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.
Due to current CDC guidelines, at this time, we'll only have an expo hall at the Las Vegas Tax Forums location. We hope as the events approach, guidance will change to allow for an exhibit at the Atlantic City and Orlando locations.
Interested in sponsorships/exhibiting? Email us at
More than 20,000 tax professionals and millions of individual taxpayers and business owners trust
TaxAct Professional for affordable and powerful tax preparation software solutions every year. TaxAct Professional is dedicated to helping tax professionals maximize efficiency, productivity and revenue.
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.
Beyond415 Tax Coaching
teaches tax professionals how to build, grow and scale their business into a successful year-round tax practice.
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.
is top-tier provider of professional tax preparation software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Out customers know they can relay on Drake for comprehensive product excellence and value. More than 64,000 tax professionals nationwide use Drake. Each year, Drake processes more than 33 million federal and state accepted returns.
provides a suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office. Our dynamic payments platform delivers tailored options that include refund transfers (low cost, high rebates, and taxpayer advances with no cost to the tax preparer), ERO loans, and seasonal-priced credit and debit card processing options. EPS’s next-generation payments platform will empower your tax office with the best payments management solution in the industry.
has been a reliable ACH and credit card provider offering payment solutions to clients coast-to-coast. Simplify direct deposit, payables and receivables with electronic transaction processing. As a division of a bank, Kotapay uses today's safest and most efficient means for moving money electronically.
Live Oak Bank
has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are. As one of the last banks to get a charter before the start of the Great Recession, Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We are a digital, cloud-based bank with no branches, tellers or ATMS. We offer FDIC-insured banking products that help you buy, build and expand your business, along with high-yield savings and CD products to grow your hard-earned money.
You have choices, we have solutions! With
, we have created something uniquely different - a refund transfer program that enables you to customize your account in a variety of ways and earn the money you deserve. Our primary focus is the Independent ERO - providing options and solutions to help the tax season run smoother for your unique business. We offer incentive programs, ERO and taxpayer loans, a loyalty program, and advanced reporting for the industry and your business.
Republic Bank , having over 20 years in the efile industry, is one of the largest processors of tax refund products. Republic partners with all major tax software providers in the industry. We are dedicated to supporting the business growth of our customers establishing long-term relationships. Republic Bank is here for you!
offers foundational technology solutions to automate the tax and accounting profession. Our flagship offering, SafeSend Returns®️ is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, deliver, and capture e-signatures from clients for completed tax return package.
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!
TransAmerica Financial Advisors Inc
partners with tax professionals, helping their clients save more money in taxes & retire with dignity. We can help your clients open an IRA / SEP in 5 minutes on the computer- no paperwork. We also offer a no-cost income calculation to show your clients how much retirement income to expect from their 401(k).