Platinum Sponsors

Scaling New Heights 2018 Sponsors

CloudRunner simplifies enterprise security and password management technologies to enable business owners to manage their users and applications for their …

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employees and clients with no IT or software development skills required.  CloudRunner provides all this nestled in a familiar and user-friendly collaborative work environment accessed with a single password.

cloudrunner.com

Scaling New Heights 2018 Sponsors

Right Networks gets your current accounting-based desktop and legacy applications into the cloud, so it’s easier—and more secure—to share sensitive documents and …

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data with your clients. This new flexibility allows you to cost-effectively grow your business and even reach new geographies. We know your reputation is on the line, so go with a solution that is backed by Intuit.

rightnetworks.com

Diamond Sponsors

Scaling New Heights 2018 Sponsors

As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and …

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accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions includes hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT.

Headquartered in San Diego, California, and backed by private investment with Providence Equity, AbacusNext delivers products and services to over 500,000 businesses worldwide.

AbacusNext.com

Scaling New Heights 2018 Sponsors

BQE Software, the maker of BQE Core®, is trusted by more than 400,000 professionals worldwide. BQE Core uses automation and …

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artificial intelligence to centralize and streamline the way accounting professionals and their clients enter and use information for business intelligence, time and expenses, billing, project management, and accounting. This gives them the speed and insight necessary to rapidly make informed decisions, increase productivity, and grow profits. Backed by award-winning specialists and featuring integrations with QuickBooks Online, MYOB AccountRight, and Xero, Core is the complete solution for professional service firms looking to get ahead with the latest technology.

bqe.com

Scaling New Heights 2018 Sponsors

Expensify makes expense reports that don’t suck! As the only receipt and expense management partner of CPA.com, Expensify is …

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the industry leader in expense management with an app designed for both the accountant and the end user.

Employees simply take a picture of their receipts using the Expensify mobile app, and Expensify’s patented SmartScan technology transcribes the details onto an expense report. Reports can be set to automatically submit at your desired frequency, and even auto-approved and reimbursed if they fall within expense policy guidelines. Throw in corporate card reconciliation, auto-categorization, sophisticated expense policy enforcement, delegated account access for accountants, and duplicate detection and its clear why Expensify is the leading choice for accountants and businesses around the world.

In addition to supporting connections with practically every accounting and payroll package out there, Expensify also offers automated two-way integrations with Quickbooks Desktop, Quickbooks Online, Xero, Bill.com, NetSuite, Intacct, FinancialForce, Zenefits, and countless other services. This comprehensive list of integrations gives you the flexibility and confidence to know that no matter what software your clients are using, Expensify is the right choice to manage their expenses.

use.expensify.com

Scaling New Heights 2018 Sponsors

Method specializes in CRM for QuickBooks. With a 5-star rating on Intuit Apps.com and Google Apps Marketplace, Method is …

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the top-rated CRM for QuickBooks.  Customers love Method because we eliminate double data entry by syncing with QuickBooks in real-time, and because Method is fully customizable.  When you customize your CRM to your unique business needs, you get a system that’s just for you.  Customization is easy using drag and drop tools. No programming required!  The best part is SMBs get these Enterprise Benefits at Small Business Prices.

Method.me

Scaling New Heights 2018 Sponsors

The Neat Company provides a SaaS bookkeeping automation solution that facilitates interaction and integration between firms and … 

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their clients.  The solution is designed to automate manual tasks such as expense intake and integrates with QuickBooks Online and Desktop editions.

neat.com

Scaling New Heights 2018 Sponsors

Patriot Software provides fast, simple, and affordable accounting and payroll software.  As an Accountant, CPA or …

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Bookkeeper, you can earn more revenue when you join our Royalty Program.  Process payroll for your clients as a Certified Advisor for only $10/ client/month and $.50 per employee. Accounting is $6.25/ client/month. There is no charge to sign up.

patriotsoftware.com

Scaling New Heights 2018 Sponsors

SmartVault makes it easy to collect, manage, and share your firm and client documents with a single, integrated document management and …

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client portal solution. Built from the ground-up for accountants, SmartVault helps speed up and simplify your workflow with anytime, anywhere access to documents. Start your free 30-day trial!

smartvault.com

Scaling New Heights 2018 Sponsors

Every .75 seconds, somewhere in the world, an employee clocks in using TSheets time tracking and scheduling software. Thousands of …

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companies in over 100 countries trust our online timesheet and scheduling technology. Employees track time using a computer, mobile phone, GPS-enabled apps, text, dial in and more—with clock in / out punch card or manual timesheet flexibility. This adds up to make TSheets the #1 employee rated and requested time tracking and scheduling software on the planet.

tsheets.com

Gold Sponsors

Scaling New Heights 2018 Sponsors

Powerful, easy to use, and affordable inventory software that empowers distributors and …

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online retailers to manage inventory, sales, order fulfillment, and purchasing in real-time; accelerate operations company-wide; and make better decisions to grow – all in one system.

acctivate.com

Scaling New Heights 2018 Sponsors

You do more than accounting. We do more than payroll. Companies of all types and …

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sizes around the world rely on ADP®’s cloud software and expert insights to help unlock the potential of their people. HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce.

ADP® offers accounting professionals’ data insights and flexible partnership options to help increase revenue for your firm, along with anytime access to authorized client data, a seamless general ledger interface and complimentary practice tools with our award-winning cloud solution Accountant ConnectSM

adp.com/accountant

Scaling New Heights 2018 Sponsors

Bill.com is the leading business payments company helping over 2M members process …

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$36 billion in payments annually. Bill.com saves companies over 50% of the time typically spent on financial back-office operations by automating end-to-end processes. Bill.com helps businesses connect and do business by tying together finance and accounting programs, banks, customers, vendors, accounting professionals, and documents. The company is the choice of 3 of the top 10 U.S. banks; leading accounting software providers QuickBooks Online and Xero; and over 50 percent of the top 100 accounting firms. It is the only business payments solution endorsed by the American Institute of CPAs (AICPA). The recipient of more than 70 awards, Bill.com proudly received multiple PC Magazine’s Editor’s Choice Awards and CEO René Lacerte was recently recognized as an E&Y Entrepreneur of the Year.

bill.com

Scaling New Heights 2018 Sponsors

Botkeeper – the world’s first robotic bookkeeper, bringing businesses into the future with …

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automated bookkeeping.

botkeeper.com

Scaling New Heights 2018 Sponsors

The Canon imageFORMULA scanner line offers high image quality, leveraging years of …

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excellence in developing high-precision optic technologies. They offer the kind of high-performance features that make converting paper to electronic documents easier, such as high-speeds, compact designs, and flexible configuration options.  Canon imageFORMULA scanners enable businesses to improve costs, efficiencies, management, and compliance related to capturing, storing and sharing information.

usa.canon.com/internet/portal/us/home

Scaling New Heights 2018 Sponsors

Experience the simpler way to work with Citrix ShareFile. Quickly exchange …

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QuickBooks files, monthly statements, tax returns, and more in a professional client portal. Us the Request Lists feature to securely share, exchange, and even track the status of your PBC (Provided by Client) lists during audits. Send forms for signature with the click of your mouse. Organize client data with templates and processes designed for accountants. We’ll even custom brand your client’s portal, so your clients see your logo not ours. Accountants were among our first customers, and we’ve continued to design ShareFile with your needs in mind. That may explain how we earned a 5-star rating from CPAPracticeAdvisor.com and why more than 17,000 accounting firms trust ShareFile.

sharefile.com

Scaling New Heights 2018 Sponsors

The Corelytics Advisor Network Team works with Advisors to deepen recurring client …

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relationships, open new doors, and gain more insight about your portfolio faster.  Stop by our booth to learn ways to add a new line of business to your practice. We’ll show you how to activate clients with monthly connections, trend insights, predictions, and benchmarking data found nowhere else — all easily obtained through an accounting system connection and no data entry. Our connections to QuickBooks and QuickBooks Online streamline your client reviews.  Come to our table and grab a Roadmap to Client Opportunities and advisor testimonials.  *Grand Prize Winner of the Intuit App of the Year, 2011*

Corelytics.com

Scaling New Heights 2018 Sponsors

CorpNet is the smartest, most affordable, reliable, and convenient way to start …

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a business and ensure good standing and corporate compliance. We will prepare and file the paperwork needed to start your business in any state, then we will monitor your business and alert you about upcoming business filing due dates.

corpnet.com

Scaling New Heights 2018 Sponsors

Efile4Biz.com is a leading IRS-authorized e-file provider, offering you the best value in …

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online 1099 and W-2 e-filing services.  As an industry leader and pioneer, we’ve made online processing of 1099s and W-2s more convenient and economical than paper forms and installed software.  We offer comprehensive processing of tax information forms, including printing, mailing, and optional electronic delivery to your recipients, and electronic filing with the IRS and SSA.  Features include multi-payer setup, Excel, QuickBooks, and other API integration tools for uploading data, and best-in-class security. Our customers choose us because our service is quick, easy, cost-effective, reliable, and secure.

efile4biz.com

Scaling New Heights 2018 Sponsors

For QuickBooks users, the flexible combination of QuickBooks and Fishbowl can …

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grow along with your company. Fishbowl Manufacturing® and Fishbowl Warehouse® are available directly from Fishbowl and from a growing network of partners throughout the United States, Canada, and Australia.

fishbowlinventory.com

Scaling New Heights 2018 Sponsors

Flight is a software program that allows you to know today what’s happening tomorrow …

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with the combination of the activity feed and the cast flow calendar. Some kep features in Flight’s activity feed include an anomaly detector, communication hub, and historical timeline.

The cash flow calendar analyzes past transactions and predicts your upcoming cast flow automatically. Together these tow tolls allow you to analyze key financial information with just the click of a button.

Getflight.com

Scaling New Heights 2018 Sponsors

Hubdoc auto-fetches your key financial docs. Say goodbye to chasing documents and …

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data entry and say hello to increased productivity and automation.  Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in QuickBooks Online and Xero with key data inputted and source documents attached.

hubdoc.com

Scaling New Heights 2018 Sponsors

We replace complicated manual processes with automated digital solutions to …

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increase services, revenue and profit in less time.

morereporting.com

Scaling New Heights 2018 Sponsors

Contracts, compliance, payments – all in one. Win more clients, do less admin, boost cash flow …

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and scale your business with practice ignition. 

Practiceignition.com

Scaling New Heights 2018 Sponsors

Check printing software for QuickBooks Desktop and QuickBooks Online. Easily add …

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signatures and add check approval for QuickBooks Online. Smooth transition to electronic payments from printing checks.

wellspringsoftware.com

Scaling New Heights 2018 Sponsors

Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting and …

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bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the value of bookkeeping and real-time accounting.

receipt-bank.com

Scaling New Heights 2018 Sponsors

Built from a partnership between a business owner and a developer, SalesPad knows …

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ERP. It’s why we exist, and why more than 15,000 people trust SalesPad to manage their distribution operations. We believe that inventory is the lifeblood of a business, which is why we empower businesses by providing them 100% visibility into their inventory management process. We work alongside existing accounting platforms like Quickbooks to deliver meaningful customer data without compromising the security of core financials.

salespad.net

Scaling New Heights 2018 Sponsors

Fujitsu is an established leader in the document imaging market, featuring …

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state-of-the-art scanning solutions.  These scanners deliver speed, image quality, and superior paper handling to optimize business processes. If you’re looking for a small and simple scanning solution, our ScanSnap mobile scanners bring productivity and efficient to the compact size for convenient travel use and affordability. Check out our ScanSnap iX series scanners that come with built-in Wi-Fi, duplex multi-sheet scanning and has dramatically improved speed and image quality for best-in class performance.

scansnap.fujitsu.com

Scaling New Heights 2018 Sponsors

Inventory, order management, and manufacturing for QuickBooks Online.

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Scaling New Heights 2018 Sponsors

Easy time tracking. For faster QuickBooks billing and payroll. Works with …

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customers, jobs, projects, service items, payroll items, and classes! Time Tracker connects seamlessly with QuickBooks Desktop and QuickBooks Online. With Time Tracker, you can track time from anywhere, approve your employee timesheets, and sync to QuickBooks for billing & payroll. You’ll spend less time hunting down employee timesheets and you’ll be able to quickly create invoices and process payroll in QuickBooks. It’s simple to setup and easy to use.

ebillity.com

Silver Plus Sponsors

Scaling New Heights 2018 Sponsors

Aero Workflow is designed for accountants by accountants.  It provides the tools you … 

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need to run your firm proactively, creating a scalable, efficient firm.

aeroworkflow.com

Scaling New Heights 2018 Sponsors

AutoEntry is an intelligent cloud-based solution which eliminates manual data entry … 

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for accountants, bookkeepers, and small businesses. Available as a web or mobile app. AutoEntry captures and analyzes data from scanned and photographed bills, receipts, invoices, back and card statements and more. The data is securely input into your accounting software or lets you download as excel or a csv file.

autoentry.com

Scaling New Heights 2018 Sponsors

Avalara helps businesses of all sizes achieve compliance with transactional taxes,

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including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. Avalara’s Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world.

Avalara offers more than 500 hundred pre-built connectors into leading accounting, ERP, ecommerce and other business applications making the integration of tax and compliance solutions easy for customers. Each year, the company processes billions of indirect tax transactions for customers and users, files more than a million tax returns and other compliance documents.

A privately held company, Avalara’s venture capital investors include Sageview Capital, Battery Ventures, Warburg Pincus, Technology Crossover Ventures, Arthur Ventures, and other institutional and individual investors. Avalara’s headquarters are in Seattle, WA and it has offices across the U.S. and in London and Brighton, UK; Brussels, Belgium; São Paulo, Brazil; and Pune, India.

avalara.com

Scaling New Heights 2018 Sponsors

In 2008, Corrigo partnered with Intuit Field Service Management (IFSM), a cloud …

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hosted, SaaS solution. IFSM automates tasks for service providers and their employees. It provides online work order creation, scheduling, dispatching, invoicing, collections, and mobile communication. IFSM integrates with all versions of QuickBooks.

quickbooks.corrigo.com

Scaling New Heights 2018 Sponsors

Deputy is the cloud-based workforce management solution that makes it easy to …

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schedule employees, manage time and attendance, track performance, and improve workplace communication. We help protect your business in case of audits and disputes and avoid non-compliance with labor laws.

With dedicated apps for iOS and Android, Deputy empowers a world of mobility, integrates with leading business software, transforms the way businesses operate, saving time and optimizing resources.

Our solution is currently used in retail, hospitality, food service, construction, education, and many more. Follow is on social media @DeputyApp

deputy.com

Scaling New Heights 2018 Sponsors

GoToMyERP is an international leader in fully managed cloud hosting …

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specializing in QuickBooks, Sage, SAP and all related 3rd Party Integrations. gotomyerp cares for each customer by providing them their own private network and computing resources, nothing shared, ever. Their global support and infrastructure allows customers from micro to enterprise, everything just works. GoMobile, GoGlobal, GoToMyERP.

gotomyerp.com

Scaling New Heights 2018 Sponsors

LivePlan is a business planning and management software toolset.  Together, with … 

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the LivePlan Method advisory business process, it is the perfect platform for accountants to offer scalable advisory services to their clients.

liveplan.com

Scaling New Heights 2018 Sponsors

Qvinci Software is the leader in providing automated cloud-based financial data … 

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consolidation, reporting, business intelligence, and workflow management solutions to accounting firms that use QuickBooks®, Xero®, MYOB®, or Excel®. We are the #1 rated reporting app in the Intuit App Store and are ProAdvisor recommended. By automating the gathering, syncing, and mapping of financial data from disparate sources, Qvinci delivers the multi-period reporting and actionable data needed to proficiently monitor and compare the performance of single and multi-unit organizations.

accountants.qvinci.com

Scaling New Heights 2018 Sponsors

Recur360 was developed by Out Of The Box Technology to provide a simple platform …

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for Recurring Invoicing, Credit Card, and ACH Payments along with Automated Emailing, Reminders, and Collection Notices for small to medium sized businesses.  Recur360 was built for:

  • Service Brands with recurring weekly/monthly/annual invoicing and payments
  • Membership / Club brands with monthly dues or subscription fees
  • Rental or Property Management brands with recurring rental/leasing fees

Recur360.com

Scaling New Heights 2018 Sponsors

Spotlight Reporting is an award-winning cloud-based software, offering …

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a great range of comprehensive management reports, fully customizable dashboards, three-way forecasting, and franchise reporting. Spotlight tools deliver clarity for better decision-making and allow accountants to expand their service options, revenue, and client satisfaction. Free 28-day trial available.

Spotlightreporting.com

Scaling New Heights 2018 Sponsors

TrueCommerce revolutionizes trading partner connectivity, visibility, and …

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collaboration by linking suppliers, retail hubs, and end consumers in one global commerce network. With our flexible, integrated and fully managed service solutions, customers of any size can easily connect and collaborate with any trading partner while enjoying the peace of mind of a proven service platform that reliably handles
hundreds of millions of transactions annually without the need for any customer interaction. From the factory to the warehouse, from distributor to retail storefront, achieve new levels of business connectivity and performance with the world’s most complete commerce network.

truecommerce.com

Silver Sponsors

Scaling New Heights 2018 Sponsors

Guaranteed Lowest Prices In The Nation On Business Checks, Deposit Tickets & …

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CHECKSFORLESS.COM is one of the best-known online brands for providing small businesses with laser and manual business checks, deposit tickets, and other business banking supply needs. Compare our prices to Intuit & Deluxe and save your clients over 40% on Quickbooks compatible laser checks & deposit tickets. CHECKSFORLESS.COM Affiliate Advantage helps you earn a 15% commission on a wide variety of qualifying products. The best part is you don’t have to take their order! Just simply refer your clients to us, and we’ll take it from there.

Checksforless.com

Scaling New Heights 2018 Sponsors

Client Hub is a client experience platform for accounting professionals.  We offer …

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accounting professionals a branded web-based solution that allows their clients (and their staff) to access and launch cloud-based applications; share resources such as training materials, payrolls forms, procedure documents, etc.; and communicate openly with the option to request items from clients and track when (or if) they have been resolved.

Clienthub.me

Scaling New Heights 2018 Sponsors

For field service and construction companies who want to get rid of paper time …

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sheets, ClockShark is the GPS time tracking and scheduling app that’s both powerful and easy to use.

ClockShark’s GPS mobile app lets you track time, schedule employees, view employee locations, and categorize job costs in a central web-based dashboard. You can see everything in real time. ClockShark makes your payroll painless and accurate. It also makes getting shedules to employees in the field fast and easy.

clockshark.com

Scaling New Heights 2018 Sponsors

DiCentral provides turn-key Cloud based B2Bi Managed Services, which allow …

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QuickBooks users to connect and exchange critical business documents with their trading partners. The core components of the Managed Services offering include ERP integration, Secure B2B Communications, Data Transformation, Business Rule Analytics, Inventory Management, and Trading Partner Community Management. Founded in 2000, DiCentral is headquartered in Houston, Texas, with 10 offices worldwide supporting customers in over 27 countries.

dicentral.com

Scaling New Heights 2018 Sponsors

GruntWorx is a 1040 tax automation technology to help tax preparers increase … 

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overall productivity and profitability by providing a secure, web-based application that automates the tasks of organizing and populating tax data.

gruntworx.com

Scaling New Heights 2018 Sponsors

The Landy Insurance Agency developed the first Professional Liability insurance … 

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program specifically for Accounting professionals in 1962, and we possess a level of experience and expertise that is unmatched in the insurance industry. Coverage features are expansive and innovative for sole practitioners to large firms.

landy.com

Scaling New Heights 2018 Sponsors

Live Oak Bank was founded in 2008 with one goal; provide loans to …

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independent business people in niche industries. Our Accounting and Tax Team is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions.  We are a lending partner with a consultative approach, not only around your financing, but also on data-driven practice perspectives to help you enhance firm value. Live Oak aligns your strategies with capital.  Our extensive financing options can help fund mergers and acquisitions, successions, recruitment, working capital, commercial real estate and other business financing needs. Contact our team for more information.

liveoakbank.com/small-business-loans/accounting-and-tax-firms

Scaling New Heights 2018 Sponsors

PlanGuru helps thousands of businesses, nonprofits, and their advisors …

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drive better decision making through budgeting, forecasting, & performance review. Build intelligent, dynamic, financial forecasts.

planguru.com

Scaling New Heights 2018 Sponsors

QB Express is customized training solutions designed to fit your needs.  Seminars, onsite

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training, training via the internet, troubleshooting over the phone and much more. Our QuickBooks training is a compilation of the most efficient processes available to complete the task of bookkeeping using QuickBooks.

qbexpress.com

Scaling New Heights 2018 Sponsors

QBO Hero provides data conversion services from numerous accounting software … 

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platforms such as converting from Xero, Sage, QuickBooks Desktop, etc. to QuickBooks Online. In addition, we offer QuickBooks Online and other software application solutions. QBO Hero has successfully completed hundreds of conversions over the past 3 years for many firms. Come visit us to discuss how we can help you accelerate your firm into the future.

qbohero.com

Scaling New Heights 2018 Sponsors

Qbox is one of the fastest growing QuickBooks (desktop) real-time collaboration … 

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resources, providing a simple, affordable and secure way to share files with an unlimited number of remote users. Many people are moving their accounting to the cloud choosing between a hosted option or a SaaS solution. However, not everyone is ready to make that transition and in some cases, prefer a solution that would utilize the best of the cloud to simplify sharing their desktop files. Find out why a growing number of Accountants, Bookkeepers and Business Owners are choosing Qbox as their preferred resource for sharing their QuickBooks files.

qboxplus.com

Scaling New Heights 2018 Sponsors

Great peace of mind knowing that your important financial data is backed up. Rewind …

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automatically backs up your data from QuickBooks Online into the secure Rewind Vault™, allowing you to access all your backups and rewind any unwanted changes. Rewind is also available for Shopify and BigCommerce.

rewind.io

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