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.
THE LIST BELOW REPRESENTS A FRACTION OF THE SPONSORS PARTICIPATING IN SCALING NEW HEIGHTS 2020.
Check back regularly as we continue to expand the list of solutions and services featured at Scaling New Heights!
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 www.patriotsoftware.com/advisor
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.
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.
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.
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.
business. A Gartner FrontRunner and the top-rated Construction solution on the Intuit Apps.com 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!
“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.
onpay.com
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
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
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
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.
automates complex, back-office financial operations for small and midsize businesses. Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments. The Bill.com 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. Bill.com has offices in Palo Alto, California and Houston, Texas. To learn more visit www.bill.com
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
drive better decision making through budgeting, forecasting, & performance review. Build intelligent, dynamic, financial forecasts.
integrates with QuickBooks® to shine the light on critical financial decisions in your small business – even in the stormiest of times.
The Profit Beacon
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
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!
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 Apps.com 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.
them access to big-company benefits, automated payroll, HR tools, and compliance support — all in one place.
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
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