Exhibitors and Sponsors
Be sure to plan ahead and visit our hand-picked sponsors at the resource center to learn more about all the innovative solutions they can offer your firm.
Exhibitors and Sponsors
"4impactdata is a business guidance system, like a GPS for businesses, designed to empower CEOs, advisors, and associations by combining the codified wisdom of successful entrepreneurs with AI. Learning from thousands of companies' data, we provide affordable, actionable guidance that can be implemented in hours. Our mission is to help business owners not just identify problems but know exactly what to do about them, changing the odds of success in their favor.Our Suite of Guidance Systems—the Business Guidance System for CEOs, the Advisor Guidance System for advisors, and the Community Guidance System for associations—delivers the right guidance at the right time. This impactful guidance transforms businesses and increases enterprise value, ensuring they don’t just survive but thrive.
Let us prove how we can guide your business to success."
Aider, delivers compliance efficiencies, whilst enabling AI-powered advisory at scale for firms.
Basis is an AI platform built specifically for accounting firms, providing accountants with a team of AI assistants. Accounting teams integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work. Built with AI from the ground-up, Basis helps firms end-to-end automate workflows that were impossible to automate until the past 12-24 months, and allows accountants to focus more on insights and recommendations.
Black Ore, which offers CPAs an AI-powered tax preparation platform, designed to automate complex tax returns quickly and accurately — this reduces burnout, and gives CPAs more time to focus on client advisory and growing their firmBlackOre.
Blue J is a leading tax technology company that specializes in generative AI for tax experts. Blue J's software empowers tax and legal professionals to perform exceptional analysis and deliver faster, more insightful advice. Accounting firms of all sizes harness Blue J's best-in-class generative AI solution to help solve their client’s most challenging tax issues, unlocking unprecedented efficiency and delivering extraordinary value to clients.
DataBlend is an integration software (iPaaS) designed to optimize the operations of finance and accounting teams. Featuring a no-code, low-code user interface, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. CFOs, controllers, and their teams at over 700 companies rely on DataBlend to automate the flow of data across their technology stack (e.g. ERP/GL, CRM, POS, HR/payroll, and financial reporting.)
DataSnipper provides audit and finance teams with an intelligent automation platform that automates the process of finding, matching, and reconciling unstructured data from multiple sources to drastically boost productivity and efficiency, saving time to focus on what matters.
We are among the world’s leading technology companies helping to transform people’s lives with extraordinary capabilities. From hybrid cloud solutions to high-performance computing to ambitious social impact and sustainability initiatives, what we do impacts everyone, everywhere.
Digilence, which offers AI, machine learning, automation, and intelligent document processing capabilities to accounting firms though its Digilence Cloud, using a SaaS model.
Fieldguide is the leading AI Platform for Advisory and Audit Services, streamlining the entire engagement lifecycle for firms and their clients. Fieldguide has been recognized by AccountingToday and CPA Practice Advisor, receiving the AccountingToday Top New Products Award and the CPA Practice Advisor Technology Innovation Award for three consecutive years. Fieldguide is backed by top investment firms, including Bessemer Venture Partners, 8VC, Y Combinator, and Floodgate.
FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 2,800 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.
Instead.com is a groundbreaking tax platform that exemplifies innovation in the tax and accounting space. By leveraging AI, Instead empowers businesses and individuals to easily identify and claim a wide array of tax deductions and credits, leading to significant tax savings and improved financial efficiency.
Instead's AI-driven platform streamlines the process of navigating complex tax positions. For businesses, it simplifies claiming common deductions like home office, meals, travel, and vehicle expenses. Instead also helps with more specialized tax strategies like the R&D tax credit, depreciation, and entity changes. This allows businesses to maximize their tax savings with minimal effort.
Intuit is the global technology platform that helps consumers and small businesses overcome their most important financial challenges. Intuit's mission, to power prosperity around the world, specifically for small businesses, relies on a vast ecosystem of solutions, integrated with our anchor products: QuickBooks Online & Proconnect Tax Online; which, when partnered with professional accountants' expertise, provides the confidence in business reporting and insights needed for their businesses to succeed. As Client Advisory Services continues to expand at firms across the globe, Intuit has focused on adding the functionality our accountant partners say will make the biggest impact to their workflows and ability to deliver on the foundational information small business owners need to make decisions, every day. Please visit our kiosk to learn about the most recent Intuit tools for accountants and the team we have built, to help you reach your goals.
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.
Thousands of accounting firms use Keeper to communicate with clients, catch coding errors, manage receipts, and streamline their workflows-- all in one place. Powered by a 2-way sync with QuickBooks, Keeper connects to clients' ledger files and cuts down time spent completing the month-end close by 50%.
Laurel, which utilizes advanced AI to automate timekeeping and address billing complexities for accounting firms, saving timekeepers valuable time and offering unparalleled insights into their operations.
LumiQ is a podcast app where CPAs can earn CPE credits on-the-go through engaging conversations with top business leaders.
Materia, the provider of an AI-powered intelligent workflow automation platform for public accounting firms that helps improve the efficiency and quality of audits.
Paro is the CPA firm’s solution to staffing capacity challenges.
Paro was built to change how professionals and businesses alike accomplish their goals within the accounting and finance space. That means helping CPA firms overcome capacity challenges through a flexible, fractional staffing model. We provide US-based experts spanning audit, tax, client accounting services, transaction advisory and more so that CPA firms can increase their team’s bandwidth, fill niche skill gaps and expand their service offerings.
Projectworks is professional services software that’s easy to use, connects with your ecosystem and gives you time back to focus on the real work that drives your success.
QuickFee helps professional service firms accelerate Accounts Receivable and get paid faster. With multiple online payment options and powerful e-invoicing integrations with leading practice management systems, QuickFee speeds up the bill-to-cash cycle for firms.
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
Rippling gives businesses one place to run HR, IT, and Finance—globally. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.
ShareFile, a business unit of Cloud Software Group, helps you deliver a modern client experience with collaboration and workflow technology that is secure, easy to use, and made to fit your organization. Designed with highly regulated industries in mind, ShareFile offers a secure, digital solution to simplify workflows and improve collaboration. ShareFile works with your existing technologies, and gives you added visibility, speed, and efficiency without having to sacrifice security.
Supervizor, an advanced audit analytics software that automates financial anomaly detection for continuous error and fraud detection.
Synder simplifies Revenue Recognition and Monthly CAS for accounting firms working with industries like Retail & Consumer goods, SaaS, or Hospitality & Restaurants industries.
Synder helps with monthly accounting and streamlines subscription/membership revenue recognition along with Sales reconciliation processes by connecting more than 30 e-commerce and payment gateways like Stripe, Amazon or Shopify with accounting software like QuickBooks, Sage, or Xero.
TimeCredit, provides AI-powered research and documentation tools for accountants to automate technical memo writing and answer complex questions instantly.
Truewind is a technology company based in San Francisco developing 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.
Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.
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, eliminating investigative risk, addressing staffing challenges, and 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. Hundreds of firms use Valid8’s software on some of the world’s most complex, high-profile cases.
As the leading accounting data extraction tool, we provide firms with instant access to audit-ready data. Our patented data engine delivers standardized data directly from any accounting package. Auditors can now shift from chasing data to adding value, by saving 8+ hours per audit and freeing up time for more strategic analysis and client conversations.
This ultimately leads to more rewarding work and 400%+ ROI. Embrace the data-driven audit with robust, complete Validis data as your foundation. Validis also integrates into the audit-tech ecosystem, with partners including Suralink and DataSnipper. Validis is fast, secure, and trusted by 100+ market-leading audit firms, serving thousands of businesses.
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.
Partners
The BILL Accountant Partner Program was created to help firms simplify their clients’ financial operations. Firms can easily manage accounts payable, accounts receivable, and spend and expense all together with one login, one task list, and automatic sync with leading accounting software.
CPA.com and Biz2Credit have partnered to create the CPA Business Funding Portal. The Portal gives accounting firms the ability to provide funding options to their SMB clients. Biz2Credit is a New York based technology company.
Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware partners with the AICPA and CPA.com on the OnPoint Suite and the Dynamic Audit Solution, the only fully integrated, end to end, cloud based audit solution.
Launch and nurture successful Financial Planning & Analysis Advisory Services with best practices from 4,000+ companies and accounting firms using Jirav's all-in-one budgeting, forecasting, dashboards, and analytics solution. We're a preferred solution provider of CPA.com.
Through the Paychex Partner Program created with CPA.com, referred clients receive one-month free payroll, retirement and HR services, with a 6-month money-back guarantee on payroll and retirement services. Participation is free and there's no obligation.
Bringing best-in-class accounting capabilities to complement your firm’s expertise, the Sage Intacct Accountants Program is designed to empower you to deliver the high-value accounting and financial advisory services your clients need to grow.
Support your clients’ sales and use tax needs through the CPA.com and Vertex Firm Advisor Program, featuring access to compliance automation, an exclusive accountant console, practice development resources, dedicated account management, and more.