Altec

Altec

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.  

 

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AICPA / CPA.com

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.  

 

 

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Acumatica

acumatica

Find out what all the buzz is about and learn how you can unlock your business potential with Acumatica!  Acumatica’s Cloud ERP solution is delivered exclusively through partners and our partner program offers: Generous margins.....No partner fees.....Free training.....and much more!  Acumatica has the fastest-growing partner channel, and the only cloud ERP solution to offer unparalleled flexibility, from choice of deployment, to device independence, to unlimited users, to licensing, integration, and customization options. If you want to add a cloud solution and work with one of the “Top 20 Coolest Cloud Vendors”.

 

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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.  

 

 

 

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Anduin

anduin

Anduin helps leading accounting firms automate and improve time-consuming work-to-cash cycle tasks and practice management processes, resulting in faster cash flow, higher productivity, and delighted clients. With Anduin'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 license. 

 

 

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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. 

 

 

 

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avalara

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. 

 

 

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botkeeper

 

botkeeper

Botkeeper combines artificial intelligence and machine learning technology, with high-quality skilled accountants to deliver a full-suite bookkeeping & pre-accounting solution to Accounting firms, and their clients.

Our pre-accounting and automated bookkeeping solution combines various data sources while utilizing artificial intelligence, processes and calculations and eliminating costly, error-prone, manual tasks. Our skilled Accounting team oversees the automation and focuses on complex accounting, data integrity and interpretation.

 

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Celigo

 

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.

 

Compleat

Compleat

compleat software

Founded in 2008, Compleat Software has one goal - to enable businesses to achieve the extraordinary. How does AP automation, or online buying do this? Simply put a penny saved is a penny earned - or rather another penny that you can invest into what really matters to YOU. Remember, every invoice your team doesn't have to handle, is time saved. Every time your teams can buy what they need, when they need it in a way that works for them this is time saved. And time is money! With 4 easy to understand plans there really is no easier way to simplify the way that we buy & pay in this ever-changing world.

Take control of these frustrating parts of your business, gain the visibility you need to make better decisions and, most importantly, do this with a product your teams will love. After all, what's the point of using technology if the people in your business stay stuck to the old ways of doing things? Say goodbye to lost orders and invoices. Say goodbye to maverick spend. Welcome to the new world.   

 

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DataSelf

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.

 

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CPA.com

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.

 

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Deltek

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.

 

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Digilence

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.

 

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EBizCharge

EBizCharge

EBizCharge is an all-in-one payment solution that provides seamless payment processing to over 40,000 merchants in the US/Canada. EBizCharge integrates with over 100 major accounting, CRM, and eCommerce platforms, like Acumatica, Sage, & Salesforce.

 

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Flo-Tech

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.

 

 

 

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High Radiius

high radius

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.

 

 

 

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Hubsync

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.

 

 

 

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Intapp

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.

 

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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.

 

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IRIS Star

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.

 

 

 

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Lockstep

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. 

 

 

 

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LumiQ

Lumiq

LumiQ is a native podcast app where engaging conversations with business leaders count as verified CPE for CPAs. With a slick mobile app, new episodes weekly, and automatic CPE tracking, we’ve made CPE something it’s never been before; enjoyable.

 

 

 

 

 

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Microsoft

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.

 

 

 

 

 

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Onit

onit

Onit transforms the way that organizational legal departments around the world work. Our approach to streamlining business processes—better workflows, not better databases—is unique, and it sets us apart. What’s often forgotten are the people behind that approach. The team at Onit is made up of some of the best minds in the legal technology industry, including those who created it more than 20 years ago. Since then, Onit has grown, both organically and through acquisitions, continuing to add the most brilliant minds in the legal industry around the globe to our team. Our software solutions bridge the gap between ‘systems of record’ and ‘systems of engagement.’ Today, over 30% of the Fortune500 as well as thousands of mid-market clients trust Onit to help them find gains in efficiency, reduce their legal operations costs and complete legal transactions quicker.

 

 

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Oracle NetSuite

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 27,000 customers in 215 countries and territories. 

 

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Paya

PAYA

Paya provides 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.

 

 

 

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REPAY

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!

 

 

 

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 Safesend

SafeSend

SafeSend’s mission is to accelerate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive CPA firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

 

 

 

 

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Sage

sage

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

 

 

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Scanco

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.  

 

 

 

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ScanForce

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.

 

 

 

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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.

 

 

 

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SurePrep

sureprep

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.  

 

 

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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.

 

 

 

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Vic.ai

vic.ai

The AI Platform for Accounting Productivity

In the new Era of Intelligent Accounting, Vic.ai’s autonomous, always-learning platform independently makes accounting decisions without human touch. Vic.ai’s machine learning technology has been trained on over 200 million live accounting documents and transactions. Already surpassing human-level accuracy for many tasks with its Autopilot functionality, Vic.ai helps accountants, CFOs, controllers, and accounts payable (AP) teams perform truly autonomous accounting and become more efficient and reduce errors on routine accounting tasks.

 

 

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Wilson Allen

wilson allen

Wilson Allen offers software and services that enable professional services organizations to enhance business performance. The company uses relationships with prominent industry partners to apply deep subject-matter expertise that helps firms build stronger relationships, work more efficiently, and run more profitably. Long recognized as a leader in services for time and billing applications, Wilson Allen has dramatically expanded its breadth of offerings in recent years.  See More for the details.

 

 

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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.

 

 

 

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Workday

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 45 percent of the Fortune 500.

 

 

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Altec

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.