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Your Solutions for Success - Part 2

Cathy Roth
Posted by Cathy Roth on Jun 20, 2022 5:44:47 AM

It's vital to be educated about new solutions and assess new aspects of existing ones as technology continues to bring new chances for amazing efficiencies in your practice. You never know when a new or existing solution will be the missing link in making your life easier and your clients' businesses more successful!

We are introducing you to all of the sponsors that are exhibiting at this year's Scaling New Heights conference. If you were unable to attend the conference, you will still be able to learn about the vendors through brief descriptions of their solutions and services.

Use the links to each sponsor's website to learn more, including contacting their teams with any questions you may have. 

Click here to access Your Solutions for Success - Part 1.

Click here to access Your Solutions for Success - Part 3

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


Diamond Sponsors


Earlier this year we commissioned a research study to better understand the impact of manual data entry on retailers, restaurants, non-profits and accounting firms. We have released Part 1 and Part 2 of the study and found that in today’s accounting reality, accounting systems don't address how transactions from multiple channels and payment methods are being captured, processed, and reconciled. And ecommerce platforms don’t make the exchange of financial data easy, requiring bookkeepers to manually consolidate and download reports. We developed Bookkeep to solve this problem.

Bookkeep provides integrations for commerce platforms and payments that automatically post daily sales summary financials to accounting platforms such as QuickBooks Online or Xero and reconcile the payment deposits. We do this for all commerce apps like Square, Shopify, Amazon Seller and many more. We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting.

Our technology enables accountants and bookkeepers to generate accrual-based summaries, post journal entries, and reconcile payment deposits automatically. We offer the most solutions on the market with 25+ integrations and we’re the only automation platform designed to offer revenue recognition for ecommerce and retail businesses. Our platform makes it easy for you to manage your clients with daily summary and exception reporting, and a single workbench across all clients in which to work. We help accountants manage increasingly complex financial data with minimal effort and maximum accuracy. Using our tech, independent accountants and firms can sign more clients and provide more accurate financials on a daily basis to existing clients, ultimately growing revenue and maximizing profitability.

Learn more about Bookkeep here.


spnsr_methodMethod is the complete business process automation solution for businesses that operate on QuickBooks and Xero.

With over 1,300 five-star reviews on Intuit’s, Method is best known for helping businesses extend the life of the accounting software they know and love.

Use Method’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date.

Better yet, put time back into your day by using Method to automate your exact process for everything from lead management to estimates and invoicing.

If you’re an accountant, learn more about exclusive Method:Partner program perks like two free Method accounts!
Here are some of the key features a Method account gets you:

  • QuickBooks and Xero sync — Your business runs most efficiently when your systems are in sync. Learn more about Method’s two-way integration with your favorite accounting software.
  • Automation for every workflow — Create workflows that reflect how you run your unique business to achieve more with less. Let Method be your workhorse so you can build your business instead of just running it.
  • Win more clients with fast proposal creation — Automate your proposal process end-to-end with features like e-signature capture, online payments, and self-serve client portals.
  • Close sales sooner — Empower your sales reps to create estimates on the go (without access to your accounting software) to make the sale and get paid faster.

Seeing is truly believing when it comes to what Method can do for you. Start your 30-day free trial today to test drive Method’s powerful automation!


OnPay for accountants and bookkeepers. 

Outstanding payroll software. Unmatched service.

If you’re thinking about offering payroll services — or need a provider who can really serve every client — OnPay makes it easy to handle payroll your way. They get the highest ratings from experts like Forbes and PCMag because they give accountants everything you need to:

  • Handle payroll with confidence - OnPay automates all of the taxes, backed by their 30+ years of payroll experience and accuracy guarantee. They get things right for every kind of business.
  • Run your practice more efficiently - Do things your way with flexible permissions and the most detailed, customizable integrations with QBO, QB Desktop, and Xero.
  • Get a higher level of service - Nobody will take better care of you (or your clients). OnPay’s dedicated experts help every step of the way ⁠— and even do all the work to set clients up.
  • Make profit a priority - As an OnPay Partner, you’ll get special perks like revenue sharing and free payroll for your firm.

Check out OnPay for Accountants

Or if you’d like to get a personal tour or take a deeper dive, book some time to chat with one of their payroll experts.



Gold Sponsors


CollBox is Accounts Receivable done for you. In just a few clicks, businesses can send their past-due invoices to be serviced by A/R professionals. From soft-touch, consistent follow-up, to escalation to collections, CollBox is everything a business needs to get paid. CollBox also has exclusive tools to enable accounting and bookkeeping professionals to provide A/R management as a brand new service offering for their firm to get their clients paid quickly. No busy work or phone calls are required. Integrates with QBO, Xero, and FreshBooks. Made with 🧡 in Austin, TX.

Learn more about CollBox here


spnsr_CoralTreeCoralTree, Inc. is a leading provider of collaboration solutions with a diverse portfolio of products serving multiple industries. CoralTree’s accounting suite is built to bring a human touch to cloud collaboration and includes Qbox, CoraCloud and CoraSign. Qbox allows users to share and collaborate on QuickBooks Desktop files remotely; CoraCloud is an all-in-one solution for file storage, management, and collaboration featuring a built-in e-signature solution, task organizer, bank-level security, and branded client portals.

Learn more about CoralTree here



Gusto, the People Advisory platform, enables 15,000+ accountants to provide 200,000+ small & medium-sized businesses nationwide an easy, fast, and reliable way to manage payroll, benefits, and HR for their hard-working teams in one integrated platform.

Learn more about Gusto here.


spnsr_keeperKeeper is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.

Learn more about Keeper here.


spnsr_knowifyThe construction industry is stuck in the past, relying on outdated technology and visibility over their projects and business financials. With Knowify, contractors can create budgets and proposals, track their progress and costs on jobs, and invoice and accept payments. A real-time sync with QuickBooks eliminates double data entry and keeps contractors working in Knowify - leaving QuickBooks to their financial professionals. With thousands of clients worldwide, Knowify is the beating heart of the SMB contracting businesses, enabling teams with real-time insights needed to work more efficiently every day.

Learn more about Knowify here


LiscioStop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love to use. With clients sending in documents quickly, staff gets more done. Client-facing task lists, integrated eSignature, and KBA capabilities, and complete visibility for the firm (across all clients) ensure that nothing slips through the cracks. Client Experience 2.0™ begins with Liscio.

Learn more about Liscio here.


spnsr_plateIQ2Plate IQ is software that helps accountants process and pay their clients' bills, automating their AP process seamlessly. Plate IQ puts your clients' needs first with an AP automation platform that supports their custom workflow needs and provides critical business insights. Set up your workflow and mappings once. Plate IQ learns your processes and takes over from there so you never have to manually code another GL item twice. Plate IQ also empowers you to schedule and pay your invoices effortlessly via ACH, check, and virtual cards (with competitive cashback), right from the Plate IQ platform. With unlimited seats, you can add as many approvers as you need to your client's approval workflows. Create as many custom approval rules as you like that leverage every data field in your invoices. Offer actionable insights to your clients on sources of changing costs. Within our VendorPay platform, not only can clients see when payments are scheduled but participating Vendors can see what is due to them and which of those are on their way.

Learn more about Plate IQ here.


spnsr_reachreportingReach Reporting seamlessly integrates with existing financial software to create world-class reports clients will not only understand but be excited to receive. Reach’s intuitive software simplifies the complexity of financial data, allowing accountants to efficiently relay accurate and decisive information to clients. Built on a familiar spreadsheet environment, Reach Reporting allows the flexibility to select and customize a prebuilt report from the robust library or create a completely custom report from scratch. From building forecasts, cash flow analysis, budgets, metrics, and KPIs, Reach is there to tell a compelling financial story. Upscale your services while saving valuable time with Reach Reporting.

Learn more about Reach Reporting here.


spnsr_swizznet_2Swizznet is the premier QuickBooks and Sage cloud-hosting solutions and IT services provider for accountants, bookkeepers, CPAs, and small- and medium-sized businesses. An Intuit-Authorized Commercial Hosting provider and Sage Strategic Hosting Partner, we deliver hosting solutions that facilitate productivity and promote collaboration from any computer or mobile device. Customers and their data are protected by next-generation security tools and are supported by our US-based Obsessive Support team. In addition to hosting, Swizznet offers sophisticated and intelligent outsourced IT support solutions for today's flexible workforce without the overhead of an in-house IT department.

Learn more about Swizznet here.


Silver Plus Sponsors



Built for growing product-selling businesses using QuickBooks Desktop (Enterprise, Pro and Premier), Acctivate is a premium inventory management & multi-channel order fulfillment add-on that helps small and mid-market businesses focus on growth without operational limitations.

Learn more about Acctivate here



The leading marketing agency serving accountants and advisors (a sub-brand of TaxProMarketer), APM provides a full suite of online marketing tools from social media to Google PPC (they are a Google Premier Partner), to weekly email nurture marketing (written like you wrote it), to GoogleMyBusiness optimization and management, full website builds ... and everything in between. To attract (and keep) the RIGHT kind of clients to your practice ... come find out what we can do for you.

Learn more about AdvisorProMarketer here's core mission is to advance the technology ecosystem for the accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners. is a subsidiary of AICPA.

Learn more about here.



Jirav helps CPAs and accounting firms expand and deliver more high-value client advisory services (CAS) in areas such as forecasting and budgeting, including analytics, financial modeling, strategic business planning, and more. With Jirav, CPAs and accounting firms can take advantage of proven, comprehensive capabilities to help their CAS practice reach new heights for clients. The all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting, and dashboarding to provide clients the insights they need to thrive and grow.

Learn more about Jirav here.


Mango Practice Management

Mango Practice Management is modern practice management software built by accountants for accountants. We provide an all-in-one practice management suite for Accounting and Bookkeeping firms. Our features make running your practice simple, including Secure File Sharing, eSignature, Time & Billing, Workflows, Document Management, Reports, and integrated payment processing. Because we're also accountants, we understand firsthand the crucial need for time management when it comes to running a practice. Our software is designed to be easy to use, yet powerful enough for even the most demanding work environments. Mango is committed to helping accounting professionals succeed as much as possible. With over 25 years of experience each, we’ve learned a few things, and we’re proud to offer world-class solutions to today’s practice management challenges.

Learn more about Mango Practice Management here


Truly Financial
Truly Financial provides cards, banking, and payments designed for modern businesses. Get free corporate Visa cards for your team anywhere in the world. That means an agile business that is prepared for doing business locally and internationally. Stop juggling multiple bank accounts and payment systems - just get the all-in-one account from Truly Financial.

Learn more about Truly Financial here


Silver Sponsors



Less than half of those employed by small businesses have access to a 401(k) or pension. Companies with small budgets who want 401(k) plans have been ignored or even laughed at by 401(k) providers. 401GO was founded to provide working Americans and small businesses greater financial freedom through inexpensive and worry-free work-sponsored retirement plans. Setup takes just minutes (not weeks!), pricing is economical at $9/participant, and we handle all the details. With our innovative automated technology, a simple, affordable, and beneficial 401(k) plan is finally practical for small businesses.

Learn more about 401Go here



Auvenir delivers smart, cloud-based financial audit & assurance solutions designed specifically for small to medium-sized accounting firms. We have built an intelligent platform that enables accounting firms to leverage the best of today’s technology to create a better engagement experience for practitioners and their clients. We are on a mission to help everyone Audit Smarter.

Learn more about Auvenir here


Beanworks (by Quadient)

Beanworks integrates with your accounting software to eliminate data entry, reduce cost, and minimize errors in accounts payable.

Learn more about Beanworks here.



BooXkeeping offers fully-staffed bookkeeping franchises to CPA firms and bookkeeping outfits. We also provide "white label" bookkeeping services to companies of any size.

Learn more about BooXkeeping here® provides your clients with high-quality Quickbooks compatible business checks, deposit tickets, envelopes, and much more. We designed our program to have accountants like you earn a 15% commission on every sale including reorders. Simply refer your clients to us along with your affiliate code, and we’ll take it from there.

Learn more about here


Client Hub

Client Hub is an award-winning practice management solution for modern firms and their clients. Client Hub is the right tool for the job, designed specifically for cloud-based accounting and bookkeeping practices that are looking to build better client relationships for a more profitable firm. With our all-in-one solution that combines task management and client communication in one place, accounting firms get what they need from clients to unblock workflow and get jobs completed on time. Client Hub was selected by the AICPA and for its Startup Accelerator Program in 2019 and was named a Technology Innovation Award Finalist by CPA Practice Advisor in 2020.

Learn more about ClientHub here.


CMB Hero

Our team of experienced professionals will accurately migrate your accounting data from any software to QuickBooks Online or Desktop.

Learn more about CMB Hero here.



Fujitsu, the global leader in imaging solutions, delivers innovative scanning products, services and support that enable our customers to solve critical business productivity issues and streamline operations. Fujitsu helps companies digitize all of their documents through our superior performance, durability, and image quality solutions.

Learn more about Fujitsu here


Growth Amplifiers

Growth Amplifiers works with forward-thinking B2B business advisors to implement proven growth strategies and systems that drive consistent success for them and their clients.

Learn more about Growth Amplifiers here



simPRO is a powerful job management software solution that helps trade contractors streamline operations and increase profits. Add value to your services and become a trusted field service industry advisor.

Learn more about simPro here



SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals.

Learn more about SmartVault here


Varc Solutions

Become an official QuickBooks Solution Provider through the VIPP Partner Program. Offer your clients the best pricing on QuickBooks products, payroll, merchant accounts and more AND earn commissions and bonuses. No quotas or fees to join. Receive white-glove support from our dedicated team. Join our community of 160+ like-minded professionals, with opportunities to receive leads. Perfect for ProAdvisors, Bookkeepers, CPAs, Tax Preparers, Small Business Consultants, and IT/Managed Services Providers. Learn more about Varc Solutions Partners here and apply. We’ll set up a time to discuss how our partner program can benefit you.

Learn more about Varc Solutions here


YayPay (by Quadient)

YayPay by Quadient is the leading credit-to-cash platform, trusted by senior finance professionals to automate accounts receivables, expedite invoice payments, and reduce DSO. Intuitive by design, YayPay empowers AR teams to quickly run credit checks and create custom collection workflows, driven by machine learning-powered customer scores. YayPay’s innate usability extends to the integrated portal that buyers love to use; with flexible and international payment options, buyers can view invoices, make payments, and communicate with collectors in just a few clicks. YayPay increases AR visibility organization-wide through seamless ERP integration, and provides managers with powerful analytics for next-level cash flow forecasting.

Learn more about YayPay here.

Topics: Finger on the Pulse


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