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.

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.

Summit is a leading provider of secure cloud hosting, cybersecurity, and compliance solutions designed for accounting and business applications. For decades, organizations have trusted Summit to host applications like Sage and QuickBooks Desktop while delivering enterprise-grade security, expert 24/7 support, and reliable performance. Learn more at SummitHQ.com.

Empire® SUITE is an integrated platform for accounting and professional services firms. Empire RESOURCE and AUTOMATED TAX SCHEDULING optimize staffing using availability, cost, and skills. CAS automates complex recurring work and deadlines. Best Match aligns engagements with the right staff, while Empire CONNECT strengthens client and professional engagement.

Finsmart Accounting is a leading offshore accounting and bookkeeping partner for US CPA firms, providing reliable, scalable, and technology-driven solutions from India. With 200+ professionals, Finsmart delivers bookkeeping, tax preparation, payroll, accounting, and dedicated staffing through its flexible Accounting Seat Model, helping CPA firms improve efficiency, capacity, and profitability.