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.

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.

LLC Attorney simplifies business formation and compliance for entrepreneurs and small business owners, allowing them to focus on growth rather than navigating legal complexities. By offering expert Business Success Advisors who are trained by attorneys, LLC Attorney ensures that business owners receive the personalized guidance and support needed to establish, maintain, and scale a legally compliant company.

Roz uses AI to accelerate evidence collection and control testing for assurance and risk advisory firms performing control-based audits. Using Roz, firms reduce manual work by up to 80%, increase audit capacity, and take on more audits with the same team.

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.

Company description: Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Certified Public Accountants. We provide capital to assist with acquisition, succession, and more. We are a direct, non-SBA lender and handle everything in house. Our cash flow analysis and industry knowledge align to meet the growing demand.

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.

Basis is an AI platform for accounting firms, providing accountants with a team of AI agents that understand accounting, learn specific client needs, work independently, and take real actions. Accounting teams integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work. Learn more at www.getbasis.ai