acumatica

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Trusted by customers and leading industry analysts alike, our completely integrated Cloud ERP solution is recognized as  one of the best ERP software products  on the market.

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.  

aiwyn

Aiwyn helps top-ranked professional services firms revolutionize their work-to-cash cycle, resulting in faster cash flow firm-wide, more productive and fulfilled professionals, and a superior client experience. With Aiwyn's Intelligence-Based Billing platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise.

altec

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 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.  

ascentium capital

Ascentium Capital, a subsidiary of Regions Bank, is an award-winning commercial lender specializing in financing for IT solution providers and their clients. Ascentium offers innovative financing programs up to $2.0 million to help accelerate sales: application only up to $400,000 with quick credit decisions including 100% pre-funding potential. Payments may match cash flow that help ITA members close more sales. Ascentium finances nearly anything including software and technology, cloud solutions, and SaaS offerings. Easily offer bundled solutions and convenient monthly payments. The 100% financing program for equipment and technology enables the financing of expenses such as installation, licenses, shipping, tax and more. With over $8 billion in funded volume since 2011, Ascentium Capital is focused on the success of small, mid-sized and Fortune 500 companies. Let us help drive your company's growth.

Avalara

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. 

bill

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. 

botkeeper

The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system through a combination of skilled accountants, ML and AI. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution.  With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.

cavallo

Cavallo makes powerful and flexible order management and analytics software for Microsoft Dynamics GP and Dynamics 365 Business Central users. Cavallo’s products are designed to improve operational processes and provide company-wide visibility at every turn. Boost your efficiency, manage your inventory with more control, and improve your customers’ experience. Gain unbeatable ROI and a massive increase in profits, all without investing in multiple software packages. 

Cavallo’s focus on workflow extends beyond the platform and infrastructure boundaries that limit other software. From on-premises to the cloud to distributor-designed business intelligence, Cavallo makes your business more profitable.

celigo

Celigo is a leading Integration Platform as a Service (iPaaS) provider, enabling companies to integrate applications, automate business processes, and accelerate their digital transformation efforts. Celigo offers integration solutions between ERP systems like Oracle NetSuite, Sage, Acumatica, Microsoft Dynamics 365, and SAP with popular applications such as Amazon, Snowflake, Shopify, Salesforce, Zendesk, 3PL, EDI, and hundreds of other applications.

cpa.com - aicpa 

CPA.com is known for bringing innovative solutions to the profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus.

The company’s core mission is to advance the technology ecosystem for the accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners.

A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.Com.

dataself corp

The DataSelf core team since 2000 has provided mid-sized companies with the best-of-breed business intelligence technology in one easy-to-deploy solution at a price they can afford.  DataSelf was founded with a clear strategy: integrate cutting-edge tools with proprietary components for the optimal blend of economy, ease of deployment, and features.

The DataSelf Ultralight Data Warehouse and the DataSelf ETL are both the best on the market for mid-sized organizations. But if we can't beat the leader, we join them!  Today DataSelf solutions include its own best of breed components complemented by Gartner-recognized platforms such as Microsoft SQL Server and the renowned Tableau visualization engine.

deltek

Better software means better projects. Deltek is the leading global provider of enterprise software and information solutions for project-based businesses. More than 30,000 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.

DIGILENCE

Digilence powers the digital firm with digital intelligence, a suite of AI-infused SaaS solutions.  We do the busy work, so you can do the real work.

Most accounting firms struggle to effectively leverage emerging technologies to help them automate, scale, and grow. The Digilence Cloud brings together the best of artificial intelligence, machine learning, automation and intelligent document processing to help accounting firms of any size level the playing field with an all-in-one, subscription-based solution that makes digitization more accessible, more affordable, and more accurate.

EBizCharge

EBizCharge is a top-rated credit card and eCheck solution that provides businesses with a faster, safer, and less expensive way to get paid. With integrations into over 100 major accounting, CRM, and eCommerce tools such as QuickBooks, Sage, NetSuite, Microsoft Dynamics, Acumatica, BigCommerce, Magento, and Salesforce, EBizCharge ensures seamless integration between systems to eliminate late payments and decrease overall days outstanding.

empire suite

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.

highradius

HighRadius offers their industry leading cloud-based Autonomous Software for the Office of the CFO for enterprise and mid-market companies. We automate manually intensive tasks, streamline communication, and allow standardization of processes to drive best practices into your clients’ receivables and treasury processes. We empower your clients to be able to forecast and manage cash, get paid faster, and improve key metrics like Days Sales Outstanding (DSO) and improve working capital availability.

hubsync

HubSync is a SAAS platform that unifies and automates the entire tax preparation process and serves as an integration powerhouse to instantly and securely access and manage work across engagements from anywhere, promoting visibility, simplifying collaboration, reducing risk and delivering a vastly improved digital experience for clients.

intapp

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’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.

IRIS STAR PRACTICE MANAGEMENT

Find out why 54 of the US Top 100 accounting firms and 22 of the Top 50 use Star & Practice Engine practice management software to run their businesses – including 13 ITA member firms!

Both products are now available as cloud-based solutions along with a suite of mobile apps, supported by the strongest consulting team in the business.

L A C Group + wilson allen

LAC Group + Wilson Allen specialists are trusted by the operational leaders of the world’s largest professional services organizations. Through our Information and Tech Services, we deliver the projects, consulting, and managed services our customers need to run their businesses more profitably by optimizing their use of technology and data.

lease query

LeaseQuery helps accountants and financial professionals understand how to properly account for the trillions of dollars in lease liabilities through its CPA-approved, cloud-based solution. LeaseQuery’s lease accounting software is built by accountants, for accountants under the provisions of the current and new lease accounting standards. From reporting to journal entries, the software addresses and improves lease accounting and facilitates compliance for organizations across all sectors reporting under ASC 842, IFRS 16, GASB 87 and GASB 96. The solution is built with the complexities of lease accounting in mind, arming accountants with operational tools, data integrity, accounting intelligence, international consideration, and the specific disclosure reports required by auditors and regulators.

Lockstep 

Award-winning Lockstep connects the world's finance teams so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Based in Seattle, Lockstep's connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections with Lockstep.

Microsoft

Empowering Others - Our mission is to empower every person and organization on the planet to achieve more. It’s enduring, and it drives everything we do. 

onit

Onit is the leading provider of workflow solutions for enterprise legal management (ELM) and contract lifecycle management (CLM). Onit’s comprehensive product portfolio customizes AI-driven workflows for managing matters, spend, vendors, and contracts. With Onit, companies can evolve the legal department’s role as business protector and transform it into a business driver that materially influences the enterprise by improving operational and cost efficiency while simultaneously contributing to faster revenue generation and business growth.  The Onit family of companies includes SimpleLegal, AXDRAFT, Bodhala, BusyLamp and SecureDocs.

oracle netsuite

In 1998, NetSuite pioneered the Cloud Computing revolution, establishing the world’s first company dedicated to delivering business applications over the Internet. Today, NetSuite provides an integrated business system that includes cloud-based financials / Enterprise Resource Planning (ERP) and omnichannel commerce software that runs the business of more than 32,000 customers in 217 countries and territories. 

PAYA

Paya provides flexible card processing options so you can accept payments anywhere, anytime – online, point of sale, mobile device, and over the phone as well as traditional methods by check, ACH, or eInvoice.  With exceptional business solutions and customer experiences, Paya delivers value and growth for today and tomorrow.  Our partner-centric approach is to understand your market, your customers, and your business, then deliver innovative solutions and provide support to help and grow.

repay

REPAY offers omni-channel B2C and B2B integrated payment solutions for every business. Whether you are making B2B payments or collecting them, REPAY is your full-service payments provider. Offering an all-in-one payments solution that is trusted by thousands of clients daily to process AR payments, automate AP supplier payments, and reduce risk without changing your current accounting processes.  Power up your payments to empower your business and accelerate the AP and AR payment flow with Integrated B2B Payments from REPAY today!

SafeSend

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.

sage

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

scanco

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.  

scan force

ScanForce is an industry-leading barcode scanning solution for Sage 100 and Sage Intacct. For the best part of two decades, we’ve been focused on helping Sage clients manage their warehouse and business operations more effectively through the use of barcodes and mobile devices.

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.

sureprep

SurePrep is the leader in 1040 productivity for CPA firms. We deliver AI-powered 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.

syspro

SYSPRO is a leading, global Enterprise Resource Planning (ERP) software provider specializing in key manufacturing and distribution industries. For over 40 years, SYSPRO’s team of specialists have continued to address unique industry needs and enable customers to easily adapt and grow. The solution is scalable and can be deployed in the cloud, on-premise, or both, and accessed via the web on any device to provide customers with choice and flexibility.

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.

wolters kluwer

Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes 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 client’s businesses.

workday

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries—from medium-sized businesses to more than 50% of the Fortune 500.

zoho

Zoho has 45 applications.  They are all connected and SaaS based, so your integration costs are almost zero.   Zoho is SOC2 compliant.  So security and privacy are never a concern.  The fact that we built our cloud apps from the bottom up and integrated them together is our strongest value.  Our most popular option now is the software bundle know as ZohoOne. To see the full suite, go to our website  and See More in the listing.