DCPA 2020

Event – Virtual

(all times Eastern Time Zone)

 
  • November 11 - Virtual Exhibits Open 12 – 5 PM; TECH Zone – CAS Track: 1 – 5 PM
  • November 12 – Pre-Conference, 12 – 4 PM
  • November 19 – Virtual Exhibits Open 12 – 5 PM; TECH Zone – TAX Track: 1 – 5 PM
  • December 3 – Virtual Exhibits Open 12 – 5 PM; TECH Zone – A&A Track: 1 – 5 PM
  • December 7 - Virtual Exhibits Open 5 - 7 pm; Comedian, John Garrett 7 - 8 pm
  • December 8 – Virtual Exhibits Open 10 – 11 AM; Main Event – Keynote Presentations

 

DCPA20 Virtual Conference

CPA.com

CPA.com Strategic Partners

Bill.com
Biz2Credit
Caseware
Jirav
Lukka
Paychex
RIVIO
Sage Intacct
Vertex

DCPA 2020 Sponsors

Accounting Suite
ADP
Aero
Botkeeper
Inflo
Intuit
Mindbridge
Oracle Netsuite
Practice Ignition
Prophix
Rewind
Rippling
Roger
SafeSend Returns
Sage
Sureprep
Vic Ai
XCM
Xero
Aon
PCPS
BLI

CPA.com/AICPA Accelerator Program Winners

Gilded
Scanye
The Climate Service
Tally St
No

CPA.com Strategic Partners

Bill.com

Save time and increase organization, control and efficiency for you and your clients with Bill.com. This secure, paperless solution enables you to automate and streamline your firm’s outsourced accounts payable and receivable processes.

Learn more

Biz2Credit

Business Funding Portal - Managing business relief and financing for clients just got easier

The CPA Business Funding Portal simplifies the PPP loan forgiveness application process, and allows firms to manage all their clients' business relief and financing needs in one place.

Learn more

Power Your Transformation

The OnPoint A&A Suite is an online suite of products built on the CaseWare Cloud platform designed to empower transformation of A&A services, driving efficiency, quality, and value for firms and their clients.

Learn more

Jirav

Jirav is business planning software that helps finance leaders forecast faster and more accurately. Get setup in minutes with automatic data import from cloud-based accounting and payroll systems. Then create sophisticated plans, reports, and dashboards.

 

Learn more

Support clients with taxable crypto assets

LukkaTax for Professionals is a virtual currency tax preparation tool built specifically for accounting professionals. From gathering trade data to calculating gain/loss, Lukka ensures accuracy through every step of the tax calculation process all through a guided, intuitive user experience.

 

Learn more

Paychex Partner Program

Through the Paychex Partner Program created with CPA.com, referred clients receive one-month free payroll, retirement and HR services, with a 6-month money-back guarantee on payroll and retirement services. Participation is free and there's no obligation.

Learn more

Pave the way to secure delivery of financial documents.

RIVIO, the private business financial document clearinghouse, was developed by CPA.com and Confirmation.com. It validates, authenticates and centralizes the financial document exchange between all stakeholders.

 

Learn more

Sage Intacct

Bringing best-in-class accounting capabilities to complement your firm’s expertise, the Sage Intacct Accountants Program is designed to empower you to deliver the high-value accounting and financial advisory services clients need to grow and succeed.

 

Learn more

Tap into the sales and use tax opportunity.

The Firm Advisor Program for Sales & Use Tax (SUT) services enables you to leverage automation and an exclusive accountant console, to help clients maintain compliance. With Vertex, you can offer services such as returns-only processing, tax calculations, signature-ready PDF returns and more.

 

Learn more

DCPA 2020 Sponsors

Accounting Suite

AccountingSuite™ is a powerful, all-in-one business application for accounting, cloud banking, order management, Multi-Channel inventory management, project and time tracking into one cloud-driven platform.

Learn more

DCPA Podcast - Perspectives on the product road map

Kurt Kunselman, COO & Product Architect at AccountingSuite shares his perspective on the product road map. As the continual need to analyze data grows, AI and ML are in the reactive phase and cloud customization and extensions are the next phase of accounting technology.

Listen now

ADP

Grow your value with a partnership powered by ADP’s unmatched expertise, insights and solutions. ADP offers accounting professionals’ advanced analytics tools, an award-winning practice management platform called Accountant Connect, expert support and flexible partner models.

 

Learn more

DCPA Podcast - Give your clients less to think about

Listen as Jordan Birnbaum, Chief Behavioral Economist at ADP, shares an encapsulating idea from behavioral economics. Give your clients less to think about. An inherent challenge for people is there is too much information to process and not enough gas in the tank to process it. Every additional choice offered, is additional thinking that is needed. Free up time to allow them to think of strategies, rather than day to day operations.

Listen now

Aero

Aero provides workflow and practice management tools built specifically with the modern cloud-based accounting firm in mind. Processes and procedures are integrated with proactively scheduled client work, creating efficient, scalable, profitable firms.

 

Learn more

DCPA Podcast - Adapt and create a new method to drive transformation

Listen as Laura Redmond, co-founder of Aero Workflow, shares thoughts of how to adapt and create a new method to drive transformation. Including the importance of organizing a firm’s knowledge capital to be proactive with success.

Listen now

Botkeeper

Botkeeper is a Human-Assisted Artificial Intelligence (AI) platform that automates bookkeeping, purpose-built for Accounting Firms. Combining artificial intelligence & machine learning technology, with high-quality skilled accountants, we deliver a full-suite bookkeeping & pre-accounting solution to Accounting Firms.

 

Learn more

DCPA Podcast - You don’t have to be a technologist to implement technology

The BotKeeper team of Jody Padar, VP of Strategy; Byron Patrick, VP of Growth & Success; and Deneen Dias, Director of Partner Success, join us to share insights on working with firms to dig deep to the core of what is needed to understand the challenge of obstacles they are trying to resolve. You don’t have to be a technologist to implement technology. Technology gives you the capacity to transform and evolve your business model to become more advisory.

Listen now

Inflo

Inflo makes leading-edge technologies accessible to the accounting profession by providing digital solutions, knowledge, and support to accountants; to add value to their clients in new and innovative ways.

 

Learn more

Intuit

Intuit’s mission is to Power Prosperity Around the World. We are a global financial platform company with products including TurboTax, QuickBooks, Mint and Turbo, designed to empower consumers, self-employed and small businesses to improve their financial lives. Our platform and products help customers get more money with the least amount of work, while giving them complete confidence in their actions and decisions. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide.

 

Learn more

DCPA Podcast - Standardize your tech stack and workflow

The Intuit team - Jasen Stine, Training & Education Leader for the Tax & Accounting Profession and Jim Buffington, Advisory Services Leader, Intuit Accountants, share their perspective on three key pillars leading firms implement to transition their practice to standardize their tech stack and workflow.

Listen now

MindBridge

MindBridge, creator of the world’s first AI-powered auditing solution, enables financial professionals to uncover unknown risk by analyzing 100% of transactions.

 

Learn more

Oracle NetSuite

For more than 20 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), inventory management, HR, professional services automation and omnichannel commerce, used by more than 22,000 customers in 203 countries and dependent territories.

Learn more

DCPA Podcast - Breaking the cycle of the continuous accounting close

Join Tom Kelly, Sr. Director of Product Marketing and Management with NetSuite, as he discusses breaking the cycle of the continuous accounting close through leveraging technology. It is part of process improvement and applying real-time capabilities to automate with machine learning.

Listen now

Practice Ignition

Practice Ignition helps accountants create proposals, contracts, and payments all in one place. You'll be able to automate your engagement letters and eliminate accounts receivable — it’s a faster and more efficient way to manage client engagements remotely.

 

Learn more

DCPA Podcast - Streaming your processes with cloud technology

Join Reid Schretlen, Account Manager with Practice Ignition, as he shares how streamlining your processes with cloud technology will improve your client experience while saving you time. You can also use cloud technology to differentiate yourself and expand your service offering. For CPA’s that are willing to lean in and put work in to it, there is a huge opportunity to provide new technology advisory and experiences for your client.

Listen now

Prophix

Achieve your goals more successfully with Prophix’s innovative Corporate Performance Management (CPM) software. Improve profitability and minimize risk when you automate repetitive tasks and focus on what matters.

 

Learn more

Rewind

Rewind gives you peace of mind with automatic backups of the cloud platforms you rely on. Backup, copy, and restore for QuickBooks Online – and soon, Xero.

 

Learn more

DCPA Podcast - Stop thinking of the what-if’s

Catch Kellie Parks, CPB, Cloud Accounting Specialist with Rewind, as she speaks to transforming and creating confidence to be ahead of the curve and take a leap of faith to be successful with digital technology. Kellie shares, “stop thinking of the what-if’s and oh-no’s. Manage the work through mapping it out.”

Listen now

Rippling

Rippling makes it unbelievably easy to manage your clients’ Payroll, Benefits, and HR—all in one modern, flexible system.

 

Learn more

DCPA Podcast - Create an efficiency model

Join Joel Lacayo, Lead Channel Account Executive with Rippling, as he shares Rippling’s start to finish solution set to enable CPA firms to drive transformational change for clients with their employee management platform. Learn about creating an efficiency model with one single platform that holds all the data.

Listen now

Roger.ai

Roger helps accounting firms scale without adding headcount, offering the first platform to supercharge your staff to automate data entry, AP, expense reimbursements, approvals, and more in one platform.

Learn more

DCPA Podcast - We are on the edge of what is possible

Cathrine Andersen, CEO of Roger, shares her perspective on workflow management. Client expectations and realities are changing. There has to be collaboration between software venders, firms and automation. We are on the edge of what is possible.

Listen now

SafeSend Returns

SafeSend’s mission is to automate the tax and accounting profession with innovative technologies that help practitioners work more efficiently and better serve their clients. SafeSend Returns® is SafeSend’s award-winning solution that eliminates labor-intensive tasks and makes work enjoyable.

 

Learn more

Sage

Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world's accounting professionals. We reinvent and simplify business accounting through brilliant technology, working with a thriving community of entrepreneurs, business owners, tradespeople, accountants, bookkeepers, partners and developers.

 

Learn more

DCPA Podcast - Become more predictive and peer into the future

Ed Kless, Sr. Director, Partner Development and Strategy with Sage, joins us today to share his perspective with the Digital CPA community on innovation and technology. “All change begins with shifts in language.” Rather than using the word ‘client,’ we should focus on the ‘customer’ within the CPA profession. Instead of just compliance you have to give advice. He advises us to become more predictive and peer into the future, rather than getting lost in the data. Become 80% confident and move.

Listen now

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 tax professional.

 

Learn more

Vic Ai

Vic.ai is the AI (Artificial Intelligence) Platform for Accounting Productivity. Already surpassing human-level accuracy for many tasks, Vic.ai helps accounting firms and finance departments become more efficient and reduce errors on routine accounting tasks.

 

Learn more

DCPA Podcast - What’s your firms AI strategy?

Listen as Todd Robinson, Head of Strategic Accounts with Vic.ai, shares what accountants need to know about artificial intelligence (AI) and machine learning (ML) and why it’s more important than ever to embrace that technology today. Some questions Todd puts forth: “What is your firm’s AI strategy? What will you use it to solve? How will it benefit your people? How can you better leverage it? How are you going to continue to grow and scale your business with AI?” All relevant questions as the shift to remote work continues to evolve.

Listen now

XCM

Now part of Wolters Kluwer Tax & Accounting, XCM® solutions offer a complete productivity enablement and workflow platform that empowers you to manage all types of work—within all departments, across multiple offices.

 

Learn more

Xero

With automation tools and time-saving features, Xero makes accounting a breeze. But Xero is more than just accounting software. It’s a supportive and collaborative community to help you thrive.

 

Learn more

DCPA Podcast - De-risk projects across service lines

Listen as Rafael Skovron, Enterprise Account Director with Xero, shares thoughts on machine learning, the latest breakthroughs in AI and what they mean for client accounting services. How general automation platforms stack up against robotic process automation. Get insight on how firms can identify a technology partner that can de-risk projects across service lines.

Listen now

AON

Aon

Aon is the only entity endorsed by the AICPA to provide best-in-class Risk Solutions that help protect the careers and lifestyles of accounting professionals and their families.

 

Learn more

AICPA PCPS

AICPA PCPS

The AICPA’s Private Companies Practice Section (PCPS) supports CPA firms in the everyday intricacies of running a practice. PCPS partners with firms of all sizes, creating targeted and customizable practice management resources, networking opportunities and is a strong, collective voice within the CPA profession.

 

Learn more

MACPA

MACPA

MACPA is a home and lookout post for CPAs in Maryland and beyond. We exist to help CPAs, students, and educators flourish… to the benefit of the public.

 

Learn more

 

Digital CPA Podcast with Tom Hood, CPA, CITP, CGMA | CEO | Maryland Association of CPA’s, Inc | Business Learning Institute

Ask the question, what if we don’t do this ‘what’s the RONI or risk of not investing?’ Listen as Tom Hood, CPA, CITP, CGMA and CEO of MACPA and the Business Learning Institute, discusses becoming future ready. Go from being essential to indispensable - have a conversation with clients, reimagine your business and transform.

Listen now

CPA.com/AICPA 2019 Accelerator Program Winners

Gilded

Gilded - seamless invoicing, payments and accounting for global business - powered by blockchain.

TrustSwap and Gilded Partner to Offer Crypto Subscription Payments and ILO Transparency

 

Learn more

DCPA Podcast - The future is AI, automation and blockchain

Joey Ryan, co-founder and CFO of Gilded Finance indicates that AI, automation, and blockchain are where the future is headed. As a CPA profession we need to be at the forefront to help guide and educate clients as they adopt these new technologies.

Listen now

Scanye

Scanye- intelligent algorithms to automate documents, processing, accounting and finance management for SMEs. A 2020 AICPA and CPA.com Startup Accelerator.

 

Learn more

The Climate Service

The Climate Service – software as a service to help companies measure, manage and disclose climate-related financial risks. A 2020 AICPA and CPA.com Startup Accelerator.

 

Learn more

Tally Street

Tally Street uncovers customer stories hiding in accounting data. Advisors and companies receive reports and spreadsheets filled with the customer insights our smart software finds in sales and payment histories. A 2020 AICPA and CPA.com Startup Accelerator.

Tally Street Intro

 

Learn more

DCPA Podcast - Multiply the value of accounting data

Join Brian Suthoff, CEO and Co-founder of Tally Street, a 2020 cohort Accelerator Program participant, as he discusses the value of the customer insights hiding in accounting of data. Many years ago, Marc Andreessen stated “software is eating the world.’ Brian shares how smart software (with AI and ML under the hood) can help CPAs multiply the value of accounting data by discovering and using the customer stories buried in that goldmine. The first step is to help clients ask the right questions. “The tools are there, just get started.”

Listen now