DCPA23 Sponsors, Partners, and Accelerators
Be sure to plan ahead to visit our hand-picked sponsors at the resource center to learn more about all the innovative solutions they can offer your firm.
Sponsors
We reduce the risk of costly and stressful bad hires for accounting firms through a suite of reliable pre-employment tests, developed by accountants, so firm owners can spend more time doing what they love
Aon exists to shape decisions for the better - to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.Aon, the broker & national administrator for the AICPA Member Insurance Programs.
Audit with technology, not time. AuditMiner improves the quality and efficiency of the EBP audit process with automated Workpapers and SOC Review Toolkits.
Audit Sight is a leading technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. The solution automates the audit testing process from start to finish and generates a GAAS-compliant workpaper.
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. 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.
Companies come to BlackLine (Nasdaq: BL) because their traditional manual accounting and finance processes are not sustainable. BlackLine’s market-leading cloud platform and customer service help companies move to modern accounting by unifying their data and processes, automating repetitive work, and driving accountability through visibility. BlackLine provides solutions to manage and automate financial close and consolidation, accounts receivable, and intercompany accounting processes – inspiring, powering, and guiding large enterprises and midsize businesses on their digital finance transformation journeys.
Canopy unlocks the firm you always wanted. How? Well, first, by unclunking accounting firms with an end-to-end solution that makes your tech stack less…stack-y. Canopy puts customers first with world-class user experience, support, education, and innovation rooted in customer feedback. And our team ensures that Canopy works (and works well) anywhere for any size or type of firm—wherever you are now and wherever you’re going. Canopy multiplies your efforts so your practice requires less proverbial midnight oil. And Canopy delights your clients with a modern, easy-to-use portal that helps you get the info you need when you need it.
Instead is a tax management platform designed to assist businesses and their accountants in managing key tax positions. The platform has helped businesses and their accountants identify millions in savings, demonstrating its effectiveness and value to its users. The platform's primary focus is on tax positions including the Research and Development (R&D) Tax Credit, Depreciation, Home Office and more. This focus allows Instead to provide specialized and targeted services to businesses engaged in R&D activities, a sector often overlooked by traditional tax software. One of the standout features of Instead is the Instead AI Tax Assistant, which is designed to answer any technical question related to key tax positions. This feature not only provides immediate responses to user queries but also ensures that the information provided is accurate and up-to-date, reducing the risk of errors that could result in fines or penalties. Instead prides itself on its speed and efficiency, with users able to get estimated savings in under four minutes. In conclusion, Instead is a cutting-edge tax management platform that combines AI technology with expert tax knowledge to provide businesses and their accountants with a fast, efficient, and accurate way to manage their tax positions.
"DataBlend is an Integration Platform-as-a-Service (iPaaS) solution designed exclusively for CFOs, controllers, and their teams. Featuring a no-code, low-code workflow builder, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. Companies use Datablend to collect and join data from multiple sources, build workflows (e.g. field to field mapping, pivot tables, and additional data transformations through virtually unlimited custom scripting possibilities), and schedule events so users are never without real-time data access. DataBlend’s intuitive interface makes it easy to manage all application integrations from a single platform, eliminating the need to rely on IT resources to manage multiple, point-to-point connections.
Digits is building AI-powered accounting tools that solve the biggest, most painful problems for accounting professionals and business owners. Leave behind the manual, tedious ways you used to do things. Simply connect your client’s books.
Fieldguide powers the future of trust. Built by and for practitioners, Fieldguide is the category-defining, comprehensive, and AI-powered Advisory Services Platform that makes it amazingly easy for clients and teams to automate the entire engagement lifecycle. Our cloud-based software helps firms take advantage of the increasing demand for advisory services by addressing the challenges of scarce talent, remote collaboration, and more demanding clients. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and AI-powered staff productivity for advisory services, such as risk and cybersecurity, privacy, regulatory compliance, and SOC audits. 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 CLA, Wipfli, Mazars, and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits.
LeaseQuery + Stackshine helps accountants, financial professionals, and IT security teams understand how to properly account for trillions of dollars, maintain compliance, and ensure security by managing two of their largest areas of spend and personal information: Leases and SaaS subscriptions. LeaseQuery’s lease accounting software is built by accountants, for accountants under the provisions of lease accounting standards. From reporting to journal entries, the software addresses and improves lease accounting and facilitates compliance for organizations across all sectors reporting under ASC 842, IFRS 16, GASB 87 and GASB 96. Stackshine, powered by LeaseQuery, automatically detects an organization’s software applications, replacing manual processes with a centralized dashboard providing full visibility into software usage. With hundreds of direct integrations, Stackshine provides deeper usage insights than the competition, showing users where they can eliminate unused licenses, consolidate duplicate subscriptions, right size licenses, and improve security.
FloQast, a provider of accounting workflow automation software created by accountants for accountants, delivers an Accounting Operations Platform that enables organizations to operationalize accounting excellence. Trusted by more than 2,300 accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast was built by accountants, for accountants to enhance the way accounting teams work. FloQast enables customers to streamline and manage the Financial Close, Finance and Accounting Operations, and Compliance Programs. With FloQast, teams can manage every aspect of the month-end Close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration throughout the financial function. FloQast is consistently rated #1 across all user review sites.
Your tax software needs to connect your work together, and more importantly, connect you with your clients. From features that power up your productivity, to a full, integrated platform of tools that help you make a positive difference – Intuit professional tax solutions have you covered.
LumiQ is a podcast app where CPAs can earn CPE credits on-the-go through engaging conversations with top business leaders.
Maus starts where FP&A stops – Expand your client advisory services beyond traditional financial planning and analysis solutions. Elevate your firm's value proposition with full-service management consulting and sell-side transaction services. Maus is the proven, systemized, and scalable business advisory software platform. Generate significant revenue while making a truly meaningful impact on client's business value. Maintain quality and consistency while scaling your business advisory team. Maus Software is your partner in delivering high-value management consulting and transaction advisory services at scale!
Paro is the CPA firm’s solution to staffing capacity challenges. We provide U.S.-based experts on a fractional, flexible basis spanning audit, tax, client accounting services, transaction advisory and more.
QuickFee helps professional service firms accelerate Accounts Receivable and get paid faster. With multiple online payment options and powerful e-invoicing integrations with leading practice management systems, QuickFee speeds up the bill-to-cash cycle for firms.
Right Networks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning around-the-clock U.S.-based support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms and technology companies. More than 10,000 accounting firms and 60,000 SMBs count on us to run their businesses every day.
Get access to trained and experienced CPAs and EAs when you need them. We connect firms to members of our domestic network of Tax Professionals. They will work with your firm on demand, so that you can have more flexibility.
Trullion is an AI-powered accounting platform that automates repetitive, labor-intensive tasks for CFOs, Accountants, and Auditors to ensure hassle-free compliance. Trullion unifies the unstructured and structured worlds of accounting into one secure platform, giving you back your time with confidence.
UpLink is your AI-powered request list. Send, track, and review all your client requests using UpLink, and use UpLink's powerful AI engine to get the answer to any question about the documents your clients upload, with source citations and document annotations.UpLink works on all document types, like leases, sales contracts, trust agreements, invoices, policies and procedures, SOC reports, and more. You can ask any question of these documents like: "Who are the parties to this lease?" or "What are the payment terms on this sales contract?" The answers come back in seconds, with a link to the source, a short answer, as well as a more detailed explanation, and annotations on the document itself.
UpLink has implemented state-of-the-art security practices to keep client data secure, and has an unqualified SOC 2 report.
Teams using UpLink cut through sample testing in a fraction of the time and get back to their clients immediately if there's missing information.
Bring the power of AI to your firm today, where it can have the biggest impact on your margins: your client engagements.
For any matter where a legal or accounting professional has to "follow the money", Valid8 rapidly ingests evidence from dozens of types of documents and creates a standardized transaction database. Patented algorithms integrate data between multiple sources and visualizations simplify and amplify case narratives. In use by hundreds of legal and accounting firms, Valid8 has quickly become the world's leading platform for complex bankruptcies, fraud investigations, high net worth divorces, financial diligence, and financial statement audits.
Validis is a group of passionate data people on a mission to connect with customers – we get financial data. We help auditors work smarter and more efficiently, connecting them to their customers’ accounting packages.
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.Partners
The .cpa domain is the only top-level, restricted domain exclusively for CPAs. It offers greater branding potential, security, and trust to clients.
Save time and gain full control over your clients' financial operations with BILL’s new integrated platform, featuring BILL Accounts Payable, BILL Accounts Receivable, and BILL Spend & Expense, to help you seamlessly automate your clients’ business finances across all three products and elevate your accounting practice.
CPA.com and Biz2Credit partnered to develop the CPA Business Funding Portal, a digital solution designed to empower CPAs to deliver financing assistance and manage the business financing process for all their clients.
Jirav’s all-in-one financial planning and analysis solution gives accounting firms powerful tools for forecasting, budgeting, reporting, and dashboarding to provide clients the insights they need to thrive and grow.
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.
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.
The RIVIO Clearinghouse, a service of CPA.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with their investors and lenders as well as retrieve information from their CPA firm, and ensures data is submitted from an authenticated source.
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.
CPA.com and Vertex designed the Firm Advisor Program to help accounting firms support their clients’ sales and use tax needs through access to compliance automation, an exclusive accountant console, practice development resources, account management, and more.Startup Accelerators
4impactdata was created to change the odds for business owners by providing easy, affordable access to the codified wisdom and advice of fellow successful business leaders, peers, & professionals. 4impactdata has created the “first ever knowledge as a service” business guidance system for business owners. It is pre-built on the latest Analytics-AI cloud platform, includes industry best practices, proactive alerts, benchmarking across clients, and can be deployed within 24 hours. It equips CPA firms with the advisory tool to be the strategic partner clients’ need to change the odds in their favor. Audit Sight is a leading technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. The solution automates the audit testing process from start to finish and generates a GAAS-compliant workpaper.
Synder is a BI platform for CFO and accounting professionals that helps automate repetitive tasks around multi-source e-commerce data and translate it into actionable insights for businesses, enabling accountants with a monthly advisory service for their clients.
TaxPlanIQ is a SaaS software that automates an entire tax planning engagement from selling the plan, to implementing all tasks throughout the year, and educational resources to support the accountant with videos, checklists, and templates of 100 tax strategies. TaxPlanIQ was created for accountants by accountants at Meyer Tax Consulting, The Concierge CPA. Jackie Meyer converted her practice to value-priced tax advisory services, niching down to high-value offerings and quality clientele using The ROI Method(tm) of tax planning. She is on a mission to coach and consult other accountants toward better health, wealth, and relationships via tax planning, the Certified Concierge Accountant Training Program, and Tax Planning Masterclasses.
VERIFYiQ is a practice management solution that automates Xero and QBO quality control via file reviews for bookkeepers and bookkeeping managers ensuring that you're only a few clicks away from catching 80% of all bookkeeping errors before it ever gets to a reviewer. VERIFYiQ's second product, code named "SALESiQ", enables our customer's sales teams to scope a potential client's books in under 5 minutes. The approach at VERIFYiQ is to augment other systems that are already working, so the software is built to augment workflow systems and CRMs.