13 Total Companies
Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its ind...
For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 31,000 customers in 215 countries and dependent territories. Learn more at https://www.netsuite.c...
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
Taxfyle provides an alternative staffing solution to alleviate firms nationwide. You face stress, long nights, and endless work every tax season. When you partner with Taxfyle, you can tap in to the internet's largest accounting workforce; our network of CPAs and EAs, each based in the U.S. There's no training required when you work with your Tax Pro, and all communication and job manage...
CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers. The CAF American Donor Fund can help your clients maximize the value of their gifts to charitable organizations. Our service enables your clients to claim eligible US and UK tax relief on their global giv...
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting pro...
The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners – from aspiring enrolled agents to experts with decades of experience. We meet you wherever you are on your career path.
Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!
The CFO Project is an exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients.
Categorize Me streamlines the bookkeeping process by syncing with QuickBooks Online and enabling accountants and bookkeepers to efficiently categorize transactions with clients, resulting in faster monthly book closings.
AcoBloom International provides full suite of Audit Support, Tax Returns Preparation, Bookkeeping, Accounting & Payroll outsourcing services to more than 300 CPA & Tax Firms in the US.
Cost Segregation Authority is a leading firm in cost segregation, specializing in §45L tax credits, and §179D tax deductions. Established in 2006, our nationally certified CPE provider status reflects our commitment to excellence. With a General Engineering Contractors License and RESNET Certification, we have completed over 28,000 studies globally. Our reports, designed by CPAs, adhere to the IRS...
