Exhibitors and Sponsors
Be sure to plan ahead and visit our hand-picked sponsors at the resource center to learn more about all the innovative solutions they can offer your firm.
Exhibitors and Sponsors
At 4impactdata, we help CPA firms, CAS leaders, and CFOs deliver 10x Advisory, without adding headcount.
Most CPA firms know they need to grow advisory—but the traditional model wasn’t built for scale. Partners can only serve a few clients, staff aren’t yet equipped to lead strategic conversations, and one-off projects don’t create sustainable revenue.
At 4impactdata, we’ve built an AI-powered business guidance system that helps firms scale advisory, upskill their teams, and shift to recurring, subscription-based models. The platform monitors client performance, predicts risks and opportunities, and recommends exactly where to focus—so firms know which clients to target, what services to offer, and how to deliver impact at scale.
We help your team confidently advise 100+ clients, codify your firm’s best thinking, and turn advisory into a repeatable, high-margin growth engine—without increasing headcount.
Josi is a GenAI product created by the AICPA for Auditing and Accounting professionals in the USA.
Josi provides direct access via a Large Language Model (LLM) for members and non-members to all our authoritative Auditing Guides, Professional Standards and more through an easy to use, familiar interface. You can ask Josi to create a technical memo, dig deep into a complex accounting question, and get direct access to (Financial Accounting Standards Board/Governmental Accounting Standards Board) FASB/GASB guidance without having to go to another location.
This can save you time, give you a chance to expand into other Client Advisor Services (CAS) areas, and use AI to ensure your team spend their time on more value-added activities.
The Private Companies Practice Section (PCPS) is an add-on firm membership section of the AICPA®. PCPS is the strategic resource center to help your firm by providing exclusive tools and resources for the everyday intricacies of running your firm. Our tools are turn-key, ready for immediate use, no reinventing the wheel!
Don’t miss the opportunity to access:
• New tools designed to transform your business model and help with strategy and planning, workforce strategies right-sizing your client base, changing governance models and more—all created to help your firm succeed in a fast-changing environment.
• The PCPS/CPA.com National Management of an Accounting Practice (MAP) Benchmarking Survey – the profession’s largest firm practice management benchmarking survey. PCPS members who participate in the survey gain access to a dynamic platform that allows data analysis and filtering. All PCPS members can access national and regional summary results.
• Insightful newsletters and webcasts.
• Peer-to-peer group networking opportunities for firms of all sizes.
• Discounts on professional liability insurance through the AICPA member Insurance Program, CPA.com’s Digital CPA Conference and AICPA & CIMA’s ENGAGE conference (the discount for these items [plus MAP survey results} is greater than the membership fee itself! The PCPS team is also instrumental in the award-winning AICPA Town Hall and leads the Major Firms Group (100 largest firms in the US) and G4 (the next 400 largest firms in the US) community initiatives.
Aiwyn is the first complete platform for modern accounting firms across payments, practice management, client experience, and tax. Aiwyn delivers modern accounting solutions that transform how firms operate, connect with clients, and grow their business.
AICPA Member Insurance Programs is the leading provider of superior risk solutions for CPAs. Our program is powered by the strength of Aon and the only entity endorsed by the AICPA to provide valuable risk solutions to its members. With over 75 years of experience, AICPA Member Insurance Programs offers 18 distinct professional and personal insurance plans designed to help safeguard your livelihood and help protect your lifestyle as a CPA. A trusted advocate of the CPA profession, we are committed to helping bring CPAs peace of mind through value-added, customized insurance plans and robust risk management resources.For more information, please visit www.cpai.com or call 1-800-221-3023 to speak with an AICPA Risk Advisor.
AuditMiner enables CPA firms to grow their EBP practice with audit-ready data that gives them confidence to take on more plans.Our software turns complex, inconsistent data into clean, standardized workpapers in minutes. From payroll reports to recordkeeper workpapers and a growing library of 1,000+ SOC toolkits, AuditMiner delivers audit-ready outputs that support consistency, training, and quality across any methodology.
Whether you’re a Top 100 firm or a solo practitioner, our platform is designed to turn EBP audits into a scalable part of your practice, improve realization, and pass peer review.
A comprehensive financial close and consolidation integration designed to enhance reporting and compliance.
Basis is an AI platform for accounting firms, providing accountants with a team of AI agents that understand accounting, learn specific client needs, work independently, and take real actions. Accounting teams integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work.
Bloomberg Tax & Accounting provides practitioner-driven research and technology solutions that deliver timely, strategic insights to enable smarter decisions. From our unparalleled Tax Management Portfolios to technology designed to streamline the most complex planning and compliance scenarios, we deliver essential news and analysis, practical perspectives, and software that help tax and accounting professionals around the globe mitigate risk and maximize business results.
Canopy is the firm-wide operating system built for accountants so they can build the firm they’ve always wanted. Canopy’s practice management solution includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at www.getcanopy.com
DataBlend, an eOne Solutions company, is an integration software (iPaaS) designed to optimize the operations of finance and accounting teams. Featuring a no-code, low-code user interface, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. CFOs, controllers, and their teams at over 1,000 companies rely on DataBlend to automate the flow of data across their technology stack (e.g. ERP/GL, CRM, POS, HR/payroll, and financial reporting.)
DataSnipper is focused on transforming data in the audit and financial industry. Founded in 2017, DataSnipper provides audit and finance teams with an intelligent automation platform to drastically increase the quality and efficiency of audit and finance procedures. DataSnipper is used by over 500K audit and finance professionals in 125+ countries and serves all four of the largest global auditing firms: Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers (PwC)
Digits is the world’s first AI-native accounting platform for small businesses. Pairing consumer-grade design with the latest breakthroughs in AI/ML, Digits saves business owners, accountants, and finance teams countless hours of tedium and frustration every month.
Docyt's AI-powered Bookkeeping Platform is reshaping financial management for SMBs, franchises, and accounting firms. Docyt AI streamlines bookkeeping and financial workflows, offering real-time insights into unit economics to boost profitability. Standing out in the financial sector, Docyt AI addresses the industry's key challenge: providing real-time accounting data, including live P&L statements.
The platform drastically reduces revenue accounting errors by about 95% and simplifies month-end closures to a brief review, ensuring accuracy. By merging AI efficiency with human expertise, Docyt AI enhances financial teams' performance, accelerates profitability, saves time, and provides a real-time view of organizations' financial health.
Built on a 2-way sync with QuickBooks Online and Xero, Double is where you close the books. From the first AI-coded transaction to the final human review and every communication in between, Double ensures seamless workflows and efficiency.
Fieldguide powers the future of trust. Built by and for practitioners, Fieldguide is the leading AI Platform for Advisory and Audit Services, streamlining the entire engagement lifecycle for firms and their clients. Their AI-powered, cloud-based software helps firms take advantage of the increasing demand for Advisory and Audit services by addressing the challenges of scarce talent, remote collaboration, and more sophisticated clients.
Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and AI-powered staff productivity for any advisory or audit engagement, including such as risk and cybersecurity, privacy, payment card compliance, regulatory compliance, SOC audits, HITRUST, and more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, complete with the comprehensive set of capabilities required to efficiently manage engagements from kickoff to completion. AI-powered recommendations, streamlined requests, collaborative document management, and one-click reports are just some of the unique Fieldguide features designed to help firms drive greater visibility, efficiency, and profitability across all engagements, while consistently delivering a world-class client experience. Top 100 and innovative firms Wipfli, Mazars, and Aprio trust Fieldguide to increase revenue, boost client satisfaction, and improve profits.
Fieldguide has been recognized by AccountingToday and CPA Practice Advisor, receiving the AccountingToday Top New Products Award and the CPA Practice Advisor Technology Innovation Award for three consecutive years. Fieldguide is backed by top investment firms, including Bessemer Venture Partners, 8VC, Y Combinator, and Floodgate.
For more information, visit fieldguide.io.
Filed | Meet Your New AI Tax PreparerFiled automates the entire tax return prep process—from document intake to review-ready output—so you can scale without adding headcount. Our platform integrates with Drake, CCH, ProConnect, and more, reducing prep time by 70%, improving accuracy, and eliminating the need for seasonal staff. Trusted by firms that want to grow smarter, not bigger.
Gusto, the People Platform, enables 400,000+ small and medium-sized businesses to take care of their people with payroll, benefits, and HR — all in one easy, reliable solution. 18,000+ accounting firms trust Gusto to support their clients and teams, making it the platform of choice for people-focused businesses nationwide.
HubSync’s mission is to simplify and automate the tax and accounting processes for CPA firms with best-in-class technology and solutions enabling firm professionals and their clients to enjoy the tax, accounting, and advisory processes. Top CPA firms and firm professionals have come to rely on HubSync’s integration technologies to elevate their services and modernize their offerings. Visit www.hubsync.com to see all HubSync has to offer.
Ignition is the recurring revenue and billing automation platform purpose-built for accounting and professional services firms - empowering you to manage and monetize client relationships effortlessly. From lead to cash, Ignition streamlines every step by automating proposals, engagement letters, billing, collections, renewals, and payment processes - reducing admin overhead and accelerating cash flow. Seamlessly integrated with leading practice management solutions like Wolters Kluwer CCH Axcess™, Thomson Reuters Onvio Firm Management and Practice CS and Karbon, it bridges front and back-office operations to deliver a truly unified workflow for firms of all sizes, from sole practitioners to the Top 100.
Instead is an award-winning AI-powered tax platform transforming how businesses, individuals, and accountants manage and optimize taxes. Approved by the IRS for e-filing, Instead leverages cutting-edge AI to help users uncover tax savings, automate compliance, and generate the required documentation in minutes.Instead Pro empowers accountants and firms to shift from basic preparation to high-value advisory, managing advanced tax strategies for clients through a collaborative dashboard. Starting at just $16/month, Instead delivers fast, accurate tax solutions, reducing prep time and maximizing savings—making proactive tax strategy accessible, efficient, and profitable.
Join the 600,000 tax and accounting professionals who rely on us to help them make a bigger impact for their clients.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
Laurel is the AI Time & Compliance platform that automates timesheets for enterprise professional services firms including Big 4 and AmLaw 5. Laurel grows profit 4-11% for its customers, saves professionals an average of 1 hour a week on timesheet creation, and supplies customers with visibility into where teams add real leverage and where AI should be deployed.
LumiQ is a podcast platform where engaging conversations count as verified CPE. Listen and learn from industry experts, best-selling authors and business leaders from top companies like Peloton, Nike, Google, and more!
Martus helps organizations bridge the gap between mission and finances. We enable teams to budget faster, report easier, and forecast better. By integrating with your existing ERP or accounting system, we can provide real-time data and actionable insights so you spend less time budgeting and more time engaging in what matters most: your organization’s mission.
Because Martus looks and feels similar to a spreadsheet, it’s easy for non-financial team members, yet powerful enough to handle complex budgeting processes.
Key features of Martus include:
Collaborative Budgeting: Enables multiple users to contribute to the budgeting process in real-time, enhancing accuracy and speed across departments.
Special Purpose Worksheets (SPW): Allows for the creation of custom budget details and specific calculations, which can be seamlessly posted into designated budget worksheets.
Customizable Reporting: Martus offers both flexible ready-to-use reports and the ability to build detailed reports from scratch. Users can easily visualize and track key metrics with a wide range of financial dashboards.
Personnel Budgeting: Provides precise planning for staffing costs, including salaries and benefits, aligning personnel expenses with overall organizational goals.
Cash Flow Management: Offers tools to predict and manage cash flow confidently, with detailed financial reporting and forecasting in real-time.
We’ve helped 1000+ organizations transform their financial planning process and cut their budgeting time by 50% over traditional spreadsheets.
Projectworks is professional services automation software that’s easy to use, connects with your clients' ecosystem, and gives them time back to focus on the real work that drives growth in their business. Our software was born in a software services firm; this DNA has helped build our reputation of being uniquely fit-for-purpose for consultancies. These days, our software is at the heart of operations and loved by over 500+ mid-market consultancies globally who have grown by an average of 20% while using our software.
Puzzle is a modern, more automated alternative to QuickBooks.
Improve your client experience with software that saves time, improves accuracy, and delivers actionable insights—all while improving your bottom line. Puzzle works with you to reimagine how you deliver value to your clients, today and through the AI transformation. Modernize your firm with accounting software designed with you, not competing against you.
Learn why Decimal migrated hundreds of clients to Puzzle: https://puzzle.io/blog/building-a-modern-accounting-firm.
A platform that automates the payment of tax remittances for clients, ensuring compliance, saving accountants’ and administrative teams’ time, and eliminating costly late fees.
Rightworks enables accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning intelligent cloud and learning resources. This is possible with Rightworks OneSpace, the only secure cloud platform purpose-built for the accounting and tax profession, and our premier community for firm optimization, growth, and professional development. Founded in 2002, we’ve grown to serve over 10,000 accounting firms in the US —from single practitioners to Top 10 firms. For more information, please visit rightworks.com or follow us on LinkedIn, Facebook, and Instagram.
Rillet is the AI-native accounting platform made to tailor fit the workflows of accountants and a full replacement for legacy ERPs. Scaling and hyper-growth companies like BitWarden, Windsurf and Postscript use Rillet to enable a smarter close with native integrations, automated journal entries, and AI embedded workflows. They are backed by Sequoia, Andreessen Horrowitz and ICONIQ with offices in New York, San Francisco, and Barcelona.
Rippling gives businesses one place to run HR, IT, and Finance—globally. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.
Soraban brings AI-driven data automation to firms—without disrupting existing tech stack. Automatically turning disorganized, incomplete organizer submissions into clean, structured, expert-ready data. No more email tag or manual entry.
Being a tax professional isn’t about chasing data. It’s about applying expertise where it counts.
Automate the busywork. Elevate what matters.
StanfordTax automates the collection and organization of tax information with the world’s first AI-powered binder. The binder is integrated with your tax filing software and streamlines your workflow from intake to prep.
SumIt provides intuitive accounting software built for family offices, making it easy to manage financials across multiple entities. With AI-powered automation, seamless bank integrations, and one-click consolidated reporting, SumIt eliminates complexity so that family offices can save time, improve accuracy, and focus on strategic decision-making.
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.
With our Request List Management tool, firms can automate and simplify document requests, track engagement progress in real-time, and ensure clients remain aligned every step of the way.
Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration.
By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review.
Automate the AR reconciliation and month-end close. Synder automatically captures sales, processing fees, and payouts, saving hours during month-end close. Even if your clients are selling on multiple platforms, Synder ensures your data is perfectly synced, free of duplicates and errors
Tabs is the ultimate platform for modern finance teams. By combining invoicing, accounts receivable automation, revenue close, and predictive cash forecasting in a single AI-native solution, Tabs eliminates manual effort and accelerates growth. Finance teams using Tabs cut billing errors, reduce DSO, and close their books faster.
Thomson Reuters empowers tax, accounting, and audit professionals through our trusted content, workflow automation, and advanced AI. Our software helps firms of all sizes stay confident in an ever-changing world and deliver maximum value to their clients. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and now SafeSend, firms can count on Thomson Reuters for the intelligence, technology, and human expertise needed to win.
Truewind is a digital accountant that closes the month‑end process faster by automating bank transaction categorization, accrual workpapers, and reconciliations.
Truss is the modern client-collaboration platform built for accounting firms. We help firms build the elevated client experience they've been striving for. Say goodbye to clunky portals—no logins, no passwords, just secure simplicity. Firms save 20–40 minutes per return with automation that handles engagement letters, AI-powered checklists, smart questionnaires, workpapers, assembly, eSignatures, document management, and payments. Plus, our domestic tax prep outsourcing gives firms the freedom to focus on higher-value client work.
Valid8 Financial is the global leader in Verified Financial Intelligence (VFI). The company's platform uses AI and patented algorithms to instantly and securely extract, verify, analyze, and visualize financial evidence. Hundreds of accounting firms, law firms, and government agencies useValid8's software on some of the world's most complex, high-profile cases.
Validis - We get financial data.
We work with accounting firms to seamlessly connect them to their clients' accounting packages in real-time. In a matter of minutes, our award-winning platform extracts and standardizes live accounting data, transforming it into analysis-ready formats for audits. We are the only platform on the market that delivers clean, standardized, transaction-level General Ledger and Accounts Receivables/Payables data that is right-the-first time. Ultimately enabling our clients to make smarter, data-driven decisions - faster.
Clients can connect directly to every major accounting package on the market through our intelligent, purpose-built portal or API. This is why over 100 firms globally trust Validis, allowing their teams to shift from data chasing and compliance tasks to higher-value activities. This shift significantly improves the customer experience and boosts team job satisfaction.
Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to 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 clients’ businesses.
Description here for xero: Xero is a global small business platform with 4.2 million subscribers, which provides accounting, payroll, payments and other solutions for small businesses, accountants and bookkeepers.
Partners
Blue J is the leading generative AI solution for tax research. Trusted by firms of all sizes, Blue J delivers fast, verifiable answers to complex tax questions, empowering professionals to provide exceptional client service. With its conversational interface and curated library of authoritative sources, Blue J is transforming how tax experts work.
The BILL Accountant Partner Program was created to help firms simplify their clients’ financial operations. Firms can easily manage accounts payable, accounts receivable, and spend and expense all together with one login, one task list, and automatic sync with leading accounting software.
Caseware is the leading global provider of desktop and cloud-enabled solutions for audit, assurance, financial reporting and data analytics for accounting firms, corporations, and government regulators. Caseware partners with the AICPA and CPA.com on the OnPoint Suite and the Dynamic Audit Solution, the only fully integrated, end to end, cloud based audit solution.
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.
QMCore is a cloud-based software platform designed to help U.S. audit and assurance firms achieve compliance with SQMS 1 by streamlining the development and management of a System of Quality Management (SOQM). As CPA.com's Preferred Partner, QMCore integrates all eight components of SQMS 1 into an intuitive, risk-based solution that replaces manual processes like spreadsheets with real-time dashboards and centralized documentation.
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 your clients need to grow.
Support your clients’ sales and use tax needs through the CPA.com and Vertex Firm Advisor Program, featuring access to compliance automation, an exclusive accountant console, practice development resources, dedicated account management, and more.