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Silver
Accru
Accru is a powerful yet simplified accounts receivable and payable platform designed to eliminate the headaches of manual billing and complex accounting software. By streamlining invoicing, automating tasks, and providing real-time financial insights, Accru helps accounting firms and businesses save time while improving cash flow. Our revolutionary statement views enhance client communication, making payments seamless and stress-free. With a focus on efficiency, security, and ease of use, Accru empowers businesses with a smarter, more cost-effective billing solution that keeps both you and your clients happy.
Learn more at https://accru.co/
Premium
ADP
You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant Connect.
Learn more at adp.com/accountant
Gold
Aider
New to the US, Aider is an AI-powered platform to help you scale advisory services.
Learn more at https://www.aider.ai/
Premium
Anchor
Anchor is reinventing financial workflows for small and medium businesses by simplifying proposals, agreements, invoicing, and payments. By moving away from rigid, PDF-based workflows to digitally native proposals and interactive agreements, Anchor enables businesses to eliminate inefficiencies, reduce revenue loss, and enhance cash flow. Trusted by thousands of accountants and professional-service business owners, Anchor is committed to enabling businesses to thrive in an increasingly complex financial landscape.
Learn more at https://www.sayanchor.com/
Gold
AppVentory by Coachbar
At AppVentory, our mission is to empower accountants, bookkeepers, tech advisors and system integrators to uncover their clients’ tech stacks in minutes, not days. AppVentory automates and professionalizes the tech advisory process, helping you scope, price, and manage projects with unmatched efficiency. By delivering full visibility and clear insights, AppVentory equips you to elevate your advisory services, increase pricing consistency, and unlock greater value from your clients’ technology investments. No more time-consuming interviews or manual tech stack audits, AppVentory simplifies and streamlines this essential process. By leveraging our tech-stack diagnostic tool and advisory management system, you can confidently discover key opportunities, enhance your service offerings, and maximize client satisfaction and profitability.
Learn more at https://appventory.com/
Diamond
Avalara
Avalara makes tax compliance faster, easier, more accurate, and more reliable for
41,000+ business and government customers in over 75 countries. Avalara leverages 1,200+ signed partner integrations across leading ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access.
Learn more at https://www.avalara.com/
Gold
Basil
Experience effortless accounting practice management with Basil. Our secure client portal ensures safe data exchange,
while client management, eSignatures, and workflow tools keep your practice running smoothly. Enjoy all features at no extra cost—no hidden fees, just everything you need to manage your practice efficiently. Start your free trial today and see why accounting firms love Basil!
Learn more at https://www.coraltreetech.com/basil
Silver
BDO Alliance USA
Discover how the BDO Alliance USA can help you thrive. We are among the industry’s largest associations of accounting and professional services firms. With more than 400 independent U.S.-based CPA firms and businesses, the Alliance represents nearly every state and includes a comprehensive range of services.
When you unleash the power of a national firm, the global BDO network and other local and regional firms to work collaboratively, you broaden your ability to grow, win new business, and enhance your role as a trusted advisor to your clients.
Partner
BILL
BILL (NYSE: BILL) is a leading financial operations platform for small and
midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com.
Learn more at https://www.bill.com/
Diamond
Bill360
Get paid an average of 36% faster than your existing accounts receivable (AR) processes with the only AR automation and digital invoicing platform built for B2B companies. Features like automated workflows, customer collaboration, AutoPay, auto reconciliation, and enhanced data analytics reduce manual work and ensure on-time payments—every time.
Learn more at https://bill360.com/
Premium
Brex
Brex is the modern spend platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, accounting automation, travel, and more. Brex makes it easy to control spend before it happens, automate manual work, and optimize your finances. That’s why over 30,000 companies from startup to enterprises — including SeatGeek, DoorDash, and Atari — use Brex to make every dollar count. Founded in 2017, Brex enables tens of billions of dollars in transactions every year across 120 countries.
Learn more at https://www.brex.com/
Partner
Canopy
Canopy is the firm-wide operating system that helps accountants build the firm
they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, as well as the ability to pull IRS transcripts, and more. Trusted by over more than 3,000 accounting firms, Canopy’s solutions are SOC2- certified and data- encrypted.
Learn more at https://www.getcanopy.com/
Silver
Checksforless.com
Checksforless.com® provides your clients with high quality banking related products including personal and business checks, envelopes and much more. Our goal is to provide the best savings with fast production and personalized customer service with no hidden charges. 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/
Gold
Client Hub
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 automated task management and client communication, accounting firms painlessly get what they need from clients to unblock workflow and get work completed on time. Client Hub's new AI-enabled features and email integration help to increase firm productivity and eliminate friction in your daily work. To learn more about Client Hub, visit ClientHub.App.
Learn more at https://clienthub.app/
Silver
Cloud Accountant Staffing
Cloud Accountant Staffing (CAS) connects accounting firms with exceptional US-trained professionals in the Philippines. From expert bookkeepers to experienced CPAs – from interview to starting at your firm in just four weeks.
Learn more at https://www.cloudaccountantstaffing.com/
Gold
CPA.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/
Gold
Dext
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.
Learn more at https://dext.com/us
Partner
Digits
Digits is the first AI-native accounting platform designed to transform your practice.
Automate client bookkeeping, reporting, invoicing, and bill pay to streamline tasks and scale your firm. Digits intelligently auto-books transactions with zero setup or rules management, ensure accuracy with AI reconciliations, and simplify AR/AP processes with built-in invoicing and bill pay. Automate the tedium, scale your firm, and WOW your clients with Digits. Experience your firm, reimagined.
Learn more at https://community.digits.com/
Partner
Expensify
Expensify is a payments superapp that helps individuals and businesses
around the world simplify the way they manage money. More than 12 million people use Expensify's features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, payroll, and travel booking in one app. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.
Gold
Fidelity Investments
Discover Fidelity Advantage 401(k)SM: an affordable plan you can recommend with confidence to your clients starting a 401(k) for the first time.
With a streamlined design, payroll integrations, and an intuitive mobile app, your clients can now offer a Fidelity 401(k) with less complexity, admin and risk. Stop by our booth to learn about exclusive discounts and referral rewards.
Learn more at https://www.fidelityworkplace.com/s/401ksmallbusiness
Gold
Finale Inventory
Finale Inventory, your all-in-one hub for omnichannel inventory and operations management.
Learn more at https://www.finaleinventory.com/
Premium
Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use. Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time. Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
Learn more at http://financial-cents.com
Silver
Finatical Software
Excel Add-in from QBO to Excel for faster, easier reporting. Includes Multi-entity reporting, budget vs actuals, classes, projects, departments, locations. Download and install, plug and play solution. Alternative to Spreadsheet Sync.
Learn more at https://www.finaticalsoftware.com/
Silver
FinOptimal
FinOptimal is an accounting firm turned software company. Originally developed to support our own firm, FinOptimal's apps are now used by hundreds of firms to make month-end close sooo much easier. Our apps Accruer, Booker, and Wrangler have been called "game changers" and the "underrated apps of the year" by your peers. Accruer fully automates accrual accounting in QuickBooks. From prepaid expenses to deferred revenue, to fixed assets, to payroll accruals: just write "for the period" and Accruer handles everything. Booker & Wrangler offer smart syncs to and from QBO and combined with Accruer enable firms to provide a continuous close to their clients. FinOptimal's apps blend seamlessly into your existing tech stack, have a simple setup process, and provide a "near immediate ROI."
Learn more at https://www.finoptimal.com/
Partner
Finsmart Accounting
Finsmart Accounting is an accounting offshoring partner that provides plug-n-play, English-speaking, pre-qualified, pre-vetted Bookkeepers, Accountants, Tax Prep and Audit professionals. With its offshore service center located in India, they majorly cater to Accounting and CPA firms. Their main objective is to help the firm owners save time and bandwidth, while growing seamlessly. Serving since 2007 with 300+ clients in 6 different countries, Finsmart Accounting takes care of your back-end operations of bookkeeping, financial reporting and taxation so that you can focus on growing your accounting practice without the stress of hiring, re-hiring, and training resources. Deploy as many resources as you need, anytime and solve the issue of capacity challenges today.
Learn more at https://finsmartaccounting.com/usa/
Gold
Firm360
Unlock efficiency with Firm360—your all-in-one accounting solution. Streamline project management, client interactions, and billing with our comprehensive platform. Save time and enhance productivity! Designed by accountants for accountants, Firm360 not only enhances your operational efficiency but also supports your growth with tailored training and unmatched customer support. Join over 2,000 accountants who have transformed their practices with Firm360.
Learn more at https://www.myfirm360.com/
Silver
Forwardly
Forwardly revolutionizes how small businesses send and receive payments. The award-winning real-time payment-enabled platform empowers small businesses to pay bills and get paid instantly, 24/7/365. With Forwardly, businesses and accountants gain the power to manage their cash flow effortlessly through instant payments and free same-day ACH, ensuring quicker access to funds and eliminating unnecessary processing delays and high fees. To get started for free and start experiencing the future of B2B payment solutions, visit Forwardly.com.
Learn more at https://www.forwardly.com/
Silver
Frontline Accounting
By Accountants, For Accountants - We are in the trenches with our clients More than a decade ago, two accountants looked at the future of accounting and decided to become it. Frontline Accounting’s Australian partners, Mark and Jon, have offshored all their work to the Philippines from the beginning—and wouldn’t do it any other way. This approach quickly caught the attention of peers interested in a similar setup. Mark and Jon offered to help by sourcing skilled accounting staff in Manila. What began as a supportive gesture for colleagues grew into a sought-after solution for addressing capacity issues in Australian firms. A small team soon expanded to nearly a hundred in the first year. Their extensive experience with offshoring has kept them attuned to the common pain points faced by partners. Providing value and solutions has remained central to every interaction, leading Frontline to support firms internationally. Today, Frontline Accounting is a multi-awarded offshore provider that has stayed true to its original purpose: solving capacity challenges for accounting firms worldwide. Offshoring is having a dedicated team here in the Philippines that will work seamlessly with you and your firm. They will take on the same work responsibilities as your local team. Frontline provides the overall management of your team here in Manila. We will handle recruitment, HR and IT, and manage the facilities and office space they would need while you take care of delegating the workload and ensuring that they are productive. Managing an offshore team will be very simple. While we take care of the operations of your team, you have enough time to focus and add more value to your firm.
Learn more at https://www.frontlineaccounting.com/
Silver
Frost Law
Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other professionals. Our attorneys and tax professionals are widely recognized for their proven substantive and procedural capabilities, which enable them to identify and develop tax or business strategies that meet our clients’ needs. Our legal team skillfully works to protect our clients’ interests in the ever-changing and complex world of tax and business since 2011. We have been serving clients in (city, state), across the country and abroad. We have office locations on the East Coast in Maryland, Virginia, Washington, D.C., Pennsylvania, New York, and Florida.
Learn more at https://askfrost.com/
Gold
G-Accon
Effortless Financial and Accounting Automation in Google Sheets.
Learn more at https://www.accon.services/
Gold
GKM Inc
With over 25 years of experience in the U.S., GKM is your trusted full-service outsourcing partner specializing in bookkeeping, tax return preparation, audit support, and other essential services for accounting professionals. As a BRN Partner with BDO Alliance and a preferred vendor for Rightworks, PASBA, and New Clients Inc., we are known for our reliability, expertise, and commitment to quality. Our ISO 9001:2015 process-certified facility supports clients across 33 US states, ensuring secure, accurate, and efficient service delivery.
Learn more at https://www.gkmtax.com/
Silver
GruntWorx
GruntWorx is Advanced Automation Technology for 1040 Workflow Solutions, Document Organization and Automated 1040 & 1099-B Data Entry. GruntWorx will save Tax Experts time and effort, allowing them to focus on the more complex portions of the tax return.
Learn more at https://www.gruntworx.com/
Diamond
Human Interest
Human Interest Inc. is a full-service 401(k) and 403(b) provider that seeks to make it easy and affordable for small and medium-sized businesses to help their employees save for retirement. Human Interest uses technology to integrate with 500+ payroll providers and streamline the onboarding experience. As of December 2024, the company has helped 1,000,000+ eligible participants at 30,000+ companies access retirement benefits.
Learn more at https://humaninterest.com/
Premium
Ignition
Ignition is the leading revenue generation platform for
accounting and professional services businesses to spark greater efficiency and profitability.
Learn more at https://www.ignitionapp.com/
Silver
Inspire Outsource Solutions
Inspire Outsource Solutions offers SECURED Offshore Staffing Solutions for US Accounting Firms Providing CAAS Services: -We are a US-owned and based company with a branch office in Manila, Philippines. Inspire Outsource Solutions hires degreed accountants with STRONG English verbal and written proficiency (rejecting 92% of applicants), and provides continuous ESL training to strengthen their communications skills. -All our accountants work within a secure SOC 2 Level 2 facility - NO remote workers. -We work exclusively with accounting firms in the United States.
Learn more at https://www.inspireoutsource.com/
Silver
JobTread
Get organized, complete your projects on time, and increase your profits.
JobTread provides end-to-end construction management software that helps jobs-based businesses manage all of their processes, from pre-construction to project completion. The software serves as a central location to manage jobs, teams, finances, documents, photos, schedules, customers, vendors, sub-contractors, and more. Its budget-first approach creates financial transparency at every stage of a project. With JobTread, you're not just getting software... you're getting an expert team to support you in making your business better every step of the way. Work smarter with job management software that helps you grow.
Through JobTread, you will have access to an extensive list of sales and estimating features ranging from a construction CRM and budgeting to contracts and eSignatures. Project management features include time tracking, tasks and scheduling, work orders, and more. Manage your finances and cash flow through job costing, change orders, purchase orders, progress invoicing, billing, and payment processing. JobTread’s business intelligence features also give you the power to customize data fields, generate instant reports, create dashboards, and view performance insights.
JobTread has integrations with Quickbooks Online and Desktop, Stripe Payments, Slack, and Zapier.
Learn more at https://www.jobtread.com/
Premium
JustWorks
At Justworks, we’re making it easier to run a business, and helping teams lead happy and healthy lives. We do this with a simple and friendly platform, expert support from real people when it’s needed, and access to corporate-level benefits that ensure people feel secure and valued.
Justworks handles the nitty-gritty of payroll, benefits, compliance, and HR, so you have more time to learn, grow, and seek something worthwhile. Work fearlessly, pursue your passion, and do more of what matters. We’ve got your back.
Diamond
Karbon
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
Learn more at https://karbonhq.com/
Silver
Keyence Corporation of America
KEYENCE is a leading technology company that is consistently ranked by Forbes as one of the top 100 most innovative companies in the world. Our RPA software allows end users to automate mundane computer tasks like data entry, invoice processing, report generation and more—no coding or technical expertise required!
Learn more at https://www.keyence.com/products/software/rpa/rk/index_pr.jsp?ad=rktradeshowleaflet
Premium
Knowify
Knowify is a cloud based project management and job costing solution for
specialty trade contractors. Using Knowify, contractors can estimate the cost of jobs, bid prices to their clients, track actual labor and material costs, and invoice clients all in one place. Knowify also offers an industry-leading integration with QuickBooks to help automate your accounting and financial reporting. Knowify is the best all-in-one solution for contractors looking to grow their business.
Learn more at https://www.knowify.com
Silver
Levvy
Transform your accounting and business operations with Levvy, a next-gen work management platform that connects teams with everything they need–all in one place. Eliminate digital friction to improve employee engagement and productivity with features like: 100% visibility on team performance and projects Embedded chat and document sharing for seamless communication Dynamic task management to optimize capacity across all teams Streamlined knowledge sharing for collaboration & faster onboarding Securely request and organize client documents within the platform Pre-built, customizable workflows for enhanced operations Ready to unleash your team’s capacity and experience the future of work management?
Learn more at https://www.levvy.com/
Gold
Madras Accountancy
Madras Accountancy is a 10-year-old, full-service boutique offshore firm specializing in Tax, Accounting, CAAS, Audit & Assurance, and Fractional CFO services for small and mid-size public accounting firms and corporations in the United States. Headquartered in California, we operate offshore centers in three locations across India: Chennai, Coimbatore, and Dharmapuri. With a team of over 160 professionals, we have partnered with more than 60 firms, including several BDO Alliance members, achieving a 98% client retention rate. Our talent pool ranges from Associates/Preparers to Senior Managers, all highly experienced and capable of handling complex, high-level review assignments across the services we offer. We are a BRN resource partner within the BDO Alliance. Visit us at www.madrasaccountancy.com. Contact us at info@madrasaccountancy.com to schedule a discussion.
Learn more at https://www.madrasaccountancy.com/
Gold
MakersHub
MakersHub is revolutionizing accounts payable automation with a powerful, AI-driven platform designed to eliminate manual data entry, improve efficiency, and streamline financial workflows. Our solution seamlessly integrates with QuickBooks and other financial tools, enabling businesses to process invoices, approve payments, and manage expenses with unparalleled accuracy and speed. Core Offerings Automated Invoice Processing – AI and OCR (Optical Character Recognition) extract data instantly from invoices, reducing manual input. Seamless QuickBooks Integration – Syncs with QuickBooks Online and QuickBooks Desktop for effortless financial management. Smart Approval Workflows – Customizable routing ensures that invoices get reviewed and approved by the right people at the right time. Real-Time Data & Insights – Advanced analytics help businesses track spending, identify bottlenecks, and optimize cash flow. Effortless Payments – MakersHub simplifies vendor payments, supporting multiple payment methods and ensuring compliance. Key Benefits ✅ Up to 80%-time savings on AP processes ✅ Eliminates human errors with AI-powered accuracy ✅ Reduces fraud risks through smart approval safeguards ✅ Instant data capture for a truly paperless workflow Target Audience MakersHub is built for construction companies, trade businesses, manufacturing firms, and other industries that deal with a high volume of invoices and vendor payments. If your team struggles with tedious manual data entry, slow approvals, or reconciliation headaches, MakersHub provides the automation you need to scale effortlessly. Why Choose MakersHub? Because finance teams deserve better tools—ones that don’t waste time on data entry, chasing approvals, or fixing errors. With MakersHub, you can finally focus on strategy, growth, and profitability, rather than drowning in paperwork.
Learn more at https://makershub.ai/
Premium
Mango Practice Management
With practice management software designed to scale to the needs of your firm, Mango Practice Management will keep you and your team
organized, all from one place. Mango's project and task management software ensures that missed due dates are a thing of the past, with features including a comprehensive project dashboard, customizable workflows, and email notifications. Powerful time and billing tools include customizable invoice templates, automated billing, and smart time trackers. Mango also allows for online payments and document sharing through its secure client portal for an improved client experience. Mango's cloud-based document management allows you to preview how a document will look to your clients and create email notifications for team members and clients. The document management software allows you to easily share documents and request eSignatures directly from your email. Mango's reporting and analytics software helps you determine the health of your firm at a glance. Discover key insights about your firm's performance and monitor your team’s capacity to keep your firm profitable and efficient. Mango also integrates with your most-used software, such as QuickBooks, Outlook, Google, and leading tax software to keep track of your information across platforms.
Learn more at https://mangopractice.com/hh
Silver
McGowanPRO
Since 1998, McGowanPRO has specialized in providing professional and cyber liability insurance to accounting firms, bookkeepers, tax preparers, CPAs, attorneys, and other professionals. Our personal service is unmatched by any other national broker. McGowanPRO has set a new standard in the professional liability industry by offering unparalleled client resources, eBooks, and topical information to support the daily growth and risk management of your practice. As an independent broker, we operate solely in our clients' best interests, aiming to provide a range of comprehensive coverage options at reasonable premiums. We are not influenced by contingent commissions or other self-serving interests. At McGowanPRO, we take risk management for your accounting firm very seriously. We offer NASBA-approved risk management webinars featuring guest presenters from the legal, insurance, and accounting communities to help reduce your exposure to legal risks.
Learn more at https://www.mcgowanprofessional.com/
Diamond
Melio
Melio is the smart business payment solution for accountants and bookkeepers. Manage your clients’ payables and receivables, set up approval workflows, and streamline processes with combined payments. Send instant ACH bank transfers online and sync with QuickBooks or Xero to eliminate double entry.
Learn more at https://meliopayments.com/
Silver
MoneyPenny
MoneyPenny LLC specializes in providing comprehensive back-office tax and accounting solutions tailored accounting and bookkeeping firms. Our mission is to harness the power of technology and qualified accountants to deliver enhanced profitability and efficiency to our clients. We offer a comprehensive suite of services, including back-office bookkeeping, outsourced CFO functions, tax preparation, and consulting. Our team are experts across more than 250 apps including QuickBooks Online, Xero, Sage Intacct, Lacerte, ProSeries and Drake Tax, ensuring a seamless integration with your existing systems and team.
Learn more at https://moneypennyllc.com/
Gold
MYCPE ONE
MYCPE ONE is a comprehensive suite of services for CPA and accounting firms that provide tailored solutions. With one ecosystem, MYCPE ONE provides diverse services, including Continuing Education, Exam Prep, Offshoring for small to large firms, Local Talent Hiring, M&A Advisory, Digital Marketing, Insights, and Communities. Trusted by more than1,000 CPA & accounting firms, MYCPE ONE combines deep expertise with an unparalleled client retention rate to drive growth and success. We provide everything needed to help firms grow smarter, faster, and stronger. MYCPE ONE holds various security certifications, including SOC 2 Type I-II Certifications, ISO 27001:2013 Certification, and GDPR Compliance. We have 40+ offices globally across 20+ cities. Services - MYCPE ONE empowers CPA and accounting firms with one ecosystem. With the priority of ensuring data security for accounting firms, MYCPE ONE offers various services, including: 1. Offshoring—Micro Teams: MYCPE ONE helps CPAs and accounting firms build their offshore teams by providing access to a diverse talent pool across 40+ cities and a network of 250,000 rigorously vetted professionals. 2. Offshoring—Mid to large Teams: MYCPE ONE assists top CPA & accounting firms in building their offshore operation in India and the Philippines on the BOT (Build-Operate-Transfer) model. 3. CPE for Teams: With the Continuing Education service, MYCPE ONE offers one platform for learning and compliance, saving time and enhancing the learning experience. With a Team subscription, your team gets access to everything you need to stay compliant. 4. Mergers & Acquisitions (M&A) Advisory: With MYCPE ONE’s M&A services, accounting firms get helped with tailored approach that ensures both buyers and sellers find the correct match at the right price. 5. Digital Marketing & Website Solutions: Comprehensive digital marketing services, including website development and online presence management, tailored to the unique needs of accounting firms. 6. Hire Local Talent: MYCPE ONE finds, vets, and places top talent for CPA & accounting firms at a flat fee. With the flexible hiring options of W-2 employees and independent contractors, clients will get a 75% reduction in hiring time and a 50% reduction in hiring costs. 7. Insights & News: MYCPE ONE offers a daily news digest for accounting and finance professionals. Professionals can stay ahead in the industry with a quick read of under 5 minutes. 8. Technology, Cybersecurity & Managed IT Solutions: Technology services focusing on cybersecurity and managed IT solutions to ensure firms operate securely and efficiently in the digital landscape. 9. Communities: With MYCPE ONE communities, firm leaders can connect, learn, and grow with industry peers. Bi-monthly Zoom calls allow you to Ask the Peers and discuss what you want the most. At MYCPE ONE, our ethos is simple yet profound: we strive for excellence in everything we do. Our approach isn't just about providing a suite of services; it's about adding real value to each one.
Learn more at https://my-cpe.com/
Gold
MyTaskLMS
My Task LMS: Streamlining Training for CPA & Accounting Firms My Task LMS is an innovative online learning management system designed specifically for CPA and accounting firms. Our platform leverages cutting-edge EdTech solutions to simplify and enhance employee training, whether for onboarding new hires or upskilling existing staff. Automated & Efficient Training Our LMS eliminates the traditional, time-consuming training process by automating learning through structured sample sets, testing, assessments, and instructional videos. Training is delivered within industry-standard accounting and tax software, including Accounting Software: Accounting CS, QuickBooks Online, QuickBooks Desktop, Xero Tax Software: CCH Axcess, Drake, Lacerte, ProConnect, ProSeries, UltraTax Instead of pulling key personnel away from their workflow, My Task LMS enables a more efficient training model. Supervisors only need to conduct a 15-minute nightly review to address trainee progress and questions. Comprehensive Training Programs Accounting Training (2-3 Weeks) Trainees process 12 months of sample data, gaining hands-on experience with real-world scenarios such as asset acquisition/disposition, amortization, and class tracking. By the end of the training, they will have completed full financial statements, sales tax returns, quarterly/year-end payroll returns, and experienced a complete client lifecycle. Tax Training (1-1.5 Weeks) Trainees learn to navigate tax software while preparing various tax returns, including 1120S, 1120, 1065, basic & advanced 1040s, and nonresident returns. They also tackle advanced tax scenarios such as FinCEN 114, installment sales, Roth IRA conversions, and multistate apportionment. Supervisor/Manager Training (4 Weeks) A comprehensive program covering both accounting and tax training to prepare leaders for oversight and review roles. Pre-Employment Testing Our LMS includes pre-employment assessments for accounting, tax, and administrative roles, allowing firms to evaluate applicants before making hiring decisions. Save Time & Resources with My Task LMS Discover how our automated training system can optimize your firm’s training process, reduce workload, and enhance employee readiness. Visit our booth to learn more!
Learn more at https://mytasklms.com/
Gold
Navan
Navan is the all-in-one solution that makes travel easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them—all while providing companies with real-time visibility, savings, and control.
Learn more at https://navan.com/
Premium
OnPay
OnPay makes payroll effortless for accountants and bookkeepers so they can spend more time on what matters most.
With dedicated support, free client setup and onboarding, a custom firm dashboard, and exclusive Partner perks, the OnPay Partner Program gives accountants everything they need to offer premium client services and grow their firm. With OnPay, you and your clients get: > Full-service payroll + powerful integrations — Run payroll in minutes, automate taxes, and sync it all directly to your accounting software. > Built-in HR and compliance — Simplify team management, track PTO, store personnel files, and even integrate workers’ comp to keep everyone protected. > Employee onboarding and self-service — Let workers onboard themselves and e-sign HR paperwork. With lifetime employee accounts, they can view their own pay stubs, update personal information, and request time off. > Integrated benefits — Offer the benefits that will help you attract and retain the best talent, without extra work. Connect health, dental, vision, 401(k), and more with payroll so all of the plan admin is automated. Everything we do starts at just $40 + $6/person each month (and there are no hidden fees, ever).
Learn more at https://onpay.com/accountants
Silver
Order Time Inventory
Order Time Inventory is a powerful cloud-based inventory and order management solution designed to help businesses streamline operations, optimize stock levels, and enhance order fulfillment. Our platform seamlessly integrates with QuickBooks, eCommerce platforms, shipping platforms and EDI networks to provide real-time visibility and control over inventory, purchasing, manufacturing, rentals and sales. With advanced features like multi-warehouse serial and lot number tracking, bill of materials & work orders, and automated replenishment, Order Time Inventory empowers businesses to scale efficiently while reducing costly errors. Whether you’re managing raw materials, assemblies, or finished goods, our intuitive system ensures accuracy and efficiency every step of the way. Stop by Booth #176 to see how Order Time Inventory can help your business achieve operational excellence. Our team is here to provide live demos, answer your questions, and discuss how we can support your inventory management needs!
Learn more at https://www.ordertime.com/
Gold
Pacific Accounting & Business Services (PathQuest)
PathQuest is a subsidiary of Pacific Accounting & Business Services (aka PABS), a result-driven Blended Shore Outsourced Accounting Firm. Unlock the true power of your accounting operations with PathQuest: We offer three solutions BI/AP/Scale
PathQuest Scale helps to turn any decision dilemma into business growth by bringing together accurate accounting and powerful financial insights. It is specifically designed to overcome challenges like staffing, bandwidth, heavy workload, and minimal automation, enabling you to accelerate business outcomes without adding internal headcount. From bookkeeping to management reporting and cash flow forecasting, everything will get simplified and automated with PathQuest Scale.
Silver
PayTrace
The B2B payment experts, PayTrace helps companies become more efficient, successful and profitable. Specializing in payment automation and credit card processing, PayTrace makes accepting payments affordable and easy. PayTrace provides solutions for accounts receivable, interchange optimization, surcharging, and more, all built on the solid foundation of a B2B payment gateway that’s trusted by 40,000 merchant businesses. - PayTrace provides either an all-in-one B2B payment solution or a payment gateway account to complete an existing solution. - The platform automates complex B2B invoicing processes to reduce Days Sales Outstanding (DSO) from an average of 28 to 60 days to less than a week, while removing manual steps that can lead to human error. - Built-in cost saving features help lower your credit card processing costs: - Interchange optimization automatically helps qualify B2B/B2G transactions for reduced Level II and III card processing fees. - Surcharging enables merchants to recover credit card processing fees through an added industry-compliant surcharge. - Flexible and efficient payment options let you accept payments online, within ERP systems like QuickBooks Online, through integrated solutions, in person, or on the go. - With 20+ years of experience, PayTrace is a trusted solution for merchants in a variety of industries, including healthcare, manufacturing, construction, e-commerce, professional services, and more. - PayTrace provides free, US-based, 5-star support to ensure your success.
Learn more at https://paytrace.net/
Gold
Poe Group Advisors
Poe Group Advisors is the premier accounting practice intermediary firm in the industry, with offices headquartered in both Charleston and Ontario. The Poe Group team has been selling firms in the U.S. since 2003 and within Canada since 2006! We have both Canadian and American intermediaries ready to help you sell your firm. With practices located throughout the U.S. and Canada, our company is known for our seamless process as well as our efficient and diligent approach to facilitating the buying and selling of CPA firms. Armed with a passion for people and unmatched expertise, our team of professionals has a deep knowledge of the accounting industry and an intense focus on maximizing value and minimizing risk.
Learn more at https://poegroupadvisors.com/
Silver
ProfitCents
ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services. Build or strengthen an advisory practice, leverage robust benchmarking data and streamline the
audit process.
Gold
Protection Plus
Protection Plus is your complete solution for handling important tax matters. From resolving simple notices to full-blown audits to identity theft issues, their expert team is your go-to resource. They even offer various insurance options tailored to tax professionals. Partner with Protection Plus and experience unmatched tax resolution support.
Learn more at https://taxprotectionplus.com/
Partner
Puzzle
Puzzle is a modern, more automated alternative to QuickBooks. Improve your client experience with software that saves time, improves accuracy, and delivers actionable insights—all while improving your bottom line. Puzzle works with you to reimagine how you deliver value to your clients, today and through the AI transformation. Modernize your firm with accounting software designed with you, not competing against you. Learn why Decimal migrated hundreds of clients to Puzzle.
Learn more at https://puzzle.io/blog/building-a-modern-accounting-firm
Silver
Qount
Qount offers cloud-based, AI-powered practice management software tailored for accountants, bookkeepers, tax, and audit firms. Qount connects everything your firm needs from CRM, onboarding, internal and client collaboration, document management, tasks, workflows, e-signatures, payment processing, project tracking and more all in one place creating a fully integrated experience for you and your clients. This gives you more time to focus on what you do the best – growing your business. Qount delivers automated workflows for bookkeeping, business taxes, individual taxes, payroll, and notices, enabling firms to standardize processes, reduce errors, and enhance productivity and efficiency. Qount was founded in 2015 and is based in Plano, TX.
Learn more at https://www.qount.io/
Partner
Ramp
Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually.
Learn more at https://ramp.com/
Silver
RCReports
RCReports offers reliable and immediate insights into Reasonable Compensation for closely held businesses. It provides tax advisors, valuators, and forensic accountants with accurate and independent calculations of Reasonable Compensation, incorporating industry, legal, IRS criteria, and proprietary salary data intelligence. By utilizing RCReports, firms can assist their clients in maintaining compliance, minimizing risk, and achieving maximum payroll tax savings.
Our software is built on the same methodologies employed by the IRS for calculating reasonable compensation. This ensures that firms and their clients can trust the accuracy and credibility of the figures generated. RCReports provides peace of mind during the calculation process.
With RCReports, professionals can streamline their workflows and offer clients comprehensive and accurate insights into Reasonable Compensation. Our platform equips them with the necessary tools to provide strategic recommendations and guidance based on robust data analysis.
Premium
Reach Reporting
Reach Reporting makes financial reporting, forecasting, and budgeting easy with
powerful dashboards and enhanced visuals. Automate repetitive tasks and use a single source of truth to understand where you are and what trends to expect in the future. Visualize it all to make better data-driven decisions in minutes.
Learn more at https://reachreporting.com/
Silver
Remitian
Remitian provides seamless and hassle-free tax remittance solutions, leveraging advanced technology to simplify the complexities of tax payments. As a leader in the finance technology sector, Remitian strives to ease the burden of tax compliance for individuals and businesses, ensuring efficient and error-free transactions.
Learn more at https://remitian.com/
Silver
Results Software
Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software provides a 360-degree view of clients and other important business relationships. Streamline operations and enhance customer relationships by managing your contacts, sales, projects, processes, and billing with Results. Results offers seamless integration with QuickBooks and other popular apps.
Learn more at https://results-software.com/
Partner
Rightworks
Rightworks empowers accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning, secure intelligent cloud and learning resources. Rightworks OneSpace, the only cloud platform purpose-built for the accounting and tax profession, is customizable and enables firms to develop their own unique tech stacks. Whether clients use QuickBooks Desktop, QuickBooks Online, Xero or other accounting software, OneSpace creates a frictionless experience via a single pane of glass. Rightworks Academy is the accounting profession’s premier community for firm optimization, growth and professional development—offering access to thought leadership, events, peer communities and extensive learning resources.
Learn more at https://www.rightworks.com/
Premium
Rippling
Rippling is the #1 workforce management platform, eliminating the friction from
running a business by connecting people, processes, and systems. Rippling has every application that businesses need, from payroll to identity management and applicant tracking, giving every team the automation and insights it needs to accelerate business execution and run more efficiently. In short, Rippling frees smart people to work on hard problems.
Learn more at https://www.rippling.com/accountants?utm_source=event-app&utm_medium=affiliate&utm_program=experimental-engagement&utm_campaign=US-App-ScalingNewHeights-04-15-2025
Silver
Royalwise
At Royalwise Solutions, we specialize in online training for QuickBooks Online, Microsoft, and all things Apple. We offer a variety
of learning resources through live webinars and on-demand video courses, primarily catering to small business owners and bookkeepers. Our training materials are available a la carte or through a subscription model with different membership levels, each providing varying degrees of access and benefits, including unlimited access to our on-demand course library, discussion boards, and personal coaching sessions. We also operate the Q.U.E.S.T. portal, a B2B product designed to help accounting firms scale efficiently and boost productivity with custom content options. Additionally, our affiliate program allows partners to earn revenue by promoting Royalwise classes. Our content is also available for licensing, making it possible for other platforms to offer our educational material.
Learn more at https://learn.royalwise.com/
Premium
Sage
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 sage.com.
Silver
Siegel Solutions
Founded in 2003, Siegel Solutions has been a trusted QuickBooks Solution Provider, delivering world-class services and cutting-edge solutions to help businesses grow and succeed. We specialize in QuickBooks Online, QuickBooks Desktop, and a vast ecosystem of third-party applications, empowering businesses to streamline financial operations, improve efficiency, and drive profitability. Our team of expert consultants integrates and optimizes solutions like Results Software, Knowify, Katana, Reach Reporting, Buildertrend, Saasant, and many others. By leveraging the right tools and technology, we ensure our clients get the most out of their accounting systems, whether they are just starting out or scaling to the next level. Outsourced Bookkeeping Services In addition to consulting and software solutions, Siegel Solutions provides outsourced bookkeeping services for businesses looking to offload their financial management to a team of experienced professionals. Our outsourced bookkeeping services ensure accuracy, efficiency, and compliance, allowing business owners to focus on growth rather than financial administration. Acumatica ERP Gold Partner As an Acumatica ERP Gold Partner, Siegel Solutions helps businesses that have outgrown QuickBooks transition to a more sophisticated and scalable ERP system. We guide companies through a seamless migration process, ensuring they move to a modern platform that meets their evolving operational and financial needs. Reseller of QuickBooks Products Siegel Solutions is an authorized reseller of QuickBooks products, providing businesses with access to essential tools, including: - QuickBooks Online & QuickBooks Desktop - Intuit Payroll & Merchant Services - QuickBooks Enterprise Solutions - QuickBooks Time By purchasing directly through Siegel Solutions, businesses can take advantage of exclusive pricing and expert guidance on selecting the right QuickBooks solutions for their needs. Partnership & Referral Program for QuickBooks ProAdvisors Siegel Solutions is actively seeking QuickBooks ProAdvisors and other accounting professionals to partner with us. Whether you have clients in need of advanced QuickBooks consulting, outsourced bookkeeping, or migration to Acumatica ERP, our team is here to provide expert guidance and support. As a Siegel Solutions partner, you can earn commissions for referring clients who need QuickBooks consulting, software purchases, or migration services. This partnership allows you to expand your service offerings without increasing your workload—ensuring your clients receive expert support while you benefit from additional revenue opportunities. Why Partner with Siegel Solutions? - 20+ years of experience as a QuickBooks Solution Provider - Expertise in QuickBooks Online, QuickBooks Desktop, and 3rd-party integrations - Acumatica ERP Gold Partner – helping businesses scale beyond QuickBooks - A team of trusted experts dedicated to providing customized solutions - Outsourced bookkeeping services for businesses looking to streamline financial management - Reseller of QuickBooks products, including Payroll, Merchant Services, QuickBooks Enterprise, and QuickBooks Time - Lucrative referral commissions for partners At Siegel Solutions, we believe in helping businesses succeed by providing the right tools, technology, and expertise. Whether you need QuickBooks consulting, outsourced bookkeeping, or a seamless transition to Acumatica ERP, our team is ready to help. Let’s work together to create smarter financial solutions for businesses looking to grow. Interested in partnering with us? Contact Siegel Solutions today to learn more!
Learn more at https://siegelsolutions.com/
Silver
SoftLedger
Streamline your multi-entity financials with SoftLedger's intuitive platform, offering real-time consolidation and comprehensive reporting. SoftLedger is a cloud accounting platform designed for companies that need more than bookkeeping software. We help companies consolidate multiple entities, manage multiple currencies and digital assets - delivered efficiently and cost effectively, with the highest quality support, in a completely open and flexible environment to integrate with other systems.
Learn more at https://softledger.com/
Silver
Spotlight Reporting
Spotlight Reporting provides leading accountants with a great range of reporting and forecasting options that save time and effort while delivering clarity for decision making. We have five cloud-based business intelligence tools, designed specifically for accountants looking to transform the way they deliver advisory services to their clients. We import data from leading financial and non-financial software products - including Xero, Sage, QuickBooks and MYOB - to automatically create powerful dashboards, reports, three-way forecasts and multi-entity consolidations.
Learn more at https://www.spotlightreporting.com/
Silver
STRATAFOLIO
STRATAFOLIO is a purpose-built software platform that integrates seamlessly with QuickBooks to simplify the complex world of commercial real estate management. Designed for property owners, managers, and the accounting professionals who support them, STRATAFOLIO helps you eliminate manual work, improve accuracy, and gain full visibility into your portfolio—all in one place. We equip your entire team with the tools to streamline financial and operational workflows across assets, tenants, leases, and investors. With STRATAFOLIO, you can: - Perform 1-click CAM reconciliations - Effortlessly track tenant insurance (COI) compliance - Automate lease escalations and rent increases - Instantly generate accurate rent rolls - Provide secure, self-service tenant and investor portals and so much more—all while staying aligned with your QuickBooks accounting system Spend less time chasing data, and more time delivering insights. STRATAFOLIO helps you do both.
Learn more at https://stratafolio.com/
Silver
Tax1099 powered by Zenwork
Tax1099 powered by Zenwork, Inc., is an IRS-approved eFile provider for informational returns. We make it easy to file 1099's, W-2s, 94x series, and 40+ state and federal forms quickly and accurately. By blending tax knowledge and technology, we offer excellent tools that ensure compliance, accuracy, and speed.
• eFile 1099's, W-2s, 1040's and 40+ state and federal forms
• IRS-approved eFiling offers secure and accurate filing
• Streamlined interface simple, fast, and easy to use
• Secure and reliable system that helps you ensure compliance with IRS regulations
• 10+ years of experience in tax processing and customer service with 150,000+ satisfied customers
• Affordable pricing with multiple payment options
Diamond
TaxDome
TaxDome is a leading provider of innovative software solutions tailored for tax
and accounting professionals. Our comprehensive platform streamlines workflow processes, enhances client communication, and simplifies document management, empowering firms to achieve greater efficiency and productivity. With TaxDome, practitioners can seamlessly manage client data, track deadlines, collaborate with team members, and deliver exceptional service to their clients. Our user-friendly interface, robust features, and dedicated support ensure that firms can focus on what they do best—delivering superior financial solutions while TaxDome handles the rest. Join the thousands of firms worldwide who trust TaxDome to revolutionize their practice management and elevate their success.
Learn more at https://taxdome.com/
Silver
TaxNow
TaxNow is revolutionizing the tax industry by empowering tax professionals and their clients
with real-time access to up-to-date IRS tax data and transcripts. Our advanced technology streamlines the process of obtaining accurate transcript information and insights by seamlessly integrating with IRS systems - eliminating the barriers of outdated, manual processes, and keeping you ahead of the curve.
Built by tax professionals for tax professionals, TaxNowPRO helps you work smarter, not harder, by delivering the speed, accuracy, and convenience that today’s tax professionals need. Client onboarding is quick and easy, while real-time alerts keep you informed of IRS transcript updates, allowing you to manage client needs proactively. With innovative technology and unmatched convenience, TaxNow equips your practice with the tools and insights it needs to thrive. Join the TaxNow revolution and stay one step ahead of the ever-evolving tax landscape.
Learn more at https://www.taxnow.com/pro
Silver
Tech Guru
IT services focused exclusively on accounting firms
Learn more at https://www.techguruit.com/
Silver
The CFO Project
The CFO Project is a community made up of over 350 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.
Learn more at https://thecfoproject.com/membership?utm_campaign=3NF67QJ&utm_source=Woodard&utm_medium=partners
Silver
Timesheets.com
Timesheets.com works with accounting professionals to deliver outstanding time
tracking services for payroll or billable time. Timesheets.com also offers expense tracking, scheduling, and small business HR. Timesheets.com exports to both QB Online and QB Desktop versions.
Learn more at https://www.timesheets.com/
Silver
Universal Accounting
Universal Accounting is a post-secondary school for accounting professionals providing training, certifications, coaching and support to help offer quality services as the premier accounting firm in your area to get paid what you are worth.
Learn more at https://universalaccountingschool.com/
Premium
Visory
Visory is a hands-on technology, cybersecurity and hosting solutions partner to
more than 4,500 organizations, including independent financial advisors, accounting firms, construction firms and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help its clients grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.
Learn more at https://www.visory.net
Silver
Xenett
Xenett enables automated review and faster close with Seamless Client
Collaboration and Interactive Reporting.
Learn more at https://xenett.com/
Partner
Xero
Xero is a global small business platform with 4.2 million subscribers, which provides accounting, payroll, payments and other solutions for small businesses, accountants and bookkeepers.
Learn more at https://www.xero.com/us/
Silver
Yearli by Greatland
Yearli by Greatland is a complete federal, state, and recipient W-2, 1099 and 1095 online filing program. Simply enter or import your data and Yearli will file to the federal government, applicable state agency and send (via email and mail) copies to your recipients. Yearli has three options designed to fit your budget and business needs.
Learn more at https://yearli.com/
Silver
Yooz
Yooz provides the smartest, most powerful and easiest-to-use cloud-based E- invoicing and Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide.
Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability and end-to-end customizable features. It simply integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market.
Yooz North America is headquartered in the Dallas, Texas metropolitan area with global offices in Europe. Visit us at getyooz.com.
Diamond
Zaptiva
Discover the power of AUTOMATE by Zaptiva, a low-code/, no-code solution that transcends simple data import and export. Seamlessly automate processes, convert and schedule tasks, and transform data from nearly any source based on your customized rules and expected outcomes. AUTOMATE works bi-directionally and integrates smoothly with 14 ERP systems, including QuickBooks Online (QBO) and QuickBooks Desktop (QBD). Embrace the future of efficient, hassle-free data management with Zaptiva’s innovative platform.
Learn more at https://www.zaptiva.com/
Partner
ZOHO
Zoho is a comprehensive suite of over 50 business applications designed to optimize operations across various domains,
including sales, marketing, finance, and recruitment. Zoho is a global cloud software company known for its intelligent solutions and a strong commitment to technological innovation and customer success. Zoho provides robust, software solutions emphasizing affordability and usability, powered by continuous in-house R&D and a dedication to long-term sustainability.
Learn more at https://www.zoho.com/cpa/