Passionate about improving the well-being of clients, their families and their communities, Choreo is an independent firm focused on redefining an investment advisor’s place in the wealth advisory industry. Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.
CPACharge, an AffiniPay solution, is an online payment solution developed specifically for accounting firms, giving professionals a secure way to accept credit, debit and eCheck payments. CPACharge is the only payment solution offered as an AICPA Member Discount Partner and more than 40 state CPA societies recommend it.
Zoho is a comprehensive suite of over 50 business applications designed to optimize operations across various domains, including sales, marketing, finance, and recruitment. Zoho is a global cloud software company known for its intelligent solutions and a strong commitment to technological innovation and customer success. Zoho provides robust, software solutions emphasizing affordability and usability, powered by continuous in-house R&D and a dedication to long-term sustainability
We’re a team of tax specialists and technologists behind one solution for your accounting practice. We’re redefining how accounting practitioners manage tax and compliance by embedding AI agents directly into the tools, systems, and workflows where compliance occurs. We live and breathe sales tax and license compliance, helping accounting service providers confidently, efficiently, and profitably provide compliance services to their clients.
Fieldguide is the leader in purpose-built, professional-grade agentic AI for audit and advisory. Built by and for practitioners, Fieldguide’s end-to-end platform powers the entire engagement lifecycle with AI agents that automate time-intensive workflows to empower practitioners to focus on judgment and client service. Top firms, including the Big 4, trust Fieldguide to scale their capacity, elevate client trust, and accelerate transformation.
With its patented, AI-powered SaaS automation and collaboration platform, only K1x can digitize and distribute IRS Schedules K-1, K-3, and Form 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities without tedious, time-consuming, manual copy-pasting of thousands of data fields.
Truewind is a technology company based in San Francisco developing a digital staff accountant that never sleeps and never takes PTO. Completely predictable capacity planning. Powered by AI, Truewind’s close management platform automates routine tasks and finishes your monthly close with time to spare.
You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant ConnectSM. Learn more at adp.com/accountant.
Miles Masterclass is a practitioner-led, NASBA-approved CPE platform helping accounting professionals become AI-ready. Built by industry experts, it delivers practical, workflow-integrated training across audit, tax, advisory, and FP&A. Through a structured competency framework, it enables CPAs to drive firm-wide AI adoption, improving efficiency and delivering higher-value client outcomes.
20-20 Services provides continuing professional education to accounting and advisory firms and government agencies across the nation—including 25 of the top 100 CPA firms. We’re known for our highly customized, flexible skills, knowledge, and leadership training that keep firms performing at their peak.
Aiwyn empowers you to run your firm, get paid, delight clients, and simplify tax. Starting as a payments solution, we’ve now expanded into a comprehensive platform that integrates engagement letters, practice management, billing, and client collaboration. Aiwyn delivers everything modern accounting firms need in one unified ecosystem.
BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 8 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.
C&R Consulting LLC (CNR) is part of the globally present C&R Consulting Group, headquartered in New Jersey. CNR is a specialized outsourcing service provider exclusively to Accounting Firms. With more than 15 years of experience, CNR has the track record of handling range of firms, from top10 firm to boutique firm.
CAMICO, created by CPAs for CPAs, has protected the profession for 40 years. We go beyond insurance with comprehensive coverage, proactive risk management, and expert guidance. Policyholders gain access to in-house specialists, resources, and tools designed to reduce risk. Discover how CAMICO helps CPA firms stay protected and prepared.
Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CeriFi is transforming how financial and legal professionals navigate their education journey. Whether you need initial licensing, specialized certifications, or continuing education, our integrated learning ecosystem connects every step of your professional development across securities, financial planning, tax, accounting, and legal fields. With expert-led content, innovative learning technology, and exceptional support, CeriFi delivers the education professionals need to excel at every career milestone — all in one place.
Cetrom is a leading Managed IT Services and Security Solutions Provider for accounting firms, backed by proven security technologies and senior engineers who consistently achieve five-star customer ratings. Serving the accounting industry since 2001, Cetrom creates custom IT solutions for firms to meet specific user, mobile, security, and compliance needs.
Fathom is an award-winning app designed to help accountants and advisors drive business growth with confidence. With powerful tools for cash flow forecasting, consolidations, management reporting, and KPI tracking, Fathom transforms financial data into actionable insights. Seamlessly integrating with QuickBooks and Xero, it empowers accountants to deliver deeper strategic value to their clients.
GKM Inc. is your trusted full-service outsourcing partner with 25+ years of experience in the U.S., providing tax prep, accounting, advisory, and audit services. As a member of the BDO Alliance and a preferred vendor for RightWorks, PASBA, and NCI, we guarantee secure, accurate services from our ISO 9001:2015-certified facility serving clients in 33 states.
Growth Without Guesswork. Scaling an accounting firm isn’t just about getting bigger—it’s about getting smarter. Whether securing the right PE partner, identifying ideal acquisition targets, or refining recruitment, Hollinden | inbound + strategists brings clarity and confidence to your goals. Ready for a strategy that works?
InnerPC specializes in IT support for accounting firms. We offer a 5-minute response time and an average of 15 minutes for resolution. Get world-class performance with our cloud servers provided by Microsoft Azure. Use our concierge IT service, you will love getting to know our technicians by name.
Intuit Accountants is dedicated to empowering accounting professionals by saving time, expanding their practice, and making significant impacts on their clients’ lives. Our dynamic range of QuickBooks and Professional Tax products offers adaptable solutions tailored to meet firms specific needs, ensuring optimal productivity with each new day
Karbon is the #1-ranked practice management platform for accounting firms. Improve visibility, efficiency, and connectivity across your entire firm by bringing your clients, systems, and data together in one place.
Live Oak will support you with customized financial products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. Let’s craft a loan solution that will help you thrive.
MYCPE ONE is a comprehensive platform providing accounting firms and CFOs with essential services like outsourcing, staffing, education, digital marketing, cloud solutions, and M&A advisory. We have empowered over 1,000 North American firms, enhancing operational efficiency, driving business growth, and helping clients thrive in a competitive market
OnPay makes payroll effortless for accountants and bookkeepers so you can spend more time on what matters most. With dedicated support, free client setup and onboarding, a custom firm dashboard, and exclusive Partner perks, the OnPay Partner Program gives you everything you need to offer premium payroll services.
PracticeERP is a comprehensive CPA firm management software that streamlines daily operations, so you can focus on what matters most. Built on NetSuite, it combines CRM, client management, time and expense tracking, billing, and more in one platform. With advanced AI capabilities like automated reporting and intelligent forecasting, PracticeERP helps your team work smarter, not harder, by eliminating busy work and boosting efficiency.
Private Practice Transitions is the preeminent provider of highly specialized business brokerage and consulting services. We work exclusively with the owners of accounting practices interested in selling or buying a private practice. To date, we have successfully brokered hundreds of deals across the United States.
Rho is the banking platform with everything businesses need to manage cash, control spending, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning concierge support.
For more information about Rho and our Accountant Partner Program visit Rho.co/accountants
Settle is the only unified platform built for inventory-based businesses to proactively plan, purchase, and pay for inventory. With integrated access to transparent financing, qualified businesses can Settle now and pay later using Settle Working Capital—founder-friendly financing designed to fuel growth and streamline operations.
Soraban brings AI-driven data automation to firms—without disrupting existing tech stack. Automatically turning disorganized, incomplete organizer submissions into clean, structured, expert-ready data. No more email tag or manual entry.
Being a tax professional isn’t about chasing data. It’s about applying expertise where it counts.
Automate the busywork. Elevate what matters.
Tabs is the first AI-native revenue automation platform for the office of the CFO. It streamlines invoicing, collections, and revenue recognition, automating contract ingestion and A/R processes. Tabs users collect cash 60% faster than the norm, reducing DSO and ensuring accurate revenue reporting with faster implementation and more flexibility than ERP solutions.
TOA Global is so much more than a BPO, we’re a leading global accounting staffing solution for the accounting industry. We have helped over 1,190+ international firms grow on their own terms by adding elite offshore accounting talent to their teams. With over 10 years of exclusive service to the accounting industry, more than 4,180+ accountants and bookkeepers in the Philippines have found fulfilling careers.
Todata Analytics turns complex business data into clear decisions with real-time dashboards that connect to your existing systems — no new systems or disruption required. Our flagship product, CPAGrades, helps accounting firms optimize practice management and profitability without changing workflows. To learn more, visit todata.com/cpa-grades
Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.
Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their clients’ businesses.
Xero is a global small business platform with 4.2 million subscribers, which provides accounting, payroll, payments and other solutions for small businesses, accountants and bookkeepers.
HUB Analytics helps small business owners boost profitability by turning financial data into actionable insights. With powerful dashboards, real-time tracking, and expert guidance, HUB empowers smarter decisions—without increasing overhead. It’s like having a CFO in your pocket, tailored to the needs of growing businesses.