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.

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.

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/.

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.

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.

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.

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.

Wrap up the conference in style at our unforgettable karaoke party! Let loose and channel your inner rockstar as you choose from a wide selection of songs. Join fellow attendees for an evening filled with music, laughter, and celebration. Enjoy drinks and light bites while making lasting memories—the perfect way to end the conference on a high note!

In our closing session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more. Our interactive format encourages attendees to engage directly with our experts through live Q&A. So come prepared with hard-hitting questions and get ready for candid, off-the-cuff answers.