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Exhibitors

 


Premier Exhibitors

Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals.

Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. Mint.com provides a fresh, easy and intelligent way for people to manage their money, while Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants.

Founded in 1983, Intuit had revenue of $4.5 billion in its fiscal year 2014. The company has approximately 8,000 employees with major offices in the United States, Canada, the United Kingdom, India and other locations. More information can be found at www.intuit.com.

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Solutions14 Mobile App Sponsor

For over 25 years, Sage customers-from start-ups to complex multi-divisional organizations have trusted our software to help run their businesses. Sage offers a choice of flexible, scalable, integrated solutions to manage anything from one aspect of their business software needs to complete solutions linking back and front office operations.

Sage Accountants Network is a program of product solutions, support, and benefits for accountants and bookkeepers who support Sage products and seek to better manage their practice. At Sage we recognize the work you do, providing top notch business and financial services to our mutual clients, and we've created this program to support your firm.

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Xero is beautifully designed online accounting and payroll software for small businesses and their advisors. See real-time financials with an online accounting system that features automated bank feeds, invoicing, sales tax, expense claims, fixed assets, multi-currency, comprehensive reporting and more. Xero makes it easy for advisors to collaborate with their clients online anywhere at anytime. More than 250,000 people in over 100 countries around the world use Xero. Find out why at www.xero.com.

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CPA Practice Advisor (formerly The CPA Technology Advisor) covers today's technology for tomorrow's firm. Our mission is to serve, inform, educate and lead tax and accounting professionals in the areas of technology, workflow systems and best practices so firms can become more efficient, productive and profitable.

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Ruby Exhibitors

BigTime Software, Inc. is a leading provider of pro-level time and billing tools for professional services firms and a market leader in QuickBooks integration. Its next-generation mobile app, BigTime Mobile, was named a 2014 Awesome App and is available for both iPhone and Android users. http://www.bigtime.net

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Get above the Cloud with SKYLINE Cloud Services. Access the software and data you use every day from anywhere, safely and securely. http://www.skylinecloudservices.com/about-us/capabilities/

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Jade Exhibitors

CPA.com, a subsidiary of the AICPA, provides best-in-class client-focused business solutions to support accounting professionals.  Its Trusted Business Advisor Solutions are cloud-based tools that enable accounting firms to build more collaborative and strategic relationships with their business clients or employers. For more information, visit www.cpa.com, the leading e-commerce site for the accounting profession.

XCM Solutions through CPA.com
XCM is a web-based workflow management solution that automates and standardizes workflow processes across the entire firm, in all departments, including A&A, tax, consulting, and HR. Whether you’re a sole practitioner, small, mid-size or large firm, XCM works with your firm’s unique processes to increase efficiency, productivity and profitability. Offered through the Trusted Business Advisor Solutions program from CPA.com. Learn more at www.cpa.com/XCM

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Free Admission Workshop Ticket

Expensify does "Expense Reports that Don't Suck!" Managing a company's expenses has never been simpler. Our automatic bank and credit card import, receipt image capture & SmartScan transcription, corporate card reconciliation, automatically generated eReceipts and industry leading product design makes the client happy and the accountant's life easy. Add that to our integrations with Xero, Quickbooks, Sage, and Bill.com, and it's easy to see why Expensify is the leader in SMB expense management.

 

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Clyde

Method's SaaS solution simplifies the unique way every small business gets work done. Our platform makes getting work done easier by integrating our flagship CRM app with QuickBooks and numerous other customizable Method apps, which become made for you through simple drag and drop tools. Try it free: www.method.me

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Amber Exhibitors

ACCTivate! Inventory & Distribution Management Software seamlessly integrates with QuickBooks® and Intacct® financial management solutions enabling companies to gain control of their business and manage inventory, manufacturing, credit, customer service and more – all delivered in an interactive interface complete with robust reporting and a dashboard for turning data into information. ACCTivate! provides advanced inventory management, warehousing, purchasing, barcoding & mobile, CRM, sales order management, picking and shipping, eCommerce integration, comprehensive multi-currency capabilities, service management, decision support tools, a customizable dashboard, over 100 standard reports and documents and custom reporting powered by Crystal Reports®. Discover ACCTivate! at http://www.acctivate.com.

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iPad Mini

Avalara is the leader in sales tax automation for businesses of any size. Our SaaS offering provides the most complete set of transaction tax compliance services available, including tax calculation, exemption certificate management, returns processing and 1099 filing and reporting. Avalara was founded in 2004 and has been recognized as one of the fastest growing companies in America.

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iPad

Bill.com is the home of the fastest-growing business payments network, enabling nearly 200,000 users to pay and get paid millions of bills worth billions of dollars. The Bill.com Business Payments Network brings small-to-medium businesses simple online bill payment, custom invoicing services, unlimited document storage, workflow collaboration, and the ability to access their back office from anywhere via any mobile device. Bill.com’s services easily sync to a users’ accounting software and online bank accounts.

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Solo2 Headphones from Beats

BillZoom is designed to put incoming invoices in their place - removing data entry, helping you reconcile delivery slips and invoices, simplifying the approval / rejection process, providing real-time job costing and then, exporting everything directly into your existing accounting system. If you are a company that processes more than 500 incoming invoices per month, or if you have customers that do, BillZoom will improve your margins and simplify your accounting and bookkeeping work. Learn more about BillZoom at www.billzoom.com.

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BQE Software develops innovative practice management software for professional services firms. Its products, including BQE BillQuick®, BQE ArchiOffice® and BQE EngineerOffice®, simplify the way firms enter and use information for time tracking, billing and project management. This allows them to make informed decisions faster, improve productivity and increase performance. With more than 250,000 users worldwide, BQE is trusted by leading accountants, architects, attorneys, engineers, IT specialists and business consultants.

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iPhone 6

Grand Prize Passport
1 Year Subscription to BQE

Chetu Inc is a 14-year old software development provider with a growing team of over 800 skilled engineers, with a unique delivery model that blends an onsite / offsite team in a setting that fits customer's budget, yet does not compromise on local and real time collaboration. Chetu also excels in providing industry specific and niche technology solutions, be it Healthcare, Retail, Finance, Gaming, Hospitality, E-Learning, and others. Chetu’s services include process and systems design, package implementation, custom development, business intelligence and reporting, systems integration, as well as testing, maintenance and support. Chetu's expertise spans across the entire IT spectrum.

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Cloud9 Real Time is an Accredited Managed Service Provider delivering dynamic Cloud Solutions for Anytime, Anywhere access. Licensed by both Intuit & Sage for Commercial Hosting and offering a customized, privately labeled all-in-one virtual office solution. Awarded the 2013 Sleeter Awesome App, Cloud9 provides clients a secure and private cloud solution giving users access to their Applications, Data and Exchange services in one central location. Cloud9 Real Time offers QuickBooks hosting and custom virtual server creation.

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Concur – recipient of the 2012 Sleeter Awesome App Award - is a leading provider of integrated travel and expense management solutions. Concur's easy-to-use solutions help companies and their employees control costs and save time – and even integrate with QuickBooks and other accounting systems. Concur's systems adapt to individual employee preferences, and scale to meet the needs of companies from small to large. Concur helps ensure that corporate travel is booked within policy before the trip is taken, and reconciles expenses after travel is completed. By delivering electronic receipts directly into expense reports, Concur virtually eliminates the need to track and manage paper receipts. To keep employees productive while traveling, Concur's mobile application enables business travelers to create, review and approve expense reports, and book and change travel itineraries, all from a smartphone. Concur's services provide detailed information to help organizations effectively negotiate with vendors, create budgets and manage compliance. Trusted by thousands of businesses in more than 100 countries, Concur's on-demand services process over $50 billion in T&E spend a year. Concur takes this functionality to the next level with the Concur Advisor Program. Participating accounting professionals can quickly take control of their own expense reporting, better serve their clients and ultimately grow their practice. In addition, members may obtain CPE credits, access Concur's specialized support, and refer our services to their own clients for additional rewards. Learn more at www.concur.com/advisor.

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eBillity has been chosen by Intuit as the Time Tracking product of choice as they have since discontinued their own Time Tracking products. eBillity's Time Tracker and Billing Manager works seamlessly with QuickBooks Desktop and Online versions so employees can log their time from Mac, PC, iPhone, iPad, Android, Windows 7 Phones, Desktop Widget, and Outlook. Admins approve their time and that time syncs into QuickBooks. eBillity ensures that all your firms' time is conveniently captured from any place, anytime!

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Flint is a mobile payment service for small businesses that makes it easier than ever to accept credit cards and increase customer engagement. Designed for businesses that operate outside of traditional retail stores, Flint's iOS and Android apps allow users to take credit cards without a card reader – by scanning instead of swiping – or via online invoice payments. The all-in-one platform offers digital coupons to facilitate customer loyalty and referrals, as well as a merchant portal to track transactions, payments, invoice management and more. Flint provides instant setup without a merchant account and low transaction fees. For more information, visit www.flint.com.

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Fundbox is fixing the small business economy by offering business owners a common-sense approach to cash flow management, powered by science. We use data analytics to optimize cash flow for small businesses. The Fundbox risk engine taps into numerous data signals to assess invoices for risk, and extends credit to small businesses, lending money against outstanding accounts receivables. Fundbox was founded in 2012 and is backed by leading Silicon Valley entrepreneurs, finance veterans, and venture capitalists including Khosla Ventures, SV Angels, and former CitiGroup CEO Vikram Pandit.

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Funding Gates, the company behind FG Receivables Manager, is set on making collections the easiest part of running a business. With FG Receivables Manager, companies can effectively & effortlessly manage open invoices by moving their AR management to the cloud. Operating as a CRM for receivables management, FG Receivables Manager prioritizes customer accounts, allows users to take notes, log calls, send reminders & more. 

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iKRUPS Espresso Machine and Coffee Maker Combination

H&R Block Small Business offers client accounting and business coaching services to businesses with less than $5 million in revenue.

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$500 Visa Gift Card

Insperity, a trusted advisor to America’s best businesses for more than 27 years, provides an array of human resources and business solutions designed to help improve business performance. As part of our business solution portfolio, we offer Insperity Reveal, a financial intelligence software and Insperity ExpensAble, an automated expense management software. Insperity Reveal allows you to get easy access to an accurate and real-time view of your company’s financial health and gain insight into all of the financial information trapped inside your QuickBooks® file. With Insperity™ ExpensAble®, you'll not only be able to streamline your expense reporting and approval process, but you'll have a clear picture of where your money is going. 

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TUMI Power Pack

Itopia is a new breed of technology company dedicated to providing the fastest, easiest, most secure way for IT departments and service providers to realize the promise of cloud computing. We offer over 1,000 of the most popular cloud-certified business applications and our proprietary Cloud Launcher platform enables organizations to simply and seamlessly migrate their IT operations to the cloud. Our cloud-hosted QuickBooks service provides the rich functionality of the desktop version, with the convenience and security of accessing QuickBooks anywhere, anytime, and from any device. Learn more at itopia.us or contact us at [email protected].

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In 2003, Legrand released it's first desktop CRM. Today we have two distinct solutions: Legrand Online for people who want their CRM in the cloud, and Legrand CRM Corporate edition for larger teams that need a combined desktop and mobile solution. Our 2014 release provides increased productivity with the brand new Outlook and Gmail apps that enable you to access and work with your CRM data right inside of your email app. Legrand Online's deep integration with QuickBooks Online and XERO ensures that everyone in your team has the customer's full history at their fingertips, including sales transactions, empowering them to respond to customer queries and schedule the appropriate follow-up action.

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Office Tools Professional provides accounting and tax professionals with the next generation of practice management software, providing a single interface for client, staff, office and document management and tracking. Experience a simplified approach to tracking time, due dates, assignments, documents/email and billing. We produce many integrations including all tax programs, QuickBooks and Microsoft and provide integrated client portal options.

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SmartVault is online document storage and secure file sharing that's both secure and easy-to-use. SmartVault integrates with your favorite accounting apps, like QuickBooks, Xero, and FreshBooks, so you can go paperless and manage your documents easily and securely.

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Spotlight Reporting provides an award-winning range of cloud business intelligence apps used globally by smart accountants and advisors. With apps that cover Board Reporting, Consolidation, Benchmarking, Cashflow, Dashboards and more, the Spotlight Reporting apps suit all needs. Spotlight Reporting integrates seamlessly with Xero, with additional integrations allowing Google Analytics, WorkflowMax and EXCEL information to be incorporated into the reports. The smart, easy way to build trusted advisor relationships and additional fee opportunities.

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Leslie Jorgensen launched Supporting Strategies in 2004 to provide affordable bookkeeping services for small businesses. Today, our business model takes advantage of the rising demand among small businesses for outsourced accounting support. Now you can capitalize on this trend to build your own thriving business. Learn about franchise opportunities: www.supportingstrategies.com.

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Bose SoundLink Bluetooth Speaker

TSheets is a leading time tracking, reporting and management solution that’s causing a top-rated, 5-star sensation on Intuit’s Apps.com. With 1-click, TSheets syncs up real-time timesheet and job-related data to QuickBooks, making billing, invoicing and payroll a snap. Using other programs? Visit our integrations page to see all the possibilities! For employees, they can easily use on a smartphone, tablet, with a phone call, text, online, offline- wherever work takes them. For CPAs and bookkeepers, change the way you think about time—and payroll. Fall in love with the #1 employee-rated and requested time tracking software on the planet!

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iPad Mini

Unanet Professional Services Automation (www.unanet.com) helps organizations of all sizes better manage project, product and services work. Available anytime and anywhere via a 100% Web-based interface, Unanet customers increase corporate value through improved utilization, delivery, revenue, and profitability. Unanet Professional Services Automation is available in the Cloud or On-Premise, and facilitates resource planning, skills management, time & billing, expense reporting, project reporting, and management dashboards. With over 1,000 customers, Unanet has the proven leadership, innovative technology, and domain expertise to address the demands of today’s project-based business environment.

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Wellspring Software has produced superior check and form printing solutions for 24 years. PrintBoss is the most secure, inexpensive check and form printing tool for QuickBooks, including new electronic payment solutions. The PrintBoss top quality check stock is less expensive because it is blank. You use the same stock for all bank accounts, including payroll. PrintBoss uses the QuickBooks data and adds bank information to create the correct check regardless of the QuickBooks company or bank account from which you are printing. Invoices and other documents can be printed to multiple printers, as an email, or to a PDF archive file.

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Zoho.com offers the most remarkable suite of secure online and mobile applications, earning it the trust and loyalty of millions of users across the world. You can offer the easiest accounting software for your small business clients, transform your client relationships with our CRM software, redefine client collaboration with a project management platform and make jobs easier at your practice with our world class e-mail and document management solutions. For more information about Zoho, please visit www.zoho.com.

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Opal Exhibitors

Abacus is making expense reports obsolete. We're building the first realtime employee expense system. Employees can submit on the go and get reimbursed directly to their bank account the very next day. Managers are able to review and approve right from their phone, gaining realtime visibility into business expenses. Accountants can sit back and relax because Abacus automatically syncs with your accounting software. If you’re interested in learning more about how to create a simple, modern employee expense experience for your clients, just email [email protected]

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Powerful software for growing businesses. AccountingSuite is a powerful, all-in-one web application that combines accounting, order management and inventory into one cloud-driven platform. Our full-featured solution is powerful and flexible enough to support your business today--and scale with you as your business grows. And because AccountingSuite gives you more features up front, your total cost of ownership is often lower with no add-on’s to license.

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Organizations of all sizes trust ADP®, a leading provider of business outsourcing solutions offering a wide range of HR, payroll, compliance, tax and benefits administration solutions. Understanding that every practice is unique, ADP offers diverse options for accountants and their clients, including valuable accounting resources at www.accountant.adp.com. Contact us today at (855) 408-3751.

 

 

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Agiliron Suite is the Complete Multi-Channel Commerce Suite for QuickBooks that enables you to sell more in more places, but manage in one. Retailers, e-tailers, wholesalers, distributors and light manufacturers face significant hurdles keeping pace with the proliferation of sales channels and the resulting complexity of operations. Agiliron addresses these technology needs by delivering a customizable, easy-to-use, cloud-based (SaaS) integrated suite, enabling clients to operate efficiently, while selling products in a full array of sales channels. Agiliron Suite includes Multiple Sales Channels (Retail POS, B2B and B2C WebStores, eBay, Amazon, and Direct Sales), Front-Office (CRM), Back-Office (Product, Pricing, Inventory, Fulfillment, and Purchasing), Reporting and QuickBooks Integration (Desktop and QBO).

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BizTools develops award winning business intelligence, KPI and multi-dimensional analytics solutions that seamlessly integrate with QuickBooks. BizTools Professional Analytics enables accountants and advisors to deliver high value, data driven analytical services to their clients as trusted advisors to help them gain actionable insights, make informed decisions & achieve better results. BizTools helps you differentiate your practice, attract new business and retain more clients. Learn more at www.biztoolsanalytics.com

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BizTools Professional Analytics

BlueVine is an easy way for businesses to expedite payment on their invoices. Getting paid quickly is a priority for any business. However, customers sometimes require as much as 60 days to make payments. We started BlueVine to eliminate this gap, so that businesses don’t have to worry about making payroll or being able to buy more inventory. We provide a quick, simple, online solution to let businesses sell their outstanding invoices and get paid immediately; freeing up their cash to pay expenses or grow their business. Business owners have enough things to worry about, working capital shouldn’t be one of them. 

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The Canon imageFORMULA scanner line offers high image quality, leveraging years of experience in developing high-precision optics technologies. It also offers flexible and reliable scanning of mixed batches of documents, from business cards, to checks, to books and large document stacks, to paper-thin forms. And finally, it delivers outstanding value.

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Checksforless.com is one of the best-known online brands for providing small businesses with business checks, deposit tickets, envelopes and other business banking supplies. It’s our goal to provide a convenient online destination that consistently offers the lowest price in the nation with 100% satisfaction - Guaranteed. Accountants & Bookkeepers who join Checksforless.com Affiliate Advantage can earn up to a 20% commission while your customer gets the best value in the nation on their product. - It's a Win Win!

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Raffle Prize Giveaway Samsung Galaxy Pro 8.4

Deputy is an all-in-one scheduling, time and attendance, tasking and communication platform that streamlines your business when it comes to managing staff. Through Deputy’s scheduling tool, managers and employers can create costed weekly schedules with sales data reflected for accurate cost control.The time and attendance features of Deputy include the Deputy Kiosk and Deputy Smartphone app offering an efficient way for staff to clock-in and out of locations and submit their worked hours instantly and export to payroll & billing. Deputy is used by employers, manager and staff to bring a connected and positive culture to business.

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Trip to Australia

EssentialCFO is Fortune500 style reporting at a small business price. We provide the QuickBooks user reporting, highly flexible dashboards, business intelligence tools and attribute based security. Designed as a vCFO enabler, our report writer gives the financial professional the ability to create reports of their own design and maintain them as intellectual property. The "C level" user will appreciate the clear, professional looking reports and dashboards to keep their finger on the pulse of their company.

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Fathom is a management reporting and financial analysis tool which helps you to assess business performance, monitor trends and identify improvement opportunities. Fathom is perfect for accountants who are seeking to deliver more frequent and more engaging advisory and management reporting services. Use Fathom to transform your accounting data into accounting intelligence. Whether presenting to a client, reporting to lenders, or updating a management team, you’ll always be prepared with Fathom. We’ve got your monthly, quarterly and annual reporting needs covered. 

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Time is money, especially for financial professionals. That's why we've created FileThis.com that fetches and organizes your client's bank statements, tax related documents, bills and online documents in a cloud based digital filing cabinet for them. All automatically. Every statement, every month. It also organizes and names files consistently, making access to tax-related or finance documents a snap. With the new FileThis Document Portal for Professional Services you can stop chasing your clients for their missing documents and get instant access to all their shared documents.

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Finagraph is an automated financial intelligence tool that links directly into accounting systems to instantly provide visual insights, performance indicators and business improvement options. Finagraph was founded in 2010 by CEO James Walter and is headquartered in Seattle, WA.

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Fundation is a technology-empowered financial institution that provides businesses with traditional loans through an untraditional process. Our company fills a void in the small balance commercial loan market by offering loans to businesses that banks are unwilling or unable to lend to, and those that desire a simplified process. Our technology streamlines the loan application process by collecting third party data and automating the majority of the credit review process. We lend to borrowers nationwide using our own capital, meaning there is no middleman and we risk our profitability when we invest in our borrowers. 

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eTSS by GHG - Providing Timekeeping Solutions for 14+ years. eTSS & QuickBooks make a terrific combination for employee timekeeping & payroll processing. Clients easily configure eTSS to send employees’ hours to any QuickBooks solution. While most of our customers use QuickBooks, we have clients who use other accounting & payroll tools. GHG offers solutions to organizations of all sizes. Whether your clients require DCAA Compliance or simply an easier tool to track employees’ time, we have your solution. www.ghg.com

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Nike+ FuelBand SE

InsynQ is a pioneer in the field of application hosting. We have been helping businesses and professionals move their applications to the cloud since 1997. Cloud IT services available from InsynQ give people the ability to spend more time focused on their business and less time worrying about their IT. 

As an authorized hosting provider for Intuit, Sage, Microsoft and other popular software developers, InsynQ has more experience making applications available in the cloud than any other provider. With customizable solutions that are affordable and quick to deploy, you can start being productive from anywhere, anytime.

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Field & Home Service Businesses all over the world are saving time and growing bigger, better businesses using Jobber to run their day-to-day operations – and your clients can to! With Jobber’s industry leading QuickBooks and Xero integrations, your clients will be scheduling jobs, delivering quotes, sending invoices, and collecting payments within minutes. Our 5-star reviews on Intuit’s http://Apps.com don’t lie – Jobber is amazing software that will help your clients get organized and get mobilized. Twitter: @GetJobber.

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Kabbage has pioneered the first financial services data and technology platform to provide funding to small businesses in less than 7 minutes. Kabbage leverages data generated through business activity such as seller channels, social media, shipping data, accounting software, processor data, and other sources to understand performance and deliver financing options for small businesses.

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Jambox by Jawbone

Kashoo is simple cloud accounting for small business—on the web and on the Apple App Store's most downloaded iPad accounting app. True double-entry accounting yet still delightfully simple to use, Kashoo gives small business owners and their advisors the ability to access financial data from anywhere, anytime. The cloud-based application makes invoicing, expense management, and report generation a breeze. The dashboard feature gives users a bird's eye view of their finances, allowing for quick data entry—even for multiple businesses. Featuring bank level security, automatic backups, encryption, and unlimited data storage, Kashoo gives small business owners the confidence they need to do what they do best: run their business.

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LedgerSync is a cloud-based software for accountants that can download your client bank transactions, check images, and bank statements - then download that information into your bookkeeping software. No more managing client bank passwords and no more data entry for your bookkeeper. LedgerSync was created by a CPA in private practice just like you, and was built with the accountant and bookkeeper in mind from the ground up. All of your client’s bank transactions can be downloaded anytime you want (everyday even) and you or your staff can easily import that information into QuickBooks, Accounting CS, Peachtree, Client Write Up, and Sage. LedgerSync – Client Bank Transactions ON DEMAND! www.ledgersync.com

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Lending Club’s mission is to transform the banking system to make credit more affordable and investing more rewarding. Lending Club is the world’s largest online marketplace connecting borrowers and investors. On one side of the platform, consumers and small businesses get access to more affordable credit and a better experience than traditional bank lending. On the other side of the platform, investors get access to a new asset class and receive the benefits of a more transparent and flexible platform to quickly and easily diversify, tailor or modify their portfolio. Lending Club operates at a lower cost than traditional banks due to its innovative model, online delivery and automation.

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$250 Visa Gift Card

2013 Sleeter Group Awesome Application award winner! MISys Manufacturing software is focused 100% on the needs of manufacturers: inventory control, production scheduling, time-phased MRP, shop floor control, WIP. MISys Manufacturing integrates with entry level (QuickBooks, Sage 50) and mid-market (Sage 300, Intacct) accounting software packages. The referral program makes it easy to provide clients a solution: www.misysinc.com/referral.

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Vermont Maple Syrup

As the official prepaid card provider for Intuit, our mission at NetSpend is to provide QuickBooks employers and ProAdvisors a payroll solution to move payroll processing completely electronic – eliminating the need for paper checks. For more information please visit: www.netspend.com/intuitcustomer

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Open Systems, Inc. is a leading provider of business, accounting, and mobile software solutions for many industries, including distribution, manufacturing, and not-for-profit. Since 1976, Open Systems has provided modular, cutting-edge technologies and adaptable business solutions. Our TRAVERSE suite is a Microsoft .NET- and SQL Server-based solution that can be hosted in the cloud or on-premises. We also offer Java-based OSAS for Windows, Mac, and Linux users. For more information, call 800-328-2276 or visit www.osas.com.

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LivePlan (www.liveplan.com) is a cloud-based business planning/financial management app that helps Accountants stay connected to their small business clients all year round. LivePlan is the easiest to use budgeting and forecasting tool, and the Scoreboard feature easily connects with QuickBooks and Xero. This unlocks the client's accounting data and places it into an easy-to-read dashboard to allow a small business owner to see how his/her business is doing at a glance, at any time.

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iPad Mini

The #1 tool for the modern accounting practice. Create intelligent proposals that automate your practice and build client relationships. On-board clients, deploy workflows, manage recurring invoices & payments. Create online proposals that trigger workflows, streamline your backoffice and increase your conversions. No more word docs, email trails, or data duplication. A breath-taking experience for you and your clients and a full audit trail for insurance purposes and peace of mind. Ignite your accounting practice and take the pain out of client on-boarding with Practice Ignition.

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The award-winning Receipt Bank can help you to increase your firm’s capacity and margins!

Receipt Bank is trusted by over 1,000 accountancy firms and thousands of small businesses. The current holder of Xero’s prestigious ‘Add-on of the year’ award, Receipt Bank helps you to:

  • collect invoices, bills and receipts from your clients
  • extract the data from clients’ invoices and receipts without any data entry
  • publish this key data into the leading bookkeeping systems including QBO, Xero, Freshbooks & SageOne

Visit us and discover how Receipt Bank can help your firm grow faster. 

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Subscription and membership billing made easy. Rerun is a web-based tool that allows you to accept payments from customers or clients on a recurring, subscription or membership basis by credit card or bank transfer. Rerun was designed to help you maintain and automate your recurring billing needs, and communicate directly with your customers via email in one easily accessible online tool. Use Rerun by itself, or integrate it with AccountEdge, QuickBooks and Xero to help your business run efficiently. Pay only for what you process. Sign up for a free trial or watch our video to learn more at www.rerunapp.com.

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Results CRM ties all departments together, becoming your “one-stop-shop” for accessing the information you need to run your business efficiently.  Serving a wide range of industries, the award-winning Results CRM enables businesses to build amazing business relationships, automate processes, grow sales, improve service, manage projects, and control billing.  Results CRM automates the way every department works and provides a true 360-degree view of the company.

Results CRM’s powerful built-in integrations automate two-way information sharing between applications such as QuickBooks, Outlook, Constant Contact and more! 

Empower your team with access to real-time company information anytime, anywhere and on any web-enable device. 

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Results CRM Gift Certificate

Right Networks is the world leader in hosted small business applications with hundreds of applications delivered through a redundant infrastructure with no single point of failure. Intuit's QuickBooks Enterprise Solutions Group and Thomson Reuter's Virtual Office for Accountants exclusively resell Right Network's application hosting. Tens of thousands of accountants and businesses ranging in size from Fortune 500 companies to sole proprietorships use Right Networks. All maintenance, upgrades, deployments and backups are managed for you. Devices using the most popular operating systems such as Windows, Macs, Androids, Linux machines, iPads, and iPhones can access the Right Networks hosted desktop.

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Sunday Opening Reception Sponsor

Raffle Prize Giveaway
$50 Amazon Gift Card

SalesPad LLC delivers software to enhance your QuickBooks experience. SalesPad’s MobileBoards offers on-the-go QuickBooks reporting for busy owners, managers, and accountants and is available for iOS or Android devices. SalesPad ERP is designed for service, distribution, and manufacturing companies offering simple CRM and order processing with complete inventory visibility and purchasing functionality. Easy access to customers, configurable workflow, and seamless SQL Server integration make sales and customer service teams more effective. Other SalesPad apps round out role-tailored requirements: CardControl, ShipCenter, and SalesPad Mobile. SalesPad looks forward to assisting ProAdvisors in servicing the needs of their customers through our Partnership program.

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$200 VISA Gift Card

If you run an accounting firm, you probably spend all day reading disjointed email chains figuring out who made what mistake. You manually check Excel files to figure out whether you filed your returns. If this sounds like you, BackOps has created an app to make your life easier. We've created a "tasking system" so you can assign tasks to your employees and clients. We've created a "dashboard" so your clients can see what's been done and what they need to do. We've even integrated our software with QuickBooks. Come see us for a live demo.

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Free up space with the Fujitsu ScanSnap™ scanner. This easy-to-use color scanner allows users to quickly convert paper documents to PDF files that are easily organized, shared and protected. Perfect for home and small business environments, the ScanSnap family of scanners bring duplex multi-sheet scanning to everyone, combining performance and affordability in a compact size. Our ScanSnap scanner family also includes mobile document imaging solutions for professionals on the go.

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Fujitsu ScanSnap S1100 Instant PDF Document Scanner

SwipeClock, located in South Jordan, Utah, is an online time and attendance solution for businesses, both large and small. Since 2000, SwipeClock has been providing timekeeping technology to the payroll industry with a focus on solutions that are simple to implement and use. It defines practicality in today's timekeeping industry, offering simple hardware setup, exceptional user-ease, and affordability to businesses of all sizes. Through SwipeClock’s Partner Program, payroll service providers can automate the process of collecting timekeeping data while increasing revenue generated from their payroll package. 

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Tallie is a cloud-based software solution that automates expense report management from the point of purchase to the accounting system. Tallie eliminates the manual labor of expense submission, processing and approval. It delivers complete transaction records to multiple destinations, including accounting, payroll, bill payment, data storage solutions, and ultimately the general ledger. Tallie accelerates the process for every participant in the accounting workflow, creating efficiency both in the field and in the back office.

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Tax1099.com provides a feature-rich, IRS approved e-File solution for 1099, 1098, W2, and 940/941/944 filing. We integrate with accounting and bill-pay softwares such as QuickBooks, Bill.com, Intacct, Xero, and Zoho Books. TIN Matching, W9 e-Solicitation, secure email delivery of vendor copies, optional mailing service, and other features ease the process of filing your forms. Thousands of accountants and small businesses use Tax1099.com to complete their business tax filings. Learn more at www.tax1099.com.

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Neat® Digital Filing Systems are a unique combination of cloud, mobile, desktop software, and hardware scanning solutions that transform important documents into usable digital information. Neat helps you organize, access, and share both paper and digital documents which simplify everyday tasks so you have more time to do what matters.

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Vend is cloud-base point-of-sale, inventory management, and customer loyalty software retailers love. Vend works on PC, Mac and iPad, all you need is a web-browser. It even works offline. Vend integrates with Quickbooks Online, Xero, ecommerce platforms and lots other useful apps, saving retailers (and their accountants) from hours of admin each week. Vend partners with accountants and bookkeepers across the US to help retailers transition to better business tools in the cloud, and succeed like never before. www.vendhq.com www.vendhq.com/partners

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Wave makes awesome, cloud-based software for small businesses, including Accounting, Invoicing, Receipt Scanning, Payroll, Payments and Personal Finance. Wave is designed for businesses with 9 employees or less. Our mission is to save these businesses from the headaches of managing their business in a spreadsheet or shoebox. With the exception of Payroll and Payments, Wave's tools are 100% free - no catch. We also offer a partner program for accounting professionals called the Wave Pro Network. Membership is free, and can open the door to opportunities by allowing you to tap into the ecosystem of over 2 million users. www.waveapps.com

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ZenPayroll is delightful, modern payroll. Our comprehensive payroll service eliminates the manual tasks and unnecessary complexities traditionally associated with offering payroll. All government payroll taxes, reporting, and compliance are taken care of automatically and 'paperlessly'. Accountants and bookkeepers can manage dozens of companies from a free, centralized dashboard. ZenPayroll also integrates with popular accounting tools like FreshBooks, Xero, and QuickBooks, so payroll data can sync seamlessly with charts of accounts. We give CPAs the tools to become modern accountants, increase their revenues, and build stronger relationships.

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Quartz Exhibitors

Maximize business operations, profitability and customer experience with AdvancePro. Our business operations experts work with you to identify wasted time and money in your current workflow and provide tools to plug those holes. Focused on inventory management and control, AdvancePro streamlines your order processing and syncs seamlessly with QuickBooks. AdvancePro works with QuickBooks ProAdvisors to provide clients with the business process analysis required to ensure they are getting the right solution for their specific needs. The AdvancePro on-boarding process is tailored to the customers specific needs and an AdvancePro project manager is assigned to ensure a smooth transition. To join the AdvancePro Partner Program please contact us at 1-800-970-9071 or email [email protected] and ask for Darryl. 

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AuditFile is a cloud-based attest solution designed by CPAs for CPAs. This innovative solution helps CPA firms perform dramatically more efficient and profitable attest engagements, while improving staff retention and peer review compliance. AuditFile replaces legacy engagement software with a system that links planning, programs, workpapers, and the trial balance in one seamless solution. With cloud-based capabilities, AuditFile works when and where you work, providing 24/7 accessibility at a job site, from home, in the office, or traveling abroad. For more information on AuditFile visit www.auditfile.com.

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Bench is the online bookkeeping service that pairs business owners with a professional bookkeeper and uses simple, elegant software to do their books for them. Our software was built to streamline the bookkeeping process and remove a traditional pain point from business owner's lives. We specialize in providing tax-ready financials and we love teaming up with CPAs to complete the circle. We're serious about changing the way people think about bookkeeping. 

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FreshBooks is a simple-to-use, cloud-based accounting solution designed exclusively for small business owners—the kind of owners who are passionate about what they do and may not fully understand a balance sheet (or even know what one is), and shouldn’t be ashamed of that. Since launching in May 2004 from CEO and Co-Founder, Mike’s parents’ basement, FreshBooks has helped more than 5 million people send and receive, print and pay invoices. Only QuickBooks has more online paying customers in America than FreshBooks, making FreshBooks the #1 cloud accounting solution designed exclusively for small business owners.

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Beats Pill

Hubdoc automatically delivers and organizes your clients’ financial documents in one place. Hubdoc extracts the key data from the financial documents, then publishes the documents and their data to leading accounting systems like Xero and QBO, helping audit-proof SMBs. At its core, Hubdoc automates the document management element of bookkeeping. Come visit us at www.hubdoc.com to see how we can help you grow faster and develop more robust relationships with clients. 

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NorsePayments, a robust payment gateway provider, has launched its newest product for merchants: INSTANT ACCEPT. With Instant Accept you can help your merchants Manage the storefront, POS and accounting with one screen; Accept any payment type from almost any platform; Eliminate rekeying transactions; Record payments as they are processed; Protect core financial and customer data; and Transform QuickBooks into a tablet POS system. To learn more go to www.instantaccept.com.

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6 Months of InstantAccept

Introducing, a suite of all-in-one practice management app for professional services businesses, designed to match your exact practice processes with easy personalization. With built-in QuickBooks Online integration, you can create estimates, schedule and track customer engagements, manage employee tasks and time, and automate creating an invoice when the engagement is done… all in one app. 

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iPad

PlanGuru allows you to efficiently provide the services that are crucial to being an Outsourced/Virtual CFO: budgeting, forecasting, performance review and more. The PlanGuru application suite provides turn-key, yet customizable solutions in a desktop, network or cloud environment.

Plus, we provide Free CPE webinars, video tutorials, and 1-on-1 coaching that will give you a gameplan to effectively market these services to your small business clients. To sign up for a Free CPE class and start a Free Trial, stop by our booth or visit planguru.com

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RevenueBooks™ (by SaaSOptics) provides affordable, cloud-based Revenue Recognition, Contract Management, and Subscription Billing for QuickBooks. Free yourself from cumbersome, error-prone spreadsheets for deferred revenue, contract renewals, and invoice scheduling. Developed specifically for companies using QuickBooks and other accounting applications, RevenueBooks™ brings maturity to your financial operations by providing the power, control and efficiency you get with high-end financial systems for a fraction of the cost.

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$300 Amazon Gift Card

Free yourself from data entry with ScanWriter, a Gold Certified Solution. Go beyond bank feeds by automating payables, receivables, and your reconciliation from physical paper, PDF or Excel files to save many hours/days of tedious manual work. Supporting QuickBooks Desktop and Online, Xero, Sage and other accounting solutions, users can enter hundreds of transactions in minutes directly from their vendor invoices, receipts, credit card/bank/brokerage statements, payroll reports and achieved ROI in the first month or first project. ScanWriter not only streamlines the workflow; it has helped accountants encode their client’s business logics to add value to their services. Visit www.personable.com for more information.

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Unleashed is a smart and powerful online inventory management solution. Visibility of all inventory management processes and transactions across sales channels, staff and warehouses enables customers to make sound business decisions based on real-time inventory intelligence. Unleashed easily integrates with a range of cloud based solutions including; Quickbooks Online, Xero, Magento and Vend, so your clients can create an efficient end-to-end business solution specific to their needs. Unleashed is a powerful solution for: bricks and mortar retailers, ecommerce, manufacturers, wholesalers, distributors... any business with a stock component, really! To learn more visit www.unleashedsoftware.com

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Sapphire Partner Exhibitors

BodeTree is a financial management solution designed specifically for small business owners. With easy-to-understand financial analytics and embedded education, BodeTree offers advisors a unique way to engage and interact with their clients as they travel down the path to success. Features include valuation, forecasting, business health, automatic reporting and more. And the best part? It’s free. . . visit bodetree.com/accountants for more information.

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Clio is a practice management solution that connects lawyers with their important data, their clients and the applications they use every day. It lives in the cloud so you can access your cases, documents, and important things like bills and invoices from just about anywhere. Clio also integrates with a lot of applications that lawyers use including your favorite email provider, Google Apps and Dropbox - most of which live in the cloud too. At the end of day, Clio is a productivity solution. It helps lawyers save time by putting everything they need in one place. Visit www.clio.com.

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Constant Contact's leading email marketing, social media marketing, event marketing, local deals, digital storefronts, and online surveys, and supported by its free KnowHow, personalized coaching, and award-winning product support help all types of small businesses and organizations find new customers, drive repeat business, and generate referrals. Today, more than half a million customers worldwide trust Constant Contact to help them drive success. The company further supports small organizations through its extensive network of consultants/resellers, technology providers, franchises and national associations.

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Harvest is used by 10,000+ small businesses in professional services and consulting for easily tracking project hours and profitability. Employees embrace Harvest for time tracking that's simple to use and integrated with popular web apps and mobile devices. In-depth reporting provides managers with insight into employee hours, unpaid invoices, and project budgets. Harvest allows billing at varying rates for clients and projects, which accounting systems don’t.

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Qvinci offers cloud-based financial consolidation reporting and business intelligence solutions to organizations with 1 – 10,000 locations. Qvinci allows entities with multiple locations to automatically collect financial data from all locations, compare locations’ performance side-by-side, consolidate statements using a Standardized Chart of Accounts, and rank / benchmark against top performers. Users can filter reports by customizable non-financial categories (e.g. years in business, staff size). Accountants and bookkeepers save billable hours by using Qvinci as a client reporting tool and means to monitor clients’ key metrics in an aggregated view. Qvinci has been producing award-winning software in Austin, TX since 2007.

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Squarespace provides everything you need to create your own professional website and makes innovative web design accessible to everyone. Awardwinning designs, hosting, domains, commerce, and 24/7 support are all included so that your website is built to grow – and last. Sign up for a free trial and use offer code SLEETER for 10% off your first purchase. www.squarespace.com

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Since 2011, Stitch Labs has been creating software that simplifies commerce, decisions, and life for retailers and wholesalers. The intuitive Stitch Labs platform streamlines inventory, orders and data across multiple channels. It also delivers the most robust integrations with top commerce applications such as Square, Amazon, eBay, Etsy, Shopify, Xero, Quickbooks, BigCommerce and others. To learn more, visit www.stitchlabs.com, reach out to the team at [email protected] or on Twitter at @StitchLabs.

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WorkflowMax’s software contains everything you need to manage your business workflow — in one integrated platform. You can accomplish all your job management needs, everything from instant quotes, flexible time tracking, job costing, streamlined invoicing, and actionable reporting and seamlessly push that information into Xero. WorkflowMax is trusted by over 5000+ businesses world wide because our suite of tools work together seamlessly so that you can focus on getting stuff done, not on cobbling together different tools, and with all of your data in one place you have visibility over all the important details of your business.

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Media Sponsor Exhibitors

The most trusted information source for the accounting profession for over 40 years, Accounting Today offers the news and insight that public accountants need to guide their practices into the future, from the latest on accounting standards and tax regulations, to financial planning and cutting-edge technology. 

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AccountingWEB is the foremost website for news, information, tips, tools, and resources for the accounting profession. Our mission is to provide the insight our readers need to more efficiently do their jobs and better interact with their customers. At AccountingWEB, we believe people should be inspired, every day. We amplify and celebrate inspiration with the people behind every great organisation. Through knowledge and insight, we empower people to make a difference. We inspire action. 

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Conference Host

Leading Change in Small Business Accounting

The Sleeter Group (@SleeterGroup) is dedicated to helping accountants and small businesses work together by using the most innovative and tested tools/systems to generate greater efficiencies and higher profits. We represent an independent view, separate from any particular company or product, and we evaluate solutions based solely on how they meet the demands of small business owners.

We have developed a broad range of "best practices" for proper implementation of small- to medium-sized business accounting software systems, and we act as the most trusted advisors for the accounting consulting community. Our Sleeter Group Consultants Network is a community of over 700 accounting experts who provide consulting services to over 300,000 small-to medium-sized business owners in the accounting software and business process design areas. Sleeter Consultants Network Members provide the critical glue — consulting and implementation services — that connects technology solutions to the needs of small- to medium-sized business clients.

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GoPro Hero 4