Accrual is an AI platform built for the scale and operational rigor of Top 100 accounting firms. The platform supports individual tax return workflows by gathering client information, extracting data from source documents such as K-1s, 1099s, emails, and spreadsheets, and automatically completing worksheets with field-level citations and audit trails. Review-ready worksheets sync directly into existing tax engines, enabling practitioners to complete review with clearer documentation and fewer open items.
For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions. As the trusted partner to forward-thinking firms, they empower organizations to shatter limitations and embrace growth with their proprietary tech platform. Makosi isn’t just leading the way—it’s setting the standard. They bring together the largest global network of rigorously vetted Chartered Accountants, seamlessly integrating expertise with innovation. Their tech-enabled solutions ensure firms can scale with precision, reduce costs, and deliver unmatched quality, season after season. From short-term projects to long-term engagements, virtual or on-site, Makosi is the agile partner firms need to eliminate resourcing headaches, boost efficiency, and focus on creating value for their clients. Ready to lead the future? Reimagine your potential with Makosi.
Thomson Reuters empowers tax, accounting, and audit professionals with trusted content, workflow automation, and advanced AI. Our software helps firms stay confident in a changing world and deliver maximum client value. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and SafeSend, Thomson Reuters provides the intelligence, technology, and expertise needed to succeed.
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.
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.
alliant has serves businesses as their growth partner, helping leaders navigate the people, process, and technology challenges that define modern business. We provide strategy, expertise, and applied intelligence to solve complex enterprise problems. Our work drives enduring growth and innovation, strengthening the economy and expanding possibilities for businesses across America.
Infinity Globus helps U.S. accounting firms scale with trusted remote staffing solutions. Our experienced offshore professionals support accounting, tax, and audit work while integrating seamlessly with your team. Firms gain reliable talent, greater capacity during peak seasons, and operational transparency to deliver consistent client service.
Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.
IRIS Software helps accounting firms run stronger, more connected practices by bringing together the systems that power operations, people, clients, and growth. From practice management and document management to payroll, IRIS supports firms navigating rising complexity, talent pressure, evolving client expectations, and the shift toward a more modern digital practice.
Justworks is a technology company that levels the playing field for all small businesses. Beyond HR solutions, we’re a partner that helps our customers confidently take care of their teams, streamline operations, and navigate the complexity of managing a workforce. Justworks levels the playing field for small businesses. Beyond HR solutions, we’re a partner that helps customers take care of their teams, streamline operations, and navigate the complexity of managing a workforce. We’re guided by an uncompromising commitment to building for small businesses and understanding their unique needs. Our flexible platform and human support help power a modern workforce with payroll, benefits, HR, and compliance.
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.
Kintsugi automates sales tax, VAT, and GST compliance with an AI-powered, end-to-end platform that integrates seamlessly with ERP, billing, HR, and ecommerce systems to calculate taxes across borders, monitor exposure (free), register with jurisdictions, and automate filing and remittance. With transparent pricing, easy integrations, and 24/7 white-glove support, Kintsugi removes complexity so companies can protect margins and scale with confidence.
Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients.
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.
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
10clear provides an advanced AI financial statement audit suite designed to enhance quality and streamline efficiency. By equipping practitioners with automated disclosure evaluations and mathematical accuracy checks, 10clear ensures precision and reliability, allowing firms to deliver superior audit outcomes with greater speed and confidence without having to overhaul existing systems.
Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.
Anchor makes AR, billing, collections, and renewals disappear for thousands of accounting and professional services firms, nationwide. From proposal to payment to ongoing changes to reconciliation, everything runs automatically in one system, without back-office friction.
Apxium Collect empowers accounting firms to automate, manage and optimise the entire accounts receivable lifecycle. With deep practice‑management system integrations and secure online payment capabilities, the platform streamlines invoice and collection communication and payment reconciliation. Resulting in faster cash flow, reduced administrative burden and a more efficient, client‑friendly billing experience.
Basis is an AI platform for accounting firms, providing accountants with a team of AI agents that understand accounting, learn specific client needs, work independently, and take real actions. Accounting teams integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work. Learn more at www.getbasis.ai
Becker is a leading provider of CPA, CMA, EA, CIA, and Challenge Exam Review prep, plus continuing professional education. With expert instructors, high-quality content, innovative technology, and flexible learning options, Becker helps accounting, tax, and finance professionals achieve more at every career stage.
Accountants around the world count on Becker for the industry-leading tools and support they need to excel. And it all comes down to one thing: results. Results rooted in a tireless commitment to the success of our students. Crafting personalized learning experiences. Unleashing cutting-edge technologies. Relentlessly advocating for the industry as a whole. And simply doing whatever it takes. For all these reasons and more, more than 1 million CPA candidates have chosen Becker.
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.
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/.
Cloud Accountant Staffing helps accounting firms hire proven offshore talent quickly. Our hiring portal and fast-moving process matches firms with vetted, full-time accountants in days, not months. We remove hiring friction so firms can scale with confidence, speed, and flexibility – without burnout, turnover, or traditional recruiting delays.
CPA Deal Desk is a specialized marketplace designed to bring structure, clarity, and confidentiality to accounting and advisory firm transitions. The platform connects firm owners, buyers, and investors while providing the tools and guidance needed to support acquisitions, sales, and long-term growth planning. From early-stage firm development to executed transactions, CPA Deal Desk helps firms move forward with greater alignment, control, and confidence.
With over 20 years of experience, Datamatics Business Solutions provides scalable accounting, tax, and audit services exclusively to CPA firms worldwide. Our 1,500+ professionals help 200+ firms streamline operations and ensure compliance using advanced technology. We are your non-competing, one-stop shop for growing your firm in a competitive landscape.
Denari is an all-in-one platform designed exclusively for the modern accounting firm. With Denari, you can connect across your entire tech stack to ask your firm’s data anything & get instant, accurate answers. If you want operational leverage, Denari’s efficiency is your answer!
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.
IBISWorld is the largest provider of industry data and analysis, covering over 1,400 different industries in the US. Whether you’re marketing to a particular client industry or looking for financial benchmarks or forecasts to include in an Audit, Valuation, or Consulting engagement, IBISWorld offers unparalleled insights into the markets accountants serve.
Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place. Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.
To learn more about the Ignition platform, visit https://www.ignitionapp.com
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.
Backed by OpenAI and Google Ventures, Kick is AI-native accounting software that automates manual tasks while keeping accountants in full control, so forward-thinking firms can focus on advisory and growth. Firms maintain oversight, review, and approve every outcome, transforming their teams from time-strapped doers to high-leverage reviewers. The result is more capacity for what actually matters. Visit us at Kick.co/accountants to learn more.
KMK Ventures supports 300+ mid to large U.S. accounting and CPA firms with offshore tax, bookkeeping, payroll, and accounting support. Backed by 1200+ professionals, including 350+ CPAs, EAs, and CAs, we help firms manage workload, improve turnaround times, and extend team capacity through flexible seasonal and long-term support models. Reach us at info@kmkventures.com or 941-877-2835 — we’re here to assist!
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.
LLC Attorney simplifies business formation and compliance for entrepreneurs and small business owners, allowing them to focus on growth rather than navigating legal complexities. By offering expert Business Success Advisors who are trained by attorneys, LLC Attorney ensures that business owners receive the personalized guidance and support needed to establish, maintain, and scale a legally compliant company.
Magnetic is an agentic AI tax preparer that completes entire 1040 returns end-to-end. Firms foward all of the messy documents received from taxpayers, Magnetic reasons across complex inputs, prepares the whole return directly in existing tax software, and backs every output with human review, 100% completeness, and a material-accuracy guarantee.
MakersHub simplifies AP for complex businesses with AI-powered data capture and automation. We extract and code every bill line-by-line, enabling real-time visibility, smart approvals, and seamless workflows—from intake to payment. Unlike payment-first tools, MakersHub manages the entire AP process. Built by operators, for operators. Faster. Smarter. Error-free.
McGowan Program Administrators (MPA) is America’s leading writer of specialized insurance programs, available exclusively through MPA on “A” Rated, Admitted Paper in all 50 states. For more than six decades, we’ve been dedicated to program business, delivering products that help brokers stand out through competitive pricing and coverage.
Since 1998, McGowan Professional has been one of the nation’s largest writers of Accountants E&O, advising firms and tailoring policies to the unique needs of the accounting industry. Through our Private Equity Solutions, we’ve supported hundreds of PE/CPA transactions, partnering with top private equity groups worldwide to provide professional liability coverage designed for today’s complex M&A landscape.
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.
Company description: Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Certified Public Accountants. We provide capital to assist with acquisition, succession, and more. We are a direct, non-SBA lender and handle everything in house. Our cash flow analysis and industry knowledge align to meet the growing demand.
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.
QX Accounting Services partners with leading CPA firms to drive growth through strategic outsourcing, offshoring, and automation. With 20+ years of experience, we deliver scalable tax, audit, and finance solutions, powered by technology and expert talent. Our focus: enhancing efficiency, accuracy, and enterprise value for CPA firms.
Website address: https://qxaccounting.com/
Roz uses AI to accelerate evidence collection and control testing for assurance and risk advisory firms performing control-based audits. Using Roz, firms reduce manual work by up to 80%, increase audit capacity, and take on more audits with the same team.
StanfordTax helps accounting firms automate client intake and turn documents into a structured, prep-ready workpaper binder—powered by AI and prior-year data.
SysCloud helps accounting, CPA and bookkeeping firms keep all client SaaS data under control as they grow. With automatic backups, fast recovery and a single view across all clients, firms can avoid last-minute fire drills, streamline operations and stay compliant. By turning data protection into a budget-positive service, SysCloud lets firms offer enhanced client services, drive revenue and strengthen trust as they scale.
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
At TruNorth Dynamics, we help businesses solve real problems using Dynamics 365 and the Power Platform. Custom build, fixed-fee setup, or ready-made – we’ll chart the right course. We learn how your team works, cut what’s slowing you down, and stick around for support, training, and the occasional dad joke.
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.
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.
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.