Advertising Partners

  • For legal teams needing to move their business forward faster, LinkSquares, Inc. provides a contracting platform for writing better contracts, analyzing what’s in existing contracts, and working bette...

  • FTI Technology solves data-related business challenges, with expertise in legal and regulatory matters. As data grows in size and complexity, we help organizations better govern, secure, find, analyze...

  • ContractPodAi is the world’s most advanced AI-based contract management system, helping you drive a more efficient contract management process. As a full end-to-end system, it reads, interprets, and r...

  • 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...

  • Founded in 2010, Soberlink supports accountability for sobriety through a comprehensive alcohol monitoring system. Combining a professional-grade breathalyzer with wireless connectivity, the portable...

  • ContractWorks is an easy-to-use contract management software that gives legal teams an intuitive system to execute, store, monitor, and report on contracts. ContractWorks is known for its simplicity,...

  • 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 increase...

  • Sage is the global market leader for technology that helps businesses of all sizes manage everything from money to people. We do this through Sage Business Cloud – the one and only business managem...

  • CPACharge is trusted by more than 150,000 professionals and offered as a member benefit by over 35 national and state CPA societies as the best payment solution for CPAs—providing a simple, secure way...

  • An industry pioneer with nearly 50 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services...

  • Since 2000, AccountantsWorld has been an innovator in cloud-based solutions and resources designed to help accounting firms thrive and strengthen their client relationships. Our sole commitment is to...

  • Our vision to level the playing field for small business owners as they approach their exit. Our goal is to be empowering one million business owners by the year 2030. The Value Builder System™ is a s...

  • What is Dext? At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accu...

  • CU Benefits Alliance is an innovator in the development, delivery, and management of employee benefits plans that strengthen a credit union’s most valuable resource, its employees. With unparalleled e...

  • QuickFee is the only complete payment solution designed specifically for CPAs. Trusted by professional service firms worldwide, we serve almost a third of the IPA Top 400 accounting firms. Why do top...

  • Elan partners with credit unions through our outsourced credit card program, mortgage solutions, and all-in-one merchant processing platform, talech®. Our dedication to our partners, growth philosophy...

  • Ruby builds great relationships, from first impressions to lasting loyalty. Our live, US-based Virtual Receptionists answer calls so you can focus on your business. Ruby’s US-based Chat Specialists ar...

  • SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive acc...

  • FRETZIN provides tools to help lawyers and law firms master the art of business development to secure personal and financial freedom. Our only goal is helping lawyers to build sustainable books of bus...

  • 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 yo...

  • Our passion is to help law firm owners become better business owners. That's why we offer four programs designed to fit the needs of attorneys no matter what stage they are at in their practice-gro...

  • Universal Financial Consultants (UFC) is a consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to Accountants, Attorneys and Financial Professionals acros...

  • First Income Advisors is one of the first marketing organizations created for financial professionals, by financial professional. We are completely focused on providing value to our partners by givin...

  • Optibus is a cutting-edge software platform that brings much-needed innovation to the essential mobility mode at the heart of our cities: public transportation. Optibus leverages a robust combinatio...

  • Conga helps businesses simplify and automate their approach to the essential quotes, contracts, and documents that drive global commerce. We enable our customers to transform the processes and documen...

  • Passio provides modular and innovative solutions to transit companies of any size and type! Over 10 years in the industry coupled with over 250 clients makes us the perfect solution. Unique product ap...

  • ViriCiti is leading telematics provider for electric bus fleets in the United States and Europe, with over 3500 buses and chargers connected to its platform. Recently we have launched the largest Smar...

  • Luminator Technology Group (Luminator) delivers globally-recognized technology solutions including stationary and on-board passenger information, video security, air treatment and lighting. Uniquely p...

  • TransLoc is a part of Ford's mobility portfolio. Backed by Ford as an industry-leading Transportation as a Service (TaaS) company, TransLoc plans, designs and implements software solutions that enable...

  • With more than 100 years of experience, The Ohio Society of CPAs represents 85,000 CPAs and accounting professionals who are the strategic financial advisors to Ohio's leading businesses. We work with...

  • Holland LP is a dedicated engineering-based company servicing the railroad and related industries. Since 1935, Holland has pioneered the delivery of comprehensive and progressive transportation soluti...

  • Nuance leads innovation in conversational AI, making intuitive, award-winning technology that adapts to each business and every unique situation. Our solutions don’t just hear and speak. They understa...

  • We founded AttorneySync to provide more transparent and accountable digital marketing services to law firms. We offer our services on a monthly basis, there are no long-term contracts, we are account...

  • Botkeeper provides automated bookkeeping support to Accounting firms and businesses by using a powerful combination of skilled accountants, machine learning, and artificial intelligence. Clients rece...

  • BILL(NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes, and automates financial operations. As the most trusted automated payables and receivables platform among acc...

  • The Texas Society of Certified Public Accountants (TXCPA) is the largest, most influential association of accounting and finance professionals in Texas, dedicated to supporting one another, and promot...

  • 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, scho...

  • Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s cloud-based applicati...

  • Contract Logix is a long-time leader and provider of data-driven contract lifecycle management software. Our user-friendly platform empowers legal, procurement, finance, and sales professionals to dig...

  • FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution...

  • The Washington Society of CPAs is a professional community of CPAs and financial professionals who work in business and industry, education, government, not-for-profit organizations and public account...

  • DST Advisory Group offers advisory services to companies claiming Research Tax Credits (RTCs) in the United States. DST helps our clients structure a technically credible claim, while maximizing their...

  • For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP),...

  • <p>Datos Health replaces today’s rigid, pre-built, pre-set remote patient monitoring solutions with one powerful open platform. Clinicians now have unlimited freedom to implement and customize any rem...

  • Leading Mobile Client Portal & Messaging Platform for Lawyers The easiest and most secure way to update clients and automate communication through a firm-branded mobile app and text messaging. Give...

  • Poe Group Advisors helps Accountants buy, sell and build firms. We are the premier accounting practice intermediary firm in the industry and the leader in virtual firm sales. With practices located t...

  • Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with featur...

  • Aero Workflow is designed to help modern accounting and bookkeeping firms proactively manage work, scale their practice, and gain insight into their performance. Aero helps firms realize the value...

  • Halosil is a trusted expert with a 10+ year history of providing reliable disinfection against contagious viruses and germs that lurk inside buses, trains, and transit centers. Our Halo Disinfection S...

  • From the Thomson Reuters Tax & Accounting business comes the profession’s most integrated, comprehensive tax and accounting software, research, training and more: CS Professional Suite—A cohesive...

  • DILAX has been working with local data since 1988: We develop and implement world class hardware to collect local data in urban environments. Our industry-specific analytic software solutions help pub...

  • Oodles, LLC is your Complete Advisory Solution (CAS) provider in North America. Through the use of CAS, Oodles trains and coaches accounting firms in how to create repeatable, documented processes to...

  • GrowthZone is a full Association Management System (AMS) with built-in payment processing, e-commerce, fundraising, marketing automation, member prospecting, and more. Much more. It's ideal for chambe...

  • A powerful combination of AI-driven legal technology and professional services to support all your litigation needs.

  • Micron Systems' cloud-based suite of talent management software is a firm-wide solution for administrators, attorneys, accountants, professionals, and staff. Our software’s unparalleled functionality...

  • Lead Marvels partners with associations to build digital resource libraries for their websites. A digital resource library is a white-labeled, fully branded, interactive platform on your association’s...

  • .orgCommunity connects you to a vibrant network of association executives, entrepreneurs, and strategic partners dedicated to shaping the future of associations. When you join .orgCommunity you gain a...

  • Law Ruler is a functional and propelling enterprise software that transforms how you manage leads, prospects, and clients into simplified, growth-oriented cloud solutions for firms in various practice...

  • Developed in 1999 by Thomson Reuters Elite Online Solutions before becoming privately owned in 2006, TimeSolv has emerged as the leader in time & expense tracking, billing, and management needs for bu...

  • ALPS is legal malpractice insurance made easy. Founded by lawyers for lawyers in 1988, ALPS is the nation’s largest direct writer of lawyers’ malpractice insurance and is endorsed by more state bars t...

  • Lawyaw delivers easy-to-use document automation, fillable court forms, eSign, and knowledge management solutions for solo, small and mid-size legal practices in a web-based platform accessible from an...

  • goVirtualOffice, sells and implements cloud-based Enterprise Resource Planning (ERP) software that runs on the NetSuite platform.  goVirtualOffice enables companies and organizations of all sizes to m...

  • .orgSource has been helping associations improve operational efficiencies and create growth strategies for more than 15 years. .orgSource was formed to help associations advance their missions by bein...

  • Justworks takes the busyness out of growing a business and alleviates the unknown. We've combined a simple platform and exceptional 24/7 customer service with the power of a PEO, so all teams have mor...

  • Smarter, Simpler Membership Management: Impexium’s cloud-based membership management platform supports the full range of association business and administrative activities. By combining enterprise-lev...

  • Based in the rising tech-mecca of Boise, Idaho, Strike Tax Advisory is leading the way in an $22B+ tax incentive market. Strike’s in-house R&D and Employee Retention tax experts discover unclaimed gov...

  • Empowered Margins is on the forefront of data management. This means we can provide turnkey products to get your data from start (the data-collection stage) to finish — where you’re implementing actio...

  • Tri-Merit supports CPAs with specialty tax credits and incentives by serving as an extension of their advisory team to uncover the engineering, manufacturing, and product development data needed to su...

  • At Redwood Tax Specialists, we want to ensure that we are a good fit for all of our clients. That is why our first step is to conduct a no-obligation summary overview of your finances to determine if...

  • Ruby builds great relationships, from first impressions to lasting loyalty. Our live, US-based Virtual Receptionists answer calls so you can focus on your business. Ruby’s US-based Chat Specialists ar...

  • FSAEs Mission is Success for our members and our profession through Connecting, Learning, and Leading. We foster collaboration through networking and educational events, online communities and resourc...

  • Association Briefings is a data-driven content agency focused on producing individualized digital newsletters, podcasts, show dailies, and branded content for associations of all sizes and structures....

  • Over the past 15 years, Omnizant has helped nearly 2,000 law firms across the country build dynamic websites and powerful marketing campaigns, empowering them to achieve their growth goals. Whether yo...

  • Everlaw is a collaborative, cloud-based litigation platform for corporate counsels, litigators and government attorneys that enables teams to discover, illuminate, and act on information to better dr...

  • Everlaw is a collaborative, cloud-based litigation platform for corporate counsels, litigators and government attorneys that enables teams to discover, illuminate, and act on information to better dr...

  • TSAE serves association professionals by creating strong connections – to peers, information, resources, inspiration and innovation – to advance their careers and organizations. We help connect a welc...

  • Bodhala, the leading legal spend analytics and management platform, provides corporate legal departments with in-depth analytics and spend optimization solutions based on real-time market intelligence...

  • An industry pioneer with nearly 50 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services...

  • CAMICO - Professional Liability Insurance, designed for CPAs, by CPAs. The accounting profession is constantly evolving, and clients today hold CPAs to even higher standards and expectations. CAMIC...

  • Power your success with the industry leader. You can trust our proven cash management strategies to help you achieve operational efficiency, allowing you to focus on key business initiatives. Put...

  • The Nebraska State Bar Association works for Nebraska lawyers to help them achieve the highest standards of competence, ethics and professionalism and to protect and promote the administration of and...

  • AXDRAFT is an AI-powered CLM for all your contract needs that cares about your contracts as much as you do. Our platform for fast-scaling teams lets you save up to 80% of your time and resources with...

  • Artificial intelligence, automation, and analytics baked right into the platform – just a few of the capabilities that make Nimble AMS the smartest association management software on the market. Forwa...

  • Axiom is where legal teams go to find the right talent for everything from routine in-house tasks to complex outside counsel work. Too many legal departments are stuck in a forced compromise. They...

  • EventMobi’s end-to-end Event Management Platform makes it easy for event organizers to plan, promote, monetize and deliver engaging in-person, virtual and hybrid event experiences. Used by 30,000&#43;...

  • The Onit brand is the only complete legal operations tech stack in the industry. Supporting both large enterprise companies and growing companies, Onit offers a solution for every stage of maturity f...

  • Contract Logix is a data-driven contract lifecycle management solution that provides the ability to automate and streamline the drafting, negotiation, approval, execution, and management of contracts....

  • Boost.ai empowers leading credit unions to automate member service and internal support - delivering on the promise of conversational AI at scale. We help our customers drive up member satisfaction w...

  • PropFuel is the conversational engagement platform for associations. It is only software that creates new opportunities to engage members, systematically discover member insights, and act on them to d...

  • BRYTER is the only platform that empowers experts like lawyers to automate repetitive tasks and questions, and build self-service applications for their business partners. In-house Legal teams use BRY...

  • BRYTER is the only platform that empowers experts like lawyers to automate repetitive tasks and questions, and build self-service applications for their business partners. In-house Legal teams use BRY...

  • Zycus is the pioneer in Cognitive Contracting software and has been a trusted partner of choice for large global enterprises for two decades. Zycus has been consistently recognized by Gartner, Forrest...

  • Lodestar Technologies provides both technology and strategic guidance to financial institutions across Canada and the United States. The Lodestar platform empowers you to combine data from your core p...

  • ARAG® connects people with affordable, professional legal help from attorneys on the ARAG network. You could: - Grow your client base without having to invest additional time or money in busines...

  • Modernize your client interaction workflows with Moxo. Today's client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a O...

  • Pay-as-you-go, affordable, flat fee retirement plan provider for small businesses and solopreneurs. As small business retirement pioneers, Ubiquity Retirement + Savings have been around for over 2...

  • Tipalti is the only company handling both Accounts Payable and Global Partner Payments workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing globa...

  • Verisave is a cost reduction firm specializing in credit card processing fees. With over 20 years of expertise in the payments industry, Verisave helps clients increase profitability by optimizing a h...

  • Solugenix is an information technology services company known for its deep experience in providing comprehensive technology services and support for leading companies worldwide. As a technology partne...

  • United Safety and Survivability Corporation is committed to delivering the most innovative and reliable safety and survivability solutions that our customers can trust to protect life and property. As...

  • Govenda’s Board Success Platform gives admins all the powerful, customizable tools they use every day. And members get a simple, guided experience and access to all the information they need. It’s bet...

  • WIN Home Inspection Providence is a top-rated home inspection company offering a complete range of inspection services including Full Home Inspection, Pre-Listing Inspection, Verbal Consultation, Home...

  • Staffing websites. SEO. PPC. Social Media management. Programmatic job advertising. Marketing automation. Branded content. And more! <br> At Haley Marketing, our mission is to make world-class marke...

  • Crimcheck protects companies' employees, customers, assets and brands by providing comprehensive, accurate and compliant employment screening solutions. Crimcheck's solutions will improve your team’s...

  • Think CRM's are too complicated? Think again. Meet the unbelievably simple real estate CRM made for REALTORS. Whether you're a new agent or an established agent looking for a better way to organize an...

  • At SpotDraft we are building revolutionary tools to help businesses make their contracts "come to life"​ and take the pain out of paperwork management. Contracts govern some of the most important busi...

  • At SpotDraft we are building revolutionary tools to help businesses make their contracts "come to life"​ and take the pain out of paperwork management. Contracts govern some of the most important busi...

  • Ellipsis Partners makes technology work for you. We have partnered with hundreds of associations and non-profits to identify the systems, tools and processes burdening their teams and assess the impac...

  • Blue Sky eLearn is an eLearning experience and virtual event company that has been helping organizations of all sizes advance the careers of professionals for over 20 years. We drive lifelong learn...

  • Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 40 million tax returns every year. Known for its award-winnin...

  • LegalFuel is The Florida Bar department that provides members with resources to help run the business side of their law practices with guidance on technology, trust accounting, internal firm operation...

  • Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans. Today, we're recognized as the nation’s leading leveraged ESOP practice. Our a...

  • Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans. Today, we're recognized as the nation’s leading leveraged ESOP practice. Our a...

  • Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans. Today, we're recognized as the nation’s leading leveraged ESOP practice. Our a...

  • Founded in 2014, Mobilize has helped thousands of organizations bring people together to learn, grow, connect, and make change happen, because we care about what we do. Mobilize is a leader in buildin...

  • Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, tax, finance, audit, risk, compliance, and regulatory sectors. O...

  • Many REALTORS® find it hard to set themselves apart and take their business to the next level. RRC provides the tools, education and resources to help REALTORS® be more successful. <br><br> The Coun...

  • Crimcheck protects companies' employees, customers, assets and brands by providing comprehensive, accurate and compliant employment screening solutions. Crimcheck's solutions will improve your team’s...

  • Crimcheck protects companies' employees, customers, assets and brands by providing comprehensive, accurate and compliant employment screening solutions. Crimcheck's solutions will improve your team’s...

  • VSAE is the only association in Virginia that exclusively serves the Commonwealth’s association management industry. VSAE focuses its resources on the professional development needs of our members b...

  • Mariner Wealth Advisors is a privately held, nationally recognized wealth advisor offering 360° advice designed to last today and beyond. Our tenured teams, including wealth advice and investment mana...

  • Unlike most traditional financial planners, we offer a high-tech approach through a secure online platform guided by your personal CERTIFIED FINANCIAL PLANNER™. See visual representations of your fina...

  • Complete Advisors provides valuations for estate planning, estate resolution and exit planning. We value many types of businesses including LLC's, Corporations and Closely held entities, Complete Advi...

  • Founded in 2019 as part of the American Printing House for the Blind (APH), and with inclusion embedded in its DNA, GoodMaps’ mission was – and remains – a simple one, to further the reach of accessib...

  • PathQuest is a subsidiary of Pacific Accounting & Business Services aka PABS, a high-quality blended shore outsourcing finance and accounting service provider. While solving day-to-day challenges of o...

  • BILL (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes, and automates financial operations. As the most trusted automated payables and receivables platform among ac...

  • TripShot’s mission is to simply and efficiently solve transportation’s most pressing mobility problems to redefine mobility for all. We integrate all the facets of the mobility ecosystem into a single...

  • For over two decades, Support EXP has researched and innovated to help financial institutions deliver a differentiating customer experience by optimizing their CX performance. Our data-driven, compreh...

  • Wave2 Locator delivers an outstanding member experience that presents all of your surcharge-free ATMs from multiple networks, shared branches, and your own locations, together in one mobile-responsive...

  • American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial...

  • Traliant’s industry-leading compliance training is proven effective in helping organizations foster a culture of respect and compliance. Traliant transforms online learning from boring to brilliant wi...

  • We believe the best marketing starts with building a strong brand—which means telling your story and positioning yourself as THE expert. We also believe in maintaining top-of-mind awareness to drive r...

  • Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration...

  • YourStake helps financial advisors and their clients understand and grow their investing impact. We offer personalized ESG solutions and impact reporting to show the depth of information needed to mak...

  • Prevail takes an innovative approach to financial planning, asset management and wealth creation. Drawing from the expertise of staff and advisors, we create a "financial board of directors" around ea...

  • Headquartered in Massachusetts, ELERTS is the company behind See Say®, the leading crowdsourced incident reporting solution for transit agencies, airports, and smart cities. ELERTS delivers awareness...

  • Swiftly is the industry’s first Connected Transit Platform that helps transit agencies improve their service reliability, passenger information, and operational efficiency. Today, over 136 transit age...

  • RideCo is an industry leader in transit technology, transforming traditional fixed-route systems into dynamic and integrated transit networks. Recognized on Deloitte Canada’s 2022 Technology Fast 50 l...

  • RecruitBot is a sourcing tool to automate the process of finding and engaging top quality talent. RecruitBot facilitates a collaborative recruiting experience between recruiters and hiring managers,...

  • Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help...

  • I own 2 successful pension and life insurance practices, expertise creating tax saving strategies/CAPTIVE INSURANCE & PREMIUM FINANCING, since 1975 and EDUCATING their CPA's in these strategies as wel...

  • Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the...

  • First Income Advisors is one of the first marketing organizations created for financial professionals, by financial professional. We are completely focused on providing value to our partners by givin...

  • Compliancy Group simplifies compliance so you can confidently grow your business. Our team of Compliance Coaches guide clients step-by-step through compliance using our software solution, giving you c...

  • We are on a mission to empower a community of Contract MVPs by helping to improve the strategic value of Legal teams and the contracts they manage. Pramata automates the heavy lifting by combining int...

  • Bitimec's Wash-Bots are high-tech bus and railcar washing machines, delivering positive ROI to Public Transit fleets worldwide. Operators walk the super-light machines around the vehicle, while the ma...

  • The Mobility House’s mission is to create an emissions-free energy and mobility future. Since 2009, the company has developed an expansive partner ecosystem to intelligently integrate electric vehicle...

  • Diagnostic Robotics is a leading provider of fully integrated population health management, triage, and navigation solutions. These AI and rules-based solutions, which are trained on tens of billions...

  • Ensemble Solutions Group offers wireless IoT solutions for businesses, governments, and public safety organizations. Our comprehensive services cover hardware, software, connectivity, and service prov...

  • CARR is the nation's leading provider of commercial real estate services for healthcare tenants and buyers. We provide assistance in practice start up, lease renewals, expansions, relocations, additio...

  • CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers....

  • Many REALTORS® find it hard to set themselves apart and take their business to the next level. RRC provides the tools, education and resources to help REALTORS® be more successful. <br><br> The Coun...

  • AltFee is the foundation of a law firm's pricing system, empowering firms to boost their revenue through optimized pricing. The needs of all of the stakeholders in a legal services transaction have ev...

  • TaxConnex™ specializes in fully managed sales tax compliance services including consulting services, nexus studies, tax calculation engine advisory, registrations, filings and payments, tax calendar m...

  • Fuel your staffing agency dreams with Payroll Funding! Access up to 95% of your accounts receivable, regardless of payment terms. Same-day funding, no credit score requirements.

  • Stop herding cats! Uncat syncs with QuickBooks and helps thousands of accountants and bookkeepers fix uncategorized transactions with their clients. Uncat helps you get timely responses from clients (...

  • As a cornerstone educational partner of the Financial Planning Association (FPA) and the first reverse lender on Morningstar’s Advisor Workstation, the Retirement Strategies Division at Finance of Ame...

  • The Massachusetts Society of Certified Public Accountants (MassCPAs), a 501 (c) 6 organization, is the state’s premiere professional organization with more than 11,000 members in public accounting, in...

  • EXIT Realty is a real estate company built on human potential. We believe in strengthening the individual from the inside out, providing tools to learn and grow, not only as professionals but as paren...

  • PaymentCloud equips businesses with secure payment processing solutions for various industries, ensuring reliability and ease of use. We provide quality service, support, and knowledge to help clients...

  • SME is a nonprofit association of professionals, educators and students committed to promoting and supporting the manufacturing industry. SME helps manufacturers innovate, grow and prosper by promotin...

  • We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platf...

  • IRIS Americas is part of IRIS Software Group. It exists to take the pain out of processes and let professionals working in CPA firms and businesses comply with regulations, drive productivity, and bet...

  • ELM Solutions is the market-leading global provider of enterprise legal spend and matter management and legal analytics solutions. The company provides a comprehensive suite of tools that address the...

  • StenTam is a technology-enabled financial solutions provider that helps companies identify, comply with, and maximize incentives from tax credit and economic relief programs such as Employee Retention...

  • PROPEL specializes in helping both associations and for-profit companies achieve culture-driven growth, performance, and impact. Co-Founders Maddie Grant and Jamie Notter are accomplished experts in w...

  • The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners – from aspiring enrolled agents to experts with decades of experience. We meet you wherever y...

  • The team at Ex Ordo designs software for technical, scholarly, and professional conferences. Their end-to-end platform includes tools for managing abstract submissions, handling complex review process...

  • As the largest legal organization in Indiana, the Indiana State Bar Association empowers its members (lawyers, judges, paralegals, law librarians, law students and court administrators) to thrive prof...

  • With more than 100 years of experience, The Ohio Society of CPAs represents 85,000 CPAs and accounting professionals who are the strategic financial advisors to Ohio's leading businesses. We work with...

  • Founded in 1924, the Kentucky Society of Certified Public Accountants (KyCPA) is a statewide, non-profit professional organization serving nearly 4,000 CPAs in public accounting firms, business, indus...

  • The Greater Washington Society of CPAs serves to advance the conditions, interests and public recognition of CPAs and Non-CPA members in the District of Columbia, Maryland and Virginia. Founded in 19...

  • Brightfind is a specialized digital design and web development partner focused on associations and non-profit organizations. We create outstanding digital experiences for organizations with deep, comp...

  • Learn Excel. Work Faster. We help busy accountants learn how to use Excel to save time, streamline their workbooks, and work smarter.

  • Ecolane provides an on-demand scheduling and dispatching software platform that empowers transit agencies to provide safe, accessible, and equitable transportation alternatives to those who may not ha...

  • Private College 529 is a simple, low-risk, prepaid tuition plan that locks in current rates to save on future tuition. What makes us unique? Saving at nearly 300 private colleges and universities nati...

  • At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range...

  • LoanStreet is the first fully integrated, online platform that streamlines the process of sharing, managing and scaling loan trading for credit unions, banks and direct lenders. Our mission is to prov...

  • Impress and get results for your law firm. PaperStreet now has more than 2,000 clients worldwide and a talented team of designers, developers, and content writers. In the past 20 years, the company h...

  • As the industry's foremost cloud-based legal practice management software, Smokeball empowers you to tailor your firm to the unique demands of your specific area of law. Our platform includes automati...

  • Make Your Business Lean, Efficient and Agile. We’re an award-winning NetSuite provider helping companies enhance productivity, improve efficiency and grow profits by unifying, simplifying and automati...

  • AuditBoard is the leading cloud-based platform transforming audit, risk, ESG and compliance management. More than 40% of the Fortune 500 leverage AuditBoard to move their businesses forward with great...

  • Granicus helps more than 6,000 government agencies around the world modernize their online services, web presence, and communications strategies. We enable transportation organizations to seamlessly e...

  • ConverzAI enables recruiting and staffing teams to realize their revenue potential with easily deployable Voice AI. The ConverzAI Voice AI platform automates candidate screening at scale while maintai...

  • SCSAE was formed in 1963 for chief executive officers and their professional staff: meeting planners, association staff members, and business partners to help network, build relationships within the i...

  • BetterFleet streamlines the transition to zero emission vehicles with intelligent software solutions that enable agencies to plan and manage fleets with a simplified, data-driven approach. BetterFleet...

  • The Minnesota State Bar Association promotes the highest standards of excellence and inclusion within the legal profession, provides valued resources to its members, and strives to improve the law and...

  • One of the fastest growing RIA firms in America, Allworth Financial is an award-winning, full-service RIA that specializes in retirement planning, investment management, tax planning and preparation,...

  • We educate, train, grow & support holistic financial advisors so that families can achieve prosperity.

  • Established in 1941, The Institute of Internal Auditors (IIA) is an international professional association with global headquarters in Lake Mary, Florida, USA. The IIA is the internal audit profession...

  • SC&H Group is a nationally recognized consulting and financial services firm serving clients globally, from rapidly growing startups to Fortune 500 companies. As a diversified professional services fi...

  • Datricks Risk Mining transforms the way you uncover, manage, and mitigate audit risks. Our data-driven, AI-powered, SaaS solution ensures continuous financial compliance with a click of a button, redu...

  • Eliminate Range Anxiety and Ensure Service Reliability in your BEB Fleet! WideSense Operations Management software simplifies EV Operations and maximizes fleet performance. Our real-time guidance ens...

  • As part of the CP & ESG Division of Wolters Kluwer, TeamMate helps professionals in all industries at organizations around the world manage audit, compliance risks, and business issues by developing i...

  • Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere. Ranked #1, Clio is the leading law practice management software with the most 5-star...

  • Grow your team’s audit knowledge. AuditPro by ACI Learning can help you enhance your team’s career growth by arming your team with the skills and knowledge to thrive in today’s rapidly evolving Inter...

  • Document creation, collaboration, and signing . SuiteFiles is simple – yet powerful – document management for accounting and professional services firms.

  • Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff,...

  • Modern Life is a tech-enabled insurance brokerage helping everyone protect what matters most. Our platform empowers today’s advisors with advanced technology and expert support to help them serve thei...

  • Camfil is an industry leading global manufacturer of dust, fume and mist collection equipment for challenging industrial applications, with production facilities around the world including the America...

  • Lumin-Air is committed to improving the air people breathe in public transportation: buses, paratransit and mobility vehicles, rail and school buses. Lumin-Air economically improves air filtration to...

  • We transform elder law and estate planning attorneys across the country. We begin by providing clarity for your specific needs and goals. Then we help you advance forward within your practice using ou...

  • Raistone was born with the vision of equalizing access to working capital and meeting the demand for working capital. A world fintech leader, Raistone enables the financing of billions of dollars in t...

  • From 20 members to more than 12,000, we’ve grown quite a bit in our hundred years! For a century now, NCACPA’s primary focus has been providing superior member service. With guidance from the NCACPA B...

  • One Seven wants to create Life Changing Opportunities for Financial Advisors, Their Families, and Their Clients Advisors want partners that actively help them grow. That’s our niche—and our passion. O...

  • The Connecticut Society of CPAs is Connecticut’s leading professional CPA organization, with almost 6,000 members. Our mission is to enhance the success of our members and lead the profession through...

  • Founded in 2012, Invo Solutions developed the first in-branch video banking experience. Their staff used its combined excess of 75 years experience to solve a unique problem in the industry. Since the...

  • "Trusted by over 23,000 accountants and bookkeepers, Practice Protect (PP) is America's largest cybersecurity provider for the accounting industry. The PP platform enables small accounting firms to...

  • Designed for firms who want a professional web presence without breaking the bank, OneFirst Legal provides small law firms with a professional website and branded visibility solution. All OneFirst we...

  • SOLUTIONS METRIX - Your digital transformation partner. With 15+ years' experience, we've completed 400+ successful projects. As business consultants and CRM implementation specialists, we tailor solu...

  • Building strong, diverse communities by strengthening financial institutions with digital transformation solutions.

  • As one of the leading manufacturers of quick connector systems, Stäubli covers connection needs for all types of fluids, gases and electrical power. Our standard and customized products, including qui...

  • From answering calls and messages in real time to appointment scheduling, your clients will receive the care and support they need With LEX Reception. Our legal answering specialists are on hand 24/7...

  • CreditSnap is a modern fintech platform revolutionizing lending and account opening for Banks and Credit Unions. It offers immediate, credit-impact-free offers, swift decision-making, and automation,...

  • The first attorney-to-attorney referral platform that lets you easily generate referral fees for clients you can’t serve.

  • Arkansas Society of CPAs (ARCPA) is Arkansas's premier professional home for CPAs and accounting professionals, serving the profession with integrity. Their mission is to promote and engage members fo...

  • ABRF promotes education and career advancement for scientists, core administrators, and staff through conferences, a quarterly journal, publication of research group studies and conference scholarship...

  • OVERTHINKING YOUR MARKETING? Don’t. We’ve Already Done That. We give you back the time to do what you do best — Real Estate. And what you want to do more of — Life. We’re the real estate marketing c...

  • Association Chat's #1 purpose is to bring the association community together. No matter what a person's role or position is, or where they are located, or how much or little they can afford to spend....

  • CHIPS, serving North and South America, is the distributor for AppGuard—an innovative cybersecurity solution. AppGuard offers unrivaled protection against diverse threats, specializing in combating ev...

  • Launch your own member engagement app with Bulletin. Create a secure space to instantly share news, information, and events with users. Send push notifications for important updates and calls to act...

  • A two-time Best of Show winner at Finovate, Chimney allows financial institutions to engage account holders, uncover opportunities, deliver offers, and speed up approvals. Millions of people use Chimn...

  • The CFO Project is an exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients.

  • Coris Monitoring provides temperature, humidity and other environmental condition(s) with wireless sensors logging this data in real time, storing this data for past history and automated, customized...

  • Aptify is a cloud-based membership management solution designed to simplify complex processes for enterprise associations and national unions. Flexible & Scalable: an open, highly flexible, Rapid Appl...

  • FORMULATRIX® collaborates with researchers to simplify the preparation and analysis of proteins and nucleic acids by bringing novel cutting-edge technology to the life science industry. We supply soft...

  • This is an internal advertiser used for demo purposes only.

  • The New Mexico Dental Association (NMDA) is the comprehensive and trusted voice of dental health care in New Mexico. As the premiere dental association in the state, the NMDA is responsible for advoca...

  • At Biognosys, we believe that deep proteome insights hold the key to breakthrough discoveries that transform science for better lives. We make the proteome actionable to empower research, drug develop...

  • Laserfiche is the leading SaaS provider of enterprise content management and business process automation. Through powerful workflows, electronic forms, intelligent analytics, document and records mana...

  • We are the premier agency providing full-service marketing for accountants and tax professionals. TaxProMarketer has specialized exclusively in tax firm and accountant marketing for over 15 years. Our...

  • Founded in 1953 as the Washington Society of Investment Analysts, today's society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust...

  • Deltek TIP Technologies quality management solutions are purpose-built for manufacturers and government contractors and consist of many flexible modules designed to support evolving industry regulatio...

  • Offshoring services for Accounting Firms

  • Constellation Digital Partners is a leading provider of digital banking solutions that enable credit unions to deliver a unique and customized digital banking experience to their members. Constellatio...

  • In a world where digital threats loom like shadowy ghosts, Triad Resources stands unwaveringly at the forefront of defense. With an enthusiastic commitment to safeguarding the lifeblood of your organi...

  • Unlock the full potential of your events with eShow. Our all-in-one event management suite will help alleviate your biggest planning pain points and elevate your events to new heights. We provide a se...

  • Marketing General is a full-service marketing agency that focuses 100% on helping associations grow revenue. Our competitive advantage is that we help associations develop best practice strategies AND...

  • For over five decades, Lawyers' Mutual Insurance Company remains committed to reaching and protecting as many California lawyers as possible. As the leading provider of lawyers professional liability...

  • QuickFee accelerates A/R for professional service firms, powered by an integrated platform for payments and invoicing.

  • LemonadeLXP is a digital growth platform that helps FIs and fintechs foster member confidence with digital banking, create digitally fluent staff, and grow their digital banking business. To drive...

  • Westwood Wealth Management takes a creative approach to helping our clients manage generational wealth, by leveraging our skilled professionals to achieve a bespoke approach for deploying innovative i...

  • m3Magazines produces award-winning association magazines that engage members and build non-dues revenue.

  • NABIP is the preeminent organization for health insurance and employee benefits professionals and works diligently to ensure all Americans have access to high quality affordable Healthcare and related...

  • Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the spe...

  • FIN Compliance | Lancer | Auditor | Trainer, provides compliance and training systems to the FIN Service Ecosystem, which includes SEC and state-registered investment advisors, financial planners, sec...

  • Tyfone’s cloud-native digital banking platform, nFinia™, is dramastically different, disrupting the market with modern, next-generation technology that empowers banks and credit unions to engage their...

  • Used by next-generation manufacturers building world-defining hardware like spacecraft, power plants, and robots, First Resonance provides software to companies where flexibility, quality, and tracea...

  • My job is to educate individuals and families about the risk they face to there assets and more importing their family if a Long term care illness happened to them . I encourage everyone to see what p...

  • The Difference Card is a one-of-a-kind solution that can reduce health insurance costs by 18%. The Difference Card can often improve employee benefits without increasing costs to the employer. Over...

  • Green Cardigan Marketing exists to solve one problem: To help law firm owners stop relying on referrals to grow their firm! Our team crafts custom marketing strategies for ambitious law firms looking...

  • Reveal is a cutting-edge platform specializing in AI-powered eDiscovery and investigations for legal professionals. It offers a comprehensive suite of solutions encompassing the entire eDiscovery proc...

  • Filejet automates entity management compliance for annual reports, registrations, and DBA filings, so you never have to worry about U.S. or international entity management. Using the Filejet dashboard...

  • We offer a cloud-based platform to streamline and automate Enterprise Audit, Risk and Compliance programs and related process.

  • Screen sharing tailor-made for telesales. Add a visual presentation to an ongoing phone call in just a few seconds. Easy for even the least tech-savvy prospects using their mobile phone or computer.

  • Polytec, established in 1967, excels in optical measurement technology, offering advanced solutions in surface metrology, vibration & acoustics, length & speed, and chemical analysis for diverse resea...

  • Text Request is the business texting platform built to ignite customer engagement. We’ve crafted plug-and-play messaging solutions to your everyday communication problems, so you can cut through the n...

  • We create technologies that drive human progress. Today, Dell Technologies is instrumental in changing the digital landscape the world over. We are among the world’s leading technology companies helpi...

  • Deliver more value across the membership lifecycle by turning online learning into a membership magnet. When you work with D2L, you get more than just our learning platform, Brightspace. You get a par...

  • Trellis is an AI-driven, state trial court research and analytics platform. Track lawsuits throughout various states and stay updated with documents from ongoing litigation. We make the fragmented US...

  • Greenlight is a kid's debit card and award-winning money app. With a debit card of their own, kids build lifelong healthy financial habits by earning money through chores and allowance, setting saving...

  • Delivering enterprise data solutions to small and mid cap companies

  • Ross Guberman's vision for BriefCatch is to empower legal writers. After conducting thousands of workshops for prestigious legal professionals, Guberman saw the need for broader accessibility during d...

  • Ross Guberman's vision for BriefCatch is to empower legal writers. After conducting thousands of workshops for prestigious legal professionals, Guberman saw the need for broader accessibility during d...

  • NITREX is a Novacap portfolio company and the leading global provider of fully integrated heat-treating solutions and technologies. Our portfolio is built on proven science and technology to enhance m...

  • Mitsui Seiki USA, Inc. operates as a fully-owned subsidiary of Mitsui Seiki Kogyo Co., Ltd., headquartered in Tokyo, Japan. The parent entity, established in 1928, holds the distinction of being Japan...

  • To meet the dynamic needs of the staffing industry, Greenshades provides a powerful, flexible solution that simplifies payroll, tax compliance, and HR challenges. With the ability to manage complex pa...

  • Rubin is the leader in online instruction for business communication skills. The company provides: - Aspire, a career exploration video platform - Emerge, a communication skills curriculum - Propel,...

  • DISCUS Software Company specializes in software tools for accelerating manufacturing/quality engineering. DISCUS tools are productivity solutions that dramatically reduce the time it takes to complete...

  • Goodroot is reinventing healthcare, one system at a time, to improve affordability and accessibility for patients. That's why we've created a suite of refreshing healthcare solutions that benefit cons...

  • Tulip, a leader in frontline operations, is helping companies around the world equip their workforce with connected apps—leading to higher quality work, improved efficiency, and end-to-end traceabilit...

  • Castrol® offers a comprehensive solution to solve manufacturing and metalworking challenges. Our world-class lubrication and metalworking products along with service and application solutions are prov...

  • Founded in 2010, L2L is the original connected workforce platform enabling workers to collaboratively improve productivity across the full breadth of manufacturing operations. A different kind of solu...

  • Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead...

  • There are so many people who are busy with their high-stress careers that they have a hard time accomplishing what they truly want. I use my 5-step program to help them clarify exactly what they want...

  • Kinective is the most open and connected platform for scaling innovation in the banking industry. The company is the force multiplier for scaling transformation through one connection between fintechs...

  • The leading global healthcare destination that combines the most trusted clinical content, the deepest audience engagement, and a robust education library. Our integrated platform of digital, event,...

  • Wellfleet Workplace, a Berkshire Hathaway company, offers flexible Accident, Critical Illness, Hospital Indemnity, and Short Term Disability Insurance products. Built from the ground up, leveraging in...

  • CUACG is the largest credit union auditing firm in the Southeast. CUACG’s team of auditors are comprised of credit union experts that can better help credit unions succeed. CUACG serves only credit un...

  • We serve those who are responsible for cultivating inspired, engaged, productive and committed employees in effective and rewarding workplaces. WorldatWork serves rewards and HR professionals working...

  • O2 Consulting Group focuses on optimizing an organization's operational performance for sustainable growth. We help executives examine their organization holistically to best align strategy, people, p...

  • When it’s time to do things differently, achieve the growth you need with Halmyre’s marketing leadership. Halmyre is a team of multidisciplinary marketing strategy consultants who deliver intelligent...

  • We provide small- and medium-sized manufacturers with a full suite of flexible and configurable cloud-based ERP software systems that provide complete visibility into, and control of, their business o...

  • PINpoint MES transforms manufacturing with a no-code software that enhances efficiency and quality immediately. Deployable in under 60 days, it's agile and cost-effective, ensuring fast ROI, proven by...

  • With over 40 years of experience in the industry, we understand the needs of lawyers. We offer high-quality leads, ready to convert, so you can save on marketing costs. But we don’t stop there. We pr...

  • From client intake and workflows to matter management and accounting, CARET Legal practice management software automates your most critical processes to help save you time, increase team collaboration...

  • Tyfone’s cloud-native digital banking platform, nFinia™, is dramatically different, disrupting the market with modern, next-generation technology that empowers banks and credit unions to engage their...

  • ProShop is the industry’s only shop management software specifically dedicated to, and built for manufacturers. We are fanatical about managing every detail of your shop in a paperless and web-based e...

  • ROSS has manufactured industrial mixing, blending, drying and dispersion equipment since 1842. Standard and custom designs are available to meet the varied processing requirements of our customers. We...

  • Aegis Software develops, deploys and services manufacturing optimization, management, and analysis software. Its systems utilize the CAD design of a product to be manufactured to assist the preparatio...

  • An industry pioneer with nearly 50 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services...

  • platform built to simplify health insurance enrollment and member services

  • Founded in 1982 and headquartered in Buffalo, NY, Nova is one of the largest third-party administrators of self-funded employee benefit programs in the nation, providing the health care solutions our...

  • Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With 100 million customers worldwide using TurboTax, Credit Karma, QuickBooks, and Ma...

  • YourMembership offers affordable, easy-to-use, all-in-one membership software for small-to-mid-size organizations. It includes association management software (AMS) combined with an online community p...

  • The L.S. Starrett Company, a leading global manufacturer, offers a wide range of metrology solutions including force measurement and material testing systems, optical comparators, vision systems, cust...

  • Elan's turnkey credit card program delivers a solution that removes costs, reduces risks, and improves the member experience. We know it's about more than a card — it’s about developing loyalty and va...

  • Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and...

  • USI Affinity offers some of the most comprehensive firm insurance solutions available to attorneys in various states across the U.S. With proprietary coverages, expanded risk management programs and...

  • The Electrical Generating Systems Association (EGSA) is the world’s largest organization exclusively dedicated to On-Site Power Generation. The Association is comprised of 500 companies—Manufacturers,...

  • The Flexible Packaging Association is the leading trade association for one of the fastest growing segments in the packaging industry. Our members are converters of flexible packaging and suppliers to...

  • 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 | Mapp...

  • RECORD is revolutionizing the personal injury industry with cutting-edge technology, streamlining case handling for faster, more efficient outcomes. Our platform simplifies processes for clients and l...