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Canopy's easy-to-use practice management and tax resolution software helps tax professionals make their work more efficient, simple, and lucrative. Canopy eliminates busy work by organizing clients and tasks, making client communication seamless, auto-populating IRS forms, automating tax analysis, storing data and documents, and simplifying everyday tasks. Try it free.
Cetera Financial Specialists LLC are the leading growth consultant for tax and accounting professionals, enrolled agents and CPA firms integrating wealth management into their practices. Together, we create a personalized road map for our advisors and their clients.
GetNetSet is proud to be NATP’s website building Affinity Partner since 2009. We develop professional websites with tax resources, newsletter, helpful links, and even a secure client portal to upload and download PDFs, QuickBooks files, etc. with clients. Ask us about our *NEW* and revolutionary Social Media Service!
SmartCenter transforms your small firm into a completely digital and modern office in the cloud. Track your work, collaborate with clients & staff, and access your documents, all from anywhere you are, on any device. Don't just "manage" your tax & accounting business, transform it and make your life easier.
TaxProfessionals.com is an online directory that links taxpayers to Tax Professionals like you. We have designed the service with your tax business in mind. Our services includes a premier listing, secure file transfer, merchant services and instant contact with potential clients.
TaxACT has offered affordable digital and download tax preparation solutions for individuals, business owners and tax professionals. TaxACT’s Preparer’s Editions are ideal for professionals who need robust software to prepare and file an unlimited number of returns, as well as time-saving organization and accuracy tools.
Applications2U (A2U) is a Cloud Hosting and IT organization focused on meeting the needs for a secure and mobile workforce. Established in Pittsburgh, PA, in 2003, A2U has acquired a customer base of 400+ companies and 5000+ end users, with a focus on: healthcare, finance, legal, and manufacturing entities.
ADP Employee Solutions offers small businesses the HR and payroll services they need to run their business—every day and every step of the way. Whether a startup hiring its first employee or a mature company celebrating its first retiree, our Employee Solutions help business owners focus more on what they love most—their vision and passion of creating and growing a successful company.
APlusCPE®, a service of WebCE®, delivers online continuing professional education and exam prep materials to tax and accounting professionals. Our feature-rich online delivery system is designed to give students a personalized learning experience that is accessible at any time. APlusCPE takes pride in delivering current course content in video and tax-based formats.
ATOM Software is the true “ALL IN ONE” practice management solution for your tax and accounting office. If you’re tired of using multiple software packages to manage your office (i.e. appointment calendar, phone slips, document storage, client portal, task assignment, etc.) then ATOM Software is your answer.
BASE® partners with tax professionals nationwide to offer small business owners a means of saving tax dollars on healthcare expenses with a Section 105 HRA. BASE® also offers a variety of other tax-advantaged benefit plans and compliance services, such as: 125 Cafeteria Plan, Integrated HRA, Excepted Benefits, and ERISA Wrap.
CFS is known for its powerful, easy-to-use, affordable tax software, including: TaxTools (Federal/State Tax Planner plus over 300 utilities); Payroll System (programs sold separately or as a suite for after-the-fact or active payroll); Small Business Tools (over 150 utilities); Financial Planning Tools (Financial Planner plus over 100 utilities); other products.
Drake Software offers complete tax preparation software for the tax professional, with office management tools, and accounting and payroll software included. Customers are provided with free, knowledgeable, efficient phone support with wait times less than 10 seconds in the heart of tax season. Software ships in early December with all states usually approved by the first week of January.
EPS - Electronic Payment Systems – an innovative payments processor with cost effective solutions. e-Collect - collect your tax preparation fee out of your customer’s refund for the lowest price. e-Pay - merchant services and credit card processing with exclusive offerings. e-Payments - private labeled prepaid card solutions, and payroll ACH processing.
Gleim: EA Review Redefined™. More Enrolled Agents have used Gleim to pass their exams than any other review provider! Always enjoy our guided study system, the largest test bank available, an Access Until You Pass® guarantee, and content authored by professional educators.
GruntWorx automates the time consuming tasks of organizing and typing your client's tax data into your tax preparation software. GruntWorx validates all the tax data before returning it to ensure the highest accuracy possible.
Interactive Financial Advisors is National SEC Registered Investment Advisor who cares and helps professionals. Our goal is to help you broaden what you offer your clients, differentiate your business from competitors, improve your cash flow, and business value within a simple process.
Intuit Inc. creates business and financial management solutions that simplify the business of life. Within the Professional Tax Group, we’re building stronger connections between tax professionals, our flagship products, Lacerte, ProSeries, and Intuit Tax Online, and resources to make tax preparation faster so you can help clients improve their financial outcomes.
iTransact has been partnering with Tax Professionals nationwide to bring "best of class" credit card processing to our tax partners and their business clients. Stop by our booth and ask about our NATP FREE mobile account and our Trusted Advisor Program.
LessWires Inc is a leading end-to-end business VoIP phone system provider. As a 1-stop shop, we provide everything a business needs to successfully switch to VoIP and enjoy the many great features and cost savings that come with it. We work closely with businesses to assess their existing IT infrastructure to try to maximize its reuse and guide them through the switching process in a friendly and transparent way.
LTC Global offers a discounted long term care insurance program to all members and extended family members of NATP. We use the top carriers in LTC marketplace to ensure all members get a plan that fits their individual needs and budget.
NISCO Equipment Solutions specializes in Paper Handling equipment. Nationwide sales & service for shredders, folder-inserters, folder-sealers, paper trimmers, comb wire & spiral binding machines, plus staplers. Quality products, Superior Support.
Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface.
PascalWorkflow is a complete Practice Management, CRM and Workflow Software. Value based billing, proposals, projects, tasks, workflow and engagements are beautifully managed. Pascal Workflow includes E-Signatures for 8879s, a recurring billing platform, and an easy to use client portal. Integrates with dozens of software such Google Drive, Box.com, QBO and Xero. Keep track of all due dates, referrals, and IRS Notices. Easy to learn and use with a FREE - FOREVER PLAN.
PitBullTax Software is the leading IRS tax resolution software Attorneys, CPAs and Enrolled Agents trust!
Placer Insurance, we pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. Placer Insurance has been insuring tax professionals for over 30 years. Our program is one of the most comprehensive and competitive programs available.
Refund Advantage is an industry leader in the bank product industry. We cater to independent EROs, direct filers and service bureaus, offering a full suite of innovation tax refund products. Products include RTs and Taxpayer Advances via check, direct deposit, or prepaid VISA card. ERO Advances also available! Experience the Advantage!
SmartVault makes it easy to collect, manage, and share your firm and client documents with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps speed up and simplify your workflow with anytime, anywhere access to documents. Start your free 30-day trial.
Tax Help Software is a Patent Pending Desktop software requires and instantly downloads IRS Transcripts and creates a Transcript Analysis Report. This report checks for compliance, liens, collection status, CSED’s, bankruptcy discharge dates, and much more. This program is proven with over 60 million transcripts downloaded and 30,000 reports created.
Tax Materials is known for our fast-answer format, client-friendly content, and customer satisfaction rating of 98%. TheTaxBook is preferred 10-to-1 over our closest competitors and has been voted the #1 Tax & Accounting Research System 3 years in a row by the CPA Practice Advisor’s Readers’ Choice Awards.
TaxCoach is the only tax strategy planning system that gives your clients tax savings and a way for you to earn revenue for your advice. As one member stated, “We’ve added $200,000 per year incrementally in revenue due to TaxCoach." NATP members: 30-day free trial. No contracts. Free consultation.
TaxProMarketer helps you attract (and keep) more tax and accounting clients to build the business you’ve always wanted by leveraging the nation’s foremost marketing advisors for independent tax and accounting professionals.
TaxProToday has become the leading source of news, information and insight to the professional tax prepare community. Our three-times-a-week e-newsletter and daily updates on our website provide up-to-the-minute coverage of IRS rules, regulations and developments, the latest in tax legislation, and the best practices, strategies and tools the need to make their practices more efficient and profitable.
Textellent ProText™: A unique, patent-pending Text Message Marketing service designed for the Tax Pro's. It empowers 1:1 personalized, timely and relevant communication between you and your clients automatically. It brings the benefits of proven marketing best practices to your business while taking hours of work off your shoulders each day. Hundreds of tax offices nationwide enjoying results!
Tax & Accounting business of Thomson Reuters provides the profession's most integrated, comprehensive tax and accounting software, research, training, and more. The CS Professional Suite®, Checkpoint®, Checkpoint Learning, and Quickfinder® power smoother workflows, more informed decisions, improved client service, and better results for tax and accounting firms of all sizes.
TASC administers AgriPlanNOW and BizPlanNOW HRA benefit plans that allow your small business clients to save an average of $5,000 a year on insurance premiums and out-of-pocket medical expenses. Use our services to enhance your existing relationships with your client base and attract new clients.
Wolters Kluwer provides tax & accounting software, research products and CPE and CE to more than 45,000 tax preparation businesses through our two separate tax compliance suites, ATX and TaxWise.