CCH Connections: User Conference 2019

October 23-26, 2019 | Gaylord Rockies Resort & Convention Center

Gold Sponsors:

CPACharge

CPACharge is an online payment solution developed specifically for CPA firms, giving you a professional way to accept credit, debit, and eCheck payments in your office or online, with no equipment or swipe required. We’re proud to be fully integrated with CCH Axcess Practice and Axcess Portal, letting you easily and securely accept online payments right from the CCH software you know and love. Give clients the modern options they want, while you get 100 percent of your payments deposited into your bank account, for easy, accurate reconciliation. With PCI Level 1 certification, we handle PCI compliance for your firm, at no extra charge, and all payment data stays safe and private. Our knowledgeable in-house team of Certified Payments Professionals is always just a call or email away. Trust the experts for a solution that’s used by 100,000+ professionals and offered as a Member Discount Partner by AICPA—CPACharge.

Company Address: 3700 North Capital of Texas HWY, Ste 300
City, State, Zip:  Austin, TX, 78746
Website:  CPACharge.com/CCH
Phone:  (844) 352-4702
Facebook: Facebook.com/cpacharge
LinkedIn: LinkedIn.com/Company/CPACharge
Twitter: Twitter.com/CPACharge
Email:  experts@cpacharge.com

TA Cloud Inc

Tech Advisors Cloud Powered by Coaxis provides CPA firms with a fully hosted and managed network solution designed to remove the complexities of federal and industry compliances, curb the demands of information technology infrastructure, and reduce the threat of cybercrime. The Team has extensive experience in hosting and supporting a broad range of tax and financial reporting software applications such as: Wolters Kluwer (CCH Solutions), Intuit (QuickBooks Enterprise, Lacerte Tax, QuickBooks Premier, ProSeries), Sage Accounting, DrakeSoftware, OfficeTools Workspace, and more. Tech Advisors Cloud Powered by Coaxis was created by CPAs for CPAs and offers clients the unique experience of working with technicians who specialize in their field. TA Cloud has recently been endorsed by the New York Society of CPAs, the Washington State Society of CPAS and many other states. Join the Cloud team that that understands the CPA industry!

Company Address: 266 Main Street, Suite 15
City, State, Zip:  Medfield, MA 02052
Website:  TACloudSolutions.com
Phone:  (508) 359-4028
Facebook: Facebook.com/techadvinc
LinkedIn: LinkedIn.com/Company/tech-advisors-inc
Twitter: Twitter.com/TechAdvisorsInc
Email:  info@tacloudsolutions.com

Silver Sponsors:

Netgain

Netgain, the leader in delivering IT-as-a-Service via Azure to CPA/Accounting firms, is a growth and profit catalyst to firms nationwide that have partnered with us. We are a strategic partner of CPA/Accounting firms and together we operate your IT operations and help you drive new revenue streams, navigate new technology opportunities and handle and solve all IT issues. Netgain’s IT-as-a-Service provides the most robust performing and flexible environment in the CPA market, tailored exactly to your firm’s exact needs while offering 5-Star 24/7/365 support, application knowledge, system-wide monitoring and proactively diagnosing issues.

Company Address: 720 West Saint Germain Street
City, State, Zip:  St. Cloud, MN 56301
Website:  NetgainCloud.com/financial-it-cloud/
Phone:  (877) 797-4700
Facebook: Facebook.com/NetgainTechnology
LinkedIn: LinkedIn.com/Company/netgain-technology
Twitter: Twitter.com/NetgainHosting
Email:  Sales@netgaincloud.com

ProStaff

ProStaff Suite is the Accounting industry’s most complete and business-friendly resource planning software solution. The suite includes all the technology for staff scheduling, client project budgeting, complete workflow management, and an extensive job evaluation and performance management module, all fully integrated to your Practice Management system. ProStaff Suite is built around a series of intuitive, rule-based tools and processes that make it easy to define your business activities. Your journey may start with a single point solution; say staff scheduling, but huge value of ProStaff comes from building firm-wide initiatives. The core of ProStaff is to manage work efficiently.

Company Address: 120 W. Madison Street, Suite 500
City, State, Zip:  Chicago, IL 60602
Website:  www.ProStaff.net
Phone:  (312) 499-0001
LinkedIn: LinkedIn.com/Company/prostaff-scheduling-software/
Twitter: Twitter.com/ProStaffSystems
Email:  jeff.kupiec@taylorsoftwareinc.com

QuickFee

Bridging the gap between a professional service firms right to be paid on time, every time, and your clients desire for flexible payment options. QuickFee’s mission is for your firm to be paid on time, every time, through its award-winning online payment platform that provides your clients with 3 easy payment options; ACH, Credit Card & Monthly Payment Plans. Join more than 1,000 accounting firms, including KPMG, EY, Withum, Sikich, Whitley Penn, Weaver and many more who use QuickFee to reduce A/R, improve cash flow and provide their clients with an overall better payment experience.

Company Address: 520 Broadway, Floor 2
City, State, Zip:  Santa Monica, CA, 90401
Website:  www.QuickFee.com
Phone:  (844) 968-4387
Facebook: Facebook.com/QuickFeeUS
LinkedIn: LinkedIn.com/Company/quickfee-us/
Twitter: Twitter.com/QuickFeeUS
Email:  info@quickfee.com

Right Networks

Right Networks allow you to easily access the applications that power your business. We bridge the gap between legacy and full online solutions with a cloud-connected ecosystem of 250+ best-in-class accounting applications. All the applications in our ecosystem are pre-tested, configured, and packaged to meet the unique needs of accounting and tax professionals. Right Networks gets all your critical accounting and business applications into the cloud so you and your team can be more productive, collaborate more effectively, and scale with ease.

Company Address: 14 Hampshire Dr
City, State, Zip:  Hudson, NH 03051
Website:  www.RightNetworks.com
Phone:  (866) 525-1568
Facebook: Facebook.com/RightNetworks
LinkedIn: LinkedIn.com/Company/right-networks/
Twitter: Twitter.com/rightnetworks
Email:  communications@rightnetworks.com

WSG Systems Corp.

WSG Systems Corp. develops applications for accounting firms that extend CCH® Axcess™ functionality. Automated integration with CCH Workstream utilizing our innovative ‘Optimizer’ technology schedules tax engagements dynamically based on your priorities, statutory due dates, work in progress and work already completed. Since employees have different abilities and skills, the Optimizer automatically allocates hours for each work step based upon each employee’s efficiency. Seamless integration between Empire RESOURCE and CCH Axcess gives managers a powerful toolkit for audit, bookkeeping, consulting and other engagement scheduling. Real time integration between CCH Axcess Practice and the Empire SUITE ensures the applications are always in sync.

Company Address: 393 Fifth Avenue, 8th Floor
City, State, Zip:  New York, NY, 10016
Website:  go.EmpireSuite.com
Phone:  (212) 381-0434
Facebook: Facebook.com/EmpireSuite
LinkedIn: LinkedIn.com/Company/wsg-systems-corp/
Twitter: Twitter.com/EmpireSuite
Email:  stevem@wsg.com

Xero

Xero is the emerging global leader of online accounting software that connects small businesses to their advisors and other services. Provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure. Xero is now integrated with CCH Axcess™ Financial Prep to move professionals closer to the no touch tax return. Simply connect Xero with Financial Prep, make your tax adjustments and link the balances to the tax return. When Xero is paired with the CCH Axcess platform accountants will be in a better position to realize their potential and deliver impact to their clients.

Company Address: 1615 Platte Street
City, State, Zip:  Denver, CO 80202
Website:  www.xero.com/partners/
Facebook: Facebook.com/Xero.Accounting
LinkedIn: LinkedIn.com/Company/xero/
Twitter: Twitter.com/xero

Bronze Sponsors:

Avantax Wealth Management

Avantax Wealth Management℠ offers a tax-advantaged approach for comprehensive financial planning. We help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across our clients’ financial lifecycles to deliver optimal returns.

Company Address: 6333 N. State Highway 161, Fourth Floor
City, State, Zip:  Irving, Texas 75038
Website:  www.avantaxwealthmanagement.com
Phone:  (972) 870-6000
Facebook: Facebook.com/Avantaxwealthmanagement
LinkedIn: LinkedIn.com/company/avantax-wealth-management/
Twitter: Twitter.com/Avantax_Wealth
Email:  businessdevelopment@avantax.com

Boomer Consulting

We guide CPA Firms to sustainable success and future-readiness. Start excelling in the five areas critical to your firm's success: Leadership, Talent, Growth, Technology and Processes.  Learn how our services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths.

Company Address: 10650 Roe Ave #127
City, State, Zip:  Overland Park, KS 66207
Website:  www.boomer.com
Phone:  (785) 537-2358
Facebook: Facebook.com/BoomerConsultingInc
LinkedIn: LinkedIn.com/Company/boomerconsultinginc/
Twitter: Twitter.com/thinkplangrow
Email:  solutions@boomer.com

Century Software (Censof)

At CENSOF we thrive on complexities. We help simplify everyday business by implementing innovative Business Intelligence, Integrated Workflow Management and Financial Performance Management solutions. Fully integrated to CCH® Axcess™, CCH ProSystem fx® and other solutions used by firms, we enable high efficiency work and data process automation across the organization.

Company Address: 4825 Franklin Pond
City, State, Zip:  Atlanta, GA 30342
Website:  www.censofinc.com
Phone:  (877) 221-1972
LinkedIn: LinkedIn.com/Company/censof-inc/
Twitter: Twitter.com/CensofInc
Email:  ravi@censofinc.com

Cetrom

Cetrom is an award-winning, SOC2 & HIPAA-audited, custom cloud computing services pioneer providing cloud management solutions to CPAs since 2001. Awarded K2 Enterprises Top Hosting Provider, Cetrom has held an unmatched uptime record for over 18 years while delivering cost-efficient, secure, and reliable cloud computing services, backed by senior-level engineers.

Company Address: 8000 Towers Crescent Drive, 13th Floor
City, State, Zip:  Vienna, VA 22182
Website:  www.cetrom.net
Phone:  866-364-1098
Facebook: Facebook.com/CetromIT
LinkedIn: LinkedIn.com/company/cetrom-information-technology-inc-?trk=company_logo
Twitter Handle: @Cetrom
Email:  sales@cetrom.net

DFDR Consulting, LLC

DFDR’s mission is to ensure the security your firm, clients, and data. DFDR offers comprehensive information security services including: endpoint detection, incident response, vulnerability assessments, penetration testing, and intelligence gathering. DFDR’s digital forensics practice provides a full suite of services including collection and processing of evidence, investigations, and expert witness testimony.

Company Address: 690 Sugartown Rd, Suite WH-201
City, State, Zip:  Malvern, PA 19355
Website:  www.dfdrconsulting.com
Phone:  (267) 540-3337 Ext. 101
Facebook: Facebook.com/DFDRConsulting
LinkedIn: LinkedIn.com/Company/DRDR-Consulting-LLC/
Email:  consult@dfdrconsulting.com

Fujitsu

Fujitsu is an established leader in the document imaging market, featuring state-of-the-art scanning solutions for on-premise and cloud-based environments. Fujitsu scanners deliver speed, image quality and superior paper handling to optimize business processes. Our portfolio unlocks the full potential of document scanning with high-quality, scalable capture software, helping you to leverage and optimize what is most important on documents – the data.

Company Address: 1250 E Arques Avenue
City, State, Zip:  Sunnyvale, CA 94085
Website:  www.us.fujitsu.com/fcpa
Phone:  (408) 746-6000
Facebook: Facebook.com/FCPASolutions/
LinkedIn: LinkedIn.com/Company/FCPASolutions/
Twitter: Twitter.com/FCPASolutions
Email:  fcpasales@us.fujitsu.com

McGuire Sponsel

Partnering with local and regional CPA firms, McGuire Sponsel offers Cost Segregation, R&D Tax Credits, IC-DISC, and Credits & Incentives. McGuire Sponsel strengthens client relationships by offering a conservative, methodical approach to delivering tax services that fall outside the traditional practices of regional CPA firms.

Company Address: 201 N. Illinois St. Suite 1000
City, State, Zip:  Indianapolis, IN 46204
Website:  www.mcguiresponsel.com
Phone:  (317) 564-5000
Facebook: Facebook.com/mcguiresponsel/
LinkedIn: LinkedIn.com/Company/mcguire-sponsel/
Twitter: Twitter.com/McGuireSponsel
Email:  info@mcguiresponsel.com

Network Management Group, Inc. (NMGI)

Network Management Group, Inc. (NMGI) has 35+ years of experience providing accounting technology and technology support services to CPA firms. NMGI specializes in designing and implementing complete network infrastructure optimized for CPA firms as well as providing CPA firms ongoing proactive managed IT services tailored to the accounting industry.

Company Address: 324 East Fourth
City, State, Zip:  Hutchinson, KS 67501
Website:  www.nmgi.com
Email:  solutions@nmgi.com

Rootworks

Rootworks is a membership community giving accounting firm leaders and their teams tools and support to achieve business growth and better living. Our experienced coaches help firms create a better business model using our proprietary smarter client management platform and proven solutions from across the industry.

Company Address: 1516 South Walnut Street
City, State, Zip:  Bloomington, IN 47401
Website:  www.rootworks.com
Phone:  (877) 259-9256
Facebook: Facebook.com/rootworks/
Instagram: Instragram.com/rootworks/
Twitter: Twitter.com/Rootworks
Email:  sales@rootworks.com

TheTaxBook

TheTaxBook offers award winning tax research books; perfect for the small to medium sized firm. Our focus is on providing fast answers to your tax questions. Wolters Kluwer has partnered with TheTaxBook to offer the Deluxe Edition, 1040 Edition, and All States Edition at discounted prices.

Company Address: 15105 Minnetonka Industrial Rd., Suite 221
City, State, Zip:  Minnetonka, MN 55345
Website:  www.thetaxbook.com
Phone:  (866) 919-5277
Facebook: Facebook.com/thetaxbook/
Email:  info@thetaxbook.com