24 Total Companies
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...
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...
CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers. The CAF American Donor Fund can help your clients maximize the value of their gifts to charitable organizations. Our service enables your clients to claim eligible US and UK tax relief on their global giv...
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...
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
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.
Westwood Wealth Management takes a creative approach to helping our clients manage generational wealth, by leveraging our skilled professionals to achieve a bespoke approach for deploying innovative ideas in their portfolios. We provide thoughtful advice and consulting to help families minimize their tax burden, streamline and organize their financial life and intricate portfolios, benefit from a...
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...
Categorize Me 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.
AcoBloom International provides full suite of Audit Support, Tax Returns Preparation, Bookkeeping, Accounting & Payroll outsourcing services to more than 300 CPA & Tax Firms in the US.
FincenFetch is the leading platform to simplify FinCEN’s CTA filings for firms - currently powering hundred of firms across the U.S. with automated SOC2 secure BOI reporting solutions. Our filing solutions include dozens of features at affordable pricing, including eFiling to FinCEN, automatic client reports, firm staff-member permissions, A.I. report autofilling from ID uploads, updated report su...
