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Silver
Accordance
Accordance is Frontier AI for tax, audit, and CPA teams. We're on a mission to unlock the true value of unstructured financial data to make practicing tax easier and more gratifying. The technology was developed by former researchers from the Stanford Artificial Intelligence Laboratory in collaboration with industry experts, professors, and publishers. Founded in 2024 the company was incubated in a private equity fund, with investment from Sequoia Capital, Khosla Ventures, General Catalyst, and Bain Capital Ventures.
Learn more at https://www.accordance.com/
Silver
Accounting Biz Brokers
At Accounting Biz Brokers, we are focused on providing our clients and customers personalized, professional, and confidential business brokerage services.With over 31 years combined experience, our brokers are our greatest asset. They have achieved the designation of Certified Business Intermediary (CBI) from the International Business Brokers Association (IBBA). A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the skills necessary to handle the marketing, negotiations and complex details involved in the sale, a CBI can assist with the successful completion of the purchase or sale of your business. We offer a personalized approach to every deal. Our listings receive national exposure and our proven processes throughout the course of the sale have helped over 325 firm owners achieve the “win-win” deal they were looking for. We work alongside our sellers throughout the entire process. Working together we get deals done.
Learn more at https://accountingbizbrokers.com/
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/
Silver
AccuEdge
AccuEdge partners with accounting and finance firms to offer comprehensive and tailored support in finance, tax, audit, and business advisory services for them and their client businesses. We help streamline their operations, improve efficiency, and enhance client satisfaction. We help them to transform their business for growth.
Learn more at https://accuedgeinc.com/
Diamond
Adaptive
Adaptive is an AI-native financial management platform designed to simplify and
automate the construction accounting process. Built specifically for the U.S. construction industry, Adaptive provides powerful tools that help accounting firms and in-house teams optimize how they manage builders' books and financials, reducing manual workloads, increasing accuracy, and providing real-time financial visibility.
Learn more at https://www.adaptive.build/
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
Silver
Aider
New to the US, Aider is an AI-powered platform to help you scale advisory services.
Learn more at https://www.aider.ai/
Silver
Aiwyn
Aiwyn is the trusted technology suite built exclusively for accounting firms.
From payments and collections to practice management, Aiwyn’s modern solutions make it easy for firms to consolidate their tech stack and operate with confidence. As part of our promise to modernize firm operations, Aiwyn connects with leading accounting technology, giving firms the freedom to integrate with the tools they need today and the flexibility to scale for tomorrow.
Learn more at https://www.aiwyn.ai/
Silver
Analytix Solutions
Analytix combines accounting acumen and expertise with innovative
technologies to deliver customized integrated solutions. We partner with companies to offer a range of accounting-related business process outsourcing services. Our scalable engagement models provide flexibility during peak periods. CPA firms leverage our services to focus on more strategic aspects of their business or expand service offerings without adding overhead. Our team of professionals can work directly with clients, or we can deliver private label services where the firm completely manages the relationship.
Learn more at https://www.analytix.com/
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/
Silver
ApprovalMax
ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.
Learn more at https://www.approvalmax.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/
Premium
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/
Gold
Blue J
Blue J is the leading generative AI solution for tax research, delivering fast, verifiable answers to even the most complex tax questions. As easy as asking a colleague a question, the application's conversational interface empowers teams to research efficiently and communicate confidently, right from first use. Built on a curated database of trusted tax resources and supervised by an in-house team of tax professionals, Blue J is committed to ensuring the highest possible answer quality. With 10 years of experience, we're pioneers in AI for tax research, consistently finding new ways to generate better tax answers. We’re innovators in our field, so you can excel in yours.
Learn more at https://www.bluej.com/
Partner
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/
Silver
Cin7
Cin7 provides Connected Inventory Performance – cloud-based inventory management software with AI-powered forecasting capabilities that gives growing product businesses an automated and real-time view of the entire inventory lifecycle. Cin7's Core and Omni products natively integrate with over 700+ applications, so business owners can consolidate, streamline, automate, and scale their inventory operation from one place. Founded in 2012, Cin7 has grown into a global force, supporting product sellers in 100+ countries, serving 8,500+ customers and processing over 125 million orders annually.
Learn more at https://www.cin7.com/
Silver
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/
Diamond
Clockwork.ai
Clockwork.ai empowers accounting firms to deliver strategic financial guidance with AI-powered FP&A software that transforms
how businesses plan for the future. Unlike traditional reporting tools that only look backward, Clockwork.ai automates sophisticated financial modeling, cash flow forecasting, and scenario planning—turning days of work into minutes. Through native integrations with QuickBooks and Xero, firms can instantly access accurate, real-time data and deliver deeper insights to their clients. Built by a former CFO, Clockwork.ai maintains banking-grade accuracy while eliminating costly implementation fees and complex onboarding. Whether it's headcount planning, balance sheet forecasting, or strategic modeling, Clockwork.ai helps accounting professionals elevate their advisory services and guide their clients toward better business decisions.
Learn more at https://www.clockwork.ai/
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/
Silver
CloudNet
CloudNet provides cloud-based IT management solution and services. With a full-service
technical support department, we provide a service level agreement of 99.9% uptime. Our solutions give you peace of mind that your data is safe and secure, with no need for costly internal IT support or overhead. Our CloudPC product retains your data and allows you to use programs like Sage, Quick Books, and/or any other Windows program that you utilize to manage and process your data. Your data and the application will be backed up at offsite and offline data storage continuously. Your current PC, Mac, phone, or tablet become a simple tool to access your Cloud PC despite its age!
Learn more at https://cloudnet.ca/
Silver
ConnectBooks
#1 eCommerce accounting software. Sync all Amazon, Ebay, Walmart, Shopify data to QuickBooks or Xero and get clear about your profits.
Learn more at https://www.connectbooks.com/
Partner
CorpNet, Incorporated
Founded in 2009, CorpNet® is the smartest way to start a business, register for payroll taxes, and maintain business compliance across the United States. It is a family-owned business led by serial entrepreneurs Philip and Nellie Akalp, pioneers who have been in the industry for over 26 years.
CorpNet features a specialized Partner Program tailored for accountants, bookkeepers, CPAs, and other professionals, helping them generate additional revenue for their practice. Professionals appreciate CorpNet's transparent pricing and straightforward ordering process. Payroll service providers and larger professional firms trust their robust and quickly scalable software and API solutions.
Silver
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/
Silver
CPACharge
Finally, there’s a professional, affordable payment solution made specifically for accountants, bookkeepers, CPAs, and enrolled agents, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit, and eCheck payments in person, online, or on the go with CPACharge.
Learn more at https://www.cpacharge.com/
Partner
Digits
Digits is building AI-powered accounting tools that solve the biggest, most painful problems for accounting professionals. Leave behind the manual, tedious ways you used to do things. Simply connect your client’s books. You change nothing. Backed by the world’s best investors, including Benchmark, GV, and Softbank, Digits is trusted by thousands of accountants and business owners who are working to build the future. Together.
Learn more at https://community.digits.com/
Silver
Docusoft
Docusoft: The Ultimate Document Management & Workflow Solution for CPAs In the fast-paced world of accounting, time is money—and inefficiency is the enemy. Docusoft is the all-in-one document management, workflow automation, and client collaboration platform designed to help CPAs streamline operations, secure sensitive data, and improve productivity like never before. Why CPAs Choose Docusoft ✔ Seamless Document Management – Organize, store, and retrieve client files instantly with a centralized and secure cloud-based platform. No more paper clutter, lost documents, or inefficient filing systems—Docusoft makes document management effortless. ✔ Advanced Security & Compliance – Protect client data with enterprise-grade security, built-in encryption, and compliance features that meet the highest industry standards, including GDPR and SOC 2 compliance. ✔ Automated Workflows – Say goodbye to manual tasks! Docusoft automates key accounting processes such as document approvals, client requests, and task tracking, allowing CPAs to focus on high-value work. ✔ e-Signatures & Client Portal – Simplify client interactions with secure e-signature functionality and a dedicated client portal for seamless communication, document sharing, and real-time collaboration. ✔ Effortless Integration – Connect with popular accounting and tax software like QuickBooks, Xero, and other essential tools to create a fully integrated digital ecosystem for your firm. ✔ Remote Access & Mobility – Work securely from anywhere, anytime. Whether you're in the office, at home, or on the go, Docusoft ensures you have access to critical client data with ease. Transform Your Accounting Firm with Docusoft CPAs who use Docusoft report increased efficiency, reduced administrative burdens, and enhanced client satisfaction. Whether you're a solo practitioner or part of a large firm, Docusoft provides the tools to take your practice to the next level. 💡 Ready to revolutionize the way you manage documents and workflows? Join thousands who trust Docusoft to work smarter, not harder. 📞 Book a demo today!
Learn more at https://www.docusoft.net/
Silver
Fathom
Fathom empowers accountants and advisors to take proactive, decisive action in an evolving profession. By transforming complex financial
data into clear insights, powerful forecasts, and dynamic reports, Fathom helps firms respond with confidence to both challenges and opportunities in an increasingly automated, AI-driven landscape. Seamlessly integrating with QuickBooks and Xero, Fathom provides the tools accounting professionals need to enhance advisory services, streamline reporting, and guide clients forward with clarity. Renowned for intuitive design, product innovation, and world-class support, Fathom enables firms to embrace disruption and turn it into a strategic advantage. Trusted by 90,000+ companies in over 80 countries, Fathom helps accountants 'Make it So'; equipping them to lead with insight, drive smarter decisions, and shape the future of their practice.
Learn more at https://www.fathomhq.com/signup
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/
Diamond
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
Fingercheck
At Fingercheck, we're all about making life easier for small business owners. We know payroll and HR can be a total headache, so we created a platform that simplifies everything. You can say goodbye to the stress and time-consuming tasks of payroll, scheduling, time tracking, benefits, and hiring - we've got you covered!
Our advanced AI and automation technology saves you time and money, so you can put energy into growing your business. And the best part? Our team is dedicated to providing top-notch support. We take the time to understand your needs and offer personalized solutions that work for you. We're constantly developing new ways to make your internal processes quick, easy, and accurate, so you can focus on what matters.
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/
Diamond
FreshBooks
FreshBooks is a leading cloud-based SaaS accounting platform built for both small business owners and the accounting professionals who serve them. Consistently ranked #1 for ease of use, FreshBooks simplifies the complexities of running a business, enabling owners to get paid faster and spend less time on administrative tasks and paperwork so they can focus on growth. For accountants, FreshBooks offers powerful general ledger accounting features and unique Collaborative Accounting capabilities, streamlining workflows and enhancing client relationships.
Learn more at https://www.freshbooks.com/
Diamond
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/
Diamond
Fyle
Fyle has the singular aim of reducing the time spent on expense management. Employees can submit receipts from everyday apps like Text Messaging, Gmail, Outlook, Slack, and more. Fyle’s AI-enabled engine instantly codes & categorizes data, assigns it to the right projects & cost centers, and pushes the data to accounting software like NetSuite, Sage Intacct, Sage 300 CRE, QuickBooks Online, or Xero. Fyle directly integrates with your existing Visa, Mastercard and American Express credit cards to give you real-time transaction data and automated reconciliation.
Learn More - https://www.fylehq.com/partners/accounting-firms
Learn more at https://www.fylehq.com/partners/accounting-firms
Silver
G-Accon
Effortless Financial and Accounting Automation in Google Sheets.
Learn more at https://www.accon.services/
Silver
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
Go West IT
Go West IT provides comprehensive managed IT and cybersecurity services to businesses in the financial services industry. We protect businesses from harm and guide businesses to opportunity on the digital frontier. Get support and secure your business today. Empower People. Solve Problems. Protect Livelihoods.
Learn more at https://www.gowestit.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/
Gold
Guideline Pro
Guideline Pro is a platform for accountants, bookkeepers, CPAs, and other financial and benefits professionals. It’s free to join and comes with tools, support, and perks — and of course seamless 401(k) plans for your clients.
Learn more at https://www.guideline.com/pro
Diamond
Gusto
Gusto, the People Advisory platform, enables 14,000+ accountants to support 300,000+ small & medium-sized businesses nationwide with an easy, fast, and reliable way to manage payroll, benefits, and HR for their hardworking teams in one integrated platform.
Learn more at https://gusto.com/
Diamond
Human Interest
Human Interest Inc is a modern, tech-forward 401(k) and 403(b) provider that makes it easy for small and medium-sized businesses to help their employees save for retirement. They handle administration, recordkeeping and streamlined onboarding for employees.
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
inFlow Inventory
inFlow Inventory helps small and mid-size businesses spend more time
focusing on their passions, and less time managing orders and inventory. We replace manual processes and spreadsheets with a single system that's accurate and—just as importantly—easy to use. So whether it's creating barcodes, shipping orders, or tracking COGS, our inventory software takes the hassle out of everyday tasks and keeps business running smoothly.
We serve customers in wholesale, manufacturing, and field service in over 90 countries worldwide, but any organization that tracks stock and keeps an eye on costs will find a lot of value in inFlow Inventory.
Silver
Insightful Accountant
Be Insightful! Stop by the Insightful Accountant booth to find out what it means to BE INSIGHTFUL.
Learn more about our free and paid offerings, including the Top 100 Awards Program, our webinar series featuring QuickBooks, Tax, Marketing, Practice Management and Cash Flow Management topics.
We are your single stop for updates on QB and other GL's, as well as the APPs and tools you use every day to run your practice.
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/
Gold
Integra Balance AI
Put your bookkeeping on autopilot with AI
Learn more at https://www.integrabalance.ai/
Premium
Jirav
Launch and nurture successful Financial Planning & Analysis Advisory Services
using Jirav's comprehensive platform for budgeting, forecasting, dashboards, and analytics. By integrating general ledger and workforce data, Jirav offers an all-in-one solution that empowers firms to triple their advisory revenue. As the preferred solution provider of CPA.com, Jirav is trusted by over 4,000 businesses and firms, thanks to our exceptional platform, training, and support.
Learn more at https://www.jirav.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/
Premium
Katana Cloud Inventory
Katana Cloud Inventory gives businesses the real-time inventory management features they need to control their supply
chain and get products to customers quicker. Founded in 2017, Katana's portfolio of over 1500 customers range from small-sized businesses to multi-billion-dollar enterprises, supporting over $2.5 billion in sales revenue in 2024. Businesses rely on Katana as a central source of truth, connecting best-in-class e-commerce solutions like Shopify and accounting software like QuickBooks Online for maximum accuracy and efficiency.
Learn more at https://katanamrp.com/
Gold
Keeper
Keeper gives accountants and bookkeepers a single platform to manage all aspects of their client work.
In Keeper, users can:
- Communicate with clients
- Catch and correct coding errors
- Process client receipts and documents
- Track month-end and tax-related tasks
- Manage their email inbox
- ...and so much more
It's all powered by a 2-way sync with QuickBooks Online and Xero. Keeper connects to your clients' ledger files and cuts down time spent completing the month-end close by 50%.
Learn more at https://www.keeper.app/
Silver
keepful®
keepful® automates your marketing so that you can focus on your clients. It handles the follow-up & nurture of leads for you. Set it and forget it. keepful® is the solution tailor-made for bookkeepers and accountants who'd rather crunch numbers than run campaigns.
Learn more at https://keepful.com/
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
Koble Systems
Making business growth easier by putting ERP software to work. We are passionate about partnering with small businesses by providing an ERP platform and professional services to facilitate business growth.
Our ERP solution allows you to effortlessly manage all of your day-to-day operations in one system—connecting business financials to labor management, inventory control, sales and everything in between. You’ll spend less time managing your data, gain confidence in your numbers, and be able to make better-informed decisions that help you build into your future.
Because the right systems lead to better business, more productive teams, and stronger communities.
Silver
Levitate
Levitate helps accountants and bookkeepers build authentic relationships and stay top of mind with clients through relationship-focused marketing. With Levitate, you can grow your business with a single tool, saving you time and money while building better relationships for happier clients. Our Client Happiness platform makes it easy to send personalized content across channels so whether your agency is looking to grow, retain, or simply work smarter- your Levitate team will curate strategies tailored to you. Stop by our booth to see how Levitate can help you strengthen client connections with less effort!
Learn more at https://www.levitate.ai/
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://app.levvy.com/
Gold
Liscio
Liscio is the #1 Client Experience (CX) app for accountants.
Liscio is best for firms that are juggling email, text messages, secure messages, file portals, electronic signatures, and other client-facing tools. Liscio brings all client communication into a single, organized system that firm employees love.
Liscio helps firms stop chasing clients by providing the tools they need to succeed. Customizable request templates, custom branding, and mobile apps keep the firm top of mind. Automatic reminders, business text messaging, and mobile apps that work on every device keep clients moving fast.
Client Experience 2.0™ begins with Liscio.
Silver
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/
Silver
MediaBooks
MediaBooks provides marketing and website design services to accounting firms.
With a mission to elevate exceptional accounting firms and help them tell their unique stories, MediaBooks assists accountants in building modern, professional online presences.
MediaBooks - Where creative accounting isn't a bad thing.
Learn more at https://www.mediabooksagency.com/
Gold
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/
Gold
Mendelson Consulting
MENDELSON CONSULTING helps SMBs grow and scale by applying unique expertise in accounting software and business management
technology. We deliver integrated solutions and applications tailored to businesses' diverse requirements, including cloud infrastructure and services on the Microsoft Azure platform. As recognized innovators in the financial solutions consulting area both for Microsoft Dynamics 365 Business Central and QuickBooks, we are the go-to consultancy firm for many software companies that request our ideas and feedback on their product development and partner programs. Software developers such as Intuit and Microsoft routinely seek our expertise to design new programs, roll out new services, and enhance products. Our staff includes Certified Public Accountants (CPAs) and Microsoft Dynamics 365 Business Central Consultants. Our software certifications include Advanced Certified QuickBooks ProAdvisors and Certified QuickBooks Enterprise ProAdvisors, Microsoft Certified System Administrators; and more. We are members and chairs of multiple industry associations and technology committees within those organizations.
Learn more at https://mendelsonconsulting.com/
Premium
Mercury
Mercury lays the groundwork for ambitious companies to operate for excellence
with banking and credit cards* engineered for the startup journey. More than 100K startups choose Mercury to perform at their highest level. To learn more, visit Mercury.com.
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust, Members FDIC.
Diamond
Method
Method’s all-in-one customizable CRM extends the power of QuickBooks, with new tools to automate your clients' workflows from lead collection to estimate creation to payment processing.
Our two-way sync with QuickBooks also ensures their data is always up to date. Improve your client workflows by referring them to Method and earn commission as you do so.
Learn more at https://www.method.me/
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/
Silver
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/
Diamond
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/
Silver
Netgain Solutions
Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation. We help businesses of all shapes and sizes to become more confident, more agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights. With Netgain, accounting teams evolve into strategic economic advisors, and businesses benefit from instant, actionable financial guidance.
Learn more at https://www.netgain.tech/
Gold
Nominal
Nominal's AI agents help organizations scale finance and accounting. Agentic AI automates manual, error-prone tasks from multi-entity consolidation to lease and payroll reconciliations. With streamlined automation, close management and actionable analysis and reporting, finance professionals can focus on strategy, not spreadsheets.
Learn more at https://www.nominal.so/
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
Patton & Associates
At Patton & Associates, we recognize the often-overlooked gap between tax planning and investment strategy that many CPA firms face. Our mission is to support accounting professionals with the utmost respect and integrity, empowering them to prioritize their clients' financial well-being. We work closely with CPAs to help them obtain the necessary licenses and implement a streamlined, repeatable action plan designed to attract investment management clients. In just a few years, this strategy can generate $30 million in assets with minimal time commitment. By combining outsourced investment management and valuation services, Patton Archer Corporation offers more than just financial advice—we provide a comprehensive roadmap to a more secure financial future, ultimately driving substantial growth for your business.
Learn more at https://www.pattonarcher.com/
Silver
Payroll Restoration®
We Fix Broken Payroll So You Don’t Have To. Most accountants dislike payroll—even when it’s done right. When payroll goes wrong, it becomes an overwhelming compliance nightmare. That’s where we come in. At Payroll Restoration®, we specialize in fixing payroll messes, so you don’t have to. Accountants trust us with their most complex payroll problems because we only do payroll restoration. We’re not here to compete for your clients—we’re here to make you the hero by solving payroll disasters quickly and correctly. Whether it’s unfiled returns, IRS notices, misclassified workers, or penalty abatement, we handle it all. With over 20 years of payroll experience, our founder, Shannon Ballman Theis (aka “The Payroll Queen”), has seen and fixed it all. From recent mistakes to years of missing filings, we untangle payroll issues and bring businesses back into compliance. What We Do: ✅ Identify missing federal and state payroll tax returns (even dating back years) ✅ Review and correct W-2s and misclassified workers ✅ Communicate with the IRS and state agencies on your behalf ✅ File missing payroll tax returns and minimize penalties ✅ Assist with penalty abatement requests Real Results: Recently, we helped three business owners resolve payroll issues spanning 2016 to 2024. We identified their missing returns, calculated the exact amounts owed, and guided them on which payments to prioritize to minimize penalties. Time and time again, accountants tell us, “I wish I had known about you months ago.” Why Work with Us? ✅ You stay in control – You decide if we communicate with you or directly with your client, as well as who receives billing. ✅ We only work on payroll restoration – We don’t offer ongoing payroll services, so your client stays yours. ✅ We require portal-based communication – Keeping everything streamlined and secure. ✅ We bring relief to you and your clients – No more payroll headaches, just solutions. Let us take payroll problems off your plate.
Learn more at https://payrollrestoration.com/
Premium
Plan Guru
Budget, forecast, and provide insight with analytics in an affordable,
app. With both QuickBooks, Xero & more Accounting integrations, a fully custom 3-way forecast with KPIs is setup in minutes. Then with PlanGuru's turn-key, yet flexible design you can quickly create unlimited scenarios that will help your clients make better, more insightful decisions.
Learn more at https://www.planguru.com/
Silver
Plooto
Plooto is a leading payment automation solution built for small-to-midsize
businesses that helps them simplify workflows and save time by automating accounts payable and receivable in one seamless, secure platform. Serving more than 10,000 North American businesses, Plooto integrates with top accounting software platforms QuickBooks, Xero, and Oracle NetSuite, enabling accurate, automated reconciliation.
Plooto gives business owners, finance teams, and bookkeepers the power to build customized payment workflows, reduce time spent chasing approvals, and mitigate accounting errors. For scaling businesses working to solve big problems, Plooto is key to controlling their cash and achieving their growth potential.
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
Projectworks
Projectworks is a finance-focused consulting software built specifically for small to medium consultancy and professional services businesses. We’re built specifically to enable growing consultancies to manage their businesses using one connected platform. Our suite of features includes: - An easy-to-use and accurate time tracking tool - Intuitive resource planning software - Automated invoicing features that sync with accounting softwares - Revenue forecasting that allows you to see your future financials - A host of in-built reports and insights - Deep integrations with accounting softwares including Xero and QuickBooks Projectworks' project intelligence platform enables consulting firms to make data-driven decisions that drive growth.
Learn more at https://www.projectworks.com/
Silver
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 the ultimate platform for modern finance teams. Combining corporate cards with expense management, bill payments, procurement, accounting automation and more, Ramp is on a mission to help customers save their most valuable resources – time and money. And it’s working; over 25,000 businesses on Ramp save an average 5% and close their books 8x faster. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment platform in America and enables tens of billions of dollars in purchases each year. To learn more, visit ramp.com.
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.
Diamond
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/
Gold
Relay
Relay is a no-fee, online business banking and money management platform that
helps small businesses take control of their cash flow and get crystal clear on what they’re earning, spending and saving.
Learn more at https://www.relayfi.com/
Silver
Relay Human Cloud
Relay Human Cloud provides a turnkey solution for hiring globally without the associated risks, legal hurdles & administrative hassles. We focus on building & managing teams, staffing roles in accounting, data, marketing, IT, sales, & more. With over a decade of experience in navigating international markets, Relay is your trusted global staffing partner.
Learn more at https://www.relayhumancloud.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/
Gold
Rho
Rho is the banking platform with everything businesses need to manage cash, control spending, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning concierge support.
Learn more at https://www.rho.co/accountants
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/
Silver
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/
Silver
SaasAnt
Saasant helps accounting professionals grow their practice exponentially by automating bookkeeping so they can focus on delivering high-impact, value-driven services to their clients. By saving time on routine accounting tasks, professionals can improve efficiency, serve more clients, and scale their businesses effortlessly. With Saasant taking care of bookkeeping, accountants can maximize their potential and provide greater value without being tied down by financial admin work.
Learn more at https://www.saasant.com/
Gold
SafeSend
SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, e-sign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend. This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. The SafeSend One currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit safesend.com to learn more about our technology solutions.
Learn more at https://safesend.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
Settle
Settle is the cash-flow management platform that helps growing brands automate their bill pay, POs and access transparent financing to scale for what’s next.
Learn more at https://www.settle.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
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 an online software solution designed specifically for people who own or manage commercial real estate, use QuickBooks, and want to streamline their operations to save time, increase profits, and reduce manual work.
We provide a complete solution for your entire team so you can manage your assets, your tenants, leases and your investors all in one place.
With STRATAFOLIO you get:
- CAM reconciliation in 1 click
- Tenant COI management
- Lease escalation management
- Rent rolls on demand
- Tenant and investor portals
- And so much more!
Silver
Succession Security
Seamless continuation of your bookkeeping or accounting business in the event of an unexpected sickness or injury.
Learn more at https://successionsecurity.com/
Silver
SuiteFiles
Save 235+ hours a year with a better way of managing your documents. SuiteFiles combines document and email management , templates, auto-filing, secure client communication, unlimited document signing, and the integrations you need together in one seamless experience. Integrations include Xero Practice Manager, Karbon, Microsoft 365, Quickbooks Online, WorkflowMax, and more.
Learn more at https://www.suitefiles.com/
Gold
Summit Hosting
We provide secure, scalable cloud computing solutions that bring your IT
operations into the digital age to enhance your remote accessibility, improve access to data and control costs as your business grows.
Learn more at https://www.summithosting.com
Silver
Syft Analytics
Syft Analytics is an award-winning and interactive financial reporting tool, which was acquired by the international accounting software, Xero to take accounting insights to the next level. Syft empowers accountants and business owners to seamlessly navigate complex financial data. From creating beautiful reports and visualizations to building integrated forecasts, thousands of finance professionals use Syft to uncover insights to drive strategic decision-making, improve financial performance, and propel their firms toward sustained growth and success.
Learn more at https://www.syftanalytics.com/
Gold
Tax Rep Network
Tax Rep Network provides cutting edge training and support for tax professionals looking to create a million dollar IRS representation advisory practice.
Learn more at https://taxrepllc.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
TaxProMarketer
Since 2007, TaxProMarketer has specialized exclusively in digital marketing for accountants and tax practitioners.
Our reputation across the wide spectrum of specialties within our community is built upon how we prioritize timely, punchy, and FRESH content, nurturing authentic (and profitable) relationships with clients, technical excellence, and results — in the form of new prospects and retained clients for YOUR practice. All of this is done with our clients and members at the heart-beating center of everything we create.
Learn more at https://taxpromarketer.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
Gold
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/
Partner
Truewind
Truewind is a next generation AI-powered accounting platform. Adhering to the highest
standards of data security, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare.
Learn more at https://www.truewind.ai/
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/
Partner
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 www.visory.net
Diamond
WholesalePayroll
Will you observe or interfere? The mission begins at SNH 2025.
Join WholesalePayroll on a Prime Directive-inspired journey across the Scaling New Heights galaxy. We're not just here to exhibit—we’re launching a full-scale scavenger hunt adventure themed around exploration, environmental awareness, and control.
As your behind-the-scenes payroll partner, we empower accounting professionals without ever interfering in your client relationships. Think of us as your “Federation support crew”—you remain the hero.
🚀 Here’s what’s in it for you:
- 🌟 Join the hunt to win 1 of 6 brand-new tablets
- 🗺️ Explore the expo like never before with interactive, Prime Directive-themed clues
- 🤖 Meet the WP Bot and learn how we help you maintain control while scaling your firm
- ♻️ Earn badges by demonstrating sustainability, integrity, and observation
Don’t miss your chance to engage, win, and explore—all while discovering how WholesalePayroll can supercharge your practice from behind the scenes.
🖖 Maintain control. Respect the mission. And above all—don’t interfere. #TakeControl
Learn more at https://www.wholesalepayroll.com/
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/