Welcome to the OhioCPA Solutions Hub

The Ohio Society of CPAs Solutions Hub is a catalog of the industry’s premier solution providers and vendors! These featured providers offer services to support our members, though The Ohio Society of CPAs does not officially endorse any specific company or solution. Search, browse, and filter to find what you’re looking for today!

Do you want to add your company to the Solutions Hub? Click here to get started!
Close Advanced Search Filters
Search
Categories and Expertise

30 Total Companies

Advanced Search Filters

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...

We offer a personalized approach to every deal. We work alongside our sellers throughout the entire process from listing and marketing, to negotiating, financing, closing and transitioning the business to the new owner! Do you know what your firm is worth? In speaking with several hundred buyers over the last 19 years, we have listened and understand what is most important to the buyers. 1. A grea...

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the...

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its ind...

For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 31,000 customers in 215 countries and dependent territories. Learn more at https://www.netsuite.c...

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...

goVirtualOffice, sells and implements cloud-based Enterprise Resource Planning (ERP) software that runs on the NetSuite platform. goVirtualOffice enables companies and organizations of all sizes to make dramatic gains in efficiency and productivity by improving the way they organize and manage their business processes and fit for use reporting. More than 24,000 customers worldwide use NetSuite to...

Founded in 2013, Ignition is the leading contracts, billing and collections automation platform for accounting and professional services businesses to maximize revenue and efficiency. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,500+ businesses to sell, bill and get paid for their services with ease. Ignition helps accounting...

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!

The CFO Project is an exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients.

Offshoring services for Accounting Firms

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...

QuickFee helps professional service firms get paid faster and reduce aging Accounts Receivable. Combining easy payment options with powerful invoicing integrations, QuickFee speeds up the entire engagement-to-cash cycle for firms. Through the QuickFee payment portal, your clients also have the flexibility to pay their provider with Card, ACH/eCheck, or a payment plan over 3-12 months. No matter wh...

Powered by Lead Marvels, Inc © 2025