Sponsors and Exhibitors

Accounting Today Cloud 9 Real Time FreshBooks Profitably Wave Accounting
ACCTivate! CPA Practice Advisor Fujitsu Computer Products of America Radio Free QuickBooks webKPI LLC
ADP CPA2Biz GHG Corporation Results Software Wellspring Software
Avalara eBillity inDinero Sage Software Xact Software
Baystate Consulting eBookkeepr.com InsynQ Sharefile Xero
BigTime Software eFileCabinet, Inc. Intuit Sift Media XpandedReports, Inc.
Bill & Pay Ei Printing Legrand CRM Software ShipGear by V-Technologies Zachary Systems
Bill.com Emochila, Inc. Mavenlink SmartVault Zed Systems
BillQuick by BQE Software, Inc.

ePay4Books

Mentor Plus SpringAhead Zoho Corporation
Canon U.S.A., Inc. ExpenseCloud Method Integration The Hartford  
CLEARIFY℠ ExpenseWatch.com MyOrderLookup by Panatech Uni-Data & Communications, Inc.  
Concur Expensify, Inc. Open Systems, Inc. Vend  
CoreConnex, Inc. Fishbowl Pinnacle Cart Wasp Barcode Technologies  

Diamond Sponsor

Intuit Inc.

Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks®, Quicken® and TurboTax®, simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants. Intuit Financial Services helps banks and credit unions grow by providing on-demand solutions and services that make it easier for consumers and businesses to manage their money. Founded in 1983, Intuit had annual revenue of $3.1 billion in its fiscal year 2009. The company has approximately 7,800 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.

Platinum Sponsors

BigTime™ is a Web-enabled time and billing application for professional services firms that allows users to track time, expenses, projects, contacts, meetings, and messages. BigTime integrates with the software that you already use such as QuickBooks™, Microsoft Outlook™, and Microsoft Office™, as well as your preferred payroll systems. BigTime is also equipped with leading-edge business analysis tools that allow you to build custom reports and change screen views to accommodate your business processes.

 

CPA2Biz

CPA2Biz, a subsidiary of the American Institute of Certified Public Accountants (AICPA), provides best-in-class client-focused business solutions to support accounting professionals throughout the U.S. Its Trusted Business Advisor solutions are cloud-based tools that enable accounting and bookkeeping firms to build more collaborative and strategic relationships with their business clients or employers. For more information, visit www.cpa2biz.com, the leading e-commerce site for the accounting profession.

Sage Software

For over 30 years, Sage's 3.1 million customers have trusted our software and services to help run their businesses, a responsibility we take very seriously. Sage has an unwavering focus on providing business-friendly solutions that make it easier for customers to manage their processes and meet their objectives. The strength of the Sage portfolio is its diversity. Whether it is our financial software including Sage Peachtree, Sage Simply Accounting, Sage ERP MAS, and Sage ERP Accpac, or our industry-specific solutions including Sage Timberline Office, Sage Master Builder, and Sage MIP Fund Accounting, our products help businesses and organizations manage processes across different functions — from accounting, payroll, and human resource management to invoicing, inventory control, and customer relationship management (CRM). All are designed to equip our customers to run their businesses more effectively and efficiently. Visit us at www.SageNorthAmerica.com to learn more about our solutions for every business need.

Xero is an award-winning online accounting system designed specifically for small businesses and you, their trusted advisor. Xero embraces the power of the Internet so you can access your clients' financial data when it suits you. It has the day-to-day bookkeeping functions your clients need to run their business and gives you the tools to add value and help your clients meet their compliance needs. Xero has all the functionality you and your clients expect in a modern accounting system, including daily automated bank feeds, invoicing, debtors, creditors, sales tax, expense claims, fixed assets and multi-currency. Xero provides comprehensive reporting which includes management reports, reconciliations and annual reports with full drill-through capability. Also included is a whole range of accountant-specific tools to make it easy for you and your staff to manage and work with your clients in Xero.

Gold Sponsors

ACCTivate! Inventory & Distribution Management Software is the most feature-rich inventory management and control software that extends the capabilities of QuickBooks®, so growing businesses don’t have to replace QuickBooks with a more costly and demanding system. As a business grows, ACCTivate!'s flexible and scalable design is built to handle substantial business volume and the addition of virtually unlimited staff on the system. ACCTivate! includes advanced inventory management, warehousing, purchasing, barcoding, CRM , sales order management, picking and shipping, decision support tools, a customizable dashboard, over 100 standard reports and documents and custom reporting powered by Crystal Reports®. Discover ACCTivate! at www.acctivate.com.

Automatic Data Processing, Inc. (NASDAQ: ADP), with nearly $9 billion in revenues and about 550,000 clients, is one of the world's largest providers of business outsourcing solutions. Leveraging over 60 years of experience, ADP offers a wide range of HR, payroll, tax and benefits administration solutions from a single source. ADP’s easy-to-use solutions for employers provide superior value to companies of all types and sizes. ADP is also a leading provider of integrated computing solutions to auto, truck, motorcycle, marine and recreational vehicle dealers throughout the world. Understanding that every practice is unique, ADP offers diverse options for accountants’ clients and provides valuable accounting resources at www.accountant.adp.com.

bill and pay logo

Bill & Pay, a product of SkyHill Software, is a value-added accounts receivable (A/R) solution fully integrated with QuickBooks. Businesses use Bill & Pay to increase cash flow, automate collection efforts, reduce merchant credit card fees and minimize overall A/R costs. Customers pay online and payments are automatically deposited in the bank and marked paid in QuickBooks. Its power lies in its robust feature set, including customer initiated one-time or recurring payments using ACH or credit card, branded customer website, payment reminder emails, remote access and much more. Bill & Pay is compatible with existing Intuit merchant accounts with auto reconciliation of payments. We’ve been in the A/R software business for over 12 years. Realizing that accounting professionals are the best testimonial for their clients, we offer a lucrative reseller program. Bill & Pay is also available for non-QuickBooks users and third party software integration.

Bill.com is an on-demand Accounts Payable and Accounts Receivable application for CPAs and small and midsized businesses. Bill.com users can receive, route and pay invoices electronically - they never have to touch a paper bill again - resulting in time and cost savings to finance personnel of over 50%, versus manual Accounts Payable and check writing processes. Invoices are emailed, scanned or faxed into the Bill.com service. Digital images of invoices are then routed electronically for approval, ensuring a complete audit trail and eliminating lost or mishandled paper. Bill.com handles check printing and mailing as well as electronic payments, and uses enterprise-class fraud protections that are impractical for small and midsized businesses to implement on their own. Bill.com integrates with popular desktop and on-demand accounting packages, ensuring consistency of financial data and streamlined financial planning, reporting and audit activities. Bill.com has received numerous awards, with its "Zen (Zero Entry)" service winning Accounting Today's Best New AP/AR Product for 2011, a 2011 and a 2009 Innovation Award from CPA Practice Advisor, a 4-star rating from PC Magazine, and a 2010 Barlow Monarch Innovation Award for innovation in financial services . Bill.com was recently named to the Red Herring Global 100.

Founded in 1995, BQE Software, Inc. released the first version of its flagship product, BillQuick®, in 1996, growing it into a leading time billing and project management software solution. BQE develops products for service industries that completely automate timekeeping, project management and billing processes, including solutions for time and expense recording, report generation and invoicing via the Web, e-mail and handheld devices for off-site consultants and satellite offices. The BillQuick family also employs advanced technology, including workflow automation and fuzzy logic learning algorithms. BillQuick adapts to accounting firms of any size with unequaled features and flexibility. BillQuick offers complete, automated, real-time integration with Intuit QuickBooks and Microsoft Office Accounting.

As an Intuit Licensed Commercial Host, Cloud9 Real Time offers a customized and privately labeled all-in-one virtual office solution. With advanced hosting solutions you can have an online portal with instant access to QuickBooks, Microsoft Office and your tax software or other applications – plus client data. On the forefront of cloud computing, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation. Never charging for storage, IT or maintenance, get your business on Cloud 9 today!

CoreConnex is the producer of the Corelytics Financial Dashboard. Corelytics enables company owners and managers to see the picture of their company’s performance, the trend lines for where they are headed, a spotlight on where attention is needed, comparisons to industry benchmarks and comparisons of performance to goals set by management. With a single button, Corelytics connects to your accounting system and analyzes data from the past 36 months and forecasts the 12 months into the future. Corelytics was recently awarded the Intuit Application Showcase Grand Prize for its ability to make complex analysis simple and easy to understand and take action on. Corelytics is now the basis for a monthly management process in hundreds of companies in the US and around the world.

Concur Breeze logo

Concur 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. 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 90 countries, Concur’s on-demand services process over $35 billion in T&E spend a year. Learn more at www.concur.com.

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. We strive to connect with professionals using the most effective and diverse forms of media to provide in-depth reviews, interactive tools, insightful columns, timely features, and examinations of best practices and strategies.

Intuit has officially named eBillity as the recommended replacement for their discontinued QuickBooks Time Tracker, and Intuit Time and Billing Manager products.
The eBillity Time Tracker and Billing Manager takes over where the Intuit products left off, and improves upon those products. Mobile device integration is just one of the many new features available.
All of your current data, including previous time sheets, customers, vendors, service item, employees, and payroll items are all synced into eBillity seamlessly. Moving your data over from the previous products or starting from scratch is only a 2-click process.
Your invited employees/vendors will log their time and submit these time entries to the Admin for approval. Once the Admin approves the time entries, they will be imported into QuickBooks with a single click.
Simple, easy and painless. Check out eBillity on the Intuit Appcenter at http://appcenter.intuit.com/ebillity and see for yourself why eBillity has been chosen by Intuit as their time tracker of choice.

eFileCabinet, Inc. offers a suite of Enterprise Content Management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. More than 24,000 users worldwide rely on eFileCabinet solutions to store, share and protect their valuable and confidential data assets. eFileCabinet offers several core products designed to address essential business data needs, including: eFileCabinet Desktop and Online, EDM solutions to store and manage important business documents, SecureDrawer, a client portal/file sharing service to share and collaborate, and Concentsus Online Backup, to protect documents via a secure, online repository.

Start your ProAdvisor partnership with ePay4Books today and earn a monthly override on the Credit Card and ACH volume of your QuickBooks Customers.
ePay4Books "Payments made easy" is a plug-in that works with QuickBooks. You now can process credit cards seamlessly and you no longer have to re-enter payment information to post into QuickBooks. Saves time with each transaction automatically posting into QuickBooks, which ultimately saves hours of double data entry.
Sync your Quickbooks file with transactions that were processed within QuickBooks or from an external source, whether it be by Credit Card, ACH, Direct Deposit, Remote Deposit, iPhone or Website/Shopping Cart.
You can apply payments to invoices, create sales receipts and create credit memos for refunds/credits. Deposit Records for all batch settlements are created automatically within Quickbooks; Voided and returned payments update appropriately in QuickBooks.

Fishbowl Inventory is the No. 1 requested inventory management solution for QuickBooks users. It has held that top honor for 10 years. As small-to-midsize businesses grow and face increasing competition, Fishbowl's cost-effective inventory management solution can grow alongside them. Fishbowl makes it possible for every company to have the level of flexible and mobile inventory management features large organizations enjoy. Plus, it offers advanced manufacturing, barcoding, asset tracking, warehouse management and point of sale tools that integrate with each other and with QuickBooks. Fishbowl is a private company based in Orem, Utah. For more information about its products, visit www.fishbowlinventory.com.

FreshBooks is the market leader in online billing and bookkeeping for small businesses. For accountants, we offer a great solution for your small business clients, to help them manage their books, while making it easy for you to get the data you need for the advanced accounting and business advice you give your clients. With mobile options and accounting integrations with the systems you use in your firm, FreshBooks is easy to use for both clients, and in working with your own firm’s systems. Learn more about why over 1500 accountants and bookkeepers are using and referring FreshBooks to their small business clients, and get your free accountants’ account at www.freshbooks.com/jointhemovement, or give us a call on our Accountants' Line at 1-877-262-5122.

inDinero is the easiest way for business owners to track their finances. inDinero automatically downloads your clients' transactions from all their financial accounts and helps them visualize their spending, organize their transactions, and monitor their cash flow. Business owners love our easy-to-use financial dashboard, elegant reports, and automated categorization - with no more data entry. Accountants love offering their clients a tool that gives them 24/7 access to the financial health of their businesses. inDinero helps accountants collaborate with their clients, reduce their mistakes, and increase their profitability. By spending less time doing manual data entry and more time offering clients valuable financial advice, accountants who use inDinero won't get left behind. To learn more, visit www.indinero.com or e-mail accountants@indinero.com.

Since 1997, InsynQ has been providing managed IT services and application hosting for over 300 popular business applications including QuickBooks, Lacerte, Microsoft Office and Exchange, Goldmine, Sage ACT! and many more. Our IT solutions are customizable, scalable and more affordable than traditional methods used to purchase, run and maintain technology. You’ll sleep better knowing that all of your information is safe and secure in a datacenter with exceptional network reliability and 24/7 customer support you can count on. Your clients will enjoy the improved level of service your firm is able to provide, because now you can work from anywhere, anytime and still access the data, files and documents you need in real time. Everything is monitored by certified engineers and backed up with full disaster recovery in case of an emergency. It’s like having your own IT department at a fraction of the cost.

legrand Logo

You know that sharing information, calendars and tasks throughout your organization will make everyone’s job easier, increase staff efficiency and get your team working as one. You realize that tracking customer histories, tracking the effectiveness of marketing campaigns, actively managing sales opportunities, proactively managing customer service, and automating the processing of your web leads will make your business run more smoothly and help you build more positive and profitable customer relationships. And it’s no surprise to you that integration between QuickBooks and the CRM system will give your customer-facing staff the ability to better handle customer queries. Legrand CRM 5.0 can easily make all of these tasks actually happen. It's the ideal CRM solution for workgroups of 5 to 50 users: intuitive to use, powerful, functional and affordable. Best of all, implementation time is short and the return on investment is measured in months.

We Love the Great Game of Business To ensure business owners have the greatest odds of success, We Mentor their Mentors . . . For over 20 years Mentor Plus has been focused on improving the advisory skills of accounting professionals. As a result, we have seen hundreds of accountants have a more positive impact on the success of countless businesses all over North America. We teach business fundamentals, pure and simple. No theory. No hype. We teach accountants how to apply their accounting skills to measure and manage all areas of business performance. We also focus on developing their people skills so they can communicate and interact more effectively with clients and others on their team. We transform great accountants into even better business advisors.

Method Integration Logo

Method Integration allows you to create and sell custom CRM solutions to QuickBooks users. The Method Solution Provider program is the perfect tool for consultants looking to increase recurring revenue by reselling Method subscriptions, as well as providing high margin customization services.

My Order Lookup allows any size business to add 24/7 online order lookup, by maintaining a copy of just the order information on our secure cloud server. Customers and employees get history and current order status (including UPS/FedEx tracking links) - even email alerts - when an order ships, without any burden or liability to the company's network or data. Consultants get recurring commission revenue, additional customer fees, and a competitive advantage. We’re giving away money!

Visit Open Systems to learn how our products and partner programs can make your business more productive… and your clients happier! Our two product lines, OSAS® and TRAVERSE®, run on many platforms including Microsoft Windows®, Linux, and Mac®. We use Java®, Microsoft .NET®, and SQL Server™ to keep users up-to-date with the latest technologies. Vertical solutions are available for the manufacturing, distribution, not-for-profit, and construction industries. We also feature specialty applications for food, pharma, cosmetic/personal care processing and distribution, flexible packaging manufacturers, animal health care distribution, and dental supply distribution. Best of all, we offer a variety of partner programs. Stop by and spend a few minutes with us to see how we can enhance your business. We have been providing solutions to the market for over three decades, so you can be sure we’ll be there when you need us!

Profitably provides powerful financial analytics to growing businesses, including Cash Management, Budgeting, Forecasting, Profitability, and Benchmarking. Profitably’s Web-based software connects securely to business applications like Intuit’s QuickBooks to provide insight to the ~6M small businesses in North America. CFOs, bookkeepers, and business owners alike use Profitably to do in minutes what used to take days in Excel. Visit profitably.com today for a free diagnostic on the health of your business and to benchmark how you compare to your peer group. Download free financial models, spark up a conversation with other finance professionals, and sign up for a free 30-day trial... because it's time to own the numbers.

Results CRM

Results CRM provides an award-winning Customer Relationship Management (CRM) system that is uniquely integrated with a comprehensive business management solution. We help businesses grow and prosper by delivering a complete and flexible approach to business information management and business process automation for sales & marketing, service delivery, customer service, project management, timesheets, time billing, renewal billing, invoicing, order tracking, payment history, and inventory control, along with bi-directional QuickBooks and Outlook Integration. Our software can be owned, with a one-time purchase, and is available in a pay-as-you-go model with a month-to-month licensing that does not require a long term contract. We offer install-your-own (OnPremises) and In-the-Cloud (Hosted) delivery options, as well as Web-based solutions for traditional and virtual offices with mobile staff.

ShareFile for Accountants was specifically designed for tax and accounting professionals to exchange confidential or large business files. Documents are available for encrypted, password-protected download by your clients via a custom-branded client portal or securely through e-mail with our Microsoft Outlook plug-in. ShareFile is a Sleeter Group Awesome Add-On winner and is endorsed by K2 Enterprises, RootWorks, and Boomer Consulting group, among others.

SmartVault, a leading provider of Software as a Service (SaaS) document storage and sharing solutions, provides accounting professionals and businesses with an easy and affordable solution for users to store, view, and share files securely - any time and from anywhere. SmartVault's unique integration with popular small- and medium-sized business applications like QuickBooks creates a seamless user experience for scanning, attaching, and finding documents within a familiar application. With SmartVault, you get:

  • Easy-to-use document management
  • Secure file sharing
  • Custom branded client portals
  • Seamless integration with QuickBooks via the SmartVault Toolbar
  • Built-in scanning wizards for one-click scan & upload
  • Free training!

Plus, SmartVault’s Solution Provider Program enables QuickBooks consultants to earn monthly recurring revenue for referring SmartVault to their clients. Learn more and start your free 30-day trial at www.smartvault.com.

Spring Ahead Logo

Time + Expense + Project Accounting: SpringAhead is the fastest, most integrated online solution for time tracking, billing, expense reporting and project accounting. Our Web-based platform is easy to use and accessible from anywhere, using any browser or mobile device. Track time and easily manage multiple bill and pay rates by project, individual or task. Automate billing with detailed invoices created directly in your accounting system. Speed up expense reporting with credit card integration and paperless receipt management. SpringAhead seamlessly integrates with Quickbooks and your existing systems to simplify all of your back office processes.

Uni-Data isn't about the cloud-smoke or vaporware that’s all the rage these days. Uni-Data is the "brains" behind great networks: the Brain is the collective experience of 400 engineers and techs harnessed together for 22 years to deliver robust and secure data solutions for NYC’s top financial service enterprises. We keep data safe, secure, and most importantly, available—when and as you need it. We provide remotely accessible workplaces and the most current software titles delivered with the latest, most appropriate solutions like Windows Server, Citrix and VMWare, in pre-configured or custom environments, at very low cost and scalable to a client’s changing needs. We provide 24/7, live, on-shore technical knowledge and remote remediation, backed by dispatch capability across the continent. Uni-Data is an Intuit Authorized Commercial Host, Intuit Solution Provider, Microsoft SPLA partner, and a member of the VAR500, working today with many tax, accounting and bookkeeping professionals nationwide to stream workflows for both the firm and their clients. Through the Uni-Data Affiliate Program, we maintain client-ownership integrity and provide lucrative recurring revenue streams to our partners. Visit us at http://www.it.com/Affiliate-Program, or contact us at 718.445.5600 x2.

Wasp Barcode Technologies helps small businesses improve productivity, gain efficiencies and increase profitability. Wasp designs and sells complete hardware and software solutions that are ready-to-use and extremely affordable. Over 300,000 customers have gained significant benefit using Wasp solutions, including inventory tracking software to accurately track quantity, location and use of supplies, repair parts & pieces or goods that are stocked and sold; asset tracking software to save time keeping track of IT and fixed assets, knowing where they’re located and who has them; time and attendance systems to save time and reduce errors tabulating employee hours for payroll; Point of Sale (POS) systems to speed check out, improve customer service and provide insight to manage inventory; and a range of barcode scanners, barcode printers, barcode software, barcode labels and supplies. Wasp provides the power of big business tools without the cost or complexity. Learn more at www.waspbarcode.com or call 866-547-WASP (9277).

Get your clients out of the shoebox! Wave Accounting is a 100% free online double-entry accounting app made for small businesses. We make it easy for your clients to get organized, so you can help them better, faster and more profitably. Collaboration is easy – view all your clients from one screen with just one log on, and access any client account from wherever you are. How does Wave get rid of the shoebox? We import bank data automatically, from over 10,000 financial institutions, eliminating manual data entry. And we've built an app that makes sense to non-accountants. But under the hood, it's true double-entry accounting with full financial reporting. Wave also makes it easy for your clients to track multiple businesses in a single view, and separates personal and business items for accurate reporting. Let Wave Accounting reduce the headaches of dealing with your shoebox clients by helping to get them organized and automated.

webKPI, winner of The Sleeter Group's 2011 QuickBooks Awesome Add-on Award, provides Business Intelligence (BI) reporting at your fingertips, quickly and easily turning accounting and operations information into business insight. webKPI's BI solutions are used by CPAs, bookkeepers, business coaches and their clients to easily understand and effectively communicate business metrics.

The webKPI suite of dashboards are highly accessible:

  • Available on iPhone, Android, iPad
  • E-Mail Alerts
  • Scheduled, generated and auto-emailed reports
  • Web Access for unlimited Users
  • Financial Hub to provide a window into all of your clients' KPIs

Put Business Intelligence at your fingertips with a powerful yet easy to use array of solutions to empower your analysis, search and data visualization requirements. webKPI Business Intelligence Dashboards deliver Key Performance Indicator (KPI) reporting that quickly turns accounting information into business insight and analytics into action to gain valuable and actionable business insight.

Wellspring Software is the creator of one of the most useful tools available for QuickBooks, PrintBoss: Print checks onto blank check stock. Print checks and generate ACH payment files simultaneously. Print to multiple printers. Print signatures based on check amount. Print any data as a barcode. E-mail, fax or print to a printer. Create a Positive Pay file. Invoice copies to different printers. Automatically create a PDF copy. In addition to printing a document, send it to the Outlook outbox for e-mailing.

Xact Software is a leading developer of innovative add-on products for ACT!, the #1 selling contact and customer manager. Our Xact Link for QuickBooks is a live link connecting CRM (ACT!) and QuickBooks. It eliminates dual entry of contact information providing for estimate, order and invoice creation directly from ACT! Visibility of receivables and vendor/customer sales orders empowers your sales people to do their work effectively. Provides a smooth information flow, from initial sales enquiry in CRM to invoice creation in QuickBooks. Xact link products are live links for ACT!, providing up-to-the-minute accounting data visibility, with no waiting on any synchronization process to run. There is no need for QuickBooks to be installed on users’ PCs, as connection is direct to the accounting data file. An advanced security module maintains accounting information and process confidentiality for larger workgroups. Secure profile-based setup ensures that only the appropriate staff have the full QuickBooks functionality available.

XpandedReports at www.xpandedreports.com starts where QuickBooks reporting stops. This is achieved by combining, in one integrated add-on to QuickBooks, a product which has 1) the look and feel of QuickBooks, and 2) the built-in functionality similar to Excel, but includes many more functions than are available in Excel. This combination provides a much easier and more robust expanded reporting capability than Excel or report writing tools. Quickly manipulate the data including sorting, grouping, and subtotaling on any report column. Create pivot tables with the click of a button. Insert formulas directly into reports. A unique true-data feature allows for access to actual information on a transaction rather than QuickBooks lookup list. Users can quickly and easily create reports "their way," which can then consistently be reproduced. Visit www.xpandedreports.com/demo.html.

Zoho has brought to the doorstep of small and medium businesses a wide range of online business, collaboration and office applications, driving their productivity to hitherto unseen levels. The Zoho suite includes a rapidly evolving accounting software that is loved by businesses and accountants; an award winning CRM software, an e-mail and office productivity suite, and an advanced reporting and business intelligence software - all instantly available in a single place. Zoho.com has over 5 million users. Zoho.com is a division of ZOHO Corp., which also provides IT Management Software (ManageEngine with 50,000 customers and includes over 60% of Fortune 500 companies) and a Network Management Suite (WebNMS with 25,000 Tier 1 carrier deployments). With offices in Pleasanton, CA, Austin, New Jersey, Chennai, London, Tokyo and Beijing, ZOHO Corp. serves the technology needs of millions of customers worldwide. For more information about ZOHO Corp., please visit www.zoho.com.

 

Silver Sponsors

Accounting Today Logo

Accounting Today is the leading source of information and insight, in print and online, for accountants in public practice, delivering premium content for firm decision-makers on everything from the latest developments in tax and accounting, to cutting-edge technology and best practices in management, growth strategies and more. With the daily updates on our Web site, AccountingToday.com, the monthly insights of our print publication, and the in-depth analysis of our wide range of special reports on the topics that most affect the profession, Accounting Today is the premier provider of content to guide accountants on the path to greater success.

Avalara Logo

Avalara is the industry’s most trusted provider of sales and use tax information, and the recognized leader in Web-based sales tax services and solutions. Avalara offers a fully automated sales tax management and compliance solution via Software-as-a-Service (SaaS) called AvaTax. Avalara's AvaTax™ is a Web service-based sales and use tax solution that runs behind the scenes of the QuickBooks application to comprehensively automate the sales and use tax compliance function. QuickBooks users can achieve compliance, reduce exposure to suffering penalties from an audit, and remove the burden and costs of research and tax maintenance. AvaTax accurately performs address validation, jurisdiction research, comprehensive sales tax calculation, reporting, and remittance to more than 17,000 taxing jurisdictions. The transaction-based pricing model means businesses of all sizes can have enterprise-class capabilities at an affordable price.

Canon U.S.A. Inc., headquartered in Lake Success, New York is listed as one of Fortune’s Most Admired Companies in America. As an industry leader in professional, consumer and industrial imaging solutions, Canon has a long heritage of excellence and innovation in document imaging that has led to their position as the number two industry leader today. Canon’s extensive product line enables businesses and consumers worldwide to capture, store and distribute information with an impressive high-speed document scanner line-up. A partial list of patented functions includes staple detection, ultrasonic double-feed detection and “multistream.” From Personal—P-150 to Mid-volume Production—DR-X10C … and everything in between … Canon products are there for you. The Canon DR/CR and ScanFront-scanner lineup includes Personal, Workgroup, Departmental, Production and Network scanners as well as Check Transport scanners. Our document scanners offer innovative, high-performance solutions at affordable prices.

Ei Printing Logo

Checksforless.com offers an exceptional value on manual and software-compatible business checks, deposit slips, deposit bags, tax forms, self-ink stamps and other accessories. Customers get the guaranteed lowest prices in the nation on our products, while our Sleeter Group affiliates can earn up to a 20% commission on every sale, even reorders! Our program allows affiliates to "refer" their clients to Checksforless.com via a printed catalog or the Internet. EiPrinting pre-codes all order forms and web links to indicate the "referrer" on every client's first purchase. You get the commission on every order and reorder as long as they remain a customer, while we do all of the work. Compare us to any other supplier, and you'll see why thousands of accountants like you have made Checksforless.com their favorite supplier of printed banking products and software-compatible forms. Rest assured, your clients will be getting the best value.

Emochila Inc. offers a suite of Enterprise Content Management (ECM) products and services that help businesses and individuals work quicker, smarter and more collaboratively. More than 24,000 users worldwide rely on eFileCabinet solutions to store, share and protect their valuable
and confidential data assets.

eFileCabinet offers several core products designed to address essential business data needs, including: eFileCabinet Desktop and Online, EDM solutions to store and manage important business documents, SecureDrawer, a client portal/file sharing service to share and collaborate, and Concentsus Online Backup, to protect documents via a secure, online repository.

ExpenseCloud is the leading online and mobile expense management solution for companies of all sizes. Our application is the easiest way for employees to submit their expense reports; saving time, money, and eliminating manual entry. ExpenseCloud helps companies track expense approvals, digital receipts, expense policy violations, and company spending entirely online or from a mobile device. Employees can capture expenses and receipts or create, review, and approve expense reports directly from any of our mobile applications (iPhone, Blackberry, Android). CPAs and accounting firms will enjoy the ability to manage multiple companies all from one user location. ExpenseCloud seamlessly integrates with QuickBooks Online, QuickBooks Desktop, NetSuite, Intacct, and FreshBooks. For QuickBooks users, ExpenseCloud can import customers and jobs, allowing employees to add them to each expense entry. Expenses sent to QuickBooks can generate checks, invoices, or bills by vendor, customer, or employee. To learn more, visit http://www.expensecloud.com.

If you run a business, you have expenses. With ExpenseWatch.com you are empowered to control them. Best-of-breed modules for Expense Reports, Purchasing and AP Invoice Management can be subscribed to individually to control specific company spending issues, or as a fully integrated expense management suite. A Custom Reporting module provides complete flexibility to measure and analyze company spending information captured within the expense management system. Because ExpenseWatch.com is an open expense control platform, companies can integrate spending data with a wide range of business solutions used – travel management tools, accounting/enterprise resource management systems, payroll providers, credit cards, budgeting applications, customer relationship management systems, e-commerce vendors and more. With ExpenseWatch.com you gain complete visibility into your company spending – what’s been paid, and the purchases, invoices and expense reports waiting to be approved or paid. Subscriptions include implementation, training and support for all users and usage analysis.

Expensify logo

With multiple mobile platforms supported, plus an easy-to-use online interface, Expensify makes reporting your business expenses as easy, straightforward, and secure as can be.

Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the Document Imaging industry, delivering innovative scanning solutions and services that enable our customers to solve critical business productivity issues and streamline operations. We provide cutting-edge document capture solutions for business and personal environments, backed by a comprehensive portfolio of service and support programs. From tax returns to audits, our ScanSnap scanners make going paperless a snap whether you're on the go, with a client, or in the office. As a member of the CloudSolutions Alliance, we’re focusing on educating growth-oriented, client-centric firms on the benefits of Cloud, Paperless and SaaS technologies with the goal of helping them better serve their clients. Recent CloudSolutions Alliance strategic initiatives include an educational white paper by WithumSmith+Brown's Jim Bourke: us.fujitsu.com/firms, this recent survey from Bay Street Group: us.fujitsu.com/top100survey and Jason Blumer's new podcast series, the THRIVEcast: http://thriveal.com/the-dang-thrivecast/.

GHG Corportation

eTSS and QuickBooks make a terrific combination for employee time tracking and payroll processing. You can easily configure eTSS to send all employees’ time worked to any QuickBooks solution. As a Premier Development Partner of Intuit, GHG Corporation has created a seamless integration between QuickBooks and eTSS. This two-way link of information communicates important time and attendance data directly to QuickBooks. eTSS is designed to integrate with most accounting and payroll programs. While most of our customers use QuickBooks, we also have many clients who use various other accounting tools. We also integrate eTSS with third party payroll solutions such Paychex and ADP. We currently serve a wide variety of customers, and can offer solutions to any size organization. Whether your clients require DCAA compliance or simply an easier tool to track your employees’ time and attendance, we have a solution to fit your needs.

Mavenlink provides a single place for today’s project based work force to conduct business online. Whether it is an organization managing remote teams of employees and external consultants, or a small professional services firm working with clients and subcontractors, everyone is looking for a simple but highly effective way to manage their business interactions. By bringing together capabilities like project management, real time collaboration, file sharing and management, time & expense tracking, invoicing, and online payments - all in one intuitive process- Mavenlink has finally created a single destination, an online workplace, where everyone can go to get work done.

WORK LESS. SHIP MORE. ShipGear by V-Technologies enables UPS WorldShip® and FedEx Ship Manager® to integrate directly with QuickBooks, simplifying the shipping process by eliminating duplicate entry, reducing errors, and improving efficiency. ShipGear’s two-way interface provides a simple and efficient way to ship your packages. Eliminate re-keying of data and costly errors - access QuickBooks orders from UPS WorldShip or FedEx Ship Manager in real-time. Improve customer service - immediate visibility to tracking information from QuickBooks; automatic e-mail notifications. Expedite billing and collections - freight charges are updated after the shipment is processed. From order to shipment to delivery, ShipGear bridges the information gaps to make you more efficient, reduce errors and improve customer service. Intuitive and simple to use, ShipGear is the most affordable, easiest and most efficient way to ship! Visit www.shipgear.com for a 30-day free trial!

The Hartford is showcasing our revolutionary XactPAY Web® product which is available to QuickBooks users and our Spectrum Business Owner’s Policy. XactPAY Web® enables the QuickBooks user to integrate the payment of their Workers’ Compensation Insurance Premium with the processing of their payroll. XactPAY Web® is perfect for the small business owner who would benefit from better management of their cash flow. This integration eliminates the need for large down payments and significantly reduces audit activity. The Hartford’s Spectrum® Business Owners’ Policy offers coverages that are tailored to the needs of small businesses like our new Data Breach coverage which can help protect businesses that handle sensitive client information. Stop by our booth and learn more about XactPAY Web ® and our Spectrum Business Owners Policy.

Vend is a retail web-based Point-of-Sale and Inventory Management software you will love to use. Take the stress out of owning a POS system by simplifying the day-to-day management of sales, products, pricing and inventory. All you need is a web browser. Vend works with equipment you already own, including barcode scanners, cash drawers and receipt printers. Vend continues to work even if your internet connection doesn't. Your data will automatically synchronize the next time you connect. Enjoy the latest features without the hassle of maintenance and upgrades, for a small monthly subscription.

Zachary Systems is a software service provider offering businesses, financial institutions, and accounting professionals a smarter way to integrate their banking and accounting systems. Zachary Systems seamlessly connects your business, your bank, and QuickBooks by allowing you to securely view all your financial data within one interface. Zachary Systems’ eZ Import products simplify the accounting and banking process by doing the work for you, making you work smarter, faster, and without errors. With eZ Import products, you can import your banking transactions directly into QuickBooks without having to convert file types, manually assign vendors or accounts, or reorganize the data when you import your financial data. While eZ Import products can read all standard online banking download formats, its advanced integration capabilities provide supplementary data which categorizes transactions more efficiently. To learn more and download a free trial, visit www.zacharysystems.com.

Bronze Sponsors

Transaction Pro by Baystate Consulting is a suite of products for QuickBooks and QuickBooks Online users that provide the easiest and most powerful way to import, export and delete transactions and lists. Import data from Excel, text, Quicken, MS-Money, MS-Access files and ODBC compliant databases. Powerful options include the ability to import custom fields, import data by using a cross reference, e-commerce features, and automating the import process, to just name a few of the dozens of options available. New in version 5.0 - Import Quicken and MS-Money files as a bank statement and store payee aliases for bills, checks and credit card charges. The Transaction Pro Importer product was a finalist in the Intuit App Showcase and is in PC World’s article, "10 QuickBooks Add-Ons That Can Save You Time and Money". See why Transaction Pro Importer for QuickBooks is the preferred import tool for over 12,000 customers world-wide.

Who We Serve:
We provide business solutions, technology tools, and adaptable ideas to improve the scalability and bottom line for small businesses and mid-size companies. We serve clients around the globe, and work with a variety of vertical industries, including construction, manufacturing, wholesale/retail, professional services, and franchise restaurant operations.

Our Vision:
We want to make it easier to get information to run your business without extensive programming or needing a rocket science degree.
• Plan and execute strategy
• Scale and administer business processes
• Manage human resources and cash flow
• Efficiently deliver products and services
• Accurately measure business activities
• Recognize and analyze trends
• Comply with state/federal regulatory agencies.

Whether it is a small business needing a single complex report, companies with multi-level data analytic needs or even CPA firms and tax practitioners who provide analytic services for clients, we let you get at the data you need, using tools you are most familiar with.

eBookkeepr liberates day-to-day accounting and bookkeeping work from client offices. By keeping a better audit trail and providing single click access from popular business systems, we help your clients get excited about records in the cloud. Within eBookkeepr, work received from all clients is displayed through a single interface. Detailed time logs are recorded as users jump from task to task, client to client. Integrated e-mail allows complete communication trails to be maintained on every record, and keeps e-mail requests from slipping through the cracks. If you represent the client's accounting department, use client domain e-mail addresses (yourname@clientdomain.com) to show a united front. User activity reports are e-mailed daily (time, tasks, e-mail content), to help you manage your team. Whether working from the office, or saving the planet via telework, eBookkeepr makes life easier for employees, while making life a dream for managers, owners, and clients.

Pinnacle Cart is a world leading eCommerce solution for businesses that are ready to grow. Our easy-to-use design center allows your clients to quickly modify our free templates without the need for programming knowledge, while our built-in SEO allows them to sell through search engines like never before. Now, through Intuit Anywhere, we're changing the game again. Your clients can sell on their website, Facebook page, mobile phone and even print ads (using QR codes), all through one interface. What's even better is that their sales get imported directly into Quickbooks, making accounting a snap. We're all about making referrals easy and worthwhile. Free built-in landing pages for your site, commission structures we don't offer anywhere else and first class support to help you close more deals. Stop by our booth today!

Import, export and update transactions and lists from text files and spreadsheets directly into QuickBooks using Zed Axis. You can import up to 18 different transaction types and 15 different list types, including fields for multi-currency and inventory location, and with added features such as on-the-fly name and item creation, saved field mappings, and powerful data validation so you can leave the IIF format behind. Our goal is to "Retire the Keyboard." Come and find out how these powerful utility apps have helped thousands of QuickBooks users to save time and improve accuracy by reducing data entry. Sleeter Conference 2011 Special: Bring along an old keyboard and we will give you a free copy of Zed Axis Import & Export to take home. Zed Systems is a certified Intuit Gold Developer.

Media Sponsors

Radio Free QuickBooks (or “RFQ,” as the cool kids call it) is a live, online radio show that answers all of your pressing QuickBooks questions. You can call in each Wednesday between 7:30-9:00 PM ET, or you can e-mail questions. We know not everyone uses QuickBooks, which is why we focus on other small business related subjects as well! We will be doing LIVE broadcasts from the Accounting Solutions Conference on Monday, November 7 and Tuesday, November 8. Stop by our booth to suggest show ideas or to register to win cool prizes!

Sift Media is three dynamic brands with three distinct audiences, all with a direct connection to accounting and financial professionals in the United States and beyond. Sift Media is made up of the following Web sites: AccountingWEB, Going Concern, and USBusinessForums. AccountingWEB provides accounting news, information, tips, tools, resources and insight - everything you need to help you prosper and enjoy the accounting profession even more! GoingConcern launched in July 2009 with a mandate to bring a new edge and independent voice to the world of accounting and business finance. This group offers a place for this community to share ideas, ask questions and keep up on news in the legal industry. USBusinessForums is a community-driven discussion and networking forum designed and maintained by small business owners, top-level managers, and professionals in various disciplines.