the Ultimate Pass — the Surgent CPA Review will have audio content. While this isn’t included in the other packages, it can be a helpful addition to exam preparation.

    The audio files include audio lectures that cover all four sections of the exam. These have been created by similar experts who you will view in the video content.

  • Customized study notes

    Surgent’s CPA review program features a customized learning plan. Each study session presents exam questions and study materials that support individual progress.

    Essentially, you don’t have to learn how to study with Surgent CPA — the course is created for you, and tells you exactly what to do.

    Personalization is further supported by customized study notes, which directly reflect the content you have just learned. Users can review these notes to memorize important points and shore up in weak areas.

  • Printed flashcards and textbooks for offline study

    In addition to digital materials, the Surgent CPA Review provides some print materials. The Premiere and Ultimate Pass packages come with textbooks, which can also be purchased separately. Each textbook is updated quarterly and available at any time. The books cover each of the four sections of the CPA exam and include multiple-choice questions, task-based simulations, and category descriptions.

    Printed flashcards are also available, either as part of the largest package or for purchase. When you order printed flashcards, you will receive at least 250 cards for each of the four sections of the exam.

    You can also download digital flashcards through the free app, which cover 2,200 concepts and terms to study.

  • A.S.A.P.™ technology targets your weaker areas

    Surgent features A.S.A.P. technology™, which uses AI to deliver customized exam prep. This is how Surgent can outpace its competition in terms of efficiency.

    Other programs are adaptive in that they discern a user’s needs and deliver content accordingly, but all of the material is still required. A.S.A.P. is proprietary software that selects and eliminates the concepts each user needs and only delivers essential materials.

    Each student is assessed at the outset. This 350-question assessment provides a hyper-personalized study plan for that user. Questions are weighted in a way that reflects the actual CPA exam, empowering students to gain knowledge that most closely aligns with the test.

    This process enables users to only spend time studying the knowledge they need to pass the exam.

  • One-on-one sessions with a CPA exam success coach

    CPA exam success coaches provide one-on-one coaching, included with two of the three Surgent CPA Review packages.

    This feature will provide an opportunity for users to ask specific questions and receive personalized recommendations. Customer feedback indicates that students find great value from this resource.

  • Unlimited access until you pass

    The Surgent CPA Review packages don’t expire and you don’t lose access to them. Some competitors only ensure renewed materials for a certain period of time, like 18 months. Unlimited access with Surgent means that the materials that are updated to reflect the latest CPA exam will always be available to you.

    Surgent offers a pass guarantee in which they offer a tuition refund if a student who meets the requirements still fails a section of the exam. They base this promise on their ReadySCORE feature, which relies on adaptive technology to provide a CPA score display, indicating whether a user is ready for the test.

    You can look at the exam matrix CPA by Surgent to understand more about this measurement tool.

  • ReadySCORE

    Surgent’s ReadySCORE metric collects a student’s performance data throughout the course and calculates test readiness. Its tracking is so thorough that the comparison between estimated and actual exam scores was 99% accurate. ReadySCORE gives students definitive insight into whether or not they are ready to sit for the CPA exam.

Affiliate Note: our partners compensate us for the advice we offer. It is objective and entirely free to you. We feature every test prep and our partnership absolutely does not influence our review. We are committed to accuracy 100 percent of the time. You can use our reviews to make online purchases with confidence.

Surgent discounts


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You can find deals and discount codes on this page of the Surgent website. Deals may apply to specific packages and include things like a dollar amount off or a discount on individual sections of the course. 

On that same page, Surgent has a phone number and email address for students and associates, who may receive special pricing. There is also a 25% discount available for government employees, military personnel, and veterans.

Is Surgent CPA Review good?


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As of 2020, students of the Surgent CPA Review have an average pass rate of 88%. Compared to a 51% pass rate for everyone who takes the CPA exam, Surgent’s students do quite well.

This is a remarkable factor that indicates the success of their A.S.A.P. technology and ReadySCORE assessment.

The Surgent CPA Review could be the tool you need to pass the CPA exam if you:

  • Need an accelerated course of study
  • Can commit to an intensive season of preparation
  • Can afford the cost (or qualify for financing)

The Surgent CPA Review has an excellent reputation and helps many people score well on the CPA exam.

Who is this course best for?


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One claim to fame of the Surgent CPA Review is that it’s the fastest CPA exam study program. Surgent’s adaptive curriculum offers more customized study options than its competitors.

This may be the right option for candidates who need a quick, intensive time of deep study. Busy professionals and students with limited time can benefit from this course of study -- especially those who want to write the exam on a short timeline.

Frequently Asked Questions


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If you are considering the Surgent CPA Review, here are a few answers to questions you may have. Note, you can find additional answers to FAQs on the Surgent website.