You’ll have even more time this year to hear about all the emerging technologies and services provided by our Conference vendors. The Expo will be open both days from 9:15 a.m. – 1:45 p.m., with breaks from 9:25-10:25 a.m. and 12:05-1:45 p.m.
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Mid-Atlantic Stakeholder Liaison office will promote education and awareness to tax professionals so as to help their clients (taxpayers) in the best manner possible.
The California Tax Education Council (CTEC) is the organization that registers tax preparers. Anyone who, for a fee, assists with or prepares a state or federal income tax return, excluding certified public accountants, attorneys, enrolled agents, enrolled actuaries, and certain financial institutions or their employees, must be registered with CTEC. In order to provide for the public benefit, the California Tax Education Council (CTEC) will continue to establish professional tax education standards, approve tax education providers who comply with these standards, and facilitate tax preparer compliance for the benefit of California taxpayers.
Canon offers a full line of scanners ranging from light weight, portable products to wireless desktop models to fully networked scanners for your full office. All Canon scanners are Twain and ISIS Compliant, which means easy set up and connections to your software.
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.
Audit Defense Pro increases your profits while providing cost-effective, full-service audit representation for your clients. Our specialists insulate clients from the IRS, minimizing stress. We handled more than 26,000 audits at a 97% satisfaction level in 2016 alone. Let us get you out of the audit and notice business!
Canopy's easy-to-use practice management and tax resolutionsoftware helps tax professionals make their work more efficient, simple, andlucrative. Canopy eliminates busy work by organizing clients and tasks, makingclient communication seamless, auto-populating IRS forms, automating taxanalysis, 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.
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.
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.
OfficeTools the provider of Practice Management Software Solutions, Practice Management conferences and publisher of "My Office Today" magazine, has received the CPA Practice Advisors Readers' Choice Award in Workflow and K2 Enterprises Quality Award in Small CPA Firm Solutions for the fourth consecutive year.
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.
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.
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.
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 is one of the leading national providers of bank products with over 15 years of experience. Republic Bank is partnered with several major tax software providers and thousands of professional tax preparation offices across the country.
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!
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.
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.
Wolters Kluwer Tax & Accounting is the leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Among Wolters Kluwer’s market-leading solutions are ATX™, TaxWise®, CCH ProSystem fx® and CCH Axcess™ tax preparation software, CCH IntelliConnect®, CCH iFirm, Client Accounting Suite and Trust US™.