Event – Virtual
Thank you for joining us for DCPA20!
DCPA20 Virtual Conference
CPA.com Strategic Partners
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.
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.
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.
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.
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.
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.
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.
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.
DCPA 2020 Sponsors
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
MindBridge, creator of the world’s first AI-powered auditing solution, enables financial professionals to uncover unknown risk by analyzing 100% of transactions.
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.
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.
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.
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.
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.
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.
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.”
Rippling makes it unbelievably easy to manage your clients’ Payroll, Benefits, and HR—all in one modern, flexible system.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
CPA.com/AICPA 2019 Accelerator Program Winners
Gilded - seamless invoicing, payments and accounting for global business - powered by blockchain.
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.
Scanye- intelligent algorithms to automate documents, processing, accounting and finance management for SMEs. A 2020 AICPA and CPA.com Startup Accelerator.
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.
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.
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.”