Connect with our Preferred Providers
MACPA members are connected to a network of specialty partners with insight and resources to help strengthen the CPA profession
Whether it’s cybersecurity, automation, AI and machine learning, or any of the other issues you’re wondering about, chances are our Preferred Providers have resources for you.
You do more than accounting. We do more than payroll.
ADP® offers accounting professionals data insights and flexible partnership options to help increase revenue for your firm, along with anytime access to authorized client data and complimentary practice tools with our award-winning cloud solution Accountant Connect.
ADP offers MACPA members and their clients many benefits through our preferred provider partnership, including competitive discounts on our RUN Powered by ADP® platform, with 24/7 live support.
To learn more and to connect with your local ADP representative, visit adp.com/macpa.
AICPA Member Insurance Programs provides Personalized Insurance Solutions for you and your business. Our mission is to provide the best firm and individual member experience around insurance plans, consultation, and risk mitigation throughout the member’s professional life. Through the AICPA Member Insurance Programs, Aon and its ‘A’ rated insurance carriers provide coverage to meet all of the insurance needs of today’s CPAs.
For more information, please visit http://www.cpai.com/business-insurance
We’re a team of tax experts and technologists behind one solution for your accounting practice or business. We live and breathe sales tax and license compliance so you don’t have to. We help firms and businesses confidently, efficiently, and profitably provide compliance services to their clients. From independent operators to midsize businesses and Fortune 100 companies, more than 30,000 customers choose Avalara for tax compliance tools scaled to their needs. You’ll find Avalara all around the world helping businesses prepare for growth in the global market.
Avalara’s accountant solutions are designed to help address your clients’ increasingly complex tax compliance needs. Work with Avalara the way that best aligns with your practice, from referral partnership to using our portfolio of solutions purpose-built for accountants to directly support your clients.
For more information, contact us at Accountants@Avalara.com
Avalara
We live and breathe tax compliance so you don’t have to. We’re a team of tax experts and technologists behind one solution for your business.
Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes, and automates financial operations. As the most trusted automated payables and receivables platform among accountants, we empower you to automate bookkeeping tasks, enable bill pay for all of your clients, and increase revenue.
As the exclusive provider of bill management for CPA.com since 2008, Bill integrates with leading accounting software packages, from QuickBooks, Xero, Oracle NetSuite, Sage Intacct, and Microsoft Dynamics. Additional solutions include all-in-one expense management platform Divvy and mobile invoicing product Invoice2go. Thousands of accounting firms use Bill to automate manual tasks and increase revenue, including over 80% of the top accounting firms.
For more information, visit bill.com/for-accountants, or email us at accountant@hq.bill.com.
Botkeeper
With Botkeeper, accounting firms can offload the day to day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher level client advisory services. Our accounting partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services.
Botkeeper Full ProductConnect Tax
With Botkeeper, accounting firms can offload the day to day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher level client advisory services. Our accounting partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services. We’re working around the clock, and offering the best-in-class support.
Using machine learning that has been exposed to thousands of financial transactions, we’re now able to fully automate your bookkeeping department without increasing headcount/overhead. With Botkeeper you’ll see a massive reduction of human error, superior reporting, as well as real-time and 24/7 data entry. Our partners reduce their bookkeeping costs by 30-50%, while easily being able to take on 10+ new clients per day.
To learn more visit https://www.botkeeper.com.
Botkeeper
With Botkeeper, accounting firms can offload the day to day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher level client advisory services. Our accounting partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services.
Botkeeper Full ProductConnect Tax
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus.
Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners.
A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession.
For more information, visit CPA.com or contact Brian Siet at Brian.Siet@hq.cpa.com.
CPACharge gives you a professional way to accept credit, debit, and eCheck payments in your office or online, with no equipment or swipe required. Give clients the convenience of paying with the click of a button, while you get full daily client payment deposits, complete transaction details, and robust reporting for easier reconciliation. Our system is PCI Level 1 compliant, so payment data stays safe and private, and our team of in-house payment experts is here to ensure your success.
Trust the experts for a solution that’s used by more than 60,000 professionals—CPACharge. Sign up now to get your monthly program fee waived for the first three months.
For more information, visit cpacharge.com/macpa or call (866) 455-3424.
CPA Charge
CPACharge gives you a professional way to accept credit, debit, and eCheck payments in your office or online, with no equipment or swipe required. Give clients the convenience of paying with the click of a button, while you get full daily client payment deposits, complete transaction details, and robust reporting for easier reconciliation.
As the preferred spend and expense management solution of CPA.com, Divvy, a Bill company, provides a new model for spend and expense management paired with a corporate card for your clients and new opportunities for your firm—plus, it’s 100% free to use.
By combining seamless, no-cost expense management software with a Divvy Visa® Business card, Divvy allows you to spend less time chasing receipts and more time focusing on your firm’s strategic goals, such as building efficient workflows, attracting new clients, and growing your proactive advisory services instead of managing reactive tactical operations. Plus, your clients will enjoy all the benefits that come with using Divvy, including enforceable budgets, a live transaction dashboard, and secure virtual cards.
The Divvy Accountant Advisor Program, delivered in partnership with CPA.com is designed to provide support and value to our partners at every step of the relationship. When you become a member of the Divvy Accountant Advisor Program, you’ll have access to dedicated support and perks including:
Best of all, there is no cost to join the program, no cost to your clients, and no long-term commitment contracts.
Learn more about Divvy and joining the Divvy Accountant Advisor Program here.
Intuit’s mission is to power prosperity around the world. Our innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, including small businesses, developers and accounting professionals. We see accounting and tax professionals as partners, and we are committed to helping them succeed, grow and deliver the best services possible to their small business clients.
Our vision is to provide the one place for accounting professionals to grow and manage all their clients and all their practice. We strive to fulfill this vision through QuickBooks Online Accountant, which is used by more than 700,000 accountants globally to manage their clients and run their entire practice, from books, to tax, payroll, payments and third- party apps.
Through the ProAdvisor Program, we are focused on delivering more opportunities to connect small businesses to ProAdvisors to help both succeed and grow. With our Find-a-ProAdvisor platform, we are creating nearly 1,000 connections between small businesses and accountants, every single day, worldwide.
Learn more at https://quickbooks.intuit.com/accountants/
Intuit
Intuit’s mission is to power prosperity around the world. Our innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, including small businesses, developers and accounting professionals. We see accounting and tax professionals as partners, and we are committed to helping them succeed, grow and deliver the best services possible to their small business clients.
Jirav is a comprehensive business planning solution for small and medium companies that maximizes the collaborative value of forecasting, budgeting, reporting, and analytics so leaders can drive their businesses forward with confidence and speed.
Sage provides guidance and resources so you can delight your clients and grow your practice with confidence. Solutions and resources available for you and your clients include:
With cloud solutions that are easy to use, secure, and compliant and an ecosystem of partners that provide best-of-breed solutions for accountants, Sage is your trusted partner for today and for whatever comes next.
Visit sage.com/en-us/accountants to learn more or contact a Sage expert at 866-565-2726 (option 3).
Sage
Sage provides guidance and resources so you can delight your clients and grow your practice with confidence. With cloud solutions that are easy to use, secure, and compliant and an ecosystem of partners that provide best-of-breed solutions for accountants, Sage is your trusted partner for today and for whatever comes next.
Sage Solutions Deep Dive
To learn more about the Preferred Providers, contact our Sponsorship team: Sponsorship@macpa.org