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 division 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 $12 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

DataSelf has been providing mid-sized companies with best-of-breed business intelligence technology in one easy-to-deploy solution since 2005. Build what we do best, borrow what we don’t.

DataSelf was founded with a clear strategy: integrate cutting-edge tools with proprietary components for the optimal blend of economy, power, ease of deployment, and features.

The DataSelf ETL+ is best for deploying and maintaining enterprise data warehouses for mid-sized organizations. DataSelf solutions also include or support Gartner-recognized platforms such as Microsoft SQL Server and the renowned Power BI and Tableau visualization engines.

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

FINquery

FinQuery, formerly LeaseQuery, supports more than 7800 organizations and empowers Finance and IT professionals with a platform to efficiently manage their largest areas of spend—leases, software subscriptions, and financial contracts— enabling them to make better business and financial decisions. All in one platform.

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.

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. More than 2,400 global accounting, consulting, legal, investment banking, and private capital firms choose Intapp to help them unlock intelligence, transform decision-making, empower modern work, and mitigate risk. Our products and services span the entire engagement lifecycle to drive optimal outcomes. 

intuit Accountants

Intuit Accountants focuses on helping accounting professionals save time, grow their practice and make a meaningful difference in their clients' lives. With our lineup of QuickBooks and ProConnect products, you’ll find versatile solutions to match diverse accounting needs and make each new day the most productive yet. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one. Please visit our website, intuit.com/accountants/, for more information including valuable free training and education tools.

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.

Laurel

Laurel is an automated time system that tracks billable work as the work is happening.  It leverages AI and automation design to be the only company to deliver a ready-for-review timesheet for professional services. 

Laurel is currently rolling out to Global 100 law and the Big-4 accounting firms.  In addition to saving professional time and frustration, the benefits for the firm are:

MONEY   Laurel is generating between 4-11 % revenue for its customers.

DATA   Laurel is creating point-of-work data that has never been collected or analyzed before,  This data will help firms manage utilization and set their fixed fee arrangements.

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. 

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 36,000 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 offers award-winning automation technology for tax and accounting firms to provide an unmatched client experience. The SafeSend Suite® is a single, secure platform for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, e-sign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend. 

This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. The SafeSend Suite currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit safesend.com to learn more about our technology solutions.

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.

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, professional services automation, 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.