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.

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.

CPA Crossings provides technology-based learning for CPAs that need to stay on the cutting edge of a dynamic profession.

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.

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.

As the Strategic Practice Management Practice Leader at Whitman Advisory, David Kells provides expertise in all areas of firm practice management, including succession planning strategies for CPAs and CPA firms, drawing on more than 35 years of financial and professional services expertise. His background includes expertise in all aspects of firm operations, system implementation and integration, KPIs/metrics/dashboards as well as operational integration, having quarterbacked over 40 M&A transactions, and consulted on many others.

As a former Chief Operating Officer for a top 25 accounting firm, David was a key member of the senior management team that oversaw tremendous firm growth in revenue, personnel, and physical footprint. His ability to align operational functions with profitability and transition goals provides clients with a clear path to success. David holds a bachelor’s degree in business administration and finance from Muhlenberg College and has completed Executive Education coursework in Leadership & Managing People at Columbia University.

Heather Sperduto began her career at ADP, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from corporate sales trainer to corporate accountant services leading to her present position as vice president of Sales Operations for the ADP Accountant Channel. Heather has supported the nationwide design and execution of the ADP Accountant Program.

Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

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.

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.