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Building for Success by Finding the Right Partners


There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business management and client service, as well as the core communication tools used by professionals.

Therefore, it is critical for firms to determine their most beneficial and productive resources, and to strategically implement them into their practice workflow. The key is first in finding vendors who actually know the profession and the unique challenges tax and accounting professionals face, from firm management to client service. As a result, their products are that much more useful and help practices achieve greater productivity.

The technology providers in this special “Who’s Who” section are invested in the success of today’s tax and accounting practices. By providing the tools, technologies and services that help professionals be more efficient, productive and profitable, these technology vendors also ensure their own success with the firms of tomorrow. Take some time to get to know them, and you may find a technology partner that can help your practice realize success in the near term and the future.

18 Office Tools Professional

20 AccountantsWorld

22 CPA2Biz

24 Thomson Reuters

25 Advanced Micro Solutions

26 CCH, a Wolters Kluwer business

28 BQE

30 SurePrep

32 FreshBooks

33 TaxSlayer

34 CCH Small Firm Services

36 Bisk

38 RootWorks

39 SurePayroll

40 Doc.It

42 XCM

44 Paramount Business Solutions

46 National Society of Accountants

47 Remote Accounting Solutions