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.  








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. 





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. 





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.




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.





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.





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.




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 22 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 24,000 customers in more than 200 countries and territories.  







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’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.








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








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.






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.







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

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.




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, 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.