Our Sponsor Members





Altec is a leading provider of integrated document management and workflow solutions. Its flagship product, doc-link™, enables companies to capture, archive, workflow and route any document for any process, anywhere, anytime. doc-link helps businesses manage the lifecycle of their complex, critical documents to enhance productivity, collaboration and communication while providing the access necessary for achieving success as part of a growing mobile workforce. Connecting data for thousands of customers globally, Altec also enjoys strong partnerships with ERP solution providers such as Epicor, Microsoft, Sage and SAP B1 to provide the most comprehensive enterprise document management solution.




amelio by HKMP Technologies

amelio by hkmp technologies

Amelio is focused on automating workflow processes and provides a flexible and scalable hosted - or on premise - workflow solution that allows you to leverage your unique processes and showcase your firm’s experience. With Amelio, your firm’s Audit, Tax and Engagement Letter Generation Workflow, along with your other business processes can finally be housed in the same system.  







APS Payments, a REPAY company, offers omni-channel B2C and B2B integrated payment solutions for every business. APS Payments is a gateway and processor that is trusted by thousands of merchants daily to process payments and works diligently to offer the lowest credit card processing rates, reduce risk, and provide the best payment solutions for customers.





aicpa / cpa.com

The Information Management and Technology Assurance (IMTA) section helps AICPA members who provide services in the areas of information security and cyber risk, privacy and IT risk management, business intelligence, and emerging technologies.

CPAs may also pursue the Certified Information Technology Professional (CITP) credential, which demonstrates an individual has the expertise to advise organizations on how to maximize information technology to manage their business.

Access to IMTA’s tools and resources is now included with AICPA membership.  




ascentium capital

ascentium capital

Ascentium Capital is a direct lender specializing in financing for IT solution providers and their clients. We offer innovative financing programs up to $1.5 million to help accelerate sales: application only up to $250,000 with most credit decisions within minutes with 100% pre-funding potential. Payments match cash flow that help ITA members close more sales. We finance nearly anything including software and technology, cloud solutions, and SaaS offerings. 







The Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. Our comprehensive, automated, cloud-based solutions are designed to be fast, accurate, and easy to use. We automate and simplify governmental compliance processes, including tax determination, exemption certificate management, and tax return preparation, filing, and remittance.







In today’s mobile and digital environment, having information readily at your fingertips can be the difference between recording a profit or a loss for your business. By eliminating paper, shortening the invoice approval process from 28 to 3 days, and providing 24/7 access and visibility to invoice and payment status, your clients can simplify their accounts payable process. Learn about the costs associated with your customers’ accounts payable process, AP myths, and the impact of automation. Gain a greater understanding of how AP automation can benefit your customers and change the landscape for their organization.  







Blackbaud is the world’s leading cloud software company powering social good. Serving the entire social good community – nonprofits, foundations, government, education and healthcare institutions, corporation and individual change agents – Blackbaud connects and empowers organizations to increase their impact through software, services, expertise and data intelligence. 





Century Business Solutions

Century business solutions

Century Business Solutions is a tech-based merchant services provider focused on developing innovative payment processing solutions that can streamline accounting workflow, enhance transaction security, and reduce total processing costs. Century offers integrated payment processing solutions for major ERP/Accounting systems such as QuickBooks, Sage ERP products, SAP B1, Acumatica, NetSuite,...as well as online shopping carts including Magento and WooCommerce. 






dataself corp

Century Business Solutions is a tech-based merchant services provider focused on developing innovative payment processing solutions that can streamline accounting workflow, enhance transaction security, and reduce total processing costs. Century offers integrated payment processing solutions for major ERP/Accounting systems such as QuickBooks, Sage ERP products, SAP B1, Acumatica, NetSuite,...as well as online shopping carts including Magento and WooCommerce. 







Better software means better projects. Deltek is the leading global provider of enterprise software and information solutions for project-based businesses. More than 23,000 organizations and millions of users in over 80 countries around the world rely on Deltek for superior levels of project intelligence, management and collaboration. Our industry-focused expertise powers project success by helping firms achieve performance that maximizes productivity and revenue.



flo tech LLC

Experts at printing, imaging and document driven processes, Flo-Tech has 25 years of experience managing tens of thousands of printers, copiers, and MFPs generating over a billion pages across the world.  We are pioneers in the Managed Print Services industry with nearly 25 years of experience in managing printers, copiers and MFDs. We know what it takes to provide a total fleet management solution and a consistent service experience fleet-wide, nationwide. Our client base includes many of the nation’s top corporations and professional services partnerships, including 37 of the Am Law 100 firms.





Intapp powers connected firms. Trusted by more than 1,600 of the world’s top legal, investment banking, private capital, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire engagement life cycle — from strategy through origination and execution — to drive optimal outcomes.



Intuit Accountants

intuit Accountants

Intuit’s mission is to power prosperity around the world. Our innovative ecosystem
of financial management solutions serves partners and 46 million customers 
worldwide, including small businesses, developers and accounting professionals. 
We see accounting and tax professionals as partners, and we are committed to 
helping them succeed, grow and deliver the best services possible to their 
small business clients.





Lockstep Network, Inc. (Anytime Collect)

Lockstep is on a mission to help accounting teams work together.  We believe the power of connection frees accounting to act smarter, move faster, and reach its full potential.  The secret to collections success is customer connection.







Magenic helps tax, audit, and advisory firms quickly develop and deliver the mission-critical software that moves their business forward.

  • Enabling Service Line Capabilities at the Speed of Change

  • Embracing Your Unique Challenges.  Fast.




Oracle NetSuite

oracle netsuite

For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce, used by more than 21,000 customers in more than 200 countries and territories.  







Paya provies exceptional business solutions and customer experiences, delivering value and growth for today and tomorrow.  A partner you can trust, our approach is to understand your market, your customers and your business, then deliver innovative solutions and provide support to help and grow. 





Premier Logic

premier logic

Premier Logic is a full-service digital and software consultancy focused on Enterprise Solutions and New Product Development. With concentrations in the Financial Services and Life Sciences verticals, we help companies accelerate technology initiatives and launch new products.  To fast-track corporate innovation, we seamlessly integrate business, creative and technology services to speed time to value. 






Riva CRM Integration


Riva is the leader in CRM and email integration. Riva helps companies improve CRM adoption and satisfaction, drive sales productivity, and bridge integration gaps between CRM, Line-of-Business, and email systems.








Built on innovative technology, SafeSend Returns is an award-winning solution that has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages.

  • Eliminate labor-intensive tasks
  • Save time & money
  • Elevate the client experience





Sage energizes the success of businesses and communities around the world through the imagination of our people and smart technology. 





Scanco Software

scanco software

Since 1989, Scanco has been a leading provider of supply chain automation software and services.  Since our inception, we have focused on innovative warehouse management solutions with a unique technology-driven approach.  Our solutions deliver unequaled efficiency and visibility for distribution and manufacturing companies around the globe.  



SPS Commerce

sps Commerce

SPS Commerce perfects the power of trading partner relationships with the industry's most broadly adopted, retail cloud services platform. As a leader in cloud-based supply chain management solutions, we provide proven integrations and comprehensive retail performance analytics to thousands of customers worldwide. SPS Commerce has achieved 70 consecutive quarters of revenue growth and is headquartered in Minneapolis.




Star Americas

star americas

Find out why 31 of the US Top 100 accounting firms and 15 of the Top 50 use Star Practice Management Software to manage their businesses – including 11 ITA member firms!  Star has launched new web and mobile apps to further enhance its market leading offering, supported by the strongest consulting team in the business.  Since 2010 more top 100 firms have chosen Star for Practice Management than any other product - speak to us and find out why Star is the only ‘product of choice’!







SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA.   Our solutions are used by more than 30,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service.  




Thomson Reuters

thomson reuters

Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.







Vertex, Inc. is a trusted global provider of indirect tax software and solutions. The company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides cloud-based and on-premise solutions that serve specific industries for every major line of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex employs over 1,100 professionals and serves companies across the globe.







The AI Platform for Accounting Productivity

Vic.ai’s artificial intelligence (AI) and machine learning technology has been trained on over 200 million live accounting documents and transactions. Already surpassing human-level accuracy for many tasks, Vic.ai helps accountants, CFOs, controllers, and accounts payable (AP) teams become more efficient and reduce errors on routine accounting tasks.








Wilson Allen

wilson allen

Our unique position: Expertise integrated with execution

  • Getting more from Intapp solutions
  • CRM planning and implementation
  • Microsoft AI Inner Circle Partner
  • “Complete Context” risk consulting
  • Master data and data governance
  • Analytic assurance managed services




Wolters Kluwer

wolters kluwer

Wolters Kluwer Tax & Accounting is a leading global provider of tax, accounting and audit information, software and services. We offer innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Our expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.







Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, planning, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.