Accrual is an AI platform built for the scale and operational rigor of Top 100 accounting firms. The platform supports individual tax return workflows by gathering client information, extracting data from source documents such as K-1s, 1099s, emails, and spreadsheets, and automatically completing worksheets with field-level citations and audit trails. Review-ready worksheets sync directly into existing tax engines, enabling practitioners to complete review with clearer documentation and fewer open items.

For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions. As the trusted partner to forward-thinking firms, they empower organizations to shatter limitations and embrace growth with their proprietary tech platform. Makosi isn’t just leading the way—it’s setting the standard. They bring together the largest global network of rigorously vetted Chartered Accountants, seamlessly integrating expertise with innovation. Their tech-enabled solutions ensure firms can scale with precision, reduce costs, and deliver unmatched quality, season after season. From short-term projects to long-term engagements, virtual or on-site, Makosi is the agile partner firms need to eliminate resourcing headaches, boost efficiency, and focus on creating value for their clients. Ready to lead the future? Reimagine your potential with Makosi.

Thomson Reuters empowers tax, accounting, and audit professionals with trusted content, workflow automation, and advanced AI. Our software helps firms stay confident in a changing world and deliver maximum client value. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and SafeSend, Thomson Reuters provides the intelligence, technology, and expertise needed to succeed.

You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant ConnectSM. Learn more at adp.com/accountant.

Aiwyn empowers you to run your firm, get paid, delight clients, and simplify tax. Starting as a payments solution, we’ve now expanded into a comprehensive platform that integrates engagement letters, practice management, billing, and client collaboration. Aiwyn delivers everything modern accounting firms need in one unified ecosystem.

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.

Kintsugi automates sales tax, VAT, and GST compliance with an AI-powered, end-to-end platform that integrates seamlessly with ERP, billing, HR, and ecommerce systems to calculate taxes across borders, monitor exposure (free), register with jurisdictions, and automate filing and remittance. With transparent pricing, easy integrations, and 24/7 white-glove support, Kintsugi removes complexity so companies can protect margins and scale with confidence.

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

Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.

Anchor makes AR, billing, collections, and renewals disappear for thousands of accounting and professional services firms, nationwide. From proposal to payment to ongoing changes to reconciliation, everything runs automatically in one system, without back-office friction.

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.

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

Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.

Cloud Accountant Staffing helps accounting firms hire proven offshore talent quickly. Our hiring portal and fast-moving process matches firms with vetted, full-time accountants in days, not months. We remove hiring friction so firms can scale with confidence, speed, and flexibility – without burnout, turnover, or traditional recruiting delays.

Fieldguide is the leader in purpose-built, professional-grade agentic AI for audit and advisory. Built by and for practitioners, Fieldguide’s end-to-end platform powers the entire engagement lifecycle with AI agents that automate time-intensive workflows to empower practitioners to focus on judgment and client service. Top firms, including the Big 4, trust Fieldguide to scale their capacity, elevate client trust, and accelerate transformation.

IBISWorld is the largest provider of industry data and analysis, covering over 1,400 different industries in the US. Whether you’re marketing to a particular client industry or looking for financial benchmarks or forecasts to include in an Audit, Valuation, or Consulting engagement, IBISWorld offers unparalleled insights into the markets accountants serve.

Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships. With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place. Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.
To learn more about the Ignition platform, visit https://www.ignitionapp.com

Karbon is the #1-ranked practice management platform for accounting firms. Improve visibility, efficiency, and connectivity across your entire firm by bringing your clients, systems, and data together in one place.

Live Oak will support you with customized financial products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. Let’s craft a loan solution that will help you thrive.

MakersHub simplifies AP for complex businesses with AI-powered data capture and automation. We extract and code every bill line-by-line, enabling real-time visibility, smart approvals, and seamless workflows—from intake to payment. Unlike payment-first tools, MakersHub manages the entire AP process. Built by operators, for operators. Faster. Smarter. Error-free.

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.

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.

PracticeERP is a comprehensive CPA firm management software that streamlines daily operations, so you can focus on what matters most. Built on NetSuite, it combines CRM, client management, time and expense tracking, billing, and more in one platform. With advanced AI capabilities like automated reporting and intelligent forecasting, PracticeERP helps your team work smarter, not harder, by eliminating busy work and boosting efficiency.

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.

SysCloud helps accounting, CPA and bookkeeping firms keep all client SaaS data under control as they grow. With automatic backups, fast recovery and a single view across all clients, firms can avoid last-minute fire drills, streamline operations and stay compliant. By turning data protection into a budget-positive service, SysCloud lets firms offer enhanced client services, drive revenue and strengthen trust as they scale.

At TruNorth Dynamics, we help businesses solve real problems using Dynamics 365 and the Power Platform. Custom build, fixed-fee setup, or ready-made – we’ll chart the right course. We learn how your team works, cut what’s slowing you down, and stick around for support, training, and the occasional dad joke.

Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their clients’ businesses.

Xero is a global small business platform with 4.2 million subscribers, which provides accounting, payroll, payments and other solutions for small businesses, accountants and bookkeepers.