Running a successful tax office can be a challenge. Visit our Expo Hall and learn all about emerging technologies, services and products provided by our outstanding vendors that help solve office problems.

The Expo Hall will be open on Tuesday and Wednesday of the event. Interested in sponsorships/exhibiting? Email us at

Platinum Sponsors

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.

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!

With Liberty Tax, take your career in the tax industry to the next level. Our tried-and-true system and national brand recognition will help grow your customer base. And our industry-leading support programs — including marketing, integrated tax software, and ongoing training — have a proven track record of producing consistent, successful results for our franchisees.

Right Networks gets your current accounting-based desktop and legacy applications into the cloud, so it's easier — and more secure — to share sensitive documents and data with your clients. This new flexibility allows you to cost-effectively grow your business and even reach new geographies. We know your reputation is on the line, so go with a solution that is backed by Intuit.

From the Tax & Accounting business of Thomson Reuters comes the profession’s most integrated, comprehensive tax and accounting software, research, training and more. The CS Professional Suite®, Onvio™, Checkpoint®, Checkpoint Marketing for Firms and Quickfinder® power smoother workflows, more informed decisions, improved client service and better results for firms of all sizes.

Silver Sponsors

CorpNet provides business filing services required for a variety of business needs such as forming a Corporation or Limited Liability Company (LLC), filing a DBA/Fictitious Business Name, Trademark Search and Registration services, and maintaining your existing business in corporate compliance in 50 states.

CPACharge is an online payment solution developed specifically for CPA firms, giving you a professional way to accept credit, debit, and ACH payments. Give clients the options they want, while you get real-time reporting for easy, accurate reconciliation. Trust the experts for a solution that’s used by 50,000 professionals.

Intuit Inc. creates business and financial management solutions that simplify the business of life. Our ProConnect group focuses on helping tax professionals save time, grow their practice and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software — Lacerte®, ProSeries® and ProConnectTM Tax Online.


ABL Computers is a technology consulting firm that helps financial companies become compliant while protecting them from cyber crimes and data breaches. We also develop systems and procedures around your business that will and your staff to become more efficient.

ATOM Software is a true "All-IN-ONE" practice manage solution designed specifically for tax and accounting offices. If you're tired of using multiple software packages to manage your office (scheduling, phone slips, document storage, client portal, task assignment/reminders, workflow, etc) then ATOM Software is your answer. ATOM has successfully merged all your office functions and business types (tax, payroll, IRS Resolution, etc.) into one cohesive easy-to-use package. And, best of all, it's in the cloud so you can have access to all this information from anywhere, including your smart phone.

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.

Blue J Legal’s AI-powered platforms accurately predict court outcomes in challenging areas of tax law and allow practitioners to find relevant cases faster than ever before.

CFS Tax Software, Inc. is known for its powerful, easy-to-use, affordable software, including: TaxTools (Federal/State Tax Planner plus over 300 utilities); Payroll System (for after-the-fact or active payroll); Small Business Tools (over 150 utilities); Financial Planning Tools (Financial Planner plus over 100 utilities); many other products.

Drake Software offers complete tax preparation software with office management tools, accounting and payroll software, and providing free, knowledgeable, incredible phone support with wait times less than 10 seconds in the heart of tax season. Software ships early December with all states usually approved by the first week of January.

EPS Financial provides a suite of cost-effective payment solutions for all tax office financial transactions. Offering the lowest cost refund transfer programs, taxpayer refund advances, ERO loans, as well as seasonally-priced credit and debit card processing. Our industry-leading systems will empower your office with the best payment solutions platform in the industry. & create tax topic fact sheets, newsletters, organizers, and other client hand-outs. Your annual subscription includes a custom branded webpage with one-click access to our entire library of client friendly tax information. You can even post our library to your existing website (optional).

FileCenter is a leading Windows-PC based document management software solutions for small practices. It combines easy scanning and file organization with powerful PDF creation and editing. It also includes OCR, and access to brandable Client Portal.

FolderWorks is the vendor for NATP's custom imprint folders and we have the technology platform for your custom imprint folders offered on your website.

GruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization from directly within most tax software. GruntWorx is also backed by a free, best-in-class support staff, providing fast, accurate answers to customer questions.

Interactive Financial Advisors is a full service National Registered Investment Advisor firm. Their CARES Experience™, CARES Score™ and Making Life Better™ calculator are unique and elevate you above the competition. You and your clients will have the power and control to choose the level of your future financial success.

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.

Endorsed Local Providers (ELP) is a Dave Ramsey & Ramsey Solutions business referral and coaching program specifically for tax professionals. Imagine how your business could change when you connect with loyal, high-quality referrals and learn from the best business thought leaders in the country!

Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness and provides the ability to create and leverage a variety of spending report and analysis tools.

At Placer Insurance, we pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. Placer Insurance has been successfully insuring tax professionals for over 30 years. Our program is one of the most comprehensive programs available.

Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the value of bookkeeping and real-time accounting.

Refund Advantage offers innovative tax refund bank product catering to independent EROs and service bureaus. Taxpayer bank products include: RTs via check, direct deposit, or prepaid card; Taxpayer Advances and instant rewards with our Loyalty Program. ERO Advances available include: tax software, office startup and in-season Fee Assist!

River City Bank's long-standing reputation in the tax refund settlement industry spans over three decades with a focus on commitment to excellence and customer service. Our priorities are simple; to provide valuable and cost-effective products and services that EROs and taxpayers need while maintaining a high level of integrity to protect the future of the industry. River City Bank remains driven to be the absolute best choice for your most successful banking partnership.

Scriptel Corporation was founded in 1982 and is based in Columbus, Ohio. The company is known for it's Citrix Ready electronic signature pads that provides high reliability with a three-year warranty along with excellent service and software integration support. Scriptel recently introduced the new EasyScript 3.0 interface with its successful no client install API for browser-based applications. Scriptel recently introduced a new software product, mSign, which turns any mobile device into a wireless signature pad.

Tax Help Software is a Patent Pending Desktop software requests 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 150 million transcripts downloaded and 100,000 reports created.

Tax Rep LLC provides coaching and training for accountants who want to build an IRS representation practice.

More than 20,000 tax professionals and millions of individual taxpayers and business owners trust TaxAct for affordable and powerful tax preparation software solutions every year. TaxAct Professional is dedicated to helping tax professionals maximize efficiency, productivity and revenue.

TaxTok streamlines the way tax professionals communicate with their customers. Through TaxTok, a tax professional can host video chat appointments, receive customer payments, share and store customer files, route documents for e-signature, and send real-time chat messages. TaxTok is built with the customer in mind and is the ideal solution for tax professionals looking to offer their customers the option of a fully online customer experience.

Textellent offers a Personalized Texting service, especially designed for Tax Professionals. It automates marketing best practices and works with your tax preparation software. Texting has 99% read-rate within 2 minutes! Save time daily and impress your clients. Free Trials available. Dedicated Client Success Managers get you started in 45min.

TheTaxBook™ is your solution for tax research. Voted the number one tax reference book in America over the last five years, TheTaxBook is known for our fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. Stop by our booth to take advantage of special show pricing and get your order in today for the upcoming tax season!

Topaz Systems, Inc, founded in 1995, provides electronic signature pads and software tools to enable the creation, signing, and authentication of electronic documents with digital handwritten signatures. Topaz has received numerous industry awards and holds more than ten patents in the field of electronic signature hardware and software.

Benefits should feel like benefits™. That's why Total Administrative Services (TASC) created the Universal Benefit Account™. When benefits are difficult to manage and hard to understand, it's easy for clients to forget that they're saving money. When you partner with TASC, you offer your clients the best value, technology, and service.

Verito Technologies provides fully-managed, turn-key cloud hosting solutions for all size companies. We host your favorite tax/accounting software in a dedicated cloud server that is backed by enterprise grade security, SOC, PCI DSS, SSAE compliant, redundantly backed-up data centers and a highly experienced support team that is available 24/7.

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