Scaling New Heights 2020 will feature over 100 exhibitors, allowing you to explore a wide range of cutting-edge technology innovations designed for the small to medium-sized business space.


Check back regularly as we continue to expand the list of solutions and services featured at Scaling New Heights!




Patriot Software provides fast, easy to use, and affordable accounting and payroll software for American ...

business owners and their accountants.  Accountants, CPAs, or Bookkeepers who join Patriot’s Partner program will receive benefits like, consolidated billing, free co-branding, umbrella logins, special pricing, and more.  There are no fees to join Patriot’s Partner program. To learn more about Patriot Software, please visit




Right Networks gets your current accounting-based desktop and legacy applications into the cloud, so it’s easier—and more secure …

to share sensitive documents and data with your clients. This new flexibility allows you to cost-effectively grow your business and even reach new geographies. We know your reputation is on the line, so go with a solution that is backed by Intuit.


Our dynamic platform helps partners seamlessly deliver cloud services. Quote, order, bill, and provision all of your

cloud products in one place, with a single monthly invoice. And, with built-in data analytics and business intelligence, the Pax8 Platform provides the insights you need to optimize your margins and sell more.





You do more than accounting. We do more than payroll. Companies of all types and sizes around the world rely on …

ADP®’s cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce.

ADP® offers accounting professionals’ data insights and flexible partnership options to help increase revenue for your firm, along with anytime access to authorized client data, a seamless general ledger interface and complimentary practice tools with our award-winning cloud solution Accountant ConnectSM




BQE Software, the maker of BQE CORE®, is trusted by more than …

400,000 professionals worldwide. BQE CORE is the fully-integrated, cloud-based solution that has been listed as leader in Project Accounting, Business Management, Time and Expense Tracking and Client Billing. For CPAs and Accountants, Attorneys and Law firms, Architects, Engineers, and Management Consultants, BQE CORE completely automates the business processes and seamlessly integrates all of your client and project-related information on a single platform. Backed by award-winning specialists and featuring integrations with QuickBooks Online, MYOB AccountRight, and Xero, BQE CORE is the complete solution for professional service firms looking to get ahead with the latest technology.


Getting paid when you want to isn’t just a perk. It’s life-changing. With Everee’s full ...

service payroll platform, you’ll improve employee retention and attract new talent while cutting out all the time-consuming work that comes with a two-week pay period. To learn more visit   

Knowify is a provider of industry-leading SaaS tools for running a construction …

business. A Gartner FrontRunner and the top-rated Construction solution on the Intuit store, Knowify aims to transform an industry still stuck in the paper and spreadsheet world. Our intuitive, highly automated tools encompass all aspects of administering a construction business, from bidding to change order management, invoicing, timekeeping, scheduling and more. Knowify offers a Certified Advisor Program to help accountants enhance their knowledge of the construction industry best practices and expand their tech advisory services. Come join us in the #productivityrevolution!


Payroll and HR from OnPay let you play a bigger role with clients. Rated …

“Excellent” by PC Magazine, we handle payroll and taxes for any client, let you set permissions, and help out with benefits. You can even sync with QuickBooks Online or Desktop and use custom account mapping to organize things your way.


Divvy is a free platform that consolidates the financial tech stack bringing about ...

real-time spend visibility and control for firms and their clients.  To learn more visit

Fishbowl is the #1 manufacturing and inventory management software for

QuickBooks. To learn more, visit

Sharpe Concepts provides products and services to make small to medium sized inventory based ...

businesses work smarter. Our LilyPad Applications brand is a leader in Developing, Implementing, and Supporting Enhancement Applications for users of QuickBooks and Fishbowl Inventory Software. To learn more visit

Shogo is a business automation service that automatically posts your

Point of Sale or eCom sales data directly to your accounting system every day. Simply put: Shogo takes care of your daily sales accounting so you don’t need to.

To learn more visit

eFileCabinet’s flagship product is Rubex, a cloud document management system that …

combines advanced OCR and automation tools for digital filing and secure file sharing. Rubex not only helps businesses go paperless, but it eliminates a variety of redundant tasks and administrative functions such as manual data entry. Using templates for standard forms, new documents uploaded to Rubex are automatically named and filed in the correct folder based on the content in the document. The system can even create new folder structures as new types of documents are uploaded. Workflow tools allow you to further automate your document management processes. Rubex also provides secure file-sharing that allows you to easily send encrypted documents to anyone. A request feature also allows you to send document requests to anyone and allows them to upload them through an encrypted channel. Learn more at


All organizations are under pressure to conserve cash, reduce costs and increase

productivity. Combine iCompleat’s platform with your QuickBooks Online application to enable online buying, purchasing and accounts payable automation to save both time and money. Save even more when you buy on iCompleat from leading suppliers such as Amazon Business. We are shaping the future of online buying. To learn more visit

Liscio provides firms of all sizes with a drop-dead easy, secure mobile-first …

platform for clients to communicate and exchange sensitive data with your firm. Your staff will love it too! Clients send documents on time (no chasing), texts go to an actionable inbox (not personal phones), track tasks by client, eSignatures are one click, and everything is in one place, with unlimited storage and clients. Fully integrated with Outlook, OneDrive, and Zoom, plus anything your firm can print can be securely shared to Liscio. Schedule a free demo at


Summit Hosting is one of the largest providers of cloud based QuickBooks hosting and ...

Sage hosting in the U.S. and Canada. We host mission-critical applications and software on secure dedicated servers that you can access remotely on your internet-connected device from anywhere at a low cost. Overall, our services are designed to make your life easier, save you time and minimize your IT and hardware costs. To learn more visit



Analytix Solutions combines robust accounting expertise with innovative technologies to …

deliver integrated solutions customized for your practice.  As a single source financial solutions provider, Analytix partners with firms to offer clients a range of bookkeeping and accounting services. Depending on your practice’s needs, we can function as bookkeepers, accountants, controllers, business advisors, and part-time CFOs. We also have a team of experts who can perform accounting systems’ integrations.  Our accounting solutions are scalable during peak periods, including tax deadlines, providing flexibility in bandwidth. Leveraging our services allows you to refocus on the more strategic aspects of your business or expand service offerings without adding overhead.  Our professionals can work directly with your clients, or we can deliver private label services so that the relationship is completely managed by your firm. For more information on Analytix Solutions, visit us at


Avalara helps businesses of all sizes achieve compliance with transactional …

taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use.


Now part of Wolters Kluwer Tax & Accounting, XCM® solutions offer a complete ...

productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices. The XCM cloud-based platform provides firms with a real-time, 360° view of all your work, tracks your deliverables, reduces bottlenecks, and assigns resources based on role, skill set, and availability to increase overall productivity. This open platform system works horizontally across tax, accounting, finance, audit, and operations applications. XCM solutions manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. These device- and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though they integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people.

Visit Website:

Customized solutions for all of your Human Resource and Payroll needs. Our unique approach

addresses the complete employment life cycle by delivering cost effective products and services. We help you minimize the risk and exposure associated with managing your labor force so you can focus on running your business. To learn more visit


spnsr_billcom is a leading provider of cloud-based software that simplifies, digitizes, and ...

automates complex, back-office financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has offices in Palo Alto, California and Houston, Texas. To learn more visit

spnsr_efileformstax is a leading IRS-authorized transmitter, offering you ...

the best value in online 1099 and W-2 e-filing services.  As an industry leader and pioneer, we’ve made online processing of 1099s and W-2s more convenient and economical than paper forms and installed software.  We offer comprehensive processing of tax information forms, including printing, mailing, and optional electronic delivery to your recipients, and electronic filing with the IRS and SSA.  Features include tiered pricing, Excel, QuickBooks, Xero and other API integration tools for uploading data, and state-of-the-art security. Our customers choose us because our service is quick, easy, cost-effective, reliable, and secure. Learn more at


MAUS continues to offer market-leading software to help advisors and

consultants better leverage technology and streamline their practice. Whether you are an accountant looking to offer advisor services or an ex-professional looking to start a consulting practice. The best software is MAUS.

Visit MAUS

PlanGuru helps thousands of businesses, nonprofits, and their advisors ...

drive better decision making through budgeting, forecasting, & performance review. Build intelligent, dynamic, financial forecasts.


Cash flow forecasting with Quickbooks. Our financial forecasting software

integrates with QuickBooks® to shine the light on critical financial decisions in your small business – even in the stormiest of times.

The Profit Beacon


Botkeeper – Better than humans, better than machines. Automated bookkeeping with …

a human touch. Botkeeper provides bookkeeping to businesses through automation of common bookkeeping workflows in order to save time and cut bookkeeping costs in half. Using a powerful combination of skilled accountants and automated data entry through the use of machine learning and AI, Botkeeper’s platform connects with a client’s bank accounts, credit cards, HR system, POS, and other systems, making the appropriate entries and adjustments to their QuickBooks Online accounts via 24/7 Bots. Clients receive ongoing support as well as incredible insight into their financials with easy-to-use, attractive dashboards and unlimited, customizable reporting. Real-time financial data then helps inform good business decisions. Accounting professionals/firms can offload the bookkeeping tasks (data entry, reconciliations, classifications) to Botkeeper, through their Partner Program, allowing them to focus on higher level client advisory services. Find out more at

GruntWorx logo - Grunt is green and worx is black. Tagline reads Tax Automation and Organization

GruntWorx tax automation and organization technology eliminates the tedium of ...

manually converting paper documents to digital files by automating data entry and source file organization with most tax software. GruntWorx is also backed by free, best-in-class customer support, providing fast, friendly, accurate answers to customer questions. The bottom line: using GruntWorx improves efficiency, productivity, and – most importantly – profitability for any tax preparation firm.

Learn more at


Orchard Connect is the easiest payments/accounting integration platform in

the market. Orchard takes information from payment systems like Stripe and Square and automatically integrates the data with QuickBooks Online the way your Accountant would do it!

To learn more visit



Plate IQ is a software that helps restaurants, and other businesses, process and

pay invoices, automating their AP process seamlessly.

Visit to learn more!

Receipt Bank is a strategic partner of QuickBooks Online and …

QuickBooks ProAdvisors. Receipt Bank is an award-winning productivity tool that helps bookkeepers do more with less. You’ll take control of ALL of your client’s source documents and eliminate the pain of data entry from your bookkeeping. Rated 5-stars on you’ll be able to manage all of your clients in one location. The key data will be extracted from your clients receipts, bills and credit notes and synced with QuickBooks Online. Thousands of accounting firms around the world use Receipt Bank to deliver a seamless and effortless bookkeeping experience to their clients. Stop by the Receipt Bank booth and find out more about effortless bookkeeping and awesome automation.


Inventory software experts. We help pro-advisors' clients find the right

inventory software. We help them set it up and show them how to successfully use it. Our specialty is in Fishbowl Inventory, Locate Inventory, Cin7, MISys Manufacturing and QuickBooks Advanced Inventory. Want to be an inventory software expert yourself? Let's talk.

Brandow Consulting

Justworks helps entrepreneurs and businesses grow with confidence by giving …

them access to big-company benefits, automated payroll, HR tools, and compliance support — all in one place.


Otto Trading LLC was first established in 1992. Our two decades of

experience in business has made us an expert in understanding our customer’s specific needs and providing tailor-made solutions. We are one of the most credible suppliers of Raw material, minerals and bulk cargo in the region.

We have partnerships in Chicago, Los Angeles, New York, Miami and major ports on the west – and east coast of the USA.
Headquartered in Miami Florida, Otto Trading has a global reach and deals with some of the most advanced markets in the world. We trade across the world including Europe, Middle East, Australia, China, India, Brazil and USA.

We will make sure your goods get from anywhere to everywhere!

Otto Trading


Point7seconds provides OneNote training for individuals, Pro Advisors, and ...

corporations looking to convert their personal and business information into instantly retrievable and transferable knowledge using the power of Microsoft 365, specifically OneNote.  Point7seconds was formerly known as

Pay and Reconcile Invoices Directly From Your Accounting Software…

Without Logging Into Your Bank.  Learn more at

SmartBiz Loans ( is the #1 online facilitator of SBA 7(a) and

term loans under $350,000 helping banks on our platform process more than $4 billion in PPP, SBA 7(a) and bank term loans.  To learn more visit



TaxProMarketer is the leading marketing agency for independent CPA's and

tax pros since '07. For a custom blueprint for YOUR firm visit



CPA Site Solutions is the largest provider of websites and online marketing solutions to

community-based financial professionals. In addition to innovative custom websites designed to attract and engage new clients, CPA Site Solutions offers online marketing, secure portals, virtual office tools, and more, to help bookkeepers, accountants, CPAs, and financial advisors retain clients and grow their firms.

Visit CPA Site Solutions

For SMBs who want to grow and get paid, Tally Street provides smart software to

keep customers and convert sales into cash by analyzing accounting data. To learn more visit