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Strategic Partners

Click on the logo of one of our strategic partners below to learn more about how they can help your firm grow!
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For more than 60 years, there’s been one constant in the success of accounting professionals — Becker. We partner with a wide range of firms and corporations to provide the strategic advantage that comes from continued professional education (CPE) and provide unmatched support to those prepping for the CPA Exam. Get the support of a partner who understands what you’re trying to achieve as an individual, a team and a company.

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Botkeeper’s vision is to make accounting professionals exponentially more valuable to their clients through efficiency, precision, innovation, insights, and a transformational learning experience. We drive this vision forward by providing accounting firms with education, resources and tools to address artificial intelligence and machine learning to automate an intelligent bookkeeping solution that enables scale and maximizes human potential, allowing accountants to better service their clients and become more advisory.

Botkeeper represents the future of bookkeeping. Software that is exceptional at following rules and accounting policies consistently. Technology that can visually render unlimited reports, reconcile clients' accounts, categorizes transactions, and produce financial statements and will make adjustments to client books to ensure they’re tax-compliant.

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ClearlyRated is a leading provider of client satisfaction surveys and service quality research for accounting firms. We help you build reputation and protect revenue while generating credible, validated proof of your client service. The ClearlyRated Net Promoter Promoter® Score survey methodology is specifically designed to help accounting firms move from insight to action to revenue as efficiently as possible. If you’re ready for a data-backed approach to client service and growth, ClearlyRated can help.

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Digilence helps accounting firms of any size, automate and transform with an all-in-one, subscription-based solution that makes digitization simple and affordable.

The Digilence Cloud helps firms of all sizes achieve better ROI and a broader transformation very quickly with a growing list of automation products across tax, audit, compliance, lending, investments, advisory, and back-office functions in finance. On average, our customers achieve digitization ten times (10X) faster with at least 400% higher ROI when compared to alternatives.

Digilence is changing the game by productizing and democratizing cognitive automation technology for the broad financial industry. They combine best-of-breed hosted AI, ML, Automation, and Intelligent Document Processing (IDP) into a single cloud-based platform called the Digilence Cloud. By packaging and training the platform on industry-wide manual processes, Digilence powers a suite of SaaS products that makes digitization more accessible, accurate and affordable for the entire profession.

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Huddle is the accountancy industry’s most trusted collaboration and client portal solution, and offers a more secure and intuitive way to manage complex engagements across member firms, and with clients. From the collection of client files, and controlling document revisions, through to managing stakeholder feedback, tasks, and approvals, Huddle keeps your teams, and your clients, focused on the work that matters. Improving productivity, increasing security, and delivering a more engaging and collaborative experience for teams and clients, Huddle will bring together the people, files, and activity related to your engagement in a secure, auditable, cloud-based Workspace. It’s easy to use for you and your clients, and ensures activity is always synchronized to the latest file versions and tasks.

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Intapp powers connected firms. Trusted by more than 1,600 of the world's top legal, investment banking, private capital, accounting and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making and fuel success. Our products and services span the entire engagement lifecycle - from strategy through origination and execution - to drive optimal outcomes. For more information, visit

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IRIS Star Practice Management

Iris Star Practice Management leads the market with the most innovative, functionally rich and technically advanced Practice Management software for CPA firms available today.

Accounting firms and a variety of other professional services organizations of all sizes, worldwide, use Star's software to help run their businesses. These include regional and national offices of the Big 4 global practices and many members of the main international associations, including Moore.

Star has specialized in the development and supply of Practice Management solutions to medium and larger firms in the UK and Europe since 1973 and has also built an established presence in the US market since 2003, now with over 30 of the Top 100 CPA firms as clients. Star Americas LLC is part of Iris Software Group.

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LeaseCrunch, the easiest lease accounting software on the market, is a comprehensive, cloud-based solution. LeaseCrunch helps organizations implement the new lease accounting standards, ASC 842, GASB 87, GASB 96, and IFRS 16.  A simple but powerful tool, LeaseCrunch significantly reduces the time needed to transition, account for, and maintain leases.

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Right Networks

Right Networks brings together best-in-class accounting technology, data sharing, productivity tools, guidance and support. Grow faster, be more profitable and productive and become an indispensable part of your clients' futures.

Portfolio of solutions for firms:

  • QuickBooks Cloud Hosting - Right Networks transforms the QuickBooks Desktop application you know and love into a cloud-based application with the reliability, security and 24/7 support benefits that comes with it.
  • Tax Applications Cloud Hosting - Hosted Intuit Lacerte, ProSeries or Drake tax applications.
  • Firm Outsourced IT Managed Services - If you are looking for a turn-key outsourced IT managed service - we offer Right Networks Cloud Premier, a holistic approach to managing accounting firm technology. From delivering a highly secure cloud protal for firm members to managing desktop workstations, our award-winning solution has it all.
  • Productivity Tools - QuickBooks, O365, PDF solutions or accounting automation like Transaction Pro that saves countless hours importing, exporting or deleting QuickBooks files.

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. 

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit to learn more about our digital solutions.

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SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by over 20,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service.

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Xe, which is a part of the Euronet (NASDAQ:EEFT) family, are a global provider in international payments and foreign exchange risk management. For over 25 years, Xe has been the trusted currency authority, and helps clients to reduce the cost of sending money internationally by providing a personalized service and preferential rate of exchange on their cross-border transactions.

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Xero is a leading cloud-based accounting platform for businesses with 2.45 million subscribers globally. Through Xero, business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 800 third-party apps and 200+ connections to banks and other financial partners. Helping advisors strengthen trusted relationships with business clients through online collaboration. In 2020, Xero was included in the Bloomberg Gender-Equality Index and recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

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