Learn about the technologies and services provided by our outstanding vendors
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Since its inception in 1983,
HD Vest Financial Services® has supported an independent network of tax professionals and financial advisors who provide comprehensive financial services, including planning, securities, insurance, money management services, and banking solutions. To learn more about HD Vest, a business of Blucora, Inc. (NASDAQ: BCOR), visit
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.
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 is the most intelligent way to manage your firm and collaborate with clients. Seamlessly integrate every client communication, tax return status, & document – all in one place you can access from anywhere. “Smart” firms have a unique advantage – the power to give today’s clients exactly what they want.
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.
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.
TaxAct has been trusted by tens of thousands of professional tax preparers and millions of individual taxpayers since 1998. TaxAct Professional Editions are high quality, easy-to-use and affordable. With flexible and scalable software and e-filing packages, tax professionals only pay for exactly what they need to profitably operate their practices.
Local Stakeholder Liaison will promote education and awareness to tax professionals so as to help their clients (taxpayers) in the best manner possible.
Low Income Taxpayer Clinic ensures fairness and integrity in the tax system by conducting outreach and education to taxpayers about their rights and responsibilities and by representing low income taxpayers in tax controversies with the IRS. The representation including: accounts management, exam, collection, appeals, and litigation.
The Taxpayer Advocate Service is an independent organization within the Internal Revenue Service. We protect taxpayer's rights by ensuring that all taxpayer are treated fairly, and that you know and understand your rights under the taxpayer bill of rights.
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.
Cetera Financial Specialists are passionate about partnering with CPAs, enrolled agents and tax preparers who believe a holistic approach to servicing their clients is the best approach and then helping them realize their vision of success.
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.
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.
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® - The Complete Payments Processor for tax professionals, providing a suite of à la carte cost-effective financial transaction solutions. Offering the lowest cost refund transfers, tax refund advances, seasonally-priced credit card processing, payroll cards, and *new for 2016* ACH payment services.
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.
eTaxSuite.com & my1040pro.com 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).
More EAs have used
Gleim to pass the Enrolled Agent exam than all other prep courses combined. The best-selling Gleim EA Review includes access to the largest test bank, an Access Until You Pass™ Guarantee, and personalized support. Learn why more EAs choose Gleim today.
Lucion Technologies' 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.
Patriot Software provides fast, simple, and affordable accounting and payroll software. As a tax professional, you can earn more revenue when you join our Royalty Program. Process payroll for your clients as a Certified Advisor for only $10/client/month and $.50 per employee. There is no charge to sign up.
Placer Insurance, we pride ourselves on 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 and competitive programs available.
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!
Republic Bank Tax Refund Solutions has almost three decades of experience working with tax offices of the highest caliber. We take pride in being an industry and innovation leader with our creative bank products and services. Come see why tens of thousands of tax offices believe IT's JUST EASIER here every season.
River City Bank’s long standing reputation in the tax refund settlement industry spans nearly 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.
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.
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!
TaxCoach offers business-building products that not only fit your budget, but also pay for themselves—though a growing client list and thriving tax practice. Whether you need new ways to get paid for your advice, marketing help, or a community of like-minded tax experts, TaxCoach is here for you.
TaxJoy™ is the first secure communication and collaboration platform that radically simplifies the way tax professionals and their clients do business together. From collecting information and client documents via engaging interactive questionnaires to requesting payments and everything else in between. It is an essential tool for an accounting firm of any size.
Taxware Systems offers a full line of tax preparation software. With the fastest program on the market, you'll be completing income tax returns in no time.
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.