17 Total Companies
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the...
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...
goVirtualOffice, sells and implements cloud-based Enterprise Resource Planning (ERP) software that runs on the NetSuite platform. goVirtualOffice enables companies and organizations of all sizes to make dramatic gains in efficiency and productivity by improving the way they organize and manage their business processes and fit for use reporting. More than 24,000 customers worldwide use NetSuite to...
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...
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.
Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...
QuickFee helps professional service firms get paid faster and reduce aging Accounts Receivable. Combining easy payment options with powerful invoicing integrations, QuickFee speeds up the entire engagement-to-cash cycle for firms. Through the QuickFee payment portal, your clients also have the flexibility to pay their provider with Card, ACH/eCheck, or a payment plan over 3-12 months. No matter wh...
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.
FincenFetch is the leading platform to simplify FinCEN’s CTA filings for firms - currently powering hundred of firms across the U.S. with automated SOC2 secure BOI reporting solutions. Our filing solutions include dozens of features at affordable pricing, including eFiling to FinCEN, automatic client reports, firm staff-member permissions, A.I. report autofilling from ID uploads, updated report su...
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...
Software Advice simplifies software buying. Through 1-on-1 conversation and trusted insights, industry-specific advisors guide buyers to top software options in as little as 15 minutes (and it’s 100% free).
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...
