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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
AdvisorProMarketer
Relational Marketing for Accountants & Advisory Firms
Advisory and accounting firms have been AdvisorProMarketer’s specialty client focus for digital marketing results for over 15 years. Our reputation across the wide spectrum of that community is built on how we prioritize timely and relevant content, relationship-focused marketing techniques, results in the form of new prospects and retained clients, and genuine care and service.
Learn more at https://advisorpromarketer.com/
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/
Gold
Anchor
From Proposal to Paid- Fully Automated For You! Anchor gets businesses paid on time every time, and increases your revenue and slashes your costs by completely automating your firm’s proposals, billing, payment collections, and reconciliation, end-to-end!
You deserve better than using siloed solutions that only help you with specific parts of the billing and AR process, and your time is too valuable to be spending it on long proposals, manual billing admin tasks, chasing down late payments and doing reconciliation.
With a free signup option, $0 for ACH transfers and no subscription fee, Anchor has quickly become the leading financial foundation implemented by accounting firms, bookkeeping practices, and other service-based businesses across the United States.
Get started for free: www.sayanchor.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 refreshingly simple accounting practice management with a suite
of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!
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
Bill360 is the first accounting automation platform purpose-built for small to medium-sized B2B companies, enabling them to save time, reduce costs, and increase cash flow. We combine electronic invoicing, unique data-driven solutions, and embedded payment acceptance with account reconciliation and clear visibility into actionable information. Bill360 syncs with accounting software like QuickBooks and Xero in a matter of minutes and provides features they don’t, such as buyer portals, real-time customer collaboration, fully integrated payments and AR support.
Learn more at https://bill360.com/
Premium
Brex
Brex is the first fully unified global spend platform — with corporate cards, expense management, reimbursements, bill pay, and travel, all in one place. Brex makes it easy for finance teams and founders to manage every aspect of global spend at scale by empowering their employees anywhere to make better financial decisions.
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/.
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 that gives growing product businesses an automated and real-time view of the entire inventory lifecycle. Cin7’s products, Core and Omni, natively integrates with QuickBooks Online along with over 700+ applications, so you can consolidate, streamline, automate, and scale your inventory operation from one place.
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
For accounting firms committed to advisory services, Clockwork AI is the FP&A
software that gets clients results in minutes because it was built by professionals, for professionals.
Learn more at https://www.clockwork.ai/
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/
Silver
Fathom
All-in-one reporting, analysis & forecasting.
Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one easy business management solution.
Learn more at https://www.fathomhq.com/signup
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
A cloud-based solution that makes it easy for accounting firms to track client work, communicate with clients, and hit their deadlines.
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: accountants who code. FinOptimal builds QuickBooks Online apps by accountants, for accountants. Pushing the boundaries of what's possible with accounting automation, users often resolve that the apps are "magic."
FinOptimal developed each app with their own accounting clients, having begun as a CAS practice in 2015. Their apps eliminated manual journal entries and clunky processes from the practice to scale them to serving nearly 100 clients with just a handful of accountants. Since 2023, accounting firms all over have modernized their accounting practice with FinOptimal's apps in pursuit of truly optimal financial operations.
Partner
Finsmart Accounting
Finsmart Accounting helps you mitigate your No. 1 challenge of capacity building for your accounting and CPA firms. Accounting Seat is our special offering designed for accounting and CPA firms where we provide highly trained, English-speaking, great communicators, US GAAP knowledge-oriented bookkeepers, and tax resources on a subscription model. We help you build scale for your firm and reduce burnout.
Learn more at https://finsmartaccounting.com/usa/
Gold
Firm360
Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency.
Save your firm time and money by replacing your current 5+ software solutions with one seamless experience.
This all-in-one cloud-based platform is everything you need to get the job done!
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 cloud-based accounting software primarily for small to medium service-based businesses and accountants. FreshBooks' user-friendly platform simplifies invoicing, accounting, payroll, payments and more while empowering business owners to track and manage the day-to-day finances of their companies. FreshBooks' game-changing Collaborative Accounting™ model allows business owners to partner with their accountant on the FreshBooks platform, streamlining workflows and providing real-time financial insights that drive strategic decision-making and business success.
Learn more at https://www.freshbooks.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
GKM provides quality tax preparation, affordable accounting & small business bookkeeping services to accounting firms, CPAs and tax preparers in the US.
GKM was established by a team of professionals with two decades of industry experience in tax preparation, bookkeeping, compilation services, consulting and payroll. GKM’s team includes dedicated and experienced Certified Public Accountants, Chartered Accountants and senior management graduates whose specializations blend perfectly to meet exact client requirements.
Diamond
gotomyerp
Gotomyerp is a leading cloud hosting provider for QuickBooks and Sage
applications across the U.S. and Canada. Our secure cloud services include managed server hosting, private server hosting, application hosting and more. We customize our services to fit your company’s needs and offer critical support the moment you need it. When you need to scale, we scale with you.
Learn more at https://www.gotomyerp.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
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.
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/
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 live inventory, production, accounting, and reporting features they need to get products to customers quicker while maintaining quality.
Founded in 2017, Katana's portfolio of over a thousand companies ranges from small-sized businesses to multi-billion-dollar enterprises, supporting over $2 billion in combined sales revenue in 2023. Businesses rely on Katana as a central source of truth, connecting best-in-class ecommerce solutions like Shopify and accounting software like QuickBooks Online for maximum accuracy and efficiency.
Learn more at https://katanamrp.com/
Gold
Keeper
Keeper helps thousands of bookkeeping and accounting firms run a better month-end close.
It has tools to help firms...
- get faster responses to transaction questions
- catch classification errors before clients do
- track 1099 eligibility and request W9s from vendors
- deliver stunning month-end reports
and so much more – all powered by a 2-way sync with the client's QuickBooks or Xero file, so you can edit data directly in Keeper.
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.
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.
Gold
MakersHub
MakersHub: Making AP Unbelievably Enjoyable. At MakersHub, we're revolutionizing the accounts payable landscape for businesses using QuickBooks. Our platform streamlines bill and invoice data capture, enabling effortless integration and management. With our innovative solutions, we transform AP operations from tedious to delightful, ensuring accuracy, efficiency, and satisfaction. Join us in embracing the future of financial management, where your accounts payable process is not just manageable but truly enjoyable.
Learn more at https://makershub.ai/
Premium
Mango Practice Management
Built by accountants for accountants, Mango Practice Management puts the
control back into your hands, equipping you to run a profitable, efficient accounting practice. Mango's project management features bring organization to your firm, streamline workflows, and eliminate wasted time spent on non-billable work. Our file sharing and electronic signature features allow you to share files and get documents signed fast with bank-level security. The robust time and billing tools will save you time and accurately invoice your customers, so you get paid for all the work you do. Mango does this and more, all from one easy-to-use platform! Start your free 10-day trial at mangopractice.com to stop feeling overwhelmed and start running an efficient, profitable practice today!
Learn more at https://mangopractice.com/hh
Gold
Mendelson Consulting
MENDELSON CONSULTING is a technology consulting firm that specializes in
QuickBooks and Dynamics 365 solutions for SMBs, recognized as innovators in the QuickBooks consulting space for over 30 years. Optimizing businesses and engaging thousands of accounting professionals and QuickBooks ProAdvisors, we deliver integrated solutions and applications tailored to businesses' diverse requirements.
Our NOOBEH cloud division provides infrastructure and services for QuickBooks on the Microsoft Azure platform.
Our affiliate program, MENDELSON ALLIANCES INNOVATION NETWORK (M.A.I.N.), offers professionals participation in the resale, implementation and support of QuickBooks and 3rd-party products.
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 empowers small to mid-sized businesses that use QuickBooks or Xero to
automate their lead-to-cash workflows. Method streamlines these processes, enhances productivity, and drives business growth with features like two-way sync, no-code customization, and advanced workflow automation.
Learn more at https://www.method.me/
Gold
MyTaskLMS
We are an online learning management system for CPA and Accounting firms. My Task LMS is based on the EdTech concept of making learning easier and more effective for CPA and accounting firms that need to train new employees and/or upskill their existing workforce.
We are a business-to-business platform that enables employers to train employees in accounting, tax, and payroll processing without the conventional overhead that makes the process extremely labor and time intensive; not to mention a non-starter in terms of ROI.
Current softwares covered in accounting training are Quickbooks Online, Quickbooks Desktop, and Accounting CS.
Current softwares covered in tax training are Ultratax, Lacerte, Drake, and CCH Axcess.
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/
Premium
OnPay
OnPay helps accountants and bookkeepers take your services to the next level
with payroll built by experts. We combine 30 years of payroll experience with the best technology to get things right for every kind of client.
Learn more at https://onpay.com/accountants
Silver
Order Time Inventory
Order Time Inventory is a comprehensive cloud-based platform designed to enhance inventory management and order processing for businesses. It offers extensive visibility into various aspects of your business, including sales, purchasing, production, and warehousing. With seamless integration capabilities with major accounting, eCommerce, and shipping systems. The system empowers users with features for product management, sales cycle management from lead to payment, systematic purchasing processes, production management for manufacturers, and advanced warehouse tracking.
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
Payroll Restoration®
We help accountants with their client's payroll messes to get them back into compliance.
Learn more at https://payrollrestoration.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.
Gold
Practice Protect
Practice Protect offers superior cybersecurity for the modern accounting firm
with an all-in-one platform to control access to client data, manage risk, and stay compliant. Trusted worldwide by over 24,000+ accountants, Practice Protect helps protect the flow of sensitive client data and passwords inside your firm and across your team while giving you control and convenience, all from a single screen. We offer 50+ security features, 6000+ cloud app integrations, compliance documents, guided onboarding, and unlimited support.
Learn more at https://practiceprotect.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.
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/
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
Royalwise
QUICKBOOKS TRAINING | FOR YOU. FOR YOUR TEAM. FOR YOUR CLIENTS.
Are your bookkeeping clients driving you crazy, asking the same questions over and over? They need QuickBooks training & you have more important things to do with your time.
Why not send them to the Royalwise OWLS for their QBO training?!
All skill levels & starting points will benefit from Royalwise’s extensive library of on-demand courses, live webinars, video tutorials, and 1-on-1 support.
Whether your clients need training for QuickBooks Online basics, how to use the Banking Feed, a deep dive on job costing with the Projects Center, or instructions for managing corporate credit cards with subcards, we’ve got you covered.
Join our partner program and email your clients direct links to courses taught by Alicia Katz Pollock. You’ll receive 10% referral commission when they register for each class.
Or maybe you'd like to include a value-added training service to your client support package.
We can help you with a company-wide training solution to equip a team of managers, accountants, bookkeepers, and even clients with the knowledge they need to do their jobs successfully.
Royalwise can provide your company with a custom-branded portal to our full library of classes.
When you create your own custom training portal, you'll add your own users and decide what courses you want each person to see. You pay only for the number of active users that month.
I couldn't be simpler.
Join us at royalwise.com/partner to learn more and get started today.
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
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
STRMS
We optimize your workflows before building and managing custom automations.... eliminating your team's manual tasks and saving you hours each month to continue scaling your business.
Learn more at https://www.strms.io/
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 the award-winning and interactive financial reporting tool that empowers accountants and business owners to seamlessly navigate complex financial data.
From creating beautiful reports and visualizing data in graphs to building integrated forecasts, thousands of finance professionals use Syft to uncover insights that drive strategic decision-making, improve financial performance, and propel their firms toward sustained growth and success.
Silver
Tax Rep Network
Tax Rep Network (TRN) provides the training, tools, and technology enrolled agents, accountants, tax professionals, and attorneys need to master, market, and monetize their multi-million dollar tax representation opportunities. Led by Tax Rep Network Founder Eric L. Green, the TRN online and in-person community serves tens of thousands of tax, accounting, and legal professionals each year. Start your journey to building a million dollar tax rep practice today by joining the TRN membership and leveraging TRN’s’s podcast, newsletter, webinars, social media content, publications and live events.
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
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/
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/
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
We encourage you to "read more" because this is for you!
As a 100% white-label ready platform, we only sell to accountants, bookkeepers, enrolled agents, CPA's, etc. Employers may NOT get a subscription without going through YOU!
Take the Payroll Challenge - an SNH23 opportunity: https://bit.ly/42nIARk
This year we’re giving attendees a unique opportunity to experience an industry-changing payroll platform firsthand! The payroll challenge is a unique and fun opportunity to pit your current payroll platform against WholesalePayroll, head-to-head! Stop by and meet the team that’s changing the industry as we know it.
We feel WholesalePayroll is a better payroll experience than any other platform on the market today. Don’t believe us? Put it to the test and see how it stacks up to your current provider. Register for the challenge to test drive it in a demo environment with sample company data!
We're located at Booths 1 & 2, next to the animal attraction exhibit. Look for the laser lights, photo-op and demo station. Enter the Photobooth Contest for your chance to win an iPad Air! We're offering a fun and easy way to enter a raffle for a free iPad Air. Come by our booth, say hello and find out how your beautiful face can win you a free iPad Air.
Live presentation schedule with topics
Monday
11:05 - 11:25 White Labeling
11:25 - 11:45 Built-in Client Billing
11:45 - 12:05 Employee Portal
12:05 - 12:25 Dashboard Views
12:25 - 12:45 Employer Setup
12:45 - 1:05 Migration from competitor platforms
3:10 - 3:30 Notifications & Support
3:30 - 3:50 Running Payroll & Editing
3:50 - 4:10 Employee Setup
Tuesday
11:05 - 11:25 Migration from competitor platforms
11:25 - 11:45 Employee Portal
11:45 - 12:05 Notifications & Support
12:05 - 12:25 Running Payroll & Editing
12:25 - 12:45 Built-in Client Billing
12:45 - 1:05 Employee Setup
3:10 - 3:30 White Labeling
3:30 - 3:50 Employer Setup
3:50 - 4:10 Dashboard Views
Wednesday
11:05 - 11:25 Automation Settings
11:25 - 11:45 QBO Exporting Options
11:45 - 12:15 Podcast Presentation
12:15 - 12:25 Group Discussion - Offering Payroll Services
12:25 - 12:45 Q&A - Answering Previously Submitted
12:45 - 1:05 Q&A - Live
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 powerful cloud accounting software that improves efficiencies across your
practice. With all client data stored on a single unified ledger, you and your clients can easily access and collaborate on the same set of books. Xero’s advisor tools and automation solutions reduce time-consuming manual tasks and put data entry on autopilot. Work faster and more efficiently than ever before with Xero.
Learn more at https://www.xero.com/
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.
Partner
ZOHO
Zoho Corporation is the operating system for your business, with over 50 SaaS
applications that help businesses and accounting firms run an efficient advisory practice. Our applications range from sales solutions and collaboration tools to our finance suite, which includes practice management tools such as Zoho Practice, Books, Inventory, Billing, Checkout, and Expense. Zoho has over 100 million users worldwide, and we have been in operation for over 26 years. We aim to provide the best services for our users with our wide variety of trusted business applications and top-notch security.
Learn more at https://www.zoho.com/cpa/