Scaling New Heights 2022 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.


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Elite 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.

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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.

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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.

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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!

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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.

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Premium SPONSORs

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.

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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.

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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.

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Diamond 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.

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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.

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

payments to QBO.

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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!

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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!

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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.

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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.

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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.

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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.

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

reporting app.

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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.

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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.

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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.

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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.

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

continuously supported, to help your CPA firm grow.

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Silver Plus SPONSORS

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

growth-focused businesses using QuickBooks.

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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.

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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.

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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.

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Silver SPONSORS® 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.

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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!

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

collaborate with your team, and innovate your workspace.

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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.

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

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

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TPGTEX is an experienced labeling and solutions provider of all aspects of ...

Automatic Identification and Data Collection (AIDC). We provide our customers with labeling software solutions as well as Printers (both thermal and laser), Ribbons, and Labels. Our Labels for QuickBooks solution is a simple and effective way to produce any kind of labels with barcode for all the information in QB. With over 30 years experience in industrial and commercial Labeling we have helped many companies become more efficient and save money in their label printing.
We love talking Barcode and Labels!

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Stop herding cats! Fix uncategorized transactions with ...

Uncat. Sync with QuickBooks Online, Xero, and QuickBooks Desktop. $5/mo.

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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.

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