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31 Total Companies
Software Advice simplifies software buying. Through 1-on-1 conversation and trusted insights, industry-specific advisors guide buyers to top software options in as little as 15 minutes (and it’s 100% free).
Karbon is the #1-ranked accounting practice management platform helping firms of all sizes operate smoothly and efficiently. By bringing your team, clients, systems, and data together in one place, you can significantly improve visibility, efficiency, and connectivity across your entire firm.
Health insurance can be one of the most confusing and costly parts of running a small business. StretchDollar simplifies the process with a flexible, tax-advantaged solution that CPAs and their clients can both get behind. It’s called an ICHRA — or Individual Coverage HRA — a newer type of health benefit that’s quickly gaining traction.Here’s how it works:Employers set a monthly, pre-tax allowance...
EPSA USA partners with CPAs to help their clients unlock valuable tax incentives and credits, including the Research and Development (R&D) Tax Credit, 179D Energy-Efficient Commercial Building Deduction, and Section 174 amortization strategies. Our team of technical, legal, and financial experts ensures compliance with IRS guidelines while maximizing savings for your clients. By collaborating...
CPACharge is proud to be selected by the Ohio Society of CPAs as your official member benefit provider for online payments. With CPACharge, you can easily accept credit, debit, and eCheck payments online or in your office. Together OSCPA and CPACharge are working to ensure your firm has the tools for success.
Founded in 1997, Heartland Payment Systems has grown to serve over 750,000 clients, providing exceptional service and innovative solutions tailored to the needs of small to midsized businesses with 1-750 employees. Our mission is to help businesses save time and money by offering comprehensive services in payroll, HR, hiring, time management, and payment processing.
Created by CPAs in 1986, for CPAs, CAMICO provides Professional Liability Insurance and Risk Management services for the accounting profession. CAMICO understands that insurance alone is not a solution for reducing risks – that’s why in addition to comprehensive coverage, policyholders have no-cost, unlimited access to risk management services, expertise and resources. Get the most from your CAMIC...
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, eSign, and electronic K-1 distribution. Thousands of firms save an average of...
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
Taxfyle provides an alternative staffing solution to alleviate firms nationwide. You face stress, long nights, and endless work every tax season. When you partner with Taxfyle, you can tap in to the internet's largest accounting workforce; our network of CPAs and EAs, each based in the U.S. There's no training required when you work with your Tax Pro, and all communication and job manage...
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting pro...
Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!
Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...
Debits streamlines the bookkeeping process by syncing with QuickBooks Online and enabling accountants and bookkeepers to efficiently categorize transactions with clients, resulting in faster monthly book closings.
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting pro...
Figured's farm financial management platform is used by hundreds of accounting firms and tens of thousands of farmers worldwide. Integrating with cloud accounting software (QuickBooks Online, Xero) on a single ledger, Figured provides agribusiness-specific financial insights in real-time, empowering CPAs to streamline farm tax, enhance reporting and deliver value-added advisory services at sc...
