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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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Aiwyn

Aiwyn helps top-ranked professional services firms revolutionize their work-to-cash cycle, resulting in faster cash flow firm-wide, more productive and fulfilled professionals, and a superior client experience.

With Aiwyn's Intelligence-Based Billing platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise.

Benefits of Aiwyn to accounting and law firms firms: partners can save time, bill faster, and shed administrative headaches; finance leaders can reduce days-in-WIP and days-in-AR, speed up client payments, and smooth out cash flow; executives can better protect financial health with predictive insights and controls, and improve their firm reputation by offering best-in-class experiences to clients.


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Avalara

Partner with Avalara to build your 21st century indirect tax practice.
 

Avalaras accountant solutions are designed to help address your clients’ increasingly complex tax compliance needs. Work with Avalara the way that best aligns with your practice, from referral partnership to using our portfolio of solutions purpose-built for accountants to directly support your clients.

  • Expand services and establish a new, recurring revenue model for your practice​
  • Diversify revenue streams while meeting client expectations through Avalara’s technology
  • ​Access trusted tax research to confidently advise clients and maintain compliance
  • Grow your practice with new service offerings without expanding your headcount
  • Save time, reduce risk, and improve margins by automating manual compliance processes

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Becker

Becker is a global leader in CPA Exam Review & continuing professional education driving student success for over 60 years in various fields such as Accounting and Finance.
 

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clearlyrated

ClearlyRated helps you find the best Staffing, Accounting, Legal, HR, and other B2B service providers near you through verified ratings from real clients.
 

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Dayshape

Dayshape is an AI-powered planning and scheduling platform developed specifically for accounting firms. With over 30,000 global users across 20 countries, including two of the Big Four, Dayshape is leading the way in resource and engagement management software innovation.
 

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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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Intapp

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 intapp.com.

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LEASECrunch

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

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 safesend.com to learn more about our digital solutions.

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Suralink

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. 

The company’s cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its industry expertise, helps more than 650 clients worldwide ensure security, simplicity, transparency, and accountability throughout the document exchange process. 

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Trullion

Trullion provides world-leading AI-powered accounting software to minimize risk, enhance compliance, and increase efficiency. 

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