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Your Solutions for Success - Part 4

Cathy Roth
Posted by Cathy Roth on Jun 22, 2022 8:45:08 AM

As technology continues to present new opportunities for great efficiency in your practice, it's critical to be informed about new solutions and evaluate new elements of existing ones. You never know when a new or current solution will be the key to making your life easier and your clients' company more successful!

We're going to introduce you to all of the sponsors who will be exhibiting at the Scaling New Heights conference this year. If you were unable to attend the conference, you can still learn about the vendors by reading brief summaries of their products and services.

Learn more about each sponsor by visiting their websites and 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 2.

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


Diamond Sponsors


At ADP®, we're designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

ADP partners with forward-thinking accounting professionals who value being essential to their clients' success, offering unmatched expertise, insights & solutions to help you get strategic and deepen client relationships. Our services complement yours, and no other partner can offer everything we can – a complete set of payroll, HR and benefits solutions to hire, manage and engage talent, pay people with precision and help reduce compliance risk. All are backed by dedicated expert support. Our payroll processing solution is also the foundation of many firms’ payroll services.

Since no two practices are the same, we allow you to decide how ADP can best help your practice grow with the industry’s most flexible partnership options. Whichever way you choose to work with us, you’ll get anytime access to authorized client data, seamless general ledger integration, tax resources and complimentary practice tools with our award-winning cloud solution Accountant Connect.

Learn more about ADP here.



What's the deal with Tech and Team?

Botkeeper was founded on the Tech and Team approach, which is the notion that optimal accounting automation can be achieved by applying people, and technology, in the areas they serve best. While the traditional use of technology has often been an "all or nothing" approach, Botkeeper forms the right connections between the various moving parts within the business. This allows technologies like machine learning and workflow tools to automate the right areas, while the human component tackles the more complex problems and critical thinking.

All your bookkeeping tools and accounting data—under one roof! Check out the Botkeeper Operating System, and experience the power first-hand.

Smart Connect: quickly and easily links all of your clients' financial data for a completely revolutionized month-end close.

Business Insights: experience data syncing that's as close as it gets to real-time reporting.

Transaction Manager: takes the bulk of the work off of your plate by eliminating the traditional challenges with categorizations, opening the door for firms to achieve their goals.

Documents: benefit from the flexibility of unlimited document storage. Easily search for the documents you want and need within a standardized folder structure for each client. Organize your work with a sub-folder structure and the ability to create custom folders that support your firm's needs.

Work: quickly create, access, and manage all your firm’s outstanding tasks in one secure place

Password Manager: your firm can centrally store, organize, share, and manage your passwords with one simple login, so you never have to worry about security or searching for a password again.

Portal Manager: the all-in-one way to manage firm users and clients, define their roles, and assign firm users and clients their access.

Get Started Today!



Corpay One is a comprehensive spend management solution - where plastic meets platform. Our smart, spend control Corpay Mastercard® is built into an intuitive payments platform, built to transform the way businesses pay bills and manage spend.

Accountants and bookkeepers love Corpay One because of our flexible, infinitely customizable workflows that automate everyday processes, like approvals, expense coding and recurring transactions.

Here are all of the ways your firm can leverage Corpay One for your clients:

  • Bill Pay: Corpay One automates the bill pay process, enabling our customers to pay vendors by Check, ACH, Virtual Card and International Wire seamlessly. It’s free to send Check and ACH payments from a bank account - or fund these payments from a credit card and extend cash flow.
  • Corpay Mastercard®: Our no-annual-fee company card comes with built-in spend control, receipt matching and more. Plus, earn up to 1.5% in rebates and get unlimited cards for team members.
  • Reimbursements: Getting paid back for company purchases shouldn’t be a pain. Seamless receipt uploads with a mobile app for scanning on-the-go makes reimbursements easier. Pair Reimbursements with automated approval workflows and you can eliminate tedious back-and-forth.
  • Bi-directional Accounting System Sync: Bi-directional sync to QuickBooks Online, QuickBooks Desktop and Xero, for ease of data entry and accounting accuracy. Make it easier to record every payment and every payment detail.

Plus, we don’t charge user fees, client fees, subscription fees or extra fees for things like document scanning. We offer dedicated support for accountants and bookkeepers, with experts who work exclusively with teams like yours.

Get started today - for free!

Learn more about Corpay here.



Gold Sponsors


spnsr_fyleFyle is the new-age spend management software that provides businesses with real-time visibility into card spend, enhanced user experience, tight accounting integrations, and complete spend controls. All without switching from your existing card programs.

Learn more about Fyle here

spnsr_gruntworxGruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization by working directly with most tax software. GruntWorx is also backed by a free, best-in-class support staff, providing fast, accurate answers to customer questions. GruntWorx technology is affordable and easy to use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand off the “grunt work” of document organization and data entry to support staff. The bottom line for your firm is better profitability.

Learn more about GruntWorx here.


spnsr_mausMaus revolutionized the world of strategic planning with the release of the first digitized business planning tool 3 decades ago. Today, Maus leads the industry – providing an all-in-one platform for strategic, business, financial, and exit planning. Our award-winning innovative business management software is the roadmap that will guide your clients towards better strategies and practices, growing your advisory practice the way you have always envisioned.

Learn more about Maus here.


spnsr_rightnetworksRight Networks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make businesses more productive and more profitable.

Learn more about Right Networks here.


spnsr_routableRoutable’s friction-free accounts payable platform simplifies the payables process from receipt to settlement. You can email, scan, and upload bills into the Routable platform and pay out one or thousands of payments. Unlike other payment platforms, Routable’s modern, easy-to-use API allows you to build a powerful payments infrastructure in minutes. With integrations to QuickBooks, Xero and NetSuite, we offer an easy way to connect your accounting platform or ERP. Our real-time two-way sync keeps your accounting software up-to-date, making reconciliation a breeze. Founded in 2017, Routable is a Series B company with over $46 million in funding.

Learn more about Routable here.


spnsr_sage2Sage exists to knock down barriers so everyone can thrive, starting with the millions of small and mid-sized businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.

Learn more about Sage here.


spnsr_techguruWe are the IT Department for Accounting Firms. The right tools, seamlessly integrated and continuously supported, to help your accounting firm grow.

Learn more about Tech Guru here.


spnsr_tipaltiFor high-velocity businesses, Tipalti provides a comprehensive, multi-entity accounts payable solution that automates supplier payment processes. Tipalti customers typically wipe out 80% of their payables effort, enabling them to focus on more strategic areas of the business. They also improve compliance and financial controls, reducing risk and employing best practices needed to scale.

Every step in the payables process—including self-service onboarding and managing suppliers, processing and approving invoices, executing payments, and reconciliation—is fully self-contained and backed with integrated artificial intelligence and machine learning. Tipalti can make global payments to over 190 countries—using 120 currencies across six payment methods—in a matter of clicks. It's the ideal upgrade from other AP automation products.

Learn more about Tipalti here.

spnsr_zenworkTax1099 by Zenwork is an award-winning, IRS-authorized eFiling platform that offers robust, tax filing capabilities. The Tax1099 eFiling platform is designed to make tax information reporting for 10 and 9 series forms easy by bringing together tax knowledge and smart technology to provide superior compliance tools to businesses around the world. Tax1099 has simplified the chaotic tax process into 3 easy steps, with 10+ dynamic integrations, and 40+ information tax forms. Over 150,000+ businesses including accounting firms, payment processors, banks, financial institutions, gig economy platforms, and AP departments have streamlined their tax operations during filing season with Tax1099.

Learn more about Tax1099 by Zenwork here.


Silver Plus Sponsors



AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. AvidXchange’s software-as-a-service-based, end-to-end software and payment platform digitizes and automates the AP workflows for more than 8,000 businesses and it has made payments to more than 825,000 supplier customers of its buyers over the past five years.

Learn more about AvidXchange here.



Avalara, Inc. (NYSE: AVLR) is a leading provider of cloud-based tax compliance automation solutions. Avalara integrates with QuickBooks to provide accurate sales & use tax calculations and tax filing. Learn how to automate your sales tax compliance.

Learn more about Avalara here.



The easy, affordable 401(k) for small business. Guideline's full-service 401(k) plans make it easier and more affordable to offer employees the retirement benefits they deserve.

Learn more about Guideline here.



Nadapayments eliminates credit card processing fees for businesses with exciting programs. We provide an omni-channel system that allows businesses to accept payments on wireless terminals which are directly linked to our online gateway. We give businesses the ability to send invoices & payment links for billing and store customers & cards on file securely for installment plans with automatic recurring payments which give customers options on how to pay.

Learn more about Nadapayments here.



Noobeh’s QuickBooks on Azure servers are custom-built for your business with all of the software you require to succeed and grow your business. Compared to shared service platforms, it’s like having your own private beach instead of the public pool. Noobeh is part of the Mendelson Consulting family of businesses.

Learn more about Noobeh here



Shogo is the de facto standard for Point of Sale ("POS") and eCommerce accounting integration and automatically syncs your Sales details from your POS to your Accounting System every day. Stop wasting time manually entering then re-checking and reconciling your sales information. Basically: Shogo takes care of your daily sales accounting so you don’t need to.

Learn more about Shogo here.


Silver Sponsors


Business Solution Providers

Migrate distribution and general business companies from QuickBooks desktop and online to a full ERP solution: Acumatica ERP.

Learn more about Business Solution Providers here.



Voted The #1 Time Tracking App for the Construction Industry, busybusy’s mobile time tracking app will help your clients improve Time Tracking, Job Costing, and Safety Reports from each job site. busybusy is also fully integrated with Quickbooks Desktop and Quickbooks Online.

Our 90-day, 100% Money-back guarantee allows partners to recommend busybusy with confidence, knowing that their clients will never get stuck using software they don’t like. busybusy includes Employee and Supervisor Based Time Tracking, Equipment Tracking, Work Accomplished, Safety Scheduling, Daily Project Report, and Hundreds of ERP & Payroll Integrations. 

Learn more about busybusy here



Commerce Sync automates bookkeeping for over 13,000 businesses, connecting Clover, Square, Stripe, Vend / Lightspeed and Visa (Authorize.Net / Cybersource) sellers to QuickBooks Online, QuickBooks Desktop and Xero. With time saved and increased accuracy, we help sellers go back to what they do best - running their business.

Learn more about CommerceSync here



DoMore delivers Integrated Business Solutions with built-in CRM & Operations Management

The DoMore® Platform is designed and built by industry veterans Sam Saab and Randy Johnston to empower organizations with the ideal business solutions and the operational tools that they need to succeed. DoMore is currently deployed globally under various brand names and with specialized functionality and integrations to serve particular markets and industries. DoMore becomes your technology partner to deliver

  • Tailored and branded solutions that power your vision
  • Specialty OEM solutions for any vertical or industry
  • The option for full IP and source code ownership.

Learn more about DoMore here


ERC Pros

We partner with CPAs, accountants and bookkeepers to handle all things ERC related. 

Learn more bout ERC Pros here.


Finale Inventory

Finale Inventory is the top inventory management solution for applications involving high volume, multichannel eCommerce and warehouse management. Finale works with accounting systems, including QuickBooks Online, QuickBooks Desktop, and Xero, to track the financial impact of operations, including prepaid inventory, landed costs, builds & kitting, and COGS.

Learn more about Finale Inventory here.



Get More Done With Firm360. Save time and money with our all-in-one accounting practice management platform, and get the visibility you need into your team's activities. Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency. Save your firm time and money by replacing your current 5+ software solutions with one seamless experience. This all-in-one cloud-based platform is everything you need to get the job done!

Learn more about Firm360 here.



Icon works like a 401k plan but without the cost, complexity, risks, and administrative burden. As the leader in portable retirement, we’ve unified workplace savings, personal retirement, and portfolio management into a single, tax-advantaged solution. Our platform elevates and modernizes retirement savings plans for businesses, their employees, and 1099 workers.

Learn more about Icon here.



nettTracker: because consistency matters. In a world of ‘real-time’ accounting, large annual adjustments that affect months 1 and 12 are not helpful when producing reports. nettTracker offers a set of hands-free tools to help ensure the profit and loss report of a business contains monthly values that are consistent with expectations.

With nettTracker, you will save time calculating period-end adjustments for depreciation, prepaid expenses, accruals and deferred income. It will also save you time reconciling the balance sheet accounts for these adjustments. Enable the automation features and leave nettTracker to do the rest.

Learn more about nettTracker here.


Pacific ABS (Pathquest)

We are a "blended shore" outsourced accounting and software firm serving the US accounting market for over 14 years. We help firms increase staffing capacity, make the transformation from compliance to advisory services and implement efficient technology stacks and processes.

Learn more about Pathquest here.


Plan Guru

Budget, forecast, and provide insight with analytics in an affordable, easy-to-use app. With both QuickBooks Online & Desktop integrations, a fully custom 3-way forecast with KPIs is set up in minutes. Then with PlanGuru’s turn-key, yet flexible design you can quickly create unlimited scenarios that will help your clients make better, more insightful decisions. 

Learn more about Plan Guru here.



Ramp is a next-generation suite of finance management tools, business cards, and powerful insights that help save customers time and money.

Learn more about Ramp here.


Sandy Bay Partners

Sandy Bay Partners is the experienced and trusted authority sponsoring unique and thoughtful alternative investments and business strategies that are environmentally, socially and economically impactful. We manage and sponsor investment programs focused on private equity and real estate development. Working with the best-in-class landowners, legal and industry partners, we deliver market-leading, innovative programs for our clients.

Learn more about Sandy Bay Partners here.



TaxExact is a patent-pending, cloud-based 1040 verification and review solution that modernizes the review process. With an intuitive user experience and built in workflow, TaxExact improves efficiency and accuracy by independently verifying the results of a 1040 return and/or isolating errors and discrepancies. TaxExact also expedites the development of less experienced tax accountants, turning them into reviewers at an accelerated pace. No implementation or installation necessary.

Learn more about TaxExact here



Taxfyle specializes in domestic tax preparation outsourcing to its network of over 4,000 US-based CPAs and EAs.

Learn more about Taxfyle here.



QuickBooks’ Payment Processing with benefits! Enjoy a robust integration for all of your favorite payment methods: Credit Card, ACH, Real-Time Payments, Paper Checks and the upcoming platforms of the FedNow Service - Instant Payments and Request for Payment. Use a payment processor that will enhance your accounting experience with our Best in Class SecureQB Cloud®. We streamline your payment process through QuickBooks® Desktop or Online accounting solutions, real-time! Eliminate double or triple entry and say goodbye to recording mistakes- update payments in your Company's QuickBooks® file. Additionally, working through SecureQB Cloud® takes you out of the traditional office and can be used on a Mobile device or another computer not at your office!

Learn more about TodayPayments here.

Wholesale Payroll

WholesalePayroll increases your profits through simplicity, process, ownership & freedom. How? With payroll software designed to solve the real, ever-present, daily challenges facing professional providers; concurrent and historical editing functionality, easy migration from QBO, IOP and QB Desktop, e-filing amended forms, unlimited PTO polices, unlimited bank splits for employees, multiple bank payment accounts for employers, pay period, deduction pay rate policies (to name a few), customizable user roles and permission, white-label ready, and much much more. This platform is built by those in the trenches to solve for those in the trenches. We say, "Break the Loop"! What loop are we talking about? Might you think, "What possible cycle could I be stuck inside that I need to break the loop?" Our COO, Al Wagner, understood he was caught and didn't see it for himself either. Until Wagner looked into the industry itself and realized that ALL the payroll software providers were his biggest competitors! Visit us under the laser light show! Jump into our money booth to win BIG! We look forward to sharing time with you!!

Learn more about Wholesale Payroll here.

Topics: Finger on the Pulse


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