National Conference Expo Hall

You’ll have even more time this year to hear about all the emerging technologies and services provided by our outstanding vendors.

Interested in sponsorships/exhibiting? Email us at strategicrelations@natptax.com.  

Platinum Sponsors


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 hdvest.com.


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!

Gold 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.


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.

Special Guests


The 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.

Exhibitors


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.


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.


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.


At 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!


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.


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!


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.


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.

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