Your Solutions for Success - Part 1

Cathy Roth
Posted by Cathy Roth on Jun 18, 2022 3:19:01 PM

As technology continues to provide new avenues for extreme efficiencies in your practice, it is important to routinely learn about emerging solutions and review new features of solutions you may already know about. You never know when a new or an existing solution will provide the perfect piece of the puzzle to make your life easier and your clients' businesses better! 

During all four days of this year's Scaling New Heights conference, we will introduce you to the sponsors who are exhibiting at Scaling New Heights. For those who are not attending the conference, you will be able to learn about the vendors through introductory information about their solutions and services.

Use the link to each sponsor's website so you can learn even more, including reaching out to their teams to ask questions about your specific situation.

Click here to access Your Solutions for Success - Part 2.

Click here to access Your Solutions for Success - Part 3.

Click here to access Your Solutions for Success - Part 4.



Elite Partner

spnsr_billcom-1 is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our mission is to make it simple to connect and do business. Hundreds of thousands of SMBs worldwide use’s solutions to manage end-to-end financial workflows, process payments, and create connections to suppliers and clients, helping to manage cash inflows and outflows. Over 85% of the top 100 U.S Accounting firms use also partners with leading U.S. financial institutions and syncs with accounting software providers.

As the preferred bill-management tool of, the Accountant Partner Program work for firms of all sizes and is built to help your firm grow. Earn benefits, simplify your workflow and accelerate your business.

  • Streamline AP and AR - Increase efficiency and save time when you automate payments—from auto-entry invoice data to automatic sync with top accounting software to multiple payment options.
  • Price for profitability - Resell AP/AR services to your clients at substantial margins or pass the savings on to them—it's up to you.
  • Centrally manage your practice - Get organized with your Accountant Console: your online home base with a current to-do list and easy access to all your clients.
  • Onboard clients with ease - Get help growing your bill payment practice with templates, tips, and other essential tools in our Accountant Resource Center.
  • Earn benefits - Unlock rewards, wholesale pricing, and more when you refer new clients and/or add clients to your accountant console.
  • Make clients happy - Give clients the simplicity and control they want while solving their AP and AR headaches, all while providing them the freedom to go wherever business (or life) takes them.

Learn more about our Accountant Partner Program today.



As the preferred spend management tool of, Divvy, a company, provides a new model for spend and expense management paired with a corporate card for your clients and new opportunities for your firm—plus, it’s 100% free to use.

By combining seamless, no-cost expense management software with a Divvy Visa® Business card, Divvy allows you to spend less time chasing receipts and more time focusing on your firm’s strategic goals, such as building efficient workflows, attracting new clients, and growing your proactive advisory services instead of managing reactive tactical operations. Plus, your clients will enjoy all the benefits that come with using Divvy, including enforceable budgets, a live transaction dashboard, and secure virtual cards.

The Divvy Accountant Advisor Program, delivered in partnership with is designed to provide support and value to our partners at every step of the relationship. When you become a member of the Divvy Accountant Advisor Program, you’ll have access to dedicated support and perks including:

  • A dedicated Divvy Partner Success Manager
  • Ideas and suggestions on expanding your CAS offerings
  • Tips on how to refer your clients to Divvy
  • And much more

Best of all, there is no cost to join the program, no cost to your clients, and no long-term commitment contracts.

Learn more about Divvy and joining the Divvy Accountant Advisor Program here.



Expensify is a payments superapp that helps individuals and businesses around the world simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app. All free. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.

Introducing the Expensify CPA Card!

The CPA Card combines world-class expense management technology with upgraded perks and dedicated support for accounting firms of all sizes.

Benefits include:

  • Free CPA Cards, both physical and virtual
  • Dedicated partner manager for qualified firms
  • Free Expensify accounts including Control plan upgrade
  • Reimbursement of AICPA memberships, CPA licenses, and CPE credits
  • Exclusive client pricing at $9/seat/month, no annual commitment
  • Unlimited client onboarding calls
  • Instant online approvals and high credit limits
  • No credit checks or personal guarantees required
  • Up to 4% cash back on all purchases
  • Daily or monthly bank settlement
  • Virtual cards for vendors and subscriptions*
  • Two-way sync with QBO/Xero/Intacct/Netsuite
  • And all the other features of the Expensify Card (plus some that are *coming soon)

After rolling out Expensify Cards to your firm and clients you simply complete ExpensifyApproved! University to become an EA! accountant and unlock the exclusive perks of the CPA Card. EA! University graduates get 3 CPE credits, a free account, and more.

Learn more about Expensify here.



Pax8 is modernizing how partners buy, sell, and manage cloud. As a born-in-the-cloud company, Pax8 simplifies the buying journey, empowering its partners to achieve more with cloud technology. The company’s technology displaces legacy distribution by connecting the channel ecosystem to its award-winning transactional cloud marketplace. Through billing, provisioning, automation, industry-leading PSA integrations, pre and post-sales support, and education, Pax8 is a proven disruptor in the market. Pax8 has ranked in the Inc. 5000 for four consecutive years — #68 in 2018, #60 in 2019, #111 in 2020, and #164 in 2021 — as one of the fastest-growing private companies in the US.

The company is valued at $1.7 billion, is headquartered in Denver, Colorado, employs 1,300 employees globally, and works with close to 80 vendors and 200,000 businesses.

If you want to be successful with cloud, you want to work with Pax8.

Learn more about Pax8 here.




CanopyCanopy is more than just a cloud-based accounting practice management suite. We offer client, document, workflow, time, billing, email, and staff management. That’s all of your firm's mission-critical functions in one seamless platform.

Of course, Canopy recognizes that not all firms are on the same practice management journey or timeline, so we let you build your practice management platform as you need it. Starting with Client Management as your foundation, you can then pick and choose whichever modules your firm needs. We know nobody likes paying for modules they don’t use, which is why we offer modular pricing too. What are these modules, you ask? Well…

Client Management gives you one place for client communications, records, and interactions—including a global inbox, custom client portal, and bulk actions.

Document Management allows firms to stop wasting time (and patience) wrangling document sprawl. You can use Canopy for document storage, file organization, working on documents (no more need to leave Canopy for something like Adobe Acrobat), document sharing, eSignature and more.

Time & Billing enables firms to invoice and accept payments all in one place. With the industry’s most robust QBO integration, that means no system-switching and no double entry necessary. (Can we get a hallelujah?)

Workflow helps you manage your projects, processes, and productivity so your firm can do more. Manage productivity, projects, and tasks with custom views & filters. And don’t forget to leverage Canopy’s new and improved workflow automation features to help reduce the mental load that goes into setting up and managing your work.

Learn more about unclunking your accounting firm with Canopy.



In 2022, paper checks are still the most common B2B payment method in the U.S. But it doesn’t have to be. Melio’s digital bill pay solution allows for more payment choices and better terms.

Free, simple and secure, small businesses can now pay their bills and receive payments easily. And accountants can handle all of their clients’ payment needs while spending 60% less time on bill pay handling.

With Melio, your clients get more control over finances and improve their cash flow month after month.

Why accountants choose Melio:

  • More payment options: accountants and their clients can pay however they like - ACH (free), debit or credit card. Their vendors still receive payment how they want - ACH (free)or paper check.
  • Team management: the team dashboard makes tracking assignments much easier. Accountants can simplify the way they manage their team members and their level of access to clients.
  • Seamless sync with QuickBooks: payments and invoices are automatically synced with the clients’ accounting software, so no payment goes missing. Plus, everything is easy to reconcile.
Learn more about Melio here.


spnsr_patriot-1Patriot Software provides fast, easy-to-use, and affordable accounting and payroll software for American business owners and their accountants.

Patriot developed a powerful yet easy-to-use accounting software with the input of bookkeepers and accountants like you! Enjoy these time-saving features:

  • Quick setup with one-click settings
  • Import trial balance, chart of accounts, vendors, and customers
  • On-page drill-down-reporting
  • Financial reports
  • Pay bills and invoice customers — unlimited use!
  • Get paid faster with credit card options
  • E-sign checks
  • Free USA-based expert support

The easy-to-use online payroll, designed to help keep your time and money, includes the following features and services:

  • Free 2-day direct deposit
  • Guaranteed accurate payroll tax deposits and filings
  • Year-end payroll tax filing included free
  • Free setup
  • Free USA-based support
  • Affordable HR Software and Time & Attendance options

Accountants, CPAs, or Bookkeepers who join Patriot’s Partner program will receive benefits like consolidated billing, free co-branding, umbrella logins, unlimited users with permissions, special pricing, partner company reports, and more! There are no fees to join Patriot’s Partner program. Ready to have a partner you can count on? Learn more about the Partner Program here.



Accounting is better with Xero. Collaborate easily, automate manual tasks & access client records any time with tools to manage your practice.

Streamlined Workflows

Xero software can automate your admin and compliance tasks so you get more time for what matters.

  • Manage compliance workflows - Manage workpaper workflows and queries. Request and store papers. Xero Workpapers
  • Plans for small clients - Use simpler versions of Xero for small businesses and clients whose needs are more limited. Xero Cashbook or Xero Ledger

Centralized working

We put all your tools and data in one place. Together we'll help you guide clients to better business decisions.

  • Manage clients, staff and queries - Understand your clients and work faster using Xero HQ in your practice. Xero HQ
  • Manage your practice efficiently - Manage practice workflow, jobs, tasks, timesheets and invoicing. Xero Practice Manager

Better collaboration

We collaborate with you so you and your team get the most out of Xero.

  • All-in-one accounting software - Xero is accounting software for your business clients. And it’s free to run your own practice on Xero. Xero for business

Free software, training, and support

As a Xero partner, you’ll have access to all the tools you need to grow your practice.

  • Get access to free Xero software - All partners get access to Xero and Xero HQ, plus more over time.
  • Work with a Xero specialist - Get one-on-one support to get set up and grow your practice.
  • Attract new clients - Advertise to clients looking for local accountants and bookkeepers.
  • Earn discounts - Get discounts on client subscriptions, and choose whether to pass them on. Explore Xero’s partner program



Premium Sponsor


Digits builds next-generation financial tools for accountants that are more intelligent, powerful, and beautiful than anything available today.

Digits Reports Builder – Do you dread the end of the month? So much manual labor and repetitive tasks gathering and analyzing a client’s business, digging for insights and some signal. Reports Builder changes everything. Just Drag. Drop. Done. Our AI-generated graphs and insights save you hours of analysis and help your clients understand the numbers instantly. Why start with a blank sheet when Digits Reports Builder can help pre-populate the report—with real data and analysis — just for you.

Digits Reports – Escape the black and white and step into the next dimension of financial statements. Interactive, immersive reports let you Hover to Discover, revealing details and allowing you to dive into any transaction. Digits Reports gives you and your client the full picture. With commenting and sharing built-in, it’s a breakthrough in financial reporting that will engage and inspire your clients.

Digits Search - Struggling to find critical financial receipts or transactions? Are your client’s important financial records spread across emails, text messages, and Slack conversations? Meet Digits Search, your best tool for diving into financial details with zero friction. Find every needle in any haystack with all of your finances at your fingertips. Get instant answers to your mission-critical questions instantly. Finally, you can search your money. No setup is required.

Digits Boost – Digits Boost helps you save time by automating your work. Boost will automatically spot errors in your ledger and provide you with smart suggestions that learn from every action you take. From category differences to vendor clean-up, built on top of our Living Model, Boost gets smarter after every move you make.

Learn more about Digits here.



Ignition is the world’s first client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Over 5,000 accounting and professional services firms around the world use Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection - all in one place. Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.

Connect your systems. Sync up your business-critical apps to automate key tasks so everything happens without you having to lift a finger. Less admin, more time for what matters.

A seamless experience that keeps clients coming back. From services undertaken to upcoming invoices and payments, you can stay in control of every client relationship by having everything in one place.

Decisions driven by clarity and confidence. Put yourself in control of every decision with full visibility of your sales pipeline, upcoming client renewals and forecast revenue at your fingertips.

Visit to start a 14-day free trial. Simply click the "Get started for free" button.



Practice Protect provides superior cybersecurity for the modern accounting firm with an all-in-one platform to control access to client data, manage risk, and stay compliant.

More accounting firms will be breached this year than at any other time in history. They will lose clients, revenue, and reputation. As hackers improve the sophistication of their attacks and scams, it’s important that accountants understand the power of comprehensive cybersecurity. In today’s digital age, password management alone is not cybersecurity. An effective strategy must be comprehensive in nature, spanning from technology and application access to compliance and people. The risk vectors within your business are many, and that’s why we built Practice Protect. With advanced protection that’s built for the modern accounting firm, address holistic cybersecurity for your firm across our three hubs.

Stay in control of access to your data with the Access Hub.

Advanced Protection for all your cloud apps and websites with centralized team control.

Manage risk and maximize protection with the Compliance Hub.

Comply with IRS guidelines and build client trust as a responsible data custodian.

Leverage world-class knowledge and support with the Advisory Hub.

Rich security training resources for your team and unlimited technical support.

Learn more about Practice Protect here and book your free security consultation for the Woodard community.



Zoho is a suite of over 50 SaaS software applications to help any accounting firm run a successful business advisory practice. These applications can assist financial advisors through finance apps like Books, Inventory, and Expense or sales apps like our award-winning CRM software. More than 75 million users place their trust in us, and our security, privacy, and compliance practices are built on the foundation of that trust.

Zoho Books is the central application within the Zoho Finance Suite. The first thing you see when logging into Zoho Books is your dashboard, which includes many quick-access features such as pulling and scheduling reports related to your business, accounting, and taxes! All reports can be exported to PDF, Excel, or Zoho Sheets to filter and manipulate to your own preference easily. Another great quick-access feature within your dashboard is Cash Flow. This is a summary chart by month - just hover over the month, and you can see that month's opening balance, incoming cash flow, outgoing cash flow, and ending balance - all in one quick glance! Additionally, Zoho Books features a Live Chat that is available to you for support 24 hours a day, Monday - Friday.

One of the best parts of Zoho Books is that it is completely customizable to your needs! If there are certain modules within Zoho Books that are not required, you may choose to hide that module to avoid clutter.

Learn more about Zoho Books here.

Topics: Business Technology


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