Our Expo Hall brings together innovative solutions and industry partners ready to help tax professionals strengthen their practice for the year ahead.
Sponsors
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.
Blue J
Blue J is the leading AI-powered tax research solution. Trusted by firms of all sizes, Blue J delivers fast, verifiable answers to complex tax questions, empowering professionals to provide exceptional client service.
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.
GetNetSet
GetNetSet is proud to be NATP’s website building partner since 2010. GetNetSet develops professional websites with tax resources, automated newsletter, and even a secure client portal. GetNetSet also offers marketing services, like social media marketing.
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.
Padgett
Padgett is a network of 160+ independently-owned tax and accounting firms across the U.S. For 60 years, we've helped firm owners build practices. Owners benefit from year-round tax support, practice management coaching, technology savings of $30K+ annually, and marketing.
Tax Maverick
Tax Maverick is an AI tax planning software that helps you talk to clients, scan their documents, model strategies, and build a client-ready plan. It's built for tax firms that want to stop focusing on low-fee prep work. Start delivering high-value advisory without hiring a big team or changing how you work.
TaxDome
TaxDome is an all-in-one practice management platform built for tax, accounting, and bookkeeping firms. Streamline workflows, manage clients, automate tasks, collect payments, and collaborate securely—all in one easy-to-use, cloud-based solution designed to help firms grow and scale efficiently.
Tangible Values
Tangible Values offers a lowest-price guarantee on folders, envelopes, and more, saving you money and helping you look good. Check out WISP Builder to remain compliant with FTC and IRS requirements. Practice Panda will help you stay in touch with your clients via digital newsletters, tax tips, websites and e-signature.
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.
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.
Exhibitors
Accordance
Accordance is a frontier AI platform for tax, audit, and CPA teams — purpose-built for high-stakes tax and accounting work. Try Accordance for tax research and discover its true value as a critical thinking partner for complex scenarios.
AcoBloom
AcoBloom provides tax returns preparation, bookkeeping, client accounting and advisory, payroll support, audit support, etc. CoSourcing services to 300+ CPA and tax firms in the US. We prepare more than 10,000 tax returns each tax season. We provide QuickBooks certified bookkeepers and senior accountants.
ADP
You do more than accounting. We do more than payroll. A global provider of cloud-based human capital management (HCM) solutions, ADP unites HR, payroll, talent, time, tax and benefits administration to design a better way to work.
Analytix Solutions
Taxes shouldn’t be a year-end scramble. Our tax services bring structure, foresight, and clarity to your firm’s operations. We help firms simplify compliance, manage workloads efficiently, and deliver consistent, high-value outcomes.
Anchor
Anchor makes AR, billing, collections, and renewals disappear for thousands of accounting and professional services firms, nationwide. From proposal to payment to ongoing changes to reconciliation, everything runs automatically in one system, without back-office friction.
Avalon Tax
Avalon Tax is a tax prep automation built by tax professionals. Our software reads documents and inputs data directly into your tax software. No more manual data entry. Prepare 1040s faster, more accurately and at a lower cost.
Basil
Experience effortless accounting practice management with 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.
Byron
Byron is building AI agents for tax. We take in everything from unstructured GL exports to the most complex K-1s to deliver review-ready workpapers in minutes. Built with security in mind for leading accounting firms.
Canopy
Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations.
CPA Site Solutions
CPA Site Solutions specializes in website design, digital marketing, and client communication tools tailored specifically for accounting, tax, and financial firms. Services include SEO, social media management, pay-per-click advertising, and secure client portals to help firms attract new clients and automate marketing.
CRSP Connect
We are an outsourcing and offshore staffing company serving CPAs, EAs, bookkeeping and accounting firms and business domains since 2018.
CSA Partners
CSA Partners has been delivering high-quality cost segregation studies since 2006. With a dedicated team of in-house cost engineers, construction professionals, and CPAs, we ensure that our studies meet and exceed industry standards.
Duffy+Duffy Cost Segregation
A Member of the American Society of Cost Segregation Professionals, Duffy+Duffy's team of engineers and construction estimators deliver cost segregation studies that meet or exceed the IRS standards for quality.
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.
Filed
Filed powers the modern tax workflow. Our AI-driven platform supports prep, review, and tax planning, with built-in verification, enabling high-volume firms to move faster, reduce manual work, and unlock capacity across the entire tax lifecycle.
Financial Cents
Financial Cents is accounting practice management software with all the features you need to get work done, delivered through a simple user interface that your team and clients will love.
Frontline Accounting
Frontline Accounting is an offshore staffing provider founded in 2012. We help firms build dedicated offshore teams in the Philippines, enabling them to scale efficiently and reduce costs. Today, Frontline supports more than 200 firms across Australia, the UK, and the US.
Gleim EA Exam Prep
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.
HOCK International
We provide exam preparation material to help prepare professionals to pass accounting, finance, and tax certifications, including CMA, CIA and EA.
Ignition
Ignition helps accounting and professional services businesses reclaim time, profitability, and cash flow. Automate proposals, billing, payment collection and workflows to transform how your firm engages clients, bills and gets paid.
Karbon
Karbon is the #1-ranked practice management platform for accounting firms. Improve visibility, efficiency, and connectivity across your entire firm by bringing your clients, systems, and data together in one place.
Levitate
Levitate helps tax professionals build authentic relationships and stay top of mind with clients through relationship-focused marketing. With Levitate, you can grow your business with a single tool, saving you time and money while building better relationships for happier clients.
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.
Magnetic
Magnetic is your AI tax preparer. Upload client documents and we extract the data and enter it directly into your tax software, saving your firm hours of work.
Mango Practice Management
Built by accountants for accountants, Mango provides your firm with easy-to-use software to manage and scale your firm. From project management and time & billing to secure file-sharing, document management and robust reporting, Mango has everything you need.
Papertrail
Built for tax pros who are tired of being their own administrative staff. Papertrail automates document collection — no more chasing clients for W-2s, 1099s, and organizers. Client reminders and engagement tracking handled. Redirect your hours to the work that grows your practice.
Patton Archer Corporation
Patton Archer Corporation empowers tax professionals to expand their service offerings and substantially grow their business by providing outsourced investment management and valuation services.
PitBullTax Software
The ultimate IRS tax resolution software for CPAs, EAs and tax attorneys.
RCReports
RCReports is cloud software that determines reasonable compensation for closely-held business owners. RCReports is used by CPAs, tax advisors, valuators and forensic accountants. Whether it’s for compliance, normalization or planning, we have a report.
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.
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.
ScanSnap/PFU America, Inc.
ScanSnap provides fast, reliable, and easy‑to‑use document scanning solutions built for tax professionals. With one‑touch scanning, intelligent image processing, and automatic organization, ScanSnap streamlines capturing receipts, forms, and client documents.
SignalsHQ INC.
SignalsHQ is a tax technology platform for firms. We automate tax research, intake, workpapers, and end-to-end return preparation - so firms move faster, reduce manual effort, and unlock capacity for advisory.
SmartPath
SmartPath recommends fully scoped pricing for your clients and handles client outreach to create a steady inflow of profitable engagements. Stay focused on delivering work. SmartPath handles the proposals, engagement letters, onboarding, and everything else that keeps getting skipped.
SmartVault
SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance.
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.
Tangible Values
Tangible Values offers a lowest price guarantee on folders, envelopes, and more. Check out WISP Builder to create and manage a provable plan. Practice Panda will help you stay in touch with your clients via digital newsletters, tax tips, websites and e-signature.
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.
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.
TaxNow
TaxNow is empowering tax professionals and their clients with real-time access to up-to-date IRS tax data and transcripts. Our advanced technology streamlines the process of obtaining accurate transcript information and insights by seamlessly integrating with IRS systems.
TaxOffice AI Services LLC
TaxOffice.AI is the complete operating system for independent tax firms. Collect documents via a frictionless client portal, assign returns, and track preparer productivity. Let Jasmine, our 24/7 AI receptionist, answer every call so your team stays focused on billable work. Built by a tax office owner.
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!
Wolters Kluwer
Wolters Kluwer provides future-ready tax, accounting, audit, and firm management solutions built on deep domain expertise, trusted content, and advanced technology. With AI-powered tools and integrated cloud solutions, we enable our customers to adapt with confidenc.
Universal Accounting Center
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.
Transact Merchant Services
We can help you with your receivables, accelerate cash flow, increase your efficiency, and improve your customers’ experience at the time of transaction. We are committed to helping you keep expenses low with our direct Integration with QuickBooks Online.
Xero
Xero is beautiful online accounting software for small businesses and their accountants. With time-saving tools and solutions that put data entry on autopilot, Xero improves efficiencies for everyone. And you can customize your Xero experience with 1000+ apps.
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.
