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.

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.

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.

Ben Harrison is the Founder of DealCloud and has served as President of Financial Services at Intapp since 2018. Prior to its acquisition by Intapp, Harrison served as DealCloud’s President and CEO and Chief Revenue Officer. Prior to founding DealCloud, he worked for Falfurrias Capital Partners, a Charlotte-based private equity firm, and in mergers and acquisitions advisory with Harris Williams & Co. and Edgeview Partners. Harrison received his bachelor’s degree from the University of North Carolina at Chapel Hill, where he was awarded the William M. Rawls scholarship.

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.

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.

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!

StanfordTax helps accounting firms automate client intake and turn documents into a structured, prep-ready workpaper binder—powered by AI and prior-year data.

Daniel James Applegate is an entrepreneur at heart and the co-founder of Alan & James Partners. With a deep respect for founder-led businesses – shaped by his experience growing up around closely held and family-owned companies, as well as his background in investing and consulting – Dan brings a hands-on and partnership-driven approach.

Before co-founding AJP, Dan spent nearly a decade at PwC, where he became a Director in the Deals practice. In this role, he advised on more than 100 transactions, including buy-and-build and consolidation strategies. Beyond M&A, he has worked closely with companies to streamline operations, modernize business processes, and drive digital transformation.

Dan earned his degree in accounting and finance from the University of Oregon, graduating magna cum laude. He enjoys spending time with family and being outdoors. He is also an active Big Brother with Big Brothers Big Sisters of Orange County, reflecting his deep roots in the Southern California community.