Zoho is a comprehensive suite of over 50 business applications designed to optimize operations across various domains, including sales, marketing, finance, and recruitment. Zoho is a global cloud software company known for its intelligent solutions and a strong commitment to technological innovation and customer success. Zoho provides robust, software solutions emphasizing affordability and usability, powered by continuous in-house R&D and a dedication to long-term sustainability

Passionate about improving the well-being of clients, their families and their communities, Choreo is an independent firm focused on redefining an investment advisor’s place in the wealth advisory industry. Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.

CPACharge, an AffiniPay solution, is an online payment solution developed specifically for accounting firms, giving professionals a secure way to accept credit, debit and eCheck payments. CPACharge is the only payment solution offered as an AICPA Member Discount Partner and more than 40 state CPA societies recommend it.