SCALING NEW HEIGHTS 2021 sponsors

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?

Feature partner

With Expensify's preaccounting platform, you can reimburse expenses, generate invoices, pay bills, and provide employees with ...

free Expensify cards. And accountants can get certified with our ExpensifyApproved! Partner program to unlock exclusive benefits for your clients.

Learn more at: https://www.expensify.com/

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: https://www.pax8.com/

partner

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: https://www.patriotsoftware.com/about/partner/advisor/

Premium SPONSORs

Canopy provides cloud-based practice management software to thousands of accounting ...

professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. Canopy is an all-in-one platform that includes client management, document management, workflow, tax resolution, and time and billing solutions. Pick one, two, or all the modules to customize Canopy to fit your practice.

Canopy is constantly improving its product, and its transcripts tool was recently named the Tax and Accounting Technology Innovation Award winner for 2021 by CPA Practice Advisor. Additionally, G2 has ranked Canopy as #1 in Accounting Practice Management Software for overall results, usability, relationship index, and overall implementation index. Canopy is also Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure.

Learn more at: https://www.getcanopy.com/

OnPay makes it simple for accountants and bookkeepers to help clients with payroll, HR, and ...

benefits. OnPay offers best-in-class QuickBooks & Xero integrations including custom item mapping, plus fast, accurate payroll for clients of all sizes and industries.

Learn more at: https://onpay.com/accountants

Practice Ignition helps thousands of accounting firms better engage with their clients all ...

the while running a more efficient business. With Practice Ignition, you’ll save hours of administrative work by automating your client engagement process, preventing scope creep with suggested service and pricing templates, and eliminating receivables with automated payments.

Learn more at: https://www.practiceignition.com/us

Practice Protect is the world’s #1 data security platform for accounting firms. Gain complete control over the access of ...

client data and passwords within your business with enterprise level automation, application security, and human-powered support.

You don’t need a password manager. You need a data security platform that’s built for the future of accounting. From compliance to advisory, single sign on and one click offboarding, Practice Protect is trusted by more accountants worldwide than any other password and data management tool.

Expand, hire, work from home and guard against threats with more trust and less risk. That’s the power of Practice Protect in your business.

Learn more at: https://practiceprotect.com/

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.

We partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform.

Learn more at: https://adp.com/accountant

Accounting automation just got smarter. We build integrations for commerce platforms and ...

payments to QBO.

Learn more at: https://www.bookkeep.com/

Gusto is the People Advisory platform that enables 12,000+ accountants to advise ...

200,000+ small businesses nationwide to pay, insure, and offer modern wellness benefits to their hardworking teams.

Learn more at: https://gusto.com/

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: https://www.meliopayments.com

We're the #1 CRM for businesses on QuickBooks. Chat with us to learn how to extend the ...

power of QuickBooks and grow your profile with your customers!

Learn more at: https://grow.method.me/snh2021/

Right Networks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and ...

collaboration, productivity tools and world-class guidance and support to make businesses more productive and more profitable.

Learn more at: https://www.rightnetworks.com/

Gold SPONSORS

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.

Learn more at: https://accountingsuite.com/

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

compliance automation solutions. Avalara integrates with QuickBooks to provide accurate sales & use tax calculations and tax filing. Learn how to automate your sales tax compliance.

Learn more at: https://avlr.co/2RbkwlK

AvidXchange is the industry leader in automating invoice and payment processes for ...

mid-market businesses. Founded in 2000, AvidXchange processes over $140 billion transactions annually across its network of more than 680,000 suppliers, transforming the way 6,000 customers in North America pay their bills. AvidXchange is distinguished as a fintech unicorn, with 1,500 employees supporting customers across seven office locations.

Learn more at: https://www.avidxchange.com/

A radically simple solution to payments and invoicing. With Chargezoom, you can schedule ...

invoices to send with a “pay now” link included and automatically reconcile payment when it is received. No manual entry and fully GAAP compliant. Custom email and payment pages reduce friction in payment, helping your customers pay faster while removing burdens associated with accounts receivable tasks.

Our user-friendly software takes less than 3 minutes to set up with no downloads or installation. Use it free forever, or upgrade when you’re ready with pricing starting at only $20/month. We are proud to be impartial to payment processors, so you can use the processor you already have including some of the most popular like Stripe, PayPal, Square, and Authorize.net.

We take security seriously and are fully PCI compliant. In addition to being Intuit Certified for QuickBooks we can connect to FreshBooks and Xero (with more accounting packages on the way). Try it free today with NO commitment or long term contracts.

Learn more at: https://chargezoom.com/

Selling on Amazon, Shopify, Ebay or Walmart? ConnectBooks is the only ...

100% accurate way to sync all data to Quickbooks, and understand bottom line revenue for each item. It automates your accounting, tracks your inventory and calculates profits for you.

In one click, the app pulls your cost of goods from Quickbooks and all reports from your marketplaces, and:

Syncs ALL your data —sales, inventory, fees, settlements, returns— to Quickbooks
Tracks & updates inventory in each warehouse in realtime
Shows you net profits & sales per item, category, seller or more — in one view

With a 5-star rating on Intuit and Amazon, more than 500 marketplace sellers use ConnectBooks to save at least 20 hours each month on accounting, get clear about profits and scale faster.

Setup is fast, easy and risk-free, with a 1:1 Quickbooks setup with a professional bookkeeper at no cost, and a free 30-day trial.

Every support team rep is US-based, and a Quickbooks & software expert. Support is rapid, and available by phone, in-app and via email.

Supported software: Amazon, Walmart, Shopify, Ebay. Quickbooks Desktop & Online

Schedule your demo or try free at ConnectBooks.com

Learn more at: https://www.connectbooks.com/

Paying bills is painful enough. So, we created a platform to ...

take them off your plate. Corpay One is better business bill pay - built for small businesses. We are here to make it easier for you to pay vendors, control expenses, simplify bookkeeping and give you all-around better visibility into where your payments go.

Learn more at: https://www.corpayone.com/

Divvy is the smarter, simpler way to manage business expenses. The combination of ...

the Divvy Visa® Business Card and free spend management software gives small and medium-sized businesses more control of company money, real-time insight into employee spending, and better fraud protection with virtual cards. With Divvy’s world-class software, you can:

- Automate expense reports: Stop wasting hours each month reconciling credit card statements with your expense management system. Expenses are fully coded and ready to upload immediately.
- Manage employee spend: Take control of your business budgets and say goodbye to the “spend now, ask forgiveness later” mentality.
- Manage payments and subscriptions: Create a separate card for each subscription, set a limit on each card, and quickly freeze at any time. That’s fraud and overcharge protection in one amazing package.
- Track out of pocket expenses and reimbursement requests: With mobile receipt upload and push notifications for approvals, you can pay back employees in a snap.

Learn more at: https://getdivvy.com/

Docyt brings order to financial data, and provides one place for accountants and ...

business owners to run the back office.

Docyt is a data engine that sits on top of accounting software. It's a system, powered by artificial intelligence (AI), where all financial and accounting workflows work together. As a result, real-time accounting is possible.

Within Docyt, business owners or their bookkeeper can track revenue, capture receipts, pay bills, reimburse expenses, and track and reconcile credit card spending. Docyt also saves accountants a massive amount of time by continuously updating the accounting ledger.

Docyt is a game changer for accounting firms. Stop by booth 78 to learn more.

Learn more at: https://docyt.com/

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

Xero and more...

Learn more at: https://www.fishbowlinventory.com/

ImagineTime provides all-in-one Practice Management for Accounting and ...

Bookkeeping firms. We provide Secure File Sharing, E-Signature, Time &Billing, Workflow, Document Management, Reports, and integrated payments.

Learn more at: https://www.imaginetime.com/

The construction industry is stuck in the past, relying on outdated technology and ...

inefficient processes to get the job done. Knowify is the leading SaaS platform for a new age in construction, where contractors can finally budget, bid, track, and invoice all their projects in one place. We help streamline the back office of small- and mid-size commercial specialty contractors and residential general contractors by handling contracts, change orders, project management, service tickets, time tracking, scheduling, and more.

In a modern and easy-to-use interface, Knowify provides real-time job costing for materials, labor, subcontractors, and equipment. We also offer flexible and robust invoicing methods, including progress invoicing and pay apps for commercial work. Featuring a powerful mobile application and the most comprehensive bi-directional QuickBooks sync available, Knowify can be your client’s edge.

Schedule a demo with one of our experts today and see it in action.

Learn more at: Knowify.com


Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll ...

love.

Learn more at: https://liscio.me/

Relay is a digital banking platform that makes accounting and bookkeeping ...

easier for both your firm and your clients.

Relay is transforming the way accountants and bookkeepers work with clients by offering collaborative access to banking, no-fee checking accounts, and personalized support — no matter the size of business. Relay increases cash flow visibility while reducing the admin burden associated with traditional banking.

With Relay, advisors can access client banking from their own secure login, switch between different clients from their firm’s portal, and reconcile accounts faster with direct, reliable bank feeds into Xero and QuickBooks Online. With accounts payable functionality built into banking, Relay also provides a simple, affordable way to offer AP as a client service.

All Relay checking accounts are FDIC insured up to $250,000 and protected by Mastercard Zero Liability Policy.

Learn more at: https://www.relayfi.com/

Rippling makes it unbelievably easy to manage your clients' Payroll, Benefits, and ...

HR—all in one modern, flexible system.

Learn more at: https://www.rippling.com/accountants

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: https://www.smartvault.com/

Sovos partners with CPA and advisory firms to offer clients complete, connected ...

offerings for sales tax determination, filing and assistance with exemption certification management. Our partnership strategy features flexible software and service offerings that best fit the size and scope of your staff and accounts, ensuring you and your clients have the needed support to confidently achieve sales tax compliance. Trusted by more than 20,000 customers operating in over 70 countries, Sovos SaaS products and proprietary Sovos S1 Platform integrate with a wide variety of business applications and government compliance processes.

Learn more at: https://go.sovos.com/SUT-WC-2021-03-SovosCPAFirmPartnership_Options.html

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: https://www.summithosting.com

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: https://www.techguruit.com/

For high-velocity businesses, Tipalti provides a comprehensive, multi-entity ...

accounts payable solution that automates supplier payment processes. Tipalti customers typically wipe out 80% of their payables effort, enabling them to focus on more strategic areas of the business. They also improve compliance and financial controls reducing risk and employing best practices needed to scale.

Every step in the payables process—including self-service onboarding and managing suppliers, processing and approving invoices, executing payments, and reconciliation—is fully self-contained and backed with integrated artificial intelligence and machine learning. Tipalti can make global payments to over 190 countries—using 120 currencies across six payment methods—in a matter of clicks. It's the ideal upgrade from other AP automation products.

Tipalti's commitment to being customer-first has culminated in a 98% customer retention rate with brands large and small, including Amazon, Twitch, GoDaddy, Roku, Twitter, Zola, and Headspace.

Learn more at: https://tipalti.com

xtraCHEF by Toast is built to account for the nuances of food and beverage ...

invoices. Our automated invoice processing digitizes everything from handwritten/paper invoices, cable, utility, etc. bills, expense receipts, emails/pdfs, and EDI feeds.

Line-item details from these invoices are extracted and funneled into xtraCHEF, including item codes, description, quantity, unit of measure, pack size, and pricing. These details fuel financial and operational tools that help restaurant operators and their financial advisors make more informed decisions for food costing, inventory & recipe management, and much more.

Learn more at: https://xtrachef.com/greetings-scaling-new-heights-2021/

Zoho has 45+ applications. Zoho applications are all connected and ...

SaaS based, so your integration costs are almost zero. Zoho is SOC 2 compliant, so security and privacy are never a concern with our software. The fact that we built all our cloud apps from the bottom up and integrated them together is our strongest value.

Learn more at: https://www.zoho.com/cpa/

Silver Plus SPONSORS

A real-time inventory management and high-volume order fulfillment add-on solution for ...

growth-focused businesses using QuickBooks.

Learn more at: https://acctivate.com/

Imagine that your only role as a business owner is to focus on growing your ...

business, not on the other “stuff” that needs to get done. At Analytix, our specialty is helping businesses succeed by doing just that - managing all of that other “stuff.” We provide customized business solutions for critical service areas, integrated seamlessly. And it’s not just what we do, it’s how we do it.

Our cross-disciplinary teams - with deep, proven industry expertise - work together cooperatively so that our solutions provide you with a more powerful core of growth-driven business functions. All under one roof - ours. The combination of services and solutions we provide is limitless… making the possibilities for your business limitless, too.

Learn more at: https://www.analytix.com/

BaCo Tech is a middleware single hub to manage every CPA firm’s clients’ ...

accounting records in a single location regardless of what accounting package a client uses, allowing a CPA to seamlessly integrate those records into his tax or accounting firm solution suite. Proactive alerts and notifications are included in an integrated solution that adds the ability to address an issue, rather than just identify it.

Learn more at: https://www.bacotech.com/

Inventory Software Experts for QuickBooks users. We help ...

QuickBooks users:
1. Find the right inventory software
2. Help them set it up
3. Show them how to successfully use it.

Learn more at: https://www.brandowconsulting.com/

Client Hub is a simple, all-in-one client collaboration and workflow platform that brings ...

together your team and your clients to get your work done more efficiently.

Learn more at: https://clienthub.app/#/

CMB Hero has been performing successful software conversions from ...

any software to the QuickBooks Suite of Offerings since 2016. Our experienced team of CPA's and engineers are ready to help you transform your business one step at a time. Experience, integrity and trust our Hero's with your treasured data. Our Care Team are ordinary people with extraordinary results. Trust our CMB Hero care team to help you become more of a success with QuickBooks and their suite of offerings today!

Learn more at: https://cmbhero.com/

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: https://dext.com/us

Fathom is a comprehensive business intelligence, analysis, reporting, and ...

financial forecasting platform that allows you to provide meaningful insights to your clients and build trusting, long lasting advisory relationships. Our platform directly integrates with Quickbooks, and is uniquely designed to make your advisory services profitable by saving you time, offering scalability, and providing best-in-class design. Try Fathom for free.

Learn more at: https://www.fathomhq.com/signup

Software designed for small to medium sized manufacturers using ...

QuickBooks Online or Desktop. Add manufacturing specific inventory, purchasing, MRP, forecasting, scheduling and more.

Learn more at: https://misysinc.com

PathQuest™ BI is a financial business intelligence software that helps analyze and ...

visualize large, complex data sets in a simplified manner. It can instantly build compelling visual stories that help to discover unique insights around financial efficiency, operational KPIs, and business sustainability.

Learn more at: https://bi.pathquest.com/

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

pay invoices, automating their AP process seamlessly.

Learn more at: https://www.plateiq.com/

Quarium is QuickBooks hosting created with Quickbook professionals in ...

mind! Our exclusive Client Portal allows you to quickly access all of your clients' QuickBooks files with the click of a button. No more waiting on hold to get access. You get to provide more value and better service to your clients while earning big commissions. We provide state-of-the-art dedicated servers. Straightforward pricing. 99.98% uptime. In-house, dedicated support team available 24/7/365. Come see how we can help! Visit us at booth 123!

Learn more at: https://www.quariumhosting.com/quickbooks-professionals

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

near real-time, actionable financial insights everyone understands.

Learn more at: https://accountants.qvinci.com/

Inventory, Order Management, & Manufacturing for ...

QuickBooks Online.

Learn more at: https://www.sosinventory.com

The first affordable business valuation software that integrates with Intuit ...

QuickBooks!

Learn more at: https://todaysval.com/

Veem is the solution for SMBs to digitize their accounts payable and ...

receivable processes. Send and receive payments globally in a simple, secure, transparent and reliable manner to more than 100 countries in 70+ currencies.

Learn more at: https://veem.com/?utm_source=event&utm_medium=sponsor_link&utm_campaign=scaling_heights_2021

Silver SPONSORS

The leading marketing agency serving accountants and advisors (a sub-brand of ...

TaxProMarketer), APM provides a full suite of online marketing tools from social media to Google PPC (they are a Google Premier Partner), to weekly email nurture marketing (written like you wrote it), to GoogleMyBusiness optimization and management, full website builds ... and everything in between. To attract (and keep) the RIGHT kind of clients to your practice ... come find out what we can do for you.

Learn more at: https://advisorpromarketer.com/

Botkeeper is a leading automated bookkeeping solution that provides accounting firms ...

and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The various packages provide full-suite bookkeeping & pre-accounting solutions, a consolidated platform consisting of tools to optimize firm processes, and the highest quality support, all designed to meet our clients' unique needs at any stage of growth. Accounting firms running on Botkeeper are able to grow their book of business, diversify their service offering, increase capacity, and reduce stress during tax time—all while improving their overhead costs. The powerful and easy-to-use solution has helped firms across the United States to maximize their potential, better serve their clients, and do more of what they love.

Learn more at: https://www.botkeeper.com/

Checksforless.com® provides your clients with high quality Quickbooks compatible business ...

checks, deposit tickets, envelopes and much more. We designed our program to have accountants like you earn a 15% commission on every sale including reorders. Simply refer your clients to us along with your affiliate code, and we’ll take it from there.

Learn more at: https://www.checksforless.com/

CoralTree, Inc. is a leading provider of collaboration solutions with a ...

diverse portfolio of products serving multiple industries. CoralTree’s accounting suite is built to bring a human touch to cloud collaboration and includes Qbox, CoraCloud and CoraSign. Qbox allows users to share and collaborate on QuickBooks Desktop files remotely;CoraCloud is an all-in-one solution for file storage, management, and collaboration featuring a built-in e-signature solution, task organizer, bank level security, and branded client portals.

Learn more at: https://www.qboxplus.com/

Emburse offers a suite of award-winning expense and AP automation solutions to ...

humanize work for business travelers, finance professionals, and CFOs so they can focus on what matters most.

Learn more at: https://info.emburse.com/Scaling-New-Heights-Emburse.html

Factor A/E is a simple, affordable firm management software designed ...

specifically for architecture and engineering firms. Factor makes it easy to track projects, sub-consultants, time, invoices, and KPI’s to gain more visibility into overall health of the firm. With its seamless integration with QuickBooks and support from industry experts, Factor addresses the needs of your A/E firm clients without being overly complex.

Learn more at: https://factorapp.com/qbpro/

Increase your revenue stream with our app that lets your customers save time and ...

money.
How does Flowsmith work? It’s very simple. We use a company’s QuickBooks file information to fill in a beautifully pre-designed fully-responsive online storefront. Customers and sales reps can then place their orders from anywhere at any time. This information will be continuous and automatically synced with your company file without any data entry or manual labor. This includes price changes, inventory levels and all other information QuickBooks handles. Visit www.flowsmith.us for a demo!

Learn more at: https://flowsmith.us/

Fujitsu is the global leader in imaging solutions and is helping businesses digitize all of ...

their documents through our superior performance, durability and image quality solutions.

Learn more at: https://scanners.us.fujitsu.com/

Genie powers client accounting services. The Genie software platform is a ...

comprehensive practice management application including task and time, monthly close management, balance sheet validation, custom reporting, pricing tools, and client invoicing. Genie software was developed exclusively to meet the needs of client accounting services firms. Genie Services are also available to firms seeking to subcontract basic accounting and bookkeeping services to a reliable partner. Genie services are delivered in U.S. timezones, with English as a first language, in a variable cost model, by college graduates with accounting degrees.

Learn more at: https://usegenie.com/

Secure Cloud Hosting with Unrivaled Support 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: https://www.gotomyerp.com/

With Helix Reports, easily run your consolidated financial reports - Whether you need ...

to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files and custom records to give you instant, up-to-date reports.

Learn more at: https://www.helixreports.com/

I.R.I.S. Intelligent solutions automatically classify your documents and ...

transform unstructured data into ready to-use, easy-to-archive & easy-to-share information. With process-centric solutions ranging from Accounts Payable Processing to company-wide Digital Mailroom Automation, we help you work faster and smarter, improve customer and supplier relationships while reducing operating costs. I.R.I.S. solutions, powered by proprietary technologies like OCR and PDF compression, combine the most advanced techniques, including AI-based document classification and data integrity checks, to optimize & secure processes across the entire organization.

Learn more at: https://irisdatacapture.com/

Jirav is a comprehensive business planning solution for small and medium companies that ...

maximizes the collaborative value of forecasting, budgeting, reporting, and analytics so leaders can drive their businesses forward with confidence and speed. Our all-in-one financial planning and analysis software offers faster implementation and a more intuitive interface allowing finance leaders to build financial models in hours, not days and generate financial reports in minutes, not hours.

Learn more at: https://www.jirav.com/

Keeper is an all-in-one Client Portal, task manager, file QA tool, and management ...

reporting app.

Learn more at: https://www.keeper.app/

Get More From Your Fishbowl Investment. LilyPad for Fishbowl offers Fishbowl users a ...

number of enhancement options which are simple, effective, budget friendly, and fully supported.

Learn more at: https://lilypadforfishbowl.com/

From business applications like QuickBooks to any of the Sage Applications for ...

Business and Office 365, we have a customizable, affordable private cloud solution for you.

Based in San Diego, CA, the myCRECloud team has over 30 years of cloud application experience. We are dedicated to connecting you to the business applications you need to scale your business.

We are passionate about training and support and can move your systems to the cloud in an effective and efficient process.

Learn more at: https://mycrecloud.com/

Budget, forecast, and provide insight with analytics in an affordable, ...

easy-to-use app. With both QuickBooks Online and Desktop integrations, a fully custom 3-way forecast with KPIs is setup in minutes. Then with PlanGuru’s turn-key, yet flexible design you can quickly create unlimited scenarios that will help your clients make better, more insightful decisions.

Learn more at: https://www.planguru.com/

Plooto connects your payments and processes, eliminating the complexities and ...

inefficient manual processes of bookkeeping. Enjoy Plooto's Accountants Dashboard to have complete visibility of your clients;two-way integration with QuickBooks Online and Desktop to sync bills, invoices and payments in real-time;fully customizable approval workflows;real-time payment tracking and more!

And with a broad range ways to send and receive payments, like ACH, check and credit cards - you can focus on your clients and scaling your business.

Learn more at: https://www.plooto.com/

Point 7 Seconds is dedicated to educating the accounting world on the power of OneNote and ...

MS365 as it applies to bookkeeping and tax preparation. Knowledge management is a critical tool in the digital world. Point 7 seconds provides comprehensive training to resolve accounting related pain points with specific accounting workflows created in OneNote. Training developed by accountants, for accountants.

Learn more at: https://point7seconds.com/

Our Software as a Service (SaaS) platform is designed to help your firm streamline ...

workflow, scale processes and create consistent growth opportunities. ProfitCents and ProfitCents Valuation Solution help firms increase realization rates and add value during advisory, audit and valuation engagements.

Learn more at: https://www.profitcents.com/products/profitcents.aspx

Reach Reporting seamlessly integrates with your financial software to create ...

world class reports allowing you to offer your clients reports they will not only understand, but they will see the value you offer. See how you can upscale your services while saving valuable time. Reach Reporting shows the value.

Learn more at: https://www.reachreporting.com/

We provide cloud hosting, cloud IT support, software, and ...

cybersecurity solutions to small, mid-market, and small enterprise companies using Intuit QuickBooks and other accounting and ERP software.

Learn more at: https://securecloudservicesinc.com/

Reduce 10 hours of manual accounting work to under 10 minutes without any ...

errors by digitizing transactions directly in your accounting application.
Eliminate all manual data entry required to initiate ACH, Zelle, Paper Checks, and wire transactions.

Learn more at: https://shtar.com

SmartBiz Loans is the #1 online platform for traditional SBA 7(a) loans under ...

$350,000 helping banks in its network streamline the small business lending process. SmartBiz helped banks on the platform process more than $9 billion in PPP, SBA 7(a), and bank term loans serving over 230,000 small businesses.

Learn more at: https://www.smartbizloans.com/

Swizznet is the premier QuickBooks and Sage cloud-hosting solutions and IT ...

services provider for accountants, bookkeepers, CPAs, and small-medium sized businesses. An Intuit-Authorized Commercial Hosting provider and Sage Strategic Hosting Partner, we deliver hosting solutions that facilitate productivity and promote collaboration from any computer or mobile device.

Learn more at: https://www.swizznet.com/

Tally Street turns accounting data into customer metrics for you and for clients. Accountants and ...

bookkeepers use Tally Street to manage scope creep, value-price services, sync their tech stack, and expand advisory services.

Learn more at: https://tallystreet.com/

TOA Global is an outsourcing business, 100% for the accounting industry. ...

We hire, upskill and manage resources, so you can focus on your clients and growth. As industry leaders in outsourcing, your offshore team enjoys outstanding benefits, including in-house education.

We have over 2,000 team members working for more than 600 accounting firms, in senior and junior accounting, bookkeeping, specialist and administrative roles.

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

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