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87 Total Companies
The 4FP Agency was founded to connect clients with the financial planners that need them. We offer a range of services to financial planners ranging from five ways to improve a firm's Search Engine Marketing, compliant SaaS services, and proven consulting frameworks. With our Search Titan suite we have five solutions that make you #1 in search to get your prospects to find you in Google.4FP...
Accounting firms and financial services professionals count on Tech Advisors to be their complete resource for managing information technology (IT), cloud computing and cybersecurity defense and compliance. We can help you reach the next level in efficiency and security by PUTTING THE RIGHT TECHNOLOGY TO WORK for your firm. Tech Advisors provides accounting firms with a fully hosted and managed so...
LinkSquares is the leading AI-powered contract lifecycle management platform trusted by more than 1,000 customers, including DraftKings, ProPharma, Wayfair, and the Boston Celtics. LinkSquares' advanced AI engine is uniquely designed with a proprietary blend of predictive and generative AI, specifically trained to excel with legal documents. LinkSquares revolutionizes contract management by d...
NetDocuments is the leading cloud document management system (DMS) that provides a reliable and secure way to create, edit, store, locate, and collaborate on documents anywhere using any device, so you can stay focused on clients and outcomes. NetDocuments helps lawyers – individually and collectively – Work Inspired by delivering on promises, providing technology that gets out of their way so the...
re:Members' Association Management Software (AMS) solutions and/or our Chapter Performance solution helps associations streamline operations, make smarter decisions, and deliver exceptional member experiences.We provide powerful solutions that help our clients improve the world. Let us show you what’s possible with re:Members.
What is SecureSheet? Your Compensation Spreadsheet. Multiple Users. If you are looking for the easiest way to automate HR functions such as Merit Compensation | Bonus | Incentive | Performance | Mapping | Statements and more, you’ve found it! SecureSheet turns your spreadsheet into a secure, multi-user business application. Your entire process is managed from beginning to end with one, single, cen...
daitaGRC—a low-cost, cloud-based platform designed for CAEs ready to move beyond Excel. Our solution simplifies SOX compliance by replacing traditional Excel-based solutions with an intuitive system that facilitates audit, risk, and compliance management. With automated workflows and AI functionality, daitaGRC delivers the efficiency without the high price tag.
Sherman Consulting Services, Inc. is a full-service Managed Service Provider built to support your business. We offer complete IT and helpdesk solutions designed to support all aspects of your IT environment. We support CPA firms and the suite of tax software such as Wolters Kluwer CCH Axcess, Thompson Reuters Ultra Tax, Lacerte and others. Cyber security professionals with exceptional cutting...
CPACharge is proud to be selected by the Ohio Society of CPAs as your official member benefit provider for online payments. With CPACharge, you can easily accept credit, debit, and eCheck payments online or in your office. Together OSCPA and CPACharge are working to ensure your firm has the tools for success.
Founded in 1997, Heartland Payment Systems has grown to serve over 750,000 clients, providing exceptional service and innovative solutions tailored to the needs of small to midsized businesses with 1-750 employees. Our mission is to help businesses save time and money by offering comprehensive services in payroll, HR, hiring, time management, and payment processing.
Rightworks empowers accounting firms and businesses to significantly simplify operations and expand their value to clients via our award-winning, secure intelligent cloud and learning resources. Rightworks OneSpace, the only cloud platform purpose-built for the accounting and tax profession, is customizable and enables firms to develop their own unique tech stacks.Whether clients use QuickBooks De...
Automate your QuickBooks Online Finance Reporting in Excel! We help Accounting Firms, Outsourced CFO's & Advisors struggling with inflexible reporting refresh their finance data directly in Excel allowing them to build insightful, scalable reports more easily.
Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management modules.
Managing contracts and agreements can be a challenging process that, if overlooked, can hurt your bottom line and expose your company to undo risks. CobbleStone's contract management software increases efficiency and security with a web-enabled solution.
SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of...
Founded in 2012, Via pioneered the TransitTech category by using new technologies to power public mobility systems, optimizing networks of dynamic shuttles, buses, wheelchair accessible vehicles, school buses, and autonomous vehicles around the globe. Building the world’s most efficient, equitable, and sustainable transportation network for all riders — including those with limited mobility, those...
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...
For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. See why NetSuite is the #1 Cloud ERP. An AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twitter.