Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and with good reason. A pioneer in the expense management space, Expensify has become the model for what is now considered a modern expense management solution.
Combining user-centric design with powerful compliance features makes Expensify the best choice for both employees and the finance department. Expensify integrates with nearly every accounting package ranging from QuickBooks and Xero, to NetSuite and Oracle, giving administrators the ability to quickly approve, export, and reimburse employees.
Expensify’s unique combination of simplicity and power allows us to serve the entire market from solopreneurs to the global enterprise. Expensify is used and loved by over 400,000 companies worldwide across all industries, including clients in the Fortune 500. We’d love to work with you! www.expensify.com.
Right Networks is the leading provider of fully-managed application hosting for accounting firms and small to medium businesses who are looking for a way to streamline their workflows and processes. Our solution combines advanced proprietary virtualization technology, fully-clustered highly-available infrastructure, and 24×7 world-class support. We offer the most reliable and scalable environment for you to connect, share and collaborate in the cloud with anytime, anywhere access to your applications and data. www.rightnetworks.com
Improve the way you collaborate with clients, secure their data, streamline your work and grow your business without breaking the bank. Citrix for Accounting provides an industry-leading solution that helps you exchange confidential tax documents securely, get client signatures faster, easily access your clients’ up-to-date Quickbooks files and more. www.sharefile.com
Exact Online is a product of Exact, a leading provider of software solutions for small and medium-sized manufacturers and wholesaler distributors. We streamline tasks such as quoting, order management, production control, inventory management, logistics, CRM and accounting. Exact is a global company with 30 years of experience, and serves 200,000 businesses in 15 countries. www.exact.com/us.
Finagraph provides best-in-class financial intelligence on demand. It provides you with deep insight into the health of your clients businesses like you have never seen before. With one click of a button, Finagraph instantly directs you to the areas of the business that need your attention. Turn a 4 hour chore into a 60 second task. More importantly, turn a once a year tax client into a frequent advisory engagement. Time = Money. Finagraph = Time. Finagraph and your expertise could make for a powerful partnership. www.finagraph.com.
Woodard chose CloudRunner™ as the exclusive technology partner for the ProAdvisor community.
With over 20 years of experience in automating traditional IT products and services, our purpose is to empower Advisors to work smarter, not harder, and unlock time to focus on what’s most important – building relationships and the business. Guided by Woodard’s powerful vision, this partnership is determined to give Advisors greater control and better insight into their business and clients’ in an unprecedented platform – by Advisors, for Advisors.
Method is the top-rated CRM for QuickBooks on Intuit Apps.com. As a small business advisor, you know how chaos in a business leads to bad customer experiences. Your clients will love how Method:CRM simplifies their work and helps them deliver outstanding service. Find out more and join our Partner Program at booth #69. Your clients will love you for it. www.method.me/home/
OfficeTools is the leading provider of practice management software and resources for firms in the accounting profession. It’s primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface.
OfficeTools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing. www.officetools.com
Patriot Software provides fast, simple, and affordable payroll software. As an Accountant, CPA or Bookkeeper, you can earn more revenue when you join our Royalty Program. Process payroll for your clients as a Certified Advisor for only $10/ client/month and $.50 per employee. Accounting is $6.25/ client/month. There is no charge to sign up. www.patriotsoftware.com
ReachLocal is empowering accountants and business advisors to deliver data-driven business insights to their clients that positively impact growth. Using unique technology, ReachLocal identifies opportunities where business owners can accelerate digital lead generation and client acquisition. In addition, our Kickserv field service management software facilitates operational efficiency and cost savings through improved scheduling, estimating, invoicing and payments. www.reachlocal.com/us/en
SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow with:
Secure online document management
Branded client portals for file sharing
Integration with leading tax and accounting applications
Anytime, anywhere access to firm and client documents
Every .75 seconds, somewhere in the world, an employee clocks in using TSheets time tracking and scheduling software. Thousands of companies in over 100 countries trust our online timesheet and scheduling technology. Employees track time using a computer, mobile phone, GPS-enabled apps, text, dial in and more—with clock in / out punch card or manual timesheet flexibility. This adds up to make TSheets the #1 employee rated and requested time tracking and scheduling software on the planet. For more information visit, www.tsheets.com.
Zenefits is the leading, all-in-one HR platform used by 20,000 small and mid-sized businesses. By integrating payroll, benefits and core HR systems into one dashboard, Zenefits makes it simple to hire and manage employees, offer benefits, run payroll, and manage compliance – saving customers thousands of hours each year.
Through an open partner ecosystem, Zenefits helps companies connect all the disparate HR systems required to run a business through one central employee system of record. Complementing its core HR platform, Zenefits offers experienced broker services to help companies maximize dollars spent on healthcare by quickly finding the best plans and rates from thousands of options. For more information, visit www.zenefits.com.
Inventory Management Software for QuickBooks that’s powerful, easy to use and affordable — Acctivate helps manage all phases of business with robust capabilities including inventory control, purchasing management, customer service, warehouse management, barcoding, landed cost, lot/serial number control and more while increasing productivity and enabling real-time access and visibility across the organization. Acctivate integrates seamlessly with QuickBooks, leading shopping cart providers, EDI translation software and numerous best of breed solutions. Built on a solid foundation of industry-standard components, Acctivate is the end-to-end inventory management solution for today’s dynamic, growing businesses. www.acctivate.com.
Powerful technology plus a human touch. Companies of all types and sizes around the world rely on ADP®‘s cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce.
Because every accounting & bookkeeping practice is unique, ADP offers flexible partnership options for both you and your clients. To learn more, contact your local ADP representative or visit us at www.adp.com/accountant.
Accounts Payable (AP) Automation is the bridge for AP from the past to the present. AP Automation reduces the paper in the AP process, which in turn eliminates the outdated, manual processes that make companies susceptible to fraud, late payments, missing invoices, and painful audits.
When your company is automated, all of your invoice and payment information lives in the secure cloud. This enables you to access information 24/7 from anywhere that you have an internet connection. We live in a world where we’re always on the go, and can access everything from our smart phones. So, why should AP be any different? www.avidxchange.com.
No other product can more easily deliver a picture of your trends, predictions, and performance using your current accounting data. Drive your business without the hassle of complex software. www.corelytics.com
Time Tracker by eBillity is a timekeeping and invoicing application for business teams of all sizes. Log time from any device, submit hours for admin approval, then sync those entries with your accounting software for faster billing and payroll. Have clients who don’t pay you on time? Invoice Tracker sends automated email reminders to your clients so you can get paid sooner too. www.ebillity.com.
eFile4Biz.com is a leading IRS-authorized e-file provider committed to offering you the best value in online 1099 and W-2 e-filing services. As an industry leader and pioneer, we’ve made online processing of 1099s and W-2s more convenient and economical than paper forms and installed software.
eFile4Biz.com offers comprehensive, front-to-back processing of tax information returns, including printing, mailing and optional electronic delivery to your recipients, and electronic filing with the Internal Revenue Service (IRS) and Social Security Administration (SSA).
We offer a host of distinctive features, including multi-payer setup (ideal for accountants and tax preparers), Excel, QuickBooks and other API integration tools for uploading data, along with best-in-class data security.
Our customers choose us because our service is quick, easy, cost-effective, reliable and secure. Our print/mail and data facilities are certified by the American Institute of Certified Public Accountants (AICPA) to be SOC2-compliant, ensuring that the sensitive data you entrust to us is guarded against tampering and identity theft using the latest technologies and stringent business practices. www.efile4biz.com.
Fujitsu is an established leader in the document imaging market, featuring state-of-the-art scanning solutions. These scanners deliver speed, image quality and superior paper handling to optimize business processes. If you’re looking for a small and simple scanning solution, our ScanSnap mobile scanners bring productivity and efficiency to the home office and small business organizations with just one touch of a button. This family of scanners come in a compact size for convenient travel use and affordability. Check out our ScanSnap iX series scanners that come with built-in Wi-Fi, duplex multi-sheet scanning and has dramatically improved speed and image quality for best-in-class performance. www.fujitsu.com/global.
Fundbox is a solution that helps small business owners get paid instantly on outstanding invoices and take control of their cash flow. There is no application or paperwork required and you only pay for what you use. Simply connect your QuickBooks or other accounting solution, select an invoice to advance and you could see the funds in your bank account as early as the next business day. fundbox.com.
Humans aren’t resources. Gusto is fundamentally changing how the world works by empowering everyone to put people first. Gusto reimagines payroll, benefits, HR, and personal finance by automating the most complicated, impersonal business tasks and making them simple and delightful. We are proud to partner with thousands of accountants to help businesses across the country seamlessly manage their payroll, compliance, and benefits, so they can get back to doing what they love. www.gusto.com.
Hubdoc gets your key financial docs in one place – automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity and automation. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached. Hubdoc integrates with leading accounting software such as QuickBooks Online, Xero and Bill.com, as well as cloud storage platforms including ShareFile, SmartVault, Box and more. www.hubdoc.com.
MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for middle market finance professionals, and the accounting firms who serve them. Our solutions streamline AP and vendor payments, providing unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure.
MineralTree enables businesses to pay vendors by check, ACH, wire, single-use virtual card (built into the solution), or their own corporate credit card. Both card options provide cash rebates and/or rewards back to the user. MineralTree integrates with the business’ bank account and does not use settlement accounts. For all electronic payment methods, remittance details are automatically sent to vendors. www.mineraltree.com.
The Neat Company manufactures and markets a unique combination of software and hardware scanning solutions. These solutions employ patented parsing InDocument Identification Technology™ to read information on receipts, business cards, and documents – extracting data from paper so it can be used to easily create expense reports, complete tax forms, populate contact databases, and track spending. Neat integrates with business, accounting, and contact management software so that customers can easily send files directly to QuickBooks, Dropbox, Excel, Outlook, and other programs.
The Neat Company also enables its customers to build their own Smart Organization System, a centralized location where they can go to organize, find, and share all of their important paper documents and electronic files. Not only do files synchronize between multiple devices, they are also securely backed up on Neat’s servers, using bank-level encryption to protect data.
Founded in 2002, The Neat Company is headquartered in Philadelphia. For more information, please visit www.neat.com.
Practice Ignition is the tool for smart accountants who want to run their practice as efficiently as possible. Build smart engagements online, track client progress, set up invoicing and payments automatically all from the one place. Practice Ignition can drive your company workflow with a system that you can easily dive into, resulting in growing your practice without additional overheads. www.practiceignition.com.
PrintBoss prints checks on blank check stock but also has numerous applications/features beyond check printing. Contracted bookkeepers can really leverage the power of PrintBoss! www.wellspringsoftware.com
NetSpend Corporation has an exclusive relationship with Intuit and helps eliminate the need for paper checks.
NetSpend is a leading provider of reloadable prepaid debit cards to consumers in the United States. We serve the estimated 60 million consumers who seek an alternative to a traditional bank account or who rely on alternative financial services. Through an exclusive partnership with QuickBooks and Intuit, our mission is to provide QuickBooks employers and ProAdvisors a solution to move payroll processing completely electronic – eliminating the need for paper checks. Using NetSpend for payroll purposes helps eliminate the costs and hassles of writing, mailing and processing paper checks, waives the direct deposit fee for QuickBooks users, and provides a leading financial solution to employees. For more information please visit: www.netspend.com/intuitcustomer.
Receipt Bank is a strategic partner of QuickBooks Online and QuickBooks ProAdvisors. Receipt Bank is an award-winning productivity tool that helps bookkeepers do more with less. You’ll take control of ALL of your client’s source documents and eliminate the pain of data entry from your bookkeeping. Rated 5-stars on Apps.com you’ll be able to manage all of your clients in one location. The key data will be extracted from your clients receipts, bills and credit notes and synced with QuickBooks Online. Thousands of accounting firms around the world use Receipt Bank to deliver a seamless and effortless bookkeeping experience to their clients. Stop by the Receipt Bank booth and find out more about effortless bookkeeping and awesome automation. www.receipt-bank.com.
SalesPad Cloud is your complete business management software solution for QuickBooks® Online. SalesPad Cloud brings enterprise functionality to the cloud with the detailed inventory, purchase order, and sales document management; practical CRM; and integrations for shipping and e-commerce you’ve been missing in QBO. SalesPad POS leverages SalesPad Cloud and QBO, keeping track of held, in process, and completed orders; tracking sales by customer; splitting lines by sales reps; and controlling till transactions. SalesPad POS is inventory-focused point of sale. SalesPad Cloud Barcode makes it easier to manage inventory in a single location, multiple locations, or with multiple bins. SalesPad Cloud Barcode’s inventory transactions are made easier and more efficient by scanning item barcodes for multiple inventory functions within a location. With SalesPad Cloud’s solution, you can bring it all together. www.salespad.net.
StatX mobile app auto-creates mobile dashboards on top of accounting apps and spreadsheets and auto-refreshes the data with push notifications on any change. Simply connect QuickBooks Online, Xero, Excel and Google Sheets to StatX to get automated financial updates.
• Streamline communication with clients with updates delivered straight to mobile.
• Help clients stay on top of their financials effortlessly (cash, P&L, A/R, A/P, sales etc.)
• Set up shared checklists and workflows. Share easily with team.
StatX iOS and Android apps are available for free download in the Apple App store and Google Play store. For more information visit www.statx.io.
Supporting Strategies is pleased to offer franchise opportunities. This is your chance to take advantage of the rising demand for outsourced accounting support services for small businesses. www.supportingstrategies.com
We are the premier hosting provider for Sage and QuickBooks software applications and can help you take all your business applications to the cloud.
Complete, easy access to your accounting applications from any computer, anywhere, anytime. It’s that simple. Created by accountants, Swizznet is built to satisfy the critical standards and specific needs of financial teams — with the latest cloud technology for seamless sharing, simple collaboration. www.swizznet.com.
Vertex automates sales and use tax compliance by enabling calculations and returns in a cloud-based solution, offering flexible service levels and featuring pay-as-you-go pricing. From automated returns processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance. Learn more at www.vertexsmb.com.
American Express is a global services company, providing customers with access to products, insights and experiences that enrich lives and build business success. Amex’s Global Merchant Services & Loyalty Group unit works with millions of merchants around the world, providing tools and services to help them reach more Card Members and drive business growth. In 2016 alone, more than 1 million new U.S. merchant locations began accepting American Express, which means there are now more places than ever before where Card Members can use their cards. Learn more at www.americanexpress.com and connect with us on facebook.com/americanexpress, foursquare.com/americanexpress, linkedin.com/company/american-express, twitter.com/americanexpress, and youtube.com/americanexpress.
Most businesses that use QuickBooks have sales tax obligations, whether they sell directly to consumers or operate a service-based business. Keeping up with these obligations can be time consuming and incredibly complex, and it’s easy to miscalculate rates, apply the wrong tax rule, or get behind on filing returns – costly errors that can put businesses at risk. Avalara AvaTax automatically applies the right rates and rules to every transaction, every time, feeding information into Avalara Returns, a solution that incorporates simple payments, guaranteed on-time filing, audit support, and notice management. AvaTax and Returns together provide a fully automated sales tax compliance solution, enabling businesses to focus on doing what they love, and NOT on sales tax. www.avalara.com.
Corrigo, Inc. is a software and services company focused on delivering software as a service (SaaS) solutions with emerging technologies, notably wireless. Founded in 1999, our Corrigo customers range from Fortune 50 companies to mom and pops and we view our ability to work with very large and very small customers concurrently as one of our core competencies. Our software is successfully deployed in many industries such as heating and air conditioning, electrical, plumbing, security, restaurants, health care, homebuilding, manufacturing, and distribution.
We deliver value to our customers by improving their service levels, increasing their profitability, helping them streamline their business processes, and providing relevant and timely data analytic reporting capabilities. Our software is easy to use, quick to deploy and priced to ensure that it fits with all budgets. Furthermore, we provide an advanced level of security and reliability for our customers’ data as we maintain their data in an ultra-secure, AT 101 Type II compliant data center.
Our headquarters is in Allen, Texas while our workforce is spread across the United States, Ukraine, and India. www.corrigo.com.
CorpNet.com (www.corpnet.com) provides business filing services required for a variety of business needs such as forming a Corporation or Limited Liability Company (LLC), filing a DBA/Fictitious Business Name, Trademark Search and Registration services, and business compliance and monitoring services across all 50 states.
As a professional, you’re accustomed to being the ‘go-to’ resource for all things taxes and financial. Helping clients file for an LLC or a Corporation or file their initial/annual statement of information (also referred to as an Initial/Annual Report) can be a natural and synergistic extension to what you do already.
CorpNet will add significant value to your relationships with your clients by solving a big problem for your clients and helping you add important “trusted advisor” services to your practice such as:
• Incorporating or forming an LLC for your clients in all of the 50 states
• Providing Registered Agent Services in all of the 50 states; and
• Monitoring important compliance and filings due dates for your client’s corporations or LLCs at no additional cost to you.
This arrangement offers several compelling benefits:
• You become a greater resource for your clients
• You don’t need to become an expert in each state’s incorporation laws
• It’s less expensive (for you and your clients) and fast reliable and more affordable
• A dedicated account rep will monitor and notify you of corporate compliance deadlines for all your clients:
o Across all 50 states
o Via email or phone call to you as the due date approaches
o There is no cost or obligation to you.
o We will never contact your clients; we work solely with you and will notify you directly when a filing is due for your client.
Packages to incorporate or form an LLC for your clients across all 50 states start at $249 + state fees for our “Complete” package.
For more information, visit the www.corpnet.com; email firstname.lastname@example.org or contact us toll free at 1-888-449-2638.
DAVO was created to solve the pain points associated with the payor/payee relationship. Whether it’s a small to mid-sized merchant looking to simplify their sales & use tax payment method, a state government looking to collect sales & use tax securely, or a franchisor looking to streamline the collection of franchise royalty and advertising fees, DAVO has the solution. Our process is passive, seamless, and automatic. www.davotechnologies.com.
ProRata is an easy to use and powerful add-on for QuickBooks Online that automates revenue recognition for SaaS companies. ProRata gives you access to revenue-based reporting and Dashboards. www.prorata.com.
Qvinci for Accountants is the industry standard for automating the templating and authoring of financial reports, consolidation, and benchmarking. The patented solution provides ERP-like functionality to accountants without the high price tag or complexity. Qvinci is the #1 rated reporting app in the Intuit® App Store and is ProAdvisor® recommended. Regardless of a firm’s size, Qvinci for Accountants increases collectable billable hours, automates and standardizes client reporting, and optimizes efficiencies by eliminating redundant tasks and bottlenecks. accountants.qvinci.com.
SmartBiz™ (www.smartbizloans.com) makes SBA loans easy by streamlining the application process so small businesses can apply online and get funds in as fast as 7 days after they complete the application. www.smartbizloans.com
ScanWriter, the leading data entry automation software, captures data from bank and credit card statements, bills, receipts, invoices and more into QB transactions in seconds.
QB users, accountants, bookkeepers, Top 100 CPA firms, and other Institutions have successfully adopted ScanWriter.
Imagine being able to import 20 pages of bank statement accurately in minutes. Imagine sorting and searching through data automatically with linked source documents.
ScanWriter takes care of the unnecessary manpower for tedious transactions keying in, and streamline your workflow.
Personable’s sophisticated, advanced and proven technology enables CPAs to not only reduce their data entry time by 90%, but also have access to an audit proof, paperless document trail any time. Your organization’s daily business and the capability to address urgent and important issues will be guaranteed.
Simply call us at (800) 688-4281, or email email@example.com, to see how ScanWriter will streamline your WorkFlow!
This software add-on uses artificial intelligence and voice recognition to reduce friction points in tax and accounting work, reducing labor up to 90% over time. TALK Accounting links to QuickBooks and other popular software programs. Learn more at www.talkaccounting.com.
TrueCommerce, a HighJump company, revolutionizes trading partner connectivity by linking suppliers, retail hubs and end consumers in one global commerce network.
With our flexible, integrated and fully managed service EDI solutions, customers of any size can easily connect with any trading partner while enjoying the peace of mind of a proven service platform that reliably handles tens of millions of transactions annually without the need for any customer interaction.
From the factory to the warehouse, from distributor to retail storefront, achieve new levels of business connectivity and performance with the world’s most complete trading partner platform.
The preferred accounting workflow solution for cutting-edge firms, Aero facilitates profitable value-based billing by converting a firm’s processes and knowledge capital into revenue and enabling your staff to work effectively, efficiently, and consistently.
Learn more at www.aeroworkflow.com.
AbacusNext® helps businesses with stringent security and compliance needs grow by providing Compliance-Ready™ turnkey technology solutions, allowing our clients to leverage the power of cloud computing without the added challenges and expenses of managing complex IT infrastructures on their own. As an end-to-end solutions provider, our products and services portfolio includes virtual desktop (DaaS), private cloud, case management software (CMS), email hosting services, security endpoint protection, business continuity (BCP), and on-premise solutions. Since 1983, we have delivered on-demand services to over 500,000 businesses worldwide, and are recognized by Forbes as one of America’s fastest growing companies. for more information, please visit www.abacusnext.com.
Thousands of business owners use the Bento Business Prepaid Debit MasterCard® to make it easier to control employee spending and manage expenses. Our Pro Advisor program allows you to offer Bento as a win-win solution for your clients.
* Integrated with Quickbooks, including categories, tags, and receipts
* Control where, when and how much each employee can spend
* Configure cards for employees, project or purpose/utility
* Enable/Disable cards with one click
* Unauthorized transactions are declined
* Real-time reporting
* Instant approval. Free 60 day trial.
Bento is risk-free. No personal liability, no impact on owner’s credit. Learn more at www.bentoforbusiness.com.
The Broadly solution helps local businesses engage with customers, look great online, and drive new customer referrals. We generate authentic reviews on the most important platforms – Google, Yelp, and Facebook – to ensure that local businesses are found and chosen. Our SEO technology delivers immediate benefits to local business websites. Learn more at www.Broadly.com.
Launched in 2017, Circulus is the convergence of three separate business units previously managed under the XTGlobal and XTBills brands. With a focus on AP automation and tech-enabled business process outsourcing, Circulus has developed an innovative model for delivering scalable business growth across a span of verticals. Since 2006, the company’s enterprise services have processed over 93 million documents, with invoice values of over $153 billion, while the SMB division has paid over $95MM worth of payables on behalf of its quickly growing customer base. Learn more at www.circulus.io.
Stop Wondering When and Where Your Employees Worked. Construction and field service companies want to get rid of paper time sheets and track time accurately, but most time trackers aren’t built for you. ClockShark’s easy GPS mobile apps let you track time, location and job costs. www.clockshark.com.
Cloud software making it easy for you to sell more accounting, bookkeeping and tax services to more clients at better prices. Brought to you by Mark Wickersham, Amazon #1 bestselling author of “Effective Pricing for Accountants.” www.pricinginthecloud.com.
CPAz-Cloud is a division of NonProfit Technologies, Inc.. NonProfit Technologies has been a leading provider of software and IT services to public sector organizations since 1999. As CPAz-Cloud, we bring our years of public sector managed cloud experience to commercial organizations. cpaz.com/solutions/cloud-services.
DiCentral provides turn-key Cloud based B2Bi Managed Services, which allow QuickBooks users to connect and exchange critical business documents with their trading partners. The core components of the Managed Services offering include ERP integration, Secure B2B Communications, Data Transformation, Business Rule Analytics, Inventory Management, and Trading Partner Community Management.
Founded in 2000, DiCentral is headquartered in Houston, Texas, with 10 offices worldwide supporting customers in over 27 countries. www.dicentral.com.
Fathom is a reporting and financial analysis tool which helps advisors gain deeper insights into their client’s business performance. Creating dashboards and beautifully tailored reports has never been easier! Fathom provides advanced reporting for QuickBooks Online and QuickBooks Desktop and assist with consolidations and benchmarking. Learn more at www.fathomhq.com.
gotomyerp is an international leader in fully managed cloud hosting specializing in QuickBooks, Sage, SAP and all related 3rd Party Integrations. gotomyerp cares for each customer by providing them their own private network and computing resources, nothing shared, ever. Their global support and infrastructure allows customers from micro to enterprise, everything just works. GoMobile, GoGlobal, gotomyerp. www.gotomyerp.com.
HandiFox™ is an award-winning Inventory Tracking and Sales Management System designed for seamless QuickBooks data integration across mobile devices. The system allows small and mid-sized inventory businesses to automate their sales, manage the supply chain pipeline and do sales in the field. We serve customers from a wide variety of industries in more than 10 countries around the globe and help them to offload the cumbersome warehouse operations. www.handifox.com.
HostBooks is a preferred Intuit Premier Reseller and Intuit Authorized Commercial Host. We are a team of hard core accountants and cloud technology technocrats. We unceasingly keep exploring the growing possibilities of the technology and accounting across the globe.
We explore to simplify accounting, to empower the art of doing business, and to delight the accounting and cloud hosting experience. We believe in your individual capacity to do better, to make better and to achieve better. From balancing your household budget to running your accounting or any other business, HostBooks is always there at your back. We aim at simplifying your accounting experience so profoundly that you never look back. Learn more at www.hostbooks.com.
ICB is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognize academic attainment, working experience and competence.
In our role as membership body we provide ongoing support to members to ensure they are knowledgeable and up to date with the latest legislation, mindful of their ethical obligations, and best-placed to provide a trusted and exemplary service to business. www.icbusa.org.
Karbon is the place to collaborate with your team and look after your clients. It is online software for accounting professionals. It integrates with your email to bring everyone’s communication, notes and activity together onto easy-to-follow timelines so everyone can see what’s going on. It’s better visibility for you and your team.
Get access at www.karbonhq.com.
Providing exceptional professional insurance solutions to accounting professionals since 1962. Professional Liability and Cyber/Privacy Protection coverage for solo to large firms and all areas of practice. Service, Experience, Coverage & Value – The Landy Difference! www.landy.com.
The Latino Tax Professionals Association (LTPA) is a professional trade association dedicated to excellence in the field of tax preparation and related services. LTPA is here to support all those who serve the Spanish speaking taxpayer. Our members work in all areas of tax practice, including individual practitioners, accounting and bookkeeping services, enrolled agents, certified public accountants, and immigration attorneys. www.latinotaxpro.org.
LilyPad is a developer of mobile applications for today’s small to medium sized business. Creators of the #1 add-ons for Fishbowl Inventory, LilyPad Mobile Sales and LilyPad Mobile Warehouse, LilyPad is pleased to announce LP4QB, an application that allows remote salespeople to enter orders into QuickBooks through any web-enabled device. phone, tablet, laptop – your sales force has instant access to the information they need from your QuickBooks and you have the orders they are taking with no retyping or delay. The application can also be used to set up a customer portal so that your customers can place and manage their own orders – through any web-enabled device. Bring your selling methods up to date with this easy to use application. www.lilypadapplications.com.
Accountants and advisors use LivePlan software as a platform for offering strategic advising services to their small business clients. The accompanying LivePlan Method is a standardized and scalable business process for advising services. www.liveplan.com.
Features that are designed specifically for small- to medium-sized manufacturing firms.
When “good enough” isn’t good enough, you need better. Get started with Basic Manufacturing and experience how MISys Manufacturing software delivers on its promise to turn your accounting software into an Industrial-Strength Manufacturing System. www.misysinc.com.
MoreReporting is an automated Growth Management Solution add-on to Quickbooks – This dual sided platform is designed both to help small companies grow their
business and to help Accountants and Auditors identify and increase up-sale opportunities with existing customers.
The platform includes pre-build integrations to leading online applications such as Quickbooks, out-of-the-box standard business dashboards and reports, budget, performance deviation alerts, automated consolidation of two or more entities and much more. Learn more at www.morereporting.com.
You can’t solve problems for associations without knowing what the real problems are. Every feature developed by novi AMS has been driven by association professionals around the country identifying a problem they are trying to solve or a need that’s not being met with their current AMS. Because it isn’t about software developers telling association professionals what they need. It’s about associations telling us about the problems and challenges they face and creating a solution. www.noviams.com.
Providing entrepreneurs an opportunity to start and incorporate a payroll services business into their business portfolio with the support of an expert team. Founded in 2008 as a boutique full-service style payroll company that gained national attention, Payroll Vault launched their franchise concept in 2012. Powered behind an operational system, software and organizational plan, the services are ideal for small and medium sized businesses. Learn more at www.payrollvault.com.
QBO Hero is the number one software conversion service in the world. QBO Hero will convert your QuickBooks Desktop, Xero, Sage, Intacct and any others to QuickBooks Online with seamless and accurate conversion of your data every time. QBO Hero can provide both the software and expertise to convert all of your client’s company files to the expanding QuickBooks Online platform. Join the wave of the future becoming a HERO to your clients! Come visit us at booth 22. qbohero.com.
Qbox is one of the fastest growing QuickBooks (desktop) real-time collaboration resources, providing a simple, affordable and secure way to share files with an unlimited number of remote users.
Many people are moving their accounting to the cloud choosing between a hosted option or a SaaS solution. However, not everyone is ready to make that transition and in some cases, prefer a solution that would utilize the best of the cloud to simplify sharing their desktop files. Find out why a growing number of Accountants, Bookkeepers and Business Owners are choosing Qbox as their preferred resource for sharing their QuickBooks files. www.qboxplus.com .
Recur360, developed by Out Of The Box Technology, provides a simple platform for Recurring Invoicing, Credit Card, and ACH Payments along with Automated Emailing, Reminders, and Collection Notices for small to medium sized businesses.
With Recur360 you can:
• Generate Monthly Invoices
• Process Payments via Credit Card and ACH
• Email Customers their Invoices
• Send Collection, Past Due, and Credit card Expiration Reminders
• Prorate Invoices
Recur360 was built for:
• Service Brands with recurring weekly/monthly/annual invoicing and payments
• Membership/Club brands with monthly dues or subscription fees
• Rental or Property Management brands with recurring rental/leasing fees
Join our Partner Program and earn $100 for every client who stays with Recur360 for six months. www.recur360.com.
RedTeam is a true cloud application built and optimized for construction by people that know the business. From collaboration through accountability, RedTeam is the most comprehensive project management and accounting solution for commercial construction. Learn more at www.redteamsoftware.com.
Scanov is an Optical Character Recognition (OCR) data capture engine which allows you to effortlessly capture and export data & image of your invoice or receipt into QuickBooks Online. It is fully integrated with QuickBooks Online with its Single Sign-On (SSO) feature. It’s the first web-based real-time data capture system in the accounting world, so unlike other systems, Scanov processes your data in seconds and you see results immediately. Learn more at www.scanov.com.
This Patent Pending Desktop software requests and instantly downloads IRS Transcripts and creates a Transcript Analysis Report. This product revolutionized the tax, payroll, & bookkeeping industry and has been adopted by some of the largest firms to single person operations to better serve their clients and create revenue opportunities from existing customers. Learn more at www.taxhelpsoftware.com.
Manage Your Mobile Workforce
GPS-enabled time, attendance and scheduling solution to track your mobile employees. Select a cost-effective monthly subscription and download our free app for instant access to our best in class geofence technology. Keep track of employees in the field and get instant alerts when workers are away from the job site.
Say goodbye to paper timesheets, eliminate costly errors and simplify payroll. Watch efficiency soar and while your costs go down. Learn more at www.timesheetmobile.com.
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), Printers Ribbons,and Labels. With over 25 years experience in the Hazardous, industrial and commercial Labeling business, our customers list includes both large corporations and small companies alike. Labels for QuickBooks was created and designed for anyone needing to produce labels from QuickBooks. Print product labels with barcode directly from invoices, purchase orders or item lists. Learn more at www.tpgtex.com.
Verito provides fully-managed application hosting for Small and medium scale businesses. Our expert team is available round the clock to help you with your Accounting and Tax Application Hosting requirements. We offer affordable turnkey solutions that are fully scalable, reliable and secure. Our service portfolio includes: Fully Managed cloud, IT Infrastructure management, and Data center services. We help you realize the full potential of cloud computing in today’s competitive environment. Learn more at www.verito.com.
VARC Solutions, one of the top performing Intuit Resellers in the country, created the VARC Incentive Partner Program (VIPP) as a way to team up with ProAdvisors across the county and provide them with the expertise of our Advanced Certified QuickBooks ProAdvisors and Reseller team when making Intuit sales.
The VIPP can help you sell at all Intuit product levels, allowing you to focus on providing your clients with your highest level of service. When a Partner make a sale, VARC will share the commission paid by Intuit with the Partner.
Joining is simple, and benefits to partners include no cost to join, no minimum certification level requirement, support from the VARC sales team, regular webinars to review Intuit products, and easy order entry through the online VIPP portal or by calling the VARC sales team. Once a Partner makes a sale, commissions are paid monthly.
WorldShip® and FedEx Ship Manager® in a few easy steps to start sharing information across your business. From order to shipment to delivery, V-Technologies bridges the information gaps to make your business more efficient, reduce errors and improve customer service. Multi-carrier shipping software connects shipping with order entry, accounts receivable and customer service to streamline the order fulfillment process. Fishbowl and TrueCommerce integration round out the offering to provide a complete supply chain solution. Over 10,000 companies trust V-Technologies’ StarShip and ShipGear solutions to get their shipments out the door on time and with minimal. Learn more at www.vtechnologies.com.