SCALING NEW HEIGHTS 2022 sponsors

Scaling New Heights 2022 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.

 

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Elite partner

Bill.com 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 Bill.com platform to manage end-to-end financial workflows and to process payments. The Bill.com AI-enabled, financial software platform creates connections between businesses and their suppliers and clients.

Learn more at: https://www.bill.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/

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://use.expensify.com

Pax8 is modernizing how partners buy, sell, and manage cloud. As a born-in-the-cloud company, Pax8 simplifies the ...

buying journey, empowering its partners to achieve more with cloud technology. The company’s technology displaces legacy distribution by connecting the channel ecosystem to its award-winning transactional cloud marketplace. Through billing, provisioning, automation, industry-leading PSA integrations, and pre and post-sales support, and education, Pax8 is a proven disruptor in the market. Pax8 has ranked in the Inc. 5000 for four consecutive years — #68 in 2018, #60 in 2019, #111 in 2020, and #164 in 2021 — as one of the fastest-growing private companies in the US. If you want to be successful with cloud, you want to work with Pax8. 

Learn more at: https://www.pax8.com/en-us/

partner

Canopy is an award-winning practice management cloud software designed to increase ...

efficiency and boost revenue for accounting firms. It offers the tools for accounting firms to communicate effectively, track how time is spent, and provide an ideal client experience. Canopy’s transcripts tool won CPA Practice Advisor’s top technologies 2021 award and its overall software was ranked in Digital.com's best accounting practice management software in 2021. Canopy currently serves around 2,500 accounting firms across the United States.

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

Every dollar counts. Free expense and spend controls built for bookkeepers and accountants to ...

empower their clients.

Learn more at: https://www.clearspend.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

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 such as consolidated billing, free co-branding, umbrella logins, special pricing, and more. There are no fees to join Patriot’s Partner program. Convert your clients over easily with a dedicated team and tools available for a seamless transition.

Learn more at: https://www.patriotsoftware.com/about/partner/advisor/

Xero is powerful cloud accounting software that improves efficiencies across your ...

practice. With all client data stored on a single unified ledger, you and your clients can easily access and collaborate on the same set of books. Xero’s advisor tools and automation solutions reduce time-consuming manual tasks and put data entry on autopilot.  Work faster and more efficiently than ever before with Xero. 

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

Premium SPONSORs

Digits is building groundbreaking tools for accountants and bookkeepers. Tools like ...

Digits Reports (generate, proof, and send beautiful, interactive reports to your clients in one-click!) and Digits Search (first search engine across your financials with built-in reconciliation!). Experience the magic of Digits today!

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

Ignition is the world’s first client engagement and commerce platform for professional services ...

businesses, to streamline how they engage clients and get paid. Over 5,000 accounting and professional services firms around the world use Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection. Ignition also integrates with leading business apps such as Gusto, QuickBooks, Xero and Zapier to automate time-consuming tasks.

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

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/

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/

Diamond SPONSORs

AccountingSuite™ | A Process & Resource Operation Planning Solution. AccountingSuite™ helps ...

SMBs and their Accountants that need more than just an Entry level product, but cannot afford or do not need a full ERP solution yet. Start out with the features you need, and know that the full suite is available when you need it. AccountingSuite™ offers exceptional online accounting software that includes robust inventory management controls and much more.

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

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. Bookkeep is the leading provider of summarized financial automation and deposit reconciliation for omni-channel ecommerce, restaurant, and retail businesses. Bookkeep automates the time-consuming, complex process of posting daily financials from multiple sales channels to accounting systems like QuickBooks and Xero. Our automation saves accountants and bookkeepers at least 20 hours per month per client. Our platform integrates with Square, Shopify, Grubhub, Amazon Seller, Squarespace, Stripe, Paypal, and many, many more.

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

Botkeeper is a leading automated bookkeeping solution, providing accounting firms and ...

their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.

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

Corpay One is a complete solution to automate the bill pay and expense reimbursement processes for ...

clients, with zero monthly and user fees. Our approval and workflow engine empower accountants to help their clients focus on what matters and automate the rest. And by using the latest technology for integration we can sync more data and even documents with QuickBooks and Xero.

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

Dext (Formerly Receipt Bank) Automate your workflow, optimize your time. Dext combines ...

real-time accurate data with tools to make your practice more efficient. With smarter insights and streamlined workflows, you can have better client conversations and make more time for value-adding work. Together, our three products extract key information from client paperwork, reconcile digital sales, then check that data for any mistakes. With smarter insights, you can make more time for value-adding work and better client conversations.

Learn more at: https://dext.com/us

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/

OnPay helps accountants and bookkeepers take your services to the next level with payroll built ...

by experts. We combine 30 years of payroll experience with the best technology to get things right for every kind of client. Our best-in-class integrations with QuickBooks and Xero let you keep every detail in sync.

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

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. Sovos offers a modern, innovative approach to meet your sales tax compliance needs from beginning to end. Our software solutions automate the sales tax lifecycle, reducing the burden and time spent on compliance for organizations with varying sales tax complexities. Our Sales and Use Tax Filing software ensures that clients accurately file and remit the sales tax they collect in all jurisdictions. Sovos is also a Certified Service Provider through the Streamlined Sales Tax program. We work with organizations in numerous industries to create a streamlined and automated compliance process, allowing them to focus on other key business priorities.

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

Gold SPONSORS

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/

CollBox is Accounts Receivable done for you. In just a few clicks, businesses can ...

send their past-due invoices to be serviced by A/R professionals. From soft-touch, consistent follow up, to escalation to collections, CollBox is everything a business needs to get paid. CollBox also has exclusive tools to enable accounting and bookkeeping professionals to provide A/R management as a brand new service offering for their firm to get their clients paid quickly — No busywork or phone calls required. Integrates with QBO, Xero, and FreshBooks. Made with 🧡 in Austin, TX.

Learn more at: https://collbox.co/

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/

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

Xero and more...

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

Fyle is the new-age spend management software that provides businesses with real-time ...

visibility into card spend, enhanced user experience, tight accounting integrations, and complete spend controls. All without switching from your existing card programs.

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

Secure Cloud Hosting with unrivalled support gotomyerp ...

is an international leader in fully managed cloud hosting for QuickBooks, Sage, SAP, Microsoft GP, and all related 3rd party integrations. Highly secure with quality support; everything just works.

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

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 by working directly with most tax software. GruntWorx is also backed by a free, best-in-class support staff, providing fast, accurate answers to customer questions. GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand off the “grunt work” of document organization and data entry to support staff. The bottom line for your firm is better profitability. To learn more, visit GruntWorx.com or call 877.830.6059.

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

Gusto, the People Advisory platform, enables 15,000+ accountants to provide ...

200,000+ small & medium-sized businesses nationwide an easy, fast, and reliable way to manage payroll, benefits, and HR for their hard working teams in one integrated platform.

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

Take your QuickBooks to the next level with IRISXtract™ Use the power of ...

industry leading OCR to populate your documents data into QuickBooks. IRIS not only captures the data but syncs up to your QuickBooks data base. This way all of your data can be validated before posting into QuickBooks. Our IRISXtract™ solution posts transactions directly into QuickBooks. Posting features include leveraging your Company files’ AP history. Additionally, our technology includes AI and machine learning technology to enhance your automation experience. Transactions include Invoices/Bills, Statements, Credit Card receipts, donations and more! Come see us in Booth #140! 

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

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

reporting app.

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

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 to use. With clients sending in documents quickly, staff gets more done. Client-facing task lists, integrated eSignature and KBA capabilities, and complete visibility for the firm (across all clients) ensures that nothing slips through the cracks. Client Experience 2.0™ begins with Liscio.

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

Makse Group is a boutique consulting firm providing the best in ...

Workday® solutions and financial advising for businesses of all sizes. We solve seemingly impossible Workday and accounting problems for small businesses as well as mid-market and large enterprises.

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

Maus revolutionized the world of strategic planning with the release of the first digitized ...

business planning tool 3 decades ago. Today, Maus leads the industry – providing an all-in-one platform for strategic, business, financial, and exit planning. Our award-winning innovative business management software is the roadmap that will guide your clients towards better strategies and practices, growing your advisory practice the way you have always envisioned.

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

Plate IQ is a software that helps accountants process and pay their clients bills, ...

automating their AP process seamlessly. Plate IQ puts your clients' needs first with an AP automation platform that supports their custom workflow needs and provides critical business insights. Set up your workflow and mappings once. Plate IQ learns your processes and takes over from there so you never have to manually code another GL item twice. Plate IQ also empowers you to schedule and pay your invoices effortlessly via ACH, check and virtual cards (with competitive cashback), right from the Plate IQ platform. With unlimited seats, you can add as many approvers as you need to your client's approval workflows. Create as many custom approval rules as you like that leverage every data field in your invoices. Offer actionable insights to your clients on sources of changing costs. Within our VendorPay platform, not only can clients see when payments are scheduled but participating Vendors can see what is due to them and which of those are on their way.

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

Reach Reporting seamlessly integrates with existing financial software to ...

create world-class reports clients will not only understand but be excited to receive. Reach’s intuitive software simplifies the complexity of financial data, allowing accountants to efficiently relay accurate and decisive information to clients. Built on a familiar spreadsheet environment, Reach Reporting allows the flexibility to select and customize a prebuilt report from the robust library or create a completely custom report from scratch. From building forecasts, cash flow analysis, budgets, metrics, and KPIs, Reach is there to tell a compelling financial story. Upscale your services while saving valuable time with Reach Reporting.

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

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

easier for both your firm and your clients.

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

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/

Rippling partners with accountants to help their clients manage all their employee ...

operations—from HR to IT—in a single place. Like magic, you can save your clients time and money on payroll, benefits, computers, apps, and more.

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

Routable’s friction-free accounts payable platform simplifies the payables process from ...

receipt to settlement. You can email, scan, and upload bills into the Routable platform and pay out one or thousands of payments. Unlike other payment platforms, Routable’s modern, easy-to-use API allows you to build a powerful payments infrastructure in minutes. With integrations to QuickBooks, Xero and NetSuite, we offer an easy way to connect your accounting platform or ERP. Our real-time two-way sync keeps your accounting software up-to-date, making reconciliation a breeze. Founded in 2017, Routable is a Series B company with over $46 million in funding.

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

Sage exists to knock down barriers so everyone can thrive, starting with the ...

millions of small and mid-sized businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.

Learn more at: https://www.sage.com/en-us/

Always on. Always Secure. With over 15 years of experience, Summit Hosting is a leader in ...

secure cloud hosting for software applications.

Learn more at: https://www.summithosting.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. Customers and their data are protected by next-generation security tools and are supported by our US-based Obsessive Support team. In addition to hosting, Swizznet offers sophisticated and intelligent outsourced IT support solutions for today's flexible workforce without the overhead of an in-house IT department.

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

Tech 4 Accountants is an IT firm specializing in helping small accounting firms get ...

their cyber security up to IRS standards and making all technology run smooth. With all of their technicians certified with the AICPA in cyber security, they understand the accountant world and know how to handle the specific struggles accountants face when it comes to technology and security.

Learn more at: https://tech4accountants.net/

We are the IT Department for Accounting Firms. The right tools, ...

seamlessly integrated and continuously supported, to help your accounting 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

Tax1099 by Zenwork is an award-winning, IRS-authorized eFiling platform that offers ...

robust, tax filing capabilities. The Tax1099 eFiling platform is designed to make tax information reporting for 10 and 9 series forms easy by bringing together tax knowledge and smart technology to provide superior compliance tools to businesses around the world. Tax1099 has simplified the chaotic tax process into 3 easy steps, with 10+ dynamic integrations, and 40+ information tax forms. Over 150,000+ businesses including accounting firms, payment processors, banks, financial institutions, gig economy platforms, and AP departments have streamlined their tax operations during filing season with Tax1099.

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

Silver Plus SPONSORS

Turn ecommerce accounting into an asset, not a liability. With A2X, accountants and ...

bookkeepers throughout the US are saving hours a month reconciling revenue for clients – while giving them better visibility into their financials. Join thousands of customers that trust A2X to transform Amazon, Shopify, eBay, Etsy and Walmart deposits into neatly organized settlements in Xero or QuickBooks for one-click reconciliation.

Learn more at: https://www.a2xaccounting.com/

Built for growing product-selling businesses using QuickBooks Desktop (Enterprise, Pro and ...

Premier), Acctivate is a premium inventory management & multi-channel order fulfillment add-on that helps small and mid-market businesses focus on growth without operational limitations.

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

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/

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 a leading provider of accounts payable (“AP”) automation software and ...

payment solutions for middle market businesses and their suppliers. AvidXchange’s software-as-a-service-based, end-to-end software and payment platform digitizes and automates the AP workflows for more than 8,000 businesses and it has made payments to more than 825,000 supplier customers of its buyers over the past five years.

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

CPA.com's core mission is to advance the technology ecosystem for the ...

accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners. CPA.com is a subsidiary of AICPA.

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

DEAR Systems is a software development company established by an ...

international group of accountants and software developers. After compiling a comprehensive list of the needs and wishes of business owners and executives across the spectrum of businesses, we applied our years of experience in creating a comprehensive, understandable, affordable, cloud-based inventory system that integrates with industry-standard accounting systems. DEAR Inventory, our first product offering, is a comprehensive inventory control application positioned as a complete back end management system with product planning, cost and development, manufacturing, sales, shipping, and payment features.

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

The easy, affordable 401(k) for small business. Guideline's full-service 401(k) plans make it ...

easier and more affordable to offer employees the retirement benefits they deserve.

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

Jirav helps CPAs and accounting firms expand and deliver more high-value client advisory ...

services (CAS) in areas such as forecasting and budgeting, including analytics, financial modeling, strategic business planning, and more. With Jirav, CPAs and accounting firms can take advantage of proven, comprehensive capabilities to help their CAS practice reach new heights for clients. The all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting, and dashboarding to provide clients the insights they need to thrive and grow.

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

Mango Practice Management is modern practice management software built by ...

accountants for accountants. We provide an all-in-one practice management suite for Accounting and Bookkeeping firms. Our features make running your practice simple, including Secure File Sharing, eSignature, Time & Billing, Workflows, Document Management, Reports, and integrated payment processing. Because we're also accountants, we understand firsthand the crucial need for time management when it comes to running a practice. Our software is designed to be easy to use, yet powerful enough for even the most demanding work environments. Mango is committed to helping accounting professionals succeed as much as possible. With over 25 years of experience each, we’ve learned a few things, and we’re proud to offer world-class solutions to today’s practice management challenges.

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

Nadapayments eliminates credit card processing fees for businesses with exciting programs. We ...

provide an omni-channel system that allows businesses to accept payments on wireless terminals which are directly linked to our online gateway. We give businesses the ability to send invoices & payment links for billing, store customer & cards on file securely for installment plans with automatic recurring payments which gives customers options how to pay.

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

Noobeh’s QuickBooks on Azure servers are custom built for your business with all of the ...

software you require to succeed and grow your business. Compared to shared service platforms, it’s like having your own private beach instead of the public pool. NOOBEH is part of the Mendelson Consulting family of businesses.

Learn more at: https://mendelsonconsulting.com/about-noobeh/

Since 2015, Rewind has been on a mission to help businesses protect their SaaS and cloud ...

data. Today, over 100,000 customers in more than 100 countries use Rewind’s top-reviewed apps and support to ensure their software-as-a-service applications run uninterrupted. The Rewind platform enables companies to back up, restore, and copy the critical data that drives their business.

Learn more at: https://rewind.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/

Shogo is the de facto standard for Point of Sale ("POS") and eCommerce accounting ...

integration and automatically syncs your Sales details from your POS to your Accounting System every day. Stop wasting time manually entering then re-checking and reconciling your sales information. Basically: Shogo takes care of your daily sales accounting so you don’t need to.

Learn more at: https://shogo.io/

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and ...

accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) & for client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice, all in one shared place for your team.

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

Truly Financial provides Cards, banking and payments designed for modern ...

businesses. Get free corporate Visa cards for your team anywhere in the world. That means an agile business that is prepared for doing business locally and internationally.

Stop juggling multiple bank accounts and payments systems - just get the all-in-one account from Truly Financial.

Learn more at: https://trulyfinancial.com/snh

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_2021o

Silver SPONSORS

Less than half of those employed by small businesses have access to a ...

401(k) or pension. Companies with small budgets who want 401(k) plans have been ignored or even laughed at by 401(k) providers. 401GO was founded to provide working Americans and small businesses greater financial freedom through inexpensive and worry-free work-sponsored retirement plans. Setup takes just minutes (not weeks!), pricing is economical at $9/participant, and we handle all the details. With our innovative automated technology, a simple, affordable, and beneficial 401(k) plan is finally practical for small businesses.

Learn more at: https://401go.com/

Auvenir delivers smart, cloud-based financial audit & assurance solutions designed ...

specifically for small to medium-sized accounting firms. We have built an intelligent platform that enables accounting firms to leverage the best of today’s technology to create a better engagement experience for practitioners and their clients. We are on a mission to help everyone Audit Smarter.

Learn more at: https://na.auvenir.com/

Beanworks integrates with your accounting software to eliminate data entry, ...

reduce cost, and minimize errors in accounts payable.

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

BooXkeeping offers fully-staffed bookkeeping franchises to CPA firms and bookkeeping ...

outfits. We also provide "white label" bookkeeping services to companies of any size.

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

Migrate distribution and general business companies from QuickBooks desktop and ...

online to a full ERP solution: Acumatica ERP.

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

Voted The #1 Time Tracking App for the Construction Industry ...

busybusy’s mobile time tracking app will help your clients improve Time Tracking, Job Costing, and Safety Reports from each job site. busybusy is also fully integrated with Quickbooks Desktop and Quickbooks Online.

Our 90-day, 100% Money-back guarantee allows partners to recommend busybusy with confidence, knowing that their clients will never get stuck using software they don’t like.

busybusy includes:
Employee and Supervisor Based Time Tracking
Equipment Tracking
Work Accomplished
Safety
Scheduling
Daily Project Report
Hundreds of ERP & Payroll Integrations

Learn more at: https://busybusy.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/

Client Hub is an award-winning practice management solution for modern firms and their ...

clients. Client Hub is the right tool for the job, designed specifically for cloud-based accounting and bookkeeping practices that are looking to build better client relationships for a more profitable firm. With our all-in-one solution that combines task management and client communication in one place, accounting firms get what they need from clients to unblock workflow and get jobs completed on time. Client Hub was selected by the AICPA and CPA.com for its Startup Accelerator Program in 2019 and was named a Technology Innovation Award Finalist by CPA Practice Advisor in 2020. To learn more about Client Hub, visit ClientHub.App.

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

Our team of experienced professionals will accurately migrate your ...

accounting data from any software to QuickBooks OnLine or Desktop.

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

Commerce Sync automates bookkeeping for over 13,000 businesses, connecting Clover, Square, ...

Stripe, Vend / Lightspeed and Visa (Authorize.Net / Cybersource) sellers to QuickBooks Online, QuickBooks Desktop and Xero. With time saved and increased accuracy, we help sellers go back to what they do best - running their business.

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

Finale Inventory is the top inventory management solution for applications involving ...

high volume, multichannel eCommerce and warehouse management. Finale works with accounting systems, including QuickBooks Online, QuickBooks Desktop, and Xero, to track the financial impact of operations, including prepaid inventory, landed costs, builds & kitting, and COGS.

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

Get More Done With Firm360. S ave time and money with our all-in-one accounting practice ...

management platform, and get the visibility you need into your team's activities. Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency. Save your firm time and money by replacing your current 5+ software solutions with one seamless experience. This all-in-one cloud-based platform is everything you need to get the job done!

Learn more at: https://www.myfirm360.com/

Fujitsu, the global leader in imaging solutions, delivers innovative scanning products, ...

services and support that enable our customers to solve critical business productivity issues and streamline operations. Fujitsu helps companies digitize all of their documents through our superior performance, durability and image quality solutions.

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

Growth Amplifiers works with forward thinking B2B business advisors to implement ...

proven growth strategies and systems that drive consistent success for them and their clients.

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

Human Interest offers full-service 401(k) plans for small and medium-sized businesses at ...

an affordable, transparent cost. We sync with payroll, sign and file IRS documents, and handle administrative compliance on behalf of you and your clients. Our plans are completely customizable to meet the business owner's needs, and our platform is easy to use and intuitive for the participant's comfort and piece-of-mind.  We also offer complimentary courses for CPE Credits.

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

Icon works like a 401k plan but without the cost, complexity, risks, and administrative ...

burden. As the leader in portable retirement, we’ve unified workplace savings, personal retirement, and portfolio management into a single, tax-advantaged solution. Our platform elevates and modernizes retirement savings plans for businesses, their employees, and 1099 workers.

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

Built by former (and current!) restaurant operators, and selected as Intuit's first ...

restaurant industry unified solution provider, our mission is to empower restaurant operators with real-time, actionable financial and operational data. Accountants love us because the data is cleaner, the processes smoother and the financial results can be fed back to your clients in real-time. We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering their accountants & bookkeepers with powerful and real-time data.

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

MyCase is legal practice management software that helps ...

small law firms solve their most critical business problems. With MyCase, attorneys spend less time on billing, getting paid and administrative tasks. Now with legal accounting built-in, lawyers, accountants and bookkeepers choose MyCase for the most intuitive all-in-one case management solution.

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

nettTracker: because consistency matters. In a world of ‘real-time’ ...

accounting, large annual adjustments that affect month 1 and 12 are not helpful when producing reports. nettTracker offers a set of hands-free tools to help ensure the profit and loss report of a business contains monthly values that are consistent with expectations.

With nettTracker, you will save time calculating period end adjustments for depreciation, prepaid expenses, accruals and deferred income. It will also save you time reconciling the balance sheet accounts for these adjustments. Enable the automation features and leave nettTracker to do the rest.

Learn more at: https://www.nett-tracker.com/

Network Management Group, Inc. provides technology consulting, network ...

implementations, and pro-active managed IT services tailored specifically for public practice CPA firms. We pride ourselves in our accounting technology expertise being in business for over 38 years with a team of professionals possessing over 700 years of combined experience. Email us here: solutions@nmgi.com

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

PATH integrates with QuickBooks Online® to bring you custom KPIs, metrics, ...

calculations, and a place to collaborate on all business decisions.

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

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

easy-to-use app. With both QuickBooks Online & 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/

PracticeERP is an ERP designed to efficiently manage the complexities of your CPA Firm. ...

Real-time visibility, streamlined project management and processes, empowered associates, and business intelligence and dashboards to keep track of it all. Sound too good to be true, it’s not – let our experts show you how.

Learn more at: https://info.practiceerp.com/practiceerp

Our Software as a Service (SaaS) platform helps thousands of accounting firms and ...

business consultants acquire and retain clients through differentiated, high-value services. ProfitCents and ProfitCents Valuation Solution helps firms increase realization rates and add value during advisory, audit and valuation engagements. Build or strengthen an advisory practice, leverage robust benchmarking data and streamline the audit process.

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

Ramp is a next generation suite of finance management tools, business cards, and ...

powerful insights that help save customers time and money.

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

Royalwise Solutions, Inc. trains bookkeepers and business owners to use QuickBooks ...

Online with on-demand video courses, live webinars, and a coaching program. Join our partner program!

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

SAP® Concur® is the world’s leading brand for integrated travel, expense, and ...

invoice management solutions, driven by a relentless pursuit to simplify and automate these everyday processes. The highly-rated SAP Concur mobile app guides employees through business trips, charges are directly populated into expense reports, and invoice approvals are automated. By integrating near real-time data and using AI to analyze transactions, businesses can see what they’re spending, improve compliance, and avoid possible blind spots in the budget. SAP Concur solutions help eliminate yesterday’s tedious tasks, make today’s work easier, and support businesses to run at their best. Learn more at concur.com or the SAP Concur blog.

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

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: https://www.simprogroup.com/partners/become-a-partner

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/

The Stratos Cloud Alliance (SCA) is a unique Microsoft Indirect Cloud Solution Provider ...

(ICSP) offering a comprehensive portfolio of Microsoft Cloud Business and Productivity Solutions, ISV Products and Tools, and Partner and Customer Services. We are the only Microsoft Cloud Distributor specializing in Dynamics 365, chosen by Microsoft based on our 30 years as a leader in Microsoft business solutions and pioneering of the Dynamics Master VAR program. We leverage our knowledge and experience to provide superior Dynamics 365 implementation, training and support services you can resell, partner marketing and sales support to help you create and win Dynamics 365 opportunities, and unique partner enablement services giving you the option to develop, market, and deliver your own Dynamics 365 solutions and services. The Stratos Cloud Alliance is the exclusive distributor of Dynamics 365 for Operations, Microsoft's enterprise-class cloud ERP service.

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

TaxExact is a patent-pending, cloud-based 1040 verification and review solution that ...

modernizes the review process. With an intuitive user experience and built in workflow, TaxExact improves efficiency and accuracy by independently verifying the results of a 1040 return and/or isolating errors and discrepancies. TaxExact also expedites the development of less experienced tax accountants, turning them into reviewers at an accelerated pace. No implementation or installation necessary.

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

Taxfyle specializes in domestic tax preparation outsourcing to its ...

network of over 4,000 US-based CPAs and EAs.

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

Timesheets.com tracks employee time and expenses. We're half the price of QuickBooks ...

love to use. Your clients and your staff will thank you.

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

QuickBooks’ Payment Processing with benefits! Enjoy a robust integration for all of ...

your favorite payment methods: Credit Card, ACH, Real-Time Payments, Paper Checks and the upcoming platforms of the FedNow Service - Instant Payments and Request for Payment. Use a payment processor that will enhance your accounting experience with our Best in Class SecureQB Cloud®. We streamline your payment process through QuickBooks® Desktop or Online accounting solutions, real-time! Eliminate double or triple entry and say goodbye to recording mistakes- update payments in your Company's QuickBooks® file. Additionally, working through SecureQB Cloud® takes you out of the traditional office and can be used on a Mobile device or another computer not at your office!

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

Automate your receivables with pre-authorized ACH or ...

credit card payments using your choice of provider with advanced tools including installment plans.

Learn more at: https://ucollect.biz/

Stop herding cats! Fix uncategorized transactions with ...

Uncat. Less hassle than spreadsheets. More client happiness. Sync with QuickBooks Online, Xero, and QuickBooks Desktop for just $5/mo.

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

Become an official QuickBooks Solution Provider through the VIPP Partner ...

Program. Offer your clients the best pricing on QuickBooks products, payroll, merchant accounts and more AND earn commissions and bonuses. No quotas or fees to join. Receive white-glove support from our dedicated team. Join our community of 160+ like-minded professionals, with opportunities to receive leads. Perfect for ProAdvisors, Bookkeepers, CPAs, Tax Preparers, Small Business Consultants, and IT/Managed Services Providers. Visit https://varcsolutions.com/partners to learn more and apply. We’ll set up a time to discuss how our partner program can benefit you.

Learn more at: https://varcsolutions.com/meet-the-team/

WholesalePayroll increases your profits through simplicity, process, ownership & freedom. How? With ...

payroll software designed to solve the real, ever present, daily challenges facing professional providers; concurrent and historical editing functionality, easy migration from QBO, IOP and QB Desktop, e-filing amended forms, unlimited PTO polices, unlimited bank splits for employees, multiple bank payment accounts for employers, pay period, deduction pay rate policies (to name a few), customizable user roles and permission, white-label ready, and much much more. This platform is built by those in the trenches to solve for those in the trenches. We say, "Break the Loop"! What loop are we talking about? Might you think, "What possible cycle could I be stuck inside that I need to break the loop?" Our COO, Al Wagner, understood he was caught and didn't see it for himself either. Until Wagner looked into the industry itself and realized that ALL the payroll software providers were his biggest competitors! Visit us under the laser light show! Jump into our money booth to win BIG! We look forward to sharing time with you!!

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

Xenett Autoreview is an intelligent clean-up tool that auto-detects 90% of the ...

bookkeeping errors within seconds. It automates, streamlines and expedites the close process and thereby, helps accountants and accounting practices cuts down their manual review time by 60%. It catches the errors before your client does and helps you get the accurate numbers that your clients can rely upon.

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

YayPay by Quadient is the leading credit-to-cash platform, trusted by senior finance ...

professionals to automate accounts receivables, expedite invoice payments, and reduce DSO. Intuitive by design, YayPay empowers AR teams to quickly run credit checks and create custom collection workflows, driven by machine learning-powered customer scores. YayPay’s innate usability extends to the integrated portal that buyers love to use; with flexible and international payment options, buyers can view invoices, make payments, and communicate with collectors in just a few clicks. YayPay increases AR visibility organization-wide through seamless ERP integration, and provides managers with powerful analytics for next-level cash flow forecasting.

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