Exhibitors
ABGi
ABGi is a global leader in the specialized tax incentive industry with over 35 years of experience engaging clients of all sizes. ABGi USA works with American businesses to accelerate business innovation and growth, using proprietary methodologies to ensure our clients realize legal and ethical tax savings.
ABL Computers
We aim to redefine the standards of security and compliance for businesses across various sectors. Our joint offerings includes a meticulously crafted Written Information Security Plan (WISP) that covers Employee Management and Training, Protection of Information Systems, System Failure Detection and Management, Data Handling, User and Remote Access, and more.
ADP
You do more than accounting. We do more than payroll. ADP®️ offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant Connect. Learn more at adp.com/NATP.
Basil
Experience refreshingly simple accounting practice management with a range of features. Our platform includes a secure client portal, client data management, eSignatures, task and workflow management, time tracking, forms, CRM, email integration, calendar, a mobile app, and much more! Start your free trial today!
Canopy
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully-integrated practice management solution includes client management, document management, workflow, time & billing, engagements, as well as the ability to pull IRS transcripts, and more. Trusted by over more than 3,000 accounting firms, Canopy’s solutions are SOC2- certified and data- encrypted.
CPACharge
CPACharge is a simple, affordable online payment solution that allows accountants, bookkeepers, CPAs, and enrolled agents to easily and securely accept credit, debit, and eCheck payments in person, online, or on the go. CPACharge offers competitive rates and has no long-term contracts, setup costs, or cancellation fees.
CrossLink Professional Tax Solutions
CrossLink is the software of choice for tax professionals. Offering both online and desktop solutions, CrossLink is fast, simple, and straight-forward software that grows with your business no matter where you start or where you are going. With our industry-leading revenue opportunities, we are the link between software and success.
EPS Financial
As an industry leader in tax-related financial products, we pride ourselves on offering the lowest cost refund transfer programs, tax refund advances, and tax office loans as well as seasonally-priced credit and debit card processing. Since our start, we've made it our mission to empower you, the independent tax professional, with the latest tools to attract and retain new clients while offering award-winning customer support.
GetNetSet
GetNetSet is proud to be NATP’s website building Affinity Partner since 2010. GetNetSet develops professional websites with tax resources, newsletter, helpful links, and even a secure client portal to upload and download PDFs, QuickBooks files, etc., with clients. GetNetSet also offers marketing services, like social media marketing, exclusively for tax professionals.
Gleim EA Exam Prep
We'll help you pass your EA exam. For nearly 50 years, we've created exam prep courses trusted by millions of accountants, auditors, and tax professionals worldwide, and we want to help you achieve your career goals. Gleim is the preferred EA review provider of the NATP.
Learn more at GleimEA.com
GruntWorx, LLC
GruntWorx is Advanced Automation Technology for 1040 Workflow Solutions, Document Organization and Automated 1040 & 1099-B Data Entry. We pull information from federal forms and import that information into your tax software, for each clients’ return. By giving us part of the daily workflow, GruntWorx will eliminate manual processes of data entry and organization for preparing tax returns.
Health Insurance Store
For 30 years, Health Insurance Store has been a leader in the health insurance industry. Specializes in Medicare and Individual markets with more than 4,000 independent agents nationwide serving. Our founder, Wes Fischer, is a leading expert in the health insurance arena and helps to serve our community.
InterWest Insurance Services, LLC
At InterWest Insurance Services, we pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. InterWest has been successfully insuring Tax Professionals for over 30 years. Our program is one of the most comprehensive and competitive programs available. Visit www.taxproeando.com to learn more and apply.
IRS Stakeholder Liaison
The Stakeholder Liaison establishes relationships with practitioner and industry organizations representing small business and self-employed taxpayers. We provide information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. We also elevate issues that affect tax administration using the Issue Management Resolution System (IMRS).
KMK Ventures US Inc
KMK Ventures is a leading Outsourced Accounting & Tax solutions company working with over 200 public accounting firms / tax practitioners & wealth management firms to help them with complete suite of tax preparation & bookkeeping services. We operate as your full-charge extended back office from India. We are an amazing team of over 475 accountants including CPA's & EA's and we have been in business since 2007.
Knowcraft Analytics Pvt. Ltd.
Knowcraft Analytics, an ISO 27001:2013 certified organization, provides comprehensive offshore solutions to accounting, advisory, taxation, and valuation firms in the US and Canada. Established in 2012, Knowcraft Analytics has expanded to 350+ skilled professionals located across India. Our team of professionals consists of qualified CAs, EAs, CPAs, CMAs, CVAs, MBAs, CFAs, CMAPs, and AVIA Members at BVIUK.
Live Oak Bank
Live Oak will support you with customized financial products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. Let’s craft a loan solution that will help you thrive.
Mango Practice Management
Built by accountants for accountants, Mango Practice Management provides project management, time and billing, and secure file-sharing features that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Schedule a demo with mangopractice.com to take back control of your practice today!
PitBullTax Software
PitBullTax Software is the Leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys. Our cloud-based software solution guides you through the IRS Representation process step-by-step from onboarding a new client to submission of case to the IRS. We have integrated IRS Transcript Delivery system with analytical reports that generate instantaneously and save you tremendous amount of time.
Protection Plus
Protection Plus is your complete solution for handling important tax matters. From resolving simple notices to full-blown audits to identity theft issues, their expert team is your go-to resource. They even offer various insurance options tailored to tax professionals. Partner with Protection Plus and experience unmatched tax resolution support.
RCReports
RCReports offers reliable and immediate insights into Reasonable Compensation for closely held businesses. It provides tax advisors, valuators, and forensic accountants with accurate and independent calculations of Reasonable Compensation, incorporating industry, legal, IRS criteria, and proprietary salary data intelligence. By utilizing RCReports, firms can assist their clients in maintaining compliance, minimizing risk, and achieving maximum payroll tax savings.
Refund Advantage
You have choices, we have solutions! With Refund Advantage, we have created something uniquely different - a refund transfer program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is providing options and solutions to help the tax season run smoother for your business.
ScanSnap
For over 50 years, the PFU group of companies has been developing technologies to accelerate digital transformation for organizations worldwide including our state-of-the-art fi Series and ScanSnap document scanners. Besides the change in branding, our customers and partners can expect the same level of excellence, quality, and reliability.
Tangible Values
Tangible Values (formerly Tenenz) is an affiliation partner with NATP to bring you folders, envelopes, and business cards… Plus a variety of products and services to help your practice! It’s all part of our over 40-year commitment to served tax professionals with low cost, high quality, products and services.
TaxAct Professional
Powerful, professional tax software at a price you'll love, with a support team who cares. After 24 years in then business and successfully processing over 40 million e-files, we are proud to be the low-priced leader in professional tax software, while still offering scalable software and tax filing options for all practices.
Taxpayer Advocate Service
As an independent organization within the IRS, the Taxpayer Advocate Service helps taxpayers resolve problems and recommends changes that will prevent problems. We offer free help to guide you through the often-confusing process of resolving your tax problems that you haven’t been able to solve on your own.
Tax Rep Network
Tax Rep Network is a membership-based organization for CPAs, EAs, attorneys, and tax professionals who want to build their tax representation practices. Members learn how to represent and support the 25 million taxpayers who owe the IRS money or are behind in their filings. Topics include IRS collections process, helping non-filers, criminal issues, payroll tax, debt resolutions, offers in compromise, and more.
Thomson Reuters
Relied on for over 50 years, Quickfinder continues to be the leading quick reference provider for tax professionals, combining high quality content with years of editorial expertise to ensure the answers you need are right at your fingertips. Designed and written by working tax professionals, Quickfinder delivers accurate and useful answers in a down-to-earth, concise format with a sense of humor that is as unique as your clients.
Transact
We understand and care about how our services impact your bottom line. We can help you with your receivables, accelerate cash flow, increase your efficiency, and improve your customers’ experience at the time of transaction. We are committed to helping you keep expenses low with services like: DigitalPayments, Mobile Payments, Consulting Services and so much more!
Verito Technologies
Verito offers managed cloud hosting and managed IT solutions tailored for tax and accounting firms. We provide affordable, scalable, and secure turnkey business application hosting and managed IT solutions. In addition, our top-notch technical support staff is always just a phone call away, ready to answer any questions or address any concerns.
Wolters Kluwer Tax & Accounting
Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.
Workflows for Tax Pros
Workflows for Tax Pros automates small tax and accounting practices. Our client-focused workflows enhance organization, efficiency, and reduce stress year-round. Let us simplify automation for you, like we have for our 700+ clients. As automation experts, we'll guide you to increased profit and time freedom in your small practice.
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