August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 21, 2021
November 22, 2021
November 22, 2021
August 13, 2021
July 21, 2021
June 3, 2016
With Certify, expense reports will give you a thrill instead of a headache. Your employees will love our mobile receipt capture, travel booking, and automated report creation. Your managers will cruise through our simple approval process.
June 1, 2016
RIVIO, a service of CPA.com in partnership with Confirmation.com, is an online financial document clearinghouse that enables private businesses to exchange key financial information with their investors and lenders ...
June 1, 2016
To thrive in today’s tax and accounting profession, you’ve got to anticipate opportunities in a complex landscape, be ready to react fast to changes and deliver meaningful results for your clients—wherever and whenever ...
June 1, 2016
2016 Innovation Award Winner -- The Electronic Tax Return Reader imports data from borrowers’ electronic tax returns, including financial and real estate information. The patent-pending technology supports PDF files created directly from select tax ...
May 24, 2016
Sage View is a business intelligence app that empowers accounting professionals to provide timely insight and guidance to their clients. It is innovative in the field of tax and accounting because it helps accountants deepen their client relationships ...
May 17, 2016
A sales and use tax solution with no upfront costs. Vertex SMB offers a cloud-based sales tax solution that is designed to save time, effort, and risk associated with calculation, return, remittance, and compliance for small to medium-sized businesses.
May 17, 2016
2016 Innovation Award Finalist -- Instantly see and set priorities for everyone with to-do lists. Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.
May 16, 2016
CCH SureTax provides expertise and best in class data to some of the biggest, most challenging clients in the world such as AT&T, Verizon and more. Now, that same industry leading content is available in the most powerful tax calculation engine, CCH ...
May 10, 2016
BenefitMall’s payroll services for the clients of our CPA and accounting partners can be customized to your desired level of involvement. Simple referral relationship – This approach is preferable to many accounting professionals who have clients who process their own payroll and would benefit from outsourcing. The simple referral relationship with BenefitMall also gives you the...…
May 3, 2016
AccountingSuite is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, project and time tracking into one cloud-driven platform.
May 2, 2016
Keep your system available, secure and hassle-free with the only dedicated cloud-based outsourced technology solution combining accounting and tax application expertise with world-class managed IT.
April 23, 2016
If you run a bookkeeping or CPA practice, CFO Sidekick can be a great addition to your business. All industry headlines these days say that in order to remain competitive in the marketplace, accountants and CPAs must start offering value added services.