Scaling New Heights 2021 will feature nearly 100 exhibitors, allowing you to explore a wide range of cutting-edge technology innovations designed for the small to medium-sized business space.


Interested in sponsoring Scaling New Heights?

Elite partner

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.

Learn more at:


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.

Learn more at:

Premium SPONSORs

BQE CORE Accountant is a robust, all-in-one cloud-based platform that simplifies time & expense tracking, ...

billing, accounting and project management.

Learn more at:

Canopy is a full-suite practice management software for accounting firms offering client ...

management, document management, workflow, and time and billing solutions in one secure, cloud-based platform. With Canopy, you can streamline your firm by keeping your team organized, increasing your ROI, and creating a connected client experience.

Learn more at:

Rated 'Excellent' by PC Magazine, OnPay makes it simple for accountants and bookkeepers to ...

help clients with payroll, HR, and benefits. OnPay offers best-in-class GL integrations including custom item mapping, plus fast, accurate payroll for clients of all sizes and industries.

Learn more at:

Diamond SPONSORs

At ADP®, we’re designing better ways to work that enable people to reach their full ...

potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people. Learn more at

Learn more at:

Melio's mission is to use B2B keep small business in business. Melio is easy to payments and ...

receivables that your clients will love. Melio offers Accountants and Bookkeepers an Accountants Dashboard to easily manage all their clients, a dedicated Accountants Support Team, a soon to be launched certified Accountants Program, and two-way sync with QuickBooks Online. Because sending money via ACH or paper checks in Melio is always free, clients can finally ditch their paper checks and clunky bank website!

Learn more at:

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.

Learn more at:


AccountingSuite™ includes all the features for your business needs. Start out with the ...

features you need, and know that the full suite is available with no add-ons or upgrades needed. AccountingSuite™ offers exceptional online accounting software that includes robust inventory management controls. See how AccountingSuite™ can help you stay in control of your business and start a free trial today.

Learn more at:

Docyt is a super app that applies AI across the entire accounting tech stack. Docyt ...

digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks, and generates real-time financial statements. Docyt elevates accounting professionals and moves commerce forward. We can't wait to meet you at Scaling New Heights!

Learn more at:

The #1 Manufacturing and Warehouse Inventory Management Software For QuickBooks, ...

Xero and more...

Learn more at:

Liscio - Client Experience 2.0 App for Accountants. Stop chasing clients for documents and ...

give them an easy, secure, mobile file sharing app they’ll love.

Learn more at:

SmartVault offers secure, cloud-based document management and client portals specifically built ...

for the unique security, compliance, and workflow needs of accounting professionals.

Learn more at:

Summit Hosting provides cloud hosting for mission-critical applications and software on ...

secure dedicated servers that can be accessed remotely anywhere and at a low cost.

Learn more at:

At Zoho, we create user-friendly software to solve business solutions for both CPAs and ...

end-user clients. Come explore our 45+ suite of applications.

Learn more at:

Silver Plus SPONSORS

Avalara, Inc. (NYSE: AVLR) is a leading provider of cloud-based tax ...

compliance automation solutions.

Learn more at:

Combine real-time, accurate data with top-rated practice productivity tools. ...

About Dext

The essential accounting platform.

At Dext, we make accountants and bookkeepers more productive through better data and insights.

We’ve recently changed the name of our two core products to more accurately describe what they do for your practice and its clients.

Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.

Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s an award-winning data assurance platform, designed with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be coming to North America in late Summer 2021.

As your practice grows, workflows become more complex. Empower your team with insights into your clients’ finances and workflow with Dext today!

Learn more at:

MISys Manufacturing software adds critical functionality to ...

QuickBooks Online and Desktop.

We give small to medium sized manufacturing companies visibility to their inventory and production needs and deliver enterprise-level software at a small-business price.

Learn more at:

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

pay invoices, automating their AP process seamlessly. 

Learn more at:

We are the IT Department for CPA Firms. The right tools, seamlessly integrated and ...

continuously supported, to help your CPA firm grow.

Learn more at:

Silver SPONSORS® is one of the best-known online brands for providing small businesses ...

with laser and manual business checks, deposit tickets, and other business banking supply needs. Compare® prices to Intuit© & Deluxe© Save Your Clients Over 40% on Quickbooks© Compatible Laser Checks & Deposit Tickets While you earn 15% Commission.

Learn more at:

gotomyerp is an international leader in fully managed cloud hosting for QuickBooks, Sage, ...

SAP, Microsoft GP, and all related 3rd party integrations. Dedicated private networks and processing power, nothing is ever shared. Highly secure with quality support, everything just works.

Learn more at:

ProfitCents helps thousands of accounting firms and business consultants acquire and ...

retain clients through differentiated, high-value services. Build or strengthen and advisory practice, leverage robust benchmarking data and streamline the audit process.

Learn more at:

Share QuickBooks, MS Access, Word, Excel and PowerPoint files. Edit working files ...

and sync to all shared users automatically. Qbox locks the file for you to protect your changes.

Learn more at:

Qvinci is a cloud-based solution that empowers accountants to provide clients with ...

near real-time, actionable financial insights everyone understands.

Learn more at:

Inventory, Order Management, & Manufacturing for ...

QuickBooks Online.

Learn more at:

Swizznet hosting puts your QuickBooks and Sage Software, along with all your ...

business applications, in the cloud for ultimate ease of access, security, flexibility, and business growth. Keep all the desktop software benefits you know and love while gaining all the advantages cloud computing has to offer.

Learn more at:

We provide transformational software and technology solutions to over ...

5,000 SMB, mid-market and small enterprise companies across the U.S.

Learn more at:

TaxProMarketer is the leading marketing agency for independent CPA's and tax pros since ...

'07. For a custom blueprint for YOUR firm.

Learn more at:

Whether you use QuickBooks Pro, Premier, or QuickBooks Enterprise Solutions, we have you ...

covered. If you use Quickbase we can develop a custom application/solution for you, or take one you’ve built and make it better. And if you use QuickBooks AND Quickbase, we can you get them talking together!

Learn more at: is the AI (Artificial Intelligence) Platform for Accounting Productivity.’s ...

machine learning technology has been trained on over 200 million live accounting documents and transactions. Already surpassing human-level accuracy for many tasks with its Autopilot functionality, helps accountants, bookkeepers, CFOs, controllers, and accounts payable (AP) teams perform truly autonomous accounting and become more efficient and reduce errors on routine accounting tasks.

Learn more at:

Innovation Alley Sponsors

FinJinni is the only reporting tool you’ll ever need. Whether you’re looking to automate, analyze or ...

do advanced reporting, FinJinni does it all. You can create complex reports and workbooks (think month end close) which can be refreshed in seconds with the push of a button. With advanced filters and drill down capability it has incredibly robust reporting. Highly flexible, it allows you to view your reports as tables, pivot tables or a formatted statement.
Advanced reporting includes multi-currency, inventory, job costing, and non-standard fiscal year. You can create budgets in Excel and compare to QuickBooks for budgets vs actuals. It can even import data back to QuickBooks.
If creating your own reports is too complex or time consuming, we can build one for you. Our custom reporting service will create a custom report built to your specifications and the first one is free.

Learn more at:

Path by Simplex gives you a 360° view of your business. Translate your data, ...

collaborate with your team, and innovate your workspace.

Learn more at: trains bookkeepers and business owners to use QuickBooks Online with ...

on-demand video courses, live webinars, and a mentorship program.

Learn more at:

simPRO is a powerful job management software solution that helps ...

trade contractors streamline operations and increase profits. Add value to your services and become a trusted field service industry advisor.

Learn more at: provides time tracking (and expense tracking and HR) services to ...

both accounting professionals and their clients. Accounting professionals interested in free service or a partner account should visit

Learn more at:

Media Sponsors

Insightful Accountant is the online news and information website written by ProAdvisors, for ...

ProAdvisors. We produce fresh content daily, an e-newsletter 3 days per week and web seminars up to twice a month. Subscribe for FREE today.

Learn more at: