2026 Sponsors

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.

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.

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.

Meridian by Pilot is the AI operating system for accounting firms, built to help every accountant on a team manage a $1M portfolio of clients. It combines an autonomous month-end close with an AI accountant engineered to handle complex bookkeeping and client support tasks including categorization, reconciliation, exception handling, financial statements and more.

Rightworks enables accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning intelligent cloud and learning resources. This is possible with Rightworks OneSpace, the only secure cloud platform purpose-built for the accounting and tax profession, and our premier community for firm optimization, growth, and professional development. Founded in 2002, we’ve grown to serve over 10,000 accounting firms in the US—from single practitioners to Top 10 firms. For more information, please visit rightworks.com or follow us on LinkedIn, Facebook, and Instagram.

Digits is the world’s first AI-native general ledger, with built-in intelligence delivering month-end close automation for accounting firms and finance teams. From 24/7 AI bookkeeping to agentic reconciliation, accrual schedules, quality review, analysis, and report generation, Digits saves accountants and business owners countless hours of tedium and frustration every month.

Gusto is more than a payroll platform. It’s the partner firms use to run clients’ payroll, benefits, and HR while growing their own practice. One system cuts manual work and surfaces advisory opportunities like 401(k) and health insurance automatically — backed by revenue share and dedicated partner support.

Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 55,000 users, our award-winning software delivers comprehensive financial planning at scale. Our platform enables financial advisors to coordinate tax planning, P&C insurance planning, and estate planning solutions from a single, unified system. We’ve been voted the #1 tax planning software in the 2021, 2022, 2023, 2025 and 2026 Kitces Report Studies and the #1 tax planning software for 6 consecutive years in the T3 / Inside Information Software Surveys.

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.

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.

Tax Autopilot automates end-to-end 1040 preparation for CPA firms, from document intake and data extraction through return population directly in your existing tax software. Returns come out review-ready, not preparer-ready, freeing your team from data entry to focus on higher-value client work and capacity for growth.

Bloomberg Tax delivers a comprehensive suite of solutions designed to help tax and accounting professionals navigate a complex global landscape. By combining practitioner driven insights with intelligent, AI-powered tools, we provide the expertise you need to ensure compliance, streamline workflows, and drive strategic decision-making. Our integrated solutions simplify intricate calculations and adapt to changing regulations in real time, empowering your organization to mitigate risk, optimize tax strategies, and achieve measurable results with confidence and precision.

Byron is building AI agents for tax preparation. We automate tax preparation for accounting firms across Individuals (1040), Partnerships (1065), C-Corps (1120), and S-Corps (1120s). Where firms today spend hundreds of hours per return stitching together PDFs, spreadsheets, and offshored prep, Byron’s agents do the work end-to-end. Check it out at www.usebyron.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 Crossings provides technology-based learning for CPAs that need to stay on the cutting edge of a dynamic profession.

Empire® SUITE is an integrated platform for accounting and professional services firms. Empire RESOURCE and AUTOMATED TAX SCHEDULING optimize staffing using availability, cost, and skills. CAS automates complex recurring work and deadlines. Best Match aligns engagements with the right staff, while Empire CONNECT strengthens client and professional engagement.

Finsmart Accounting is a leading offshore accounting and bookkeeping partner for US CPA firms, providing reliable, scalable, and technology-driven solutions from India. With 200+ professionals, Finsmart delivers bookkeeping, tax preparation, payroll, accounting, and dedicated staffing through its flexible Accounting Seat Model, helping CPA firms improve efficiency, capacity, and profitability.

There is revenue already sitting in your client list. With Incentive Partner, your firm delivers and bills for R&D tax credit studies under its own brand — software-calculated, specialist-verified, AI-reviewed — using white-labeled software. Studies bill at $5,000 to $50,000+ and recur every year the client qualifies.

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

Marble is building AI for Tax Professionals. Our mission is to empower tax professionals to spend more time advising clients and less time completing manual tasks. Marble is built with enterprise-grade security and data privacy at its core. Our platform supports tax research and the workflows required for tax return preparation.

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.

Numeral provides end-to-end US sales tax and global VAT compliance: nexus monitoring, calculation, registrations, filings, remittance, and exemption certificate management. Backed by a dedicated team of tax experts and attorneys, with integrations to NetSuite, Shopify, Stripe, and other platforms your clients already use — so sales tax is off your client’s mind, and yours.

Summit is a leading provider of secure cloud hosting, cybersecurity, and compliance solutions designed for accounting and business applications. For decades, organizations have trusted Summit to host applications like Sage and QuickBooks Desktop while delivering enterprise-grade security, expert 24/7 support, and reliable performance. Learn more at SummitHQ.com.

Whitman Advisory helps CPA firms and businesses navigate growth, transition, and transformation with confidence. Our expertise spans mergers and succession planning, strategic practice management, talent solutions, global solutions, funding, and strategic advisory services. We deliver practical guidance and tailored solutions that strengthen operations, create value, and support long-term success.

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.