Here’s what the accounting profession is saying about


Jim Cashin Headshot

“We worked with to select the right tools and accounting package for our needs. It’s good to have a partner that you can count on. We work together to evaluate technology and services.”

Partner, RSM US LLP



“We have a really good working relationship with and experience great response time. The amount of advice and feedback we receive from is exactly the model we are trying to offer our own clients.”

Lila McNair, CPA
Warren Averett, CPAs and Advisors



Javier Goldin Headshot

“It was really when I came into contact with the AICPA and that my firm took a positive turn. When I saw the potential to marry technology with CPA services, it clicked that this was the answer to present my firm in a different way,”

Javier Goldin
Managing Partner, Goldin Group LLC






The Complete Picture of Workflow Automation

Your company’s finance and accounting departments are an integral part of business success, and any bottlenecks can impede company growth. By implementing the right workflow automation solution,...

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Assess Exposure Up-Front with Sales and Use Tax Services: Your Diagnostic Guide and Checklist

Clients look to you, their trusted business advisor, to coach them toward financial success. This includes assessing potential exposure issues with sales and use tax. This guide offers you a roadmap...

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Addressing the Need for a Private Company Clearinghouse

Today's capital markets demand accurate and timely financial information. However, many private businesses continue to rely on outdated and unsecure methods to distribute financial statements and...

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Identify Sales and Use Tax Opportunities during Tax Season

During busy season your staff is in front of clients that have needs beyond tax returns and there are so many things they can uncover. However, it can be challenging to engage clients about their...

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How Marketplace Demands are Impacting Financial Information Exchange

Reliable financial information is one of the foundations of capital markets, but many private businesses continue to rely on outdated and unsecure methods to distribute financial statements and other...

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Audit Confirmations: To Centralize or not to centralize, that is the question

Successful accounting firms that embrace change typically operate in a paperless environment and use technology tools to streamline workflow. Yet for decades, the process for managing audit...

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Gain more insights from our success stories


Advancing workflow for more efficient and secure audit engagements

Learn how Katz, Sapper & Miller were able to increase their audit workflow efficiencies to help manage their 600+ audit engagements a year. Read how utilizing's online audit...

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EisnerAmper: Achieving Clarity with XCM Solutions

Founded in 1965, this New York-based firm employs approximately 1500 staff, both in the US and internationally. After merging with a firm that was using XCM, EisnerAmper saw for themselves that XCM...

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Ahead of the curve with premium outsourced finance and accounting services

The outsourced finance and accounting practice group of Armanino provides the support many clients within the non-profit and school niche need to understand the essential metrics of their finances...

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Explore & Engage With and Vertex SMB Sales Tax Automation Program

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Expensify Testimonial - Aaron Berson, CPA - Part 1

Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process.

How Hard and Soft Trends Impact Client Accounting

Daniel Burrus, Tom Hood, and Erik Asgeirsson have a conversation which uncovers how hard and soft trends relate to the tasks of today’s Virtual CFO, and how...


Here's how can work with your firm



Educate firms on ways to transform their client accounting and advisory services

Dedicated account management from experienced representatives

Expert guidance and tools to help you grow your practice




Leading technology solutions for your advisory, tax, or audit practice

Provide consultative advice to help firms build out their strategy

Network you with other innovative practitioners





The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.