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!
If you are an existing vendor, you can review our documentation to get started managing your company.
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Audit
Bookkeeping
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Enrolled Agent
ERP Systems
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Software Solutions
Strategic Planning
Talent Management
Tax Business
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Tax Personal
Tax Strategy
Technology
Time and Billing Solutions

28 Total Companies

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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...

Content Provider
Software Advice Logo

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).

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...

Capterra is the #1 destination for organizations to find the right software and services, with 100,000+ solutions across 900 software types. We offer access to over 2 million verified reviews, in-depth product comparisons, and data-backed annual software ranking reports for over 350 types of software— helping organizations save time, increase productivity and accelerate their growth.

Fishbowl Inventory is a leading inventory and manufacturing management software that integrates seamlessly with QuickBooks. It helps small and mid-sized businesses automate inventory tracking, order management, purchasing, manufacturing, and warehouse operations. With real-time visibility into stock, costs, and workflows, Fishbowl streamlines processes, reduces errors, and drives smarter decisions...

Anchor is a revenue automation system for service businesses that turns signed agreements into predictable cash flow. From proposals and billing to payment collection, scope changes, reconciliation, and renewals, Anchor runs the financial relationship automatically so teams spend less time on admin and more time running the business.

TaxGPT is the AI Operating System for modern tax and accounting firms, trusted by thousands of tax professionals. Built for CPAs, accountants, and tax professionals, it unifies research, writing, document analysis, and client intelligence with autonomous agents that handle tax preparation, return review, and other time-consuming work from start to finish. Get accurate, cited answers and automate y...

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...

Why Pearl Insurance? Twenty years of specialized experience in professional liability insurance for accounting professionals.Whether you are a bookkeeper, auditor, tax preparer, or enrolled agent, you want someone who understands your industry. Our 12-member team of insurance experts sells and services professional liability exclusively to accounting professionals, which means they can review, com...

Benefit Provider
CPACharge Logo

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...

Content Provider
Karbon Logo

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.

Ignition helps accounting and professional services businesses reclaim time, profitability, and cash flow. Automate proposals, billing, payment collection and workflows to transform how your firm engages clients, bills and gets paid.

Becker is a global leader in professional accounting education, providing comprehensive exam review and continuing education solutions designed to help students and professionals advance their careers; its core offerings include CPA, CMA, EA, and CIA exam review programs, along with CPE courses and foundational learning through Becker Academy, all built with expert-led instruction, exam-aligned co...

Thomson Reuters helps firms build the modern tax practice: faster compliance, a stronger client experience, and scalable advisory growth. By combining proven tax workflow software (UltraTax CS, SurePrep, SafeSend) with AI-powered review, research, and advisory (CoCounsel Tax & Audit), we help teams expand capacity without proportional hiring and deliver higher-value advisory services with conf...

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...

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