Digits is the world’s first AI-native general ledger, with built-in intelligence delivering month-end close automation for accounting firms and finance teams. From 24/7 AI bookkeeping to agentic reconciliation, accrual schedules, quality review, analysis, and report generation, Digits saves accountants and business owners countless hours of tedium and frustration every month.

Gusto is more than a payroll platform. It’s the partner firms use to run clients’ payroll, benefits, and HR while growing their own practice. One system cuts manual work and surfaces advisory opportunities like 401(k) and health insurance automatically — backed by revenue share and dedicated partner support.

IRIS Software helps accounting firms run stronger, more connected practices by bringing together the systems that power operations, people, clients, and growth. From practice management and document management to payroll, IRIS supports firms navigating rising complexity, talent pressure, evolving client expectations, and the shift toward a more modern digital practice.

alliant has serves businesses as their growth partner, helping leaders navigate the people, process, and technology challenges that define modern business. We provide strategy, expertise, and applied intelligence to solve complex enterprise problems. Our work drives enduring growth and innovation, strengthening the economy and expanding possibilities for businesses across America.

Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients.

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.

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.

Infinity Globus helps U.S. accounting firms scale with trusted remote staffing solutions. Our experienced offshore professionals support accounting, tax, and audit work while integrating seamlessly with your team. Firms gain reliable talent, greater capacity during peak seasons, and operational transparency to deliver consistent client service.

With its patented, AI-powered SaaS automation and collaboration platform, only K1x can digitize and distribute IRS Schedules K-1, K-3, and Form 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities without tedious, time-consuming, manual copy-pasting of thousands of data fields.