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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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Becker

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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ClearlyRated

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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Huddle

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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Star

Star 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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SurePrep

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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Xero

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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