Product & Service

8am™ CPACharge

August 19, 2025 

8am™ CPACharge

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...

 Corvee Tax

October 26, 2020 

Corvee Tax

Tax planning software for accounting firms designed to help you save clients money on taxes. Automated client requests for agreements, engagement letters, file requests, questionnaires, tax planning and more.

 Rippling Payroll

September 29, 2020 

Rippling Payroll

Rippling syncs all your HR data with payroll, so you never have to use a calculator or manually enter data, like hours and deductions. All you need to do is click “Run.” It’s that easy.

 Tipalti Pi

August 4, 2020 

Tipalti Pi

Tipalti Pi is designed to apply artificial intelligence and machine learning to optimize the entire payables process, including by reducing risks and errors, optimizing the payables workflow, and providing control for ...

 CCH Axcess Knowledge Coach

August 4, 2020 

CCH Axcess Knowledge Coach

CCH Axcess Knowledge Coach is the next step in Wolters Kluwer’s Integrated Audit Approach, which takes the award-winning and patented risk-based audit methodology of CCH® ProSystem fx® Knowledge Coach to the cloud.

 CCH Axcess Client Collaboration

August 4, 2020 

CCH Axcess Client Collaboration

2020 Innovation Award Winner! The CCH Axcess Client Collaboration module offers firms a new way to move client work through their workflows. A unified collaboration hub for firms and their clients, CCH Axcess Client Collaboration is the next ...

 AccountingSuite

August 4, 2020 

AccountingSuite

2020 Innovation Award Winner! AccountingSuite™ is built on the 1C:Enterprise platform that is used daily by several million users in the business and government sector. 1C:Enterprise is a very flexible and scalable platform that meets the needs of ...

 Accounting Broker Acquisition Group

May 22, 2020 

Accounting Broker Acquisition Group

Accounting Broker Acquisition Group has successfully promoted and negotiated hundreds of accounting practice acquisition transactions representing hundreds of millions of dollars in value for sole practitioners, small partnerships, and larger firms.

 OnPay

May 1, 2020 

OnPay

Save time and money with OnPay. Our easy-to-use software runs payroll, takes care of all your employment taxes, and even handles basic HR tasks for just $36, plus $4 per employee/month. No sneaky fees, ever. We make it simple to run payroll and take care of your team by giving you access to all of...…

 Doc.It Connect

April 17, 2020 

Doc.It Connect

Doc.It Connect is a secure, customizable web portal allowing firms and clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  Prepared-by-client ‘PBC’ checklists Securely encrypted file sharing with clients Integrates with DocuSign eSignature

 Taxfyle

April 14, 2020 

Taxfyle

Digitally transform your firm and free up partner and staff time. With Taxfyle, you can increase your job capacity and margins through our real-time, domestic work-routing platform. We'll connect you to a network of 3,600 US-based CPAs and EAs that are...

 Doc.It Suite

March 23, 2020 

Doc.It Suite

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate