Connect with providers offering tools and services designed to support your tax practice.
Exhibitors
Las VegasMinneapolisPhiladelphia
8am CPACharge
8am™ CPACharge empowers you to get paid faster, simplify your billing process, and deliver a better experience for your clients. Spend less time on invoicing and reconciliation, maintain steady cash flow, and make payments easier for everyone.
Minneapolis
BASE
BASE partners with tax professionals to offer businesses a variety of tax-saving benefit strategies and compliance solutions, including HRAs, HSAs, 125 cafeteria plans, ERISA wrap documentation, 5500 solver, non-discrimination testing, lifestyle spending accounts and more.
Las Vegas
Basil
Our secure client portal enables safe, seamless data exchange, while built-in client management, eSignatures, and workflow tools keep your firm organized and efficient. Enjoy transparent pricing with no hidden fees—just powerful features designed to streamline your operations.
Las Vegas
Christian Education Network Scholarship Granting Organization
The Christian Education Network exists to benefit Christian schools across the country through creating solutions that allow schools to fulfill their mission, and improving accessibility and affordability by operating a Scholarship Granting Organization.
Las Vegas
CrossLink Professional Tax Solutions
Trusted since 1989, CrossLink is recognized for delivering innovative tools, integrated revenue opportunities, and industry-leading U.S.-based support that help tax professionals improve efficiency, increase profitability, and grow with confidence.
Las VegasMinneapolisPhiladelphia
Drake Software
Drake Software provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.
Las VegasMinneapolisPhiladelphia
EPS Financial
We offer payment solutions for your tax office using simple and cost-efficient programs that empower you. Choose the refund transfer program that works for your office and allow your clients to have their taxes prepared by a professional while using their refund to pay.
Las Vegas
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, private equity, cryptocurrency, and precious metals.
Las Vegas
Gleim EA Review
We'll help you pass your EA exam. For over 50 years, we've created prep courses trusted by millions of accountants, auditors, and tax professionals worldwide. We want to help you achieve your career goals and earn more for your expertise.
Las Vegas
InterWest Insurance Services
We pride ourselves on our ability to provide insurance specific to the challenges tax professionals face. InterWest has been successfully insuring tax professionals for over 30 years. Our program is one of the most comprehensive and competitive programs available.
Minneapolis
IRS Stakeholder Liaison
Stakeholder Liaison provides information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. We also elevate issues that affect tax administration.
Minneapolis
Jackson Hewitt Tax Services
Jackson Hewitt Tax Service is the second largest tax-preparation company in the United States.
Philadelphia
Juno
Juno supports tax firms through prep, review, and advisory work. It keeps documents and review decisions organized so teams can stay consistent during busy season. Juno is built from real firm experience.
Philadelphia
Knowcraft Analytics
Knowcraft Analytics is a one-stop offshore support partner for U.S. tax and accounting firms. We help firms scale with tax preparation, bookkeeping, CAS, audit support, valuation, and advisory services. Our experienced India-based team delivers reliable, process-driven support.
Las VegasMinneapolisPhiladelphia
Madras Accountancy
Madras Accountancy is a boutique offshoring firm specializing in tax, accounting and audit services exclusively for U.S.-based businesses and public accounting firms. With 170+ professionals across three offices in India, we currently support 65+ firms across 25 states.
Las Vegas
Magnetic
Magnetic is an agentic AI tax preparer that completes entire 1040 returns end-to-end, with each return backed by a material-accuracy guarantee – if it’s not right, it’s free. Firms simply forward the messy documents received from taxpayers, and Magnetic compiles the workpapers, reasons across complex inputs, and prepares the whole return.
Las Vegas
Marble
Marble is building AI for Tax Professionals. Our mission is to empower tax professionals to spend more time advising clients and less time completing manual tasks. Marble is built with enterprise-grade security and data privacy at its core. Our platform supports tax research and the workflows required for tax return preparation.
Las Vegas
Maven Cost Segregation
Maven helps real estate investors, developers, and tax professionals maximize tax savings through engineering-based cost segregation studies. By identifying qualifying assets and accelerating depreciation, we help clients reduce taxable income, improve cash flow, and make the most of available tax incentives.
Las VegasMinneapolisPhiladelphia
Patton Archer Corporation
Turn your tax practice into a more valuable firm without adding overhead. Patton Archer helps tax professionals offer asset management, valuations, and integrated tax planning tools behind the scenes. Stop by to see how you can grow revenue, strengthen client relationships, and expand your services, while staying focused on what you do best.
Las Vegas
ProTaxPro.com
At ProTaxPro.com, we believe tax software should work for you—not the other way around. That’s why we keep it simple, reliable, and affordable, with straightforward processes, no hidden fees, and no nonsense. We’re one of the original IRS-approved cloud-based tax software providers, dedicated to helping tax professionals grow their practice.
Las VegasMinneapolisPhiladelphia
Refund Advantage
Refund Advantage wants to make things easy for you. By offering a simple process and consistent pricing, we provide an easy, stress-free experience for you and your clients. Refund Transfers let your customers pay their tax preparation fees straight from their fund.
Las Vegas
Santa Barbara Tax Products Group
Check out our full line of tax service products, including pay-by-refund (aka refund transfers), taxpayer and tax pro advances, fee collection services, web development and client management tools, free marketing, and much, much more.
Las VegasPhiladelphia
StanfordTax
StanfordTax streamlines client intake for tax firms by generating personalized organizers from prior-year tax data and automatically compiling client responses into a bookmarked PDF workpaper.
Las VegasMinneapolisPhiladelphia
Tamacpa, LLC
Tamacpa is a company that created a software designed to manage employee's task more efficiently for accountants and bookkeepers. Employees will have better control of activities like payroll reports and payments (941, 940, W-2 and State) bookkeeping, franchise reports etc.
Las Vegas
Tax Automate
Tax Automate is an AI-powered practice automation platform that helps tax professionals streamline client intake, document collection, workflow tracking, communications, and front-desk operations. Reduce repetitive administrative work, improve the client experience, and give your team more time for high-value advisory services.
Las Vegas
TaxAct Professional
Powerful, professional tax software at a price you'll love, with a support team who cares. After 25 years in the business and successfully processing over 110 million e-files, we are proud to be the low-priced leader in professional tax software, while still offering scalable software and tax filing options for all practices.
Philadelphia
TaxBandits
TaxBandits is the leading e-file provider for payroll and employment forms, and BOI reporting. As an IRS-authorized, SOC 2 Certified company, our team provides an e-file solution that is easy, accurate, and powered by advanced security protocols.
Las Vegas
Taxpayer Advocate Service
The Taxpayer Advocate Service (TAS) is an independent organization within the IRS. Our advocates can help if you have tax problems that you can’t resolve on your own.
Philadelphia
TaxSQR
From a single expat return to a firm’s whole season — our IRS-licensed enrolled agents and India-based Chartered Accountants handle it, on the platform we built.
Las VegasMinneapolis
TDA Cost Segregation
TDA Cost Segregation specializes in the preparation of Cost Segregation studies for property investors all across the United States. Our fees start at $699 and have a referral partnership program in place for any referring parties.
Las VegasMinneapolisPhiladelphia
Technology Credit Inc
Technology Credit is a professional R&D tax credit consulting firm that helps startups, CPAs, and fund managers maximize tax incentives through comprehensive studies, audit-ready documentation, and end-to-end claim support with no upfront fees.
Las VegasMinneapolisPhiladelphia
TheTaxBook
Get enterprise-grade tax research at small-firm pricing. Stop by for a live demo of TaxBert, our award-winning AI research assistant, and sign up for a free trial to test it yourself. Explore our entire product lineup and grab your exclusive show special!
Las VegasMinneapolisPhiladelphia
Thomson Reuters
By combining proven tax workflow software (UltraTax CS, SurePrep, SafeSend) with AI-powered review, research, and advisory (CoCounsel Tax & Audit), we help teams expand capacity without proportional hiring and deliver higher-value advisory services with confidence.
Las VegasMinneapolisPhiladelphia
Universal Accounting Center, Inc.
Universal Accounting is a post-secondary school for accounting professionals providing training, certifications, coaching and support to help offer quality services as the premier accounting firm in your area to get paid what you are worth.
Las Vegas
Verito
Verito delivers compliant, high-performance cloud hosting and managed IT built for tax and accounting firms. Your team gets dedicated private servers, 100% uptime, and secure access from anywhere. Verito provides 24/7 proactive IT management and compliance support, so you can focus on your clients, not your tech.
Las VegasPhiladelphia
Zenwork Tax1099
A provider trusted by 40,000+ tax professionals to file on behalf of 1M+ businesses, Zenwork Tax1099 handles 60+ federal and state forms with IRS-authorized eFiling. Zenwork EZExtension makes bulk deadline extensions effortless. Zenwork ETaxTranscript delivers efficient IRS transcript pulls.
