Invested In Your Success

From the April/May 2008 Issue

The technology vendors who serve your practice may not be listed as a partner on your firm’s letterhead, but they are invested in your firm. From general small business needs to highly specialized products and services for tax compliance, research, general accounting, payroll, write-up, financial analysis, tax planning and document management, these technology vendors are crucial to your firm’s productivity, efficiency and profitability. And your firm is critical to their success, as well.

This mutually beneficial relationship between accounting and tax professionals and the companies who deliver hardware, software and services to them is becoming more and more important as we grow increasingly reliant on technologies for all aspects of running an accounting or tax firm. From the second a client or potential client walks through your door or visits your website, various technologies help enhance the services you provide to these clients, while others enable more effective practice management and control.

But who are they? Where are they located? What other products do they offer? With literally hundreds of technology vendors serving the profession, it can be a challenge trying to learn more about them. That’s what this special section is for: To give technology companies the opportunity to tell you a bit more about themselves and why they would like to join your practice. Think of it as a pre-interview that will give you a head start on finding the technologies that can bring your practice greater productivity and profitability by helping you to work smarter, not harder. 


Automatic Data Processing, Inc. (ADP), with nearly $8 billion in revenues and over 600,000 clients, is one of the world's largest providers of business outsourcing solutions. Leveraging more than 55 years of experience, ADP offers the widest range of HR, payroll, tax and benefits administration solutions from a single source.
Advanced Micro Solutions, Inc.
Originally founded as Edmond Software, Advanced Micro Solutions has been working in the tax software business since 1985, and officially changed its name in 1989. AMS started as a small two-man software shop and has since grown into a nationally respected software company.
The American Institute of Certified Public Accountants (AICPA) is the national, professional association of Certified Public Accountants (CPAs), with approximately 350,000 members, including CPAs in business and industry, public practice, government, and education. It sets ethical standards for the profession and U.S. private auditing standards and also develops and grades the Uniform CPA Examination.
AppRiver LLC
AppRiver LLC was founded in April of 2002 to provide simple, yet powerful email security solutions to the enterprise market. Today, the privately held company has lived up to its mission, counting more than 28,000 clients on six continents relying on AppRiver email protection services to maintain network security and enhance productivity.
Avalara is a leading provider of web-hosted sales tax management services for small and mid-sized businesses. Avalara's mission is to transform the sales tax compliance process by creating cost-effective, state-of-the-art solutions.
First released 13 years ago, BillQuick is the product of “time” — too much time to capture hours, bill clients and get management information. In other words, the desire to maximize billable hours and minimize non-billable hours was the frustration that motivated BQE Software’s founder, an owner of a small professional firm, to create BillQuick.
CCH Small Firm Services
CCH Small Firm Services is a unit of CCH, a Wolters Kluwer business and the leader in tax and accounting expertise since 1913. CCH created this new group to focus on the small-firm market following its acquisition of the ATX and TaxWise software lines in late 2006.
CCH, Wolters Kluwer business
CCH, a Wolters Kluwer business, is the professional’s first choice for integrated tax and accounting solutions. CCH is extending its leadership position in research and compliance by continually delivering comprehensive, integrated research and software solutions that provide a strategic business advantage to CPAs, corporate tax and accounting departments, and tax attorneys.
CompuVault, Inc. offers a disk-to-disk backup solution exclusively through Channel Partners. Its unique appliance-based approach combines the safety and security of offsite storage with the convenience of onsite data recovery.
Doc.It is a complete digital document management solution that differentiates itself by providing a strong focus on up-front planning, support and a training and implementation methodology developed by accountants for accountants.
H.D. Vest
H.D. Vest has been partnering with CPAs since 1983 to support them as they offer financial services to their clients. More than 5,300 independent H.D. Vest Advisors collectively manage over $30 billion in assets and provide investment and tax advice to more than 3 million individuals and small businesses in all 50 states.
Office Tools Professional
Serving the accounting profession for over 10 years, Office Tools Pro has received recognition as being a specific solution for the small office. It has been listed in Accounting Today’s “Top 100 Products” and consistently receives 4 to 5 stars by The CPA Technology Advisor in three categories (Practice Management, Document Management and Time & Billing).
PayCycle, Inc.
PayCycle is the leader in online payroll. Serving accountants since 2001, the PayCycle Wholesale Program for Accounting Professionals is designed for accountants that serve small business clients. The completely online service provides the convenience of "anytime, anywhere" access to payroll.
PDG Software
Since 1997, PDG Software, Inc. has been a leading provider of web store and shopping cart software designed to allow merchants to establish and operate an online ecommerce-enabled website. The PDG system can automatically synchronize with SMB accounting systems, including QuickBooks.
SurePrep, LLC
Founded by a CPA with the goal of allowing professional tax and accounting firms to increae productivity and efficiency, SurePrep is a leading provider of tax productivity solutions and has been chosen by more than one third of the top 100 accounting firms in the U.S. to increase profitability and improve customer service.
Founded over 40 years ago as a tax preparation business, TaxSlayer Pro has grown into a nationwide tax software company with more than 100 employees. Seasoned tax professionals, who are actively involved in tax preparation, test and design the program, ensuring that the software is complete and mistake free.
RedGear Technologies is a complete family of products that includes professional tax software, tax-related services and paperless office solutions designed for the tax, financial and small business markets. The company is operated and managed by the same team that started TaxWorks over 35 years ago.
Thomson Tax & Accounting
Thomson Tax & Accounting is a leading provider of technology and integrated research solutions to accounting, tax and corporate finance professionals. Thomson Tax & Accounting is dedicated to partnering with tax and accounting professionals to make them as profitable, productive and efficient as possible.
XCM Solutions
Founded by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow automation solutions that increase efficiency, productivity and profitability. The company's management team has drawn on its extensive experience in public accounting and understanding of workflow issues to develop technology that addresses those challenges.