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Aero Workflow Aero provides workflow and practice management tools built specifically for the modern cloud-based accounting firm. Aero provides integrated processes with client tasks, tracking the status of client work, and customizable reporting for decision-makers.
Auvenier Auvenir is an intelligent, cloud-based engagement platform that enables firms to leverage the best of today’s technology to create a better engagement experience for practitioners and their respective clients.
BlackLine BlackLine provides solutions for financial close management, AR automation, and intercompany accounting that help companies do accounting work better, faster, and with more control.
BlueJ Blue J is the simplest diagramming solution for accounting firms, reducing hours of work to minutes. Firms can also access AI-powered research tools to conduct in-depth tax research quickly and easily, building better insights faster than ever.
Botkeeper Botkeeper is a leading automated bookkeeping solution. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices through a combination of skilled accountants, ML and AI.
Corvee Corvee tax planning software quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and ultimately save their clients money in taxes.
Dayshape Dayshape is an AI-powered planning and scheduling platform for accountancy firms. With over 30,000 global users across 20 countries, including two of the Big Four, Dayshape leads the way in resource and engagement management software.
Docyte Spend more time growing your firm and on profitable advisory work by automating your accounting with Docyt. Docyt is a cloud-based software that enhances platforms like QuickBooks® Online, so you have more operational leverage. It includes accrual accounting, tailored reporting, and multi-entity workflows.
Engine B Engine B makes sense of messy client data, improves efficiency and elevates the quality of your audit and assurance services. Standardise data from any client system and from multiple ledgers ready for analysis.
Fieldguide Fieldguide is an automation and collaboration platform for assurance and advisory firms that digitizes the end-to-end engagement lifecycle on a single platform. The company specializes in streamlining Risk Advisory Services across SOC, HIPAA, HITRUST, ISO, SOX, and dozens more.
Ignition Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.
Intuit 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.
Netgain Solutions NetLease for Auditors, by Netgain, provides the most efficient and standardized way for audit firms of all sizes to verify a client’s lease accounting calculations at a fixed price for unlimited users and leases.
PARO Paro is a growth platform connecting firms with best-fit expert(s) and solution(s) to solve problems and drive growth, providing firms the flexibility, convenience and expertise of fractional tax, accounting, or finance experts when desired.
Right Networks Right Networks offers the only intelligent cloud purpose-built for accounting firms and professionals with managed IT and applications, a curated software ecosystem, and community resources.
SafeSend At SafeSend®, our mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Visit safesend.com to learn about our digital solutions.
Valadis "Validis is an open finance platform that connects directly into every major accounting package on the market. We extract then standardise accounting data, delivering it to an intelligent purpose-built portal or direct by API."
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.


BILL Save time and increase organization, control and efficiency for you and your clients with BILL. This secure, paperless solution enables you to automate and streamline your firm's outsourced accounts payable and receivable processes.
Paychex 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. Learn more at cpa.com/paychex.
OnPoint A&A 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.
RIVIO RIVIO, the private business financial document clearinghouse, is designed to validate, authenticate and centralize the financial document exchange between all stakeholders.
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.
Vertex 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, dedicated account management, and more.
Lukka LukkaTax for Professionals is a virtual currency tax preparation tool built specifically for accounting professionals. From gathering trade data to calculating capital gain/loss, Lukka ensures accuracy through every step of the tax calculation process all through a guided, intuitive user experience.
Jirav Jirav is a comprehensive business planning solution for small and medium companies that maximizes the collaborative value of forecasting, budgeting, reporting, and analytics so leaders can drive their businesses forward with confidence and speed.
Biz2Credit CPA.com and Biz2Credit have partnered to develop the CPA Business Funding Portal, a cloud-based solution designed to empower CPAs to deliver financing solutions and manage the business financing process for all their clients.
Divvy The Divvy Accountant Advisor Program, in partnership with Bill.com and CPA.com, supports CAS firms in delivering next-level advisory services and business insights to clients around expense/spend management by leveraging corporate cards and automated software.

Startup Accelerators

AuditMiner The Omaha-based company's solution leverages automation to streamline and standardize audit workpapers and templates, increasing the quality and consistency of Employee Benefit Plan (EBP) audits across a CPA firm.
Once Accounting Managing clients' records across multiple platforms can be challenging. Dallas-based Once Accounting is a client integration platform that seamlessly incorporates records into a firm's tax or accounting solution.
Fieldguide Based in San Francisco, Fieldguide is an automation and collaboration platform that streamlines the end-to-end engagement workflow for modern risk assurance and advisory firms.
LumiQ The Canadian-based company offers a native podcast app where engaging conversations with business leaders count as verified CPE or CPD credits. CPAs and accountants can earn credits on their commute, at the gym or walking their dog.
Knuula Client Engagement Letters can be time-consuming and difficult to customize. Knuula, based in Frisco, Texas, streamlines the process by enabling firms to easily customize, distribute and manage client engagement letters.
Caesar Sustainability The remote-based company offers a comprehensive data collection and management platform to centralize workflows and data storage for ESG reporting.
ESG Trust The San Francisco-based company's integrated data management solution identifies ESG risks opportunities, measures standards, and maps stakeholders to the value chain, streamlining ESG information gathering and collaboration.
GoodLab Based in San Francisco, the company's ESG performance management and compliance software enables organizations to transform their ESG data reporting engine to deliver actionable insights and data to management, investors and customers.
Sustain Life The company's SaaS platform helps companies across industries reduce their environmental impact by providing ESG tools that enable the measurement and management of their carbon emissions.
Standard Carbon Carbon is the newest asset class in ESG reporting but has yet to be recognized on the balance sheet. Standard Carbon, based in Canada, aims to leverage AI to deliver transparent, carbon offset assurance statements.