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.

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.

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

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.

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.

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.

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.

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

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.

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.