PLATINUM TECHNOLOGY PARTNER MEMBERS

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Acumatica

 

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.

 

 

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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. 

 

 

 

caseware

Workday

CASEWARE

Caseware is the leading global provider of cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting forms, corporations and government regulators. Caseware's innovative tools and platforms help more than a half a million users in 130 countries work smarter, dig deeper, and see further as they transform insights into impact.

 

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Workday

DAYSHAPE

Workday is a leading provider of enterprise cloud applications ok 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.

 

 

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Intuit Accountants

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.

 

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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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Wolters Kluwer

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.

 

 

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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, 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.

 

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GOLD TECHNOLOGY PARTNER MEMBERS

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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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Aiwyn

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.

 

 

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BILL

 

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.

 

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botkeeper

 

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.

 

 

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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.

 

 

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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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EBizCharge

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.

 

 

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Hubsync

FLOQAST

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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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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INFLO

Inflo is committed to elevating the audit experience and making auditing more attractive for the accountants of today, and the future. We do this through providing a cloud-based, data-driven digital audit platform, including workpapers, audit methodology content, data analytics, data ingestion, client collaboration, and quality management solutions. We also make available a team of experienced auditors to help accounting firms realize the gains possible from modern technology.

 

 

Intapp

Intapp

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. 

 

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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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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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Paya

 

PAYA a nuvei company

Paya a Nuvei Company 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 a Nuvei Company delivers value and cxgrowth 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.

 

 

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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 36,000 customers in 217 countries and territories. 

 

 

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Hubsync

PAYSTAND: The Business to Business Payment Network

Paystand's B2B payment solution deletes transaction fees, lets you operate your accounts receivable on autopilot, and turns your cash cycle in to a cash instant.

 

 

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Hubsync

REACH REPORTING

Reach Reporting is an easy-to-use tool that offers automation for your financial and non-financial data. Making reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can comprehensively view your financials with automated cash flow forecasting.

 

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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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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 94 consecutive quarters of revenue growth and is headquartered in Minneapolis.

 

 

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SYSPRO

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.

 

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Thomson Reuters

thomson reuters

THOMPSON 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.

 

 

 

zoho

Zoho

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.

 

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SILVER TECHNOLOGY PARTNER MEMBERS

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ascentium capital

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.

 

 

DataBlend

 

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DATABLEND

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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DataSelf

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.

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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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FinQuery

 

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.

 

 

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Laurel

Laurel

Laurell 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.

LCVista

EmpireSUITE

LCvista

Empire® SUITE is a leading cloud-based software solutions provider that increases efficiency, speed, effectiveness, and clarity within the critical workflows that keep your firm running, your projects on time, and your employees happy.  Our software solutions for audit, tax, advisory and CAS scheduling help firms gain insights and efficiency, accomplishing higher-value goals with their staff through optimized scheduling and nearly effortless time and expense entry.  Our groundbreaking, industry exclusive AI-based automated tax scheduling application simplifies compliance and helps firms get more work done without adding resources.  Comprehensive and integrated absence management software ensures your firm policies are adhered to and time off events are added to the firm calendar so staffing mishaps are eliminated.

 

 

 

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ScanForce

NAVAN

NAVAN Expense is the industry-leading spend management solution that streamlines the way that businesses handle expenses. With customizable spend controls and real-time visibility, Navan Expense empowers Finance and Accounting teams to manage spend smarter. Plus, ‘bring your own card’ technology lets you connect existing corporate cards and keep all the benefits of your current card programs.

 

 

 

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ScanForce

Peerview DATA

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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 Safesend

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.

 

 

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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.

 

 

 

Solver

 

ScanForce

SOLVER

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.

 

Trullion

ScanForce

TRULLION


Trullion is an AI- powered platform that automates manual tasks for finance and audit teams, ensuring accuracy and compliance while saving time. It streamlines complex compliance workflows, including Lease Accounting and Revenue Recognition. By uniting Corporate Controllers, CFOs, and External Auditors on one platform, Trullion offers a single source of truth for financial leaders. Our powerful platform minimizes risk, automates compliance, and boosts efficiency in the accounting industry.

 

 

 

Validis

 

ScanForce

VALIDIS

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.

 

Velixo

ScanForce

VELIXO

Velixo 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.

 

 

versapay

 

ScanForce

VERSAPAY

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.