CCH Forward Together Virtual Conference

Oct. 2630

Platinum Sponsors:

WSG Systems Corp.

Cloud-based Empire SUITE applications by WSG Systems Corp. make CCH Axcess™ better. Our partnership with Wolters Kluwer has resulted in deep integration between CCH Axcess Workstream, CCH Axcess Practice and the Empire SUITE applications through OIP and DAU integration. The integration between CCH Axcess and Empire SUITE extends the CCH Axcess user experience into staff scheduling and project forecasting, as well as giving CCH Axcess users multiple touch points for time and expense entry including web, mobile and Microsoft Outlook™. On demand integration lets CCH Axcess users create schedules as new clients are added in CCH Axcess.

  • Empire RESOURCE
    Ditch the spreadsheets and post it notes and use our intuitive graphical interface and powerful search capability to easily match needed resources to your projects based on any criteria you need.
    Automate your tax return scheduling so both time and cost are optimized by automatically matching all of your active work steps with the best resource based upon a number of different factors, including employee efficiency for a particular type of work step, prior client experience, priority of the workflow and deadlines, and cost of the different employees available.
  • Empire TIME OFF
    Stay on top of the time off needs of your staff — vacation, sick time, FMLA, planned and unplanned — so you can make better, more informed scheduling decisions and ensure compliance with your company's policies, all through a single cloud-based system that works across multiple devices and systems.
  • Empire TEAMS
    Extend the collaboration and communication ease of use offered by Microsoft Teams to your staff through Empire TEAMS.
  • Empire TIME and EXPENSE
    Track, record, and manage time and expenses, including receipt capture, across multiple platforms — web, mobile and Microsoft Outlook™

Gold Sponsors:

Boomer Consulting

Guiding CPA firms to sustainable success and future readiness. Most CPA firms struggle with how to grow and maintain relevance.  So, we've developed a unique model that focuses on the five areas critical to a firm's success and future-readiness: Leadership, Talent, Technology, Processes and Growth.



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.

  • Online payments designed specifically for CPA firms
  • Accept credit, debit, and ACH payments online
  • Detailed payment reports for easier reconciliation
  • Seamlessly integrates with CCH Axcess™ Practice



Netgain provides managed IT services for Accounting firms. Our clients rely on our turnkey cloud-enabled solutions and our deep expertise across public cloud, business, and accounting applications to efficiently run their businesses across an increasingly distributed and remote workforce.

By working to become a strategic partner to our clients, Netgain delivers the critical applications and cloud infrastructure needed to unlock operational efficiencies, improve organizational agility, maximize productivity, and accelerate business growth. More information can be found at

  • Turnkey cloud-enabled solutions designed specifically for Accounting firms
  • Deep expertise across Microsoft Azure cloud, CCH Axcess, CCH Engagement, and other applications you use daily
  • A proven partner that supports alignment of IT with firm strategy
  • Improved organizational agility and productivity using remotely accessible virtual desktops
  • Layered security framework to isolate and secure your data


Silver Sponsors:


Botkeeper is a Human-Assisted Artificial Intelligence (AI) platform that automates bookkeeping, purpose-built for Accounting Firms. Combining artificial intelligence & machine learning technology, with high-quality skilled accountants, we deliver a full-suite bookkeeping & pre-accounting solution to Accounting firms. Clients receive 24/7 accounting and support, as well as incredible insight into their financials with interactive dashboards and unlimited reporting. Botkeeper’s Accounting Partners are able to grow their book of business and provide high-quality services to their clients, increasing their ability to take on new clients while getting spotless financials at tax time — and reducing overhead. Botkeeper is the only solution of its kind, acting as a force multiplier for accounting professionals and their clients



Since 2000, AssureSign has helped the most trusted and well-known brands execute over 800 million electronic signatures worldwide. Customizable as a public or managed private cloud solution for businesses of all sizes, AssureSign enables your business to send documents for signature to any device, at any time, and from anywhere. With unique solutions like eSign via Text and the industry's most flexible APIs, AssureSign empowers you to accelerate your business and streamline your workflows making it convenient yet secure and seamless customer experience. For more information:

  • Botkeeper offers best-in-class security. We protect our client data with 256-bit encryption as well as several other best-in-class security protocols including background checks, biometrics, and extensive permissions (bank-grade security). All of our systems and databases are located in AWS data centers within the US, we own our IP, and our policies and procedures are regulated by US law.
  • We provide white-glove comprehensive support via your own dedicated Botkeeper accounting team. We’ll onboard you, assist with onboarding your clients, and we'll ensure a customized experience for your firm.
  • Improve bookkeeping accuracy: Spend less time spent fixing inaccuracies, reduces costs, and increase time spent on higher-margin services
  • Increase bookkeeping capacity: Reduce time spent on bookkeeping by 50-90% to drive time on higher-margin services, and increase staff to client ratio
  • Improve customer satisfaction: Reduce 2-5 hours of time per client spent on redundant client inquiries regarding transactions, and reduce 1-3 hours per client credentialing accounts



Cetrom is the Top Hosting Provider of custom cloud hosting solutions for CPA Firms backed by AI security technology solutions and senior-level engineers who consistently achieve five-star customer satisfaction ratings. Primarily serving the accounting industry since 2001, Cetrom creates custom IT solutions to meet specific user, mobile, security and application needs for CPA firms. A Microsoft Partner with multiple Gold Competencies, Cetrom maintains SOC 2 Type ll compliant data centers across the United States. Cetrom has consistently achieved a 5-star rating for its services and support by CPA Practice Advisor and has been rated the Top Hosting Provider for CPA Firms by K2 Enterprises since 2015. For more information, visit

  • Cetrom is 100% focused on CPA Firms
  • Cetrom’s support team is staffed 24/7/365 will full-time US-based engineers
  • Cetrom maintains a one client at a time approach
  • Cetrom provides unmatched retention backed by AI security technologies
  • Cetrom offers a No Hassle Guarantee to ensure complete customer satisfaction


ProStaff Scheduling

ProStaff is the Accounting industry’s most complete and business-friendly resource planning software solution. It includes all the technology for staff scheduling, client project budgeting, complete workflow management, and an extensive job evaluation performance management module. Fully integrates with your Practice Management system. ProStaff Suite is built around a series of intuitive, rule-based tools and processes.

  • ProStaff provides CPA firms exceptional scheduling for client engagements and staff resources
  • Integrates with both Axcess and Workstream or Practice Management
  • Real time synchronization of schedules to Outlook calendars
  • Intuitive dashboards for jobs and staff tracking
  • Improves collaboration and visibility across the entire project team


Right Networks

About Right Networks Right Networks is the market leader in cloud-enabled accounting technology solutions for accounting and tax firms, independent accounting professionals, and small businesses. Combining extensive knowledge and experience in accounting and tax application best practices, world-class cloud technologies and US-based 24/7 support, Right Networks delivers the most complete accounting solutions in the industry. Clients can access their systems anytime and from anywhere, increase client collaboration, and can offer new services while increasing the reliability, security, and scalability of their systems. Right Networks counts over 5,000 accounting firms and 180,000 users as clients and has forged partnerships with the industry’s most respected companies. The company has earned widespread industry recognition and was most recently named a 2020 CPA Practice Advisor Readers' Choice Award recipient.

  • Right Networks provides accounting and tax solutions for firms, their clients, and small businesses nation-wide.
  • Right Networks back-office solution(s) allow customers to cloud-enable their QuickBooks Desktop software of choice and easily integrate QuickBooks Desktop in the cloud with other native web-based business applications, including, Expensify, Avalara, SmartVault, ADP, and many others.
  • Right Networks Cloud Premier, the top-tier cloud-hosting service, is the only dedicated cloud-based outsourced technology solution that combines accounting and tax application expertise with world-class managed IT.
  • Rootworks, the front-office solution recently acquired by Right Networks, offers tools that enable accounting firms to run a proactive, high-performing, and sustainable Modern FirmTM.
  • An ELITE Intuit Authorized Commercial Hosting Provider, Right Networks partners with the industry’s most respected software providers and delivers exceptional customer satisfaction.


Bronze Sponsors:

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® Axcess7™, CCH ProSystem fx® and other solutions used by firms, we enable high efficiency work and data process automation across the organization.

  • Firmwide Workflow Automation & Data Integration (CCH Axcess, ProSystem, DAU)
    • Client On-Boarding, Employee On-Boarding, Client Collaboration Center, AR Management and many more modules
  • Advanced Operations Reporting & KPI Management
    • Interactive Reports, Automated Report Distribution, Customized Dashboards & Automated Email Alerts
  • Business Intelligence Services for Small Business
    • Reporting & Analytics for QuickBooks and Xero


GetWise Gold Sponsors:

Refund Advantage

At Refund Advantage, we created a unique suite of bank solutions that enable you — the independent tax professional – to receive the money you deserve while providing the products your customers need. Our Refund Transfers offer some of the most affordable and flexible ERO incentives in the industry — while our Refund Advances get high marks for their cost efficiency to both you and your customer. Our focus is, and has always been, on helping the independent ERO remain competitive against national chains. Get the all-in-one advantage and take your tax business to the next level!

Phone: 888-967-4934


As an industry leader in tax-related financial products, we pride ourselves on offering the lowest cost refund transfer programs, tax refund advances, and tax office loans as well as seasonally-priced credit and debit card processing. We believe an educated customer is an EPS customer. Since our start in 2009, we’ve made it our mission to empower you, the independent tax professional, with the latest tools to attract and retain new clients while offering award-winning customer support. Get the EPS edge — the payment solutions you want and the choices you deserve.

Phone: 888-967-4934

Santa Barbara TPG

For over 29 years TPG has been helping tax practices, like yours, grow with financial tax products and free marketing. If you’ve thought about expanding your business with other services, such as pay-by-refund and refund advances, know that we are chosen by more independent tax pros than any other company in the industry. In fact, 1 in 10 refunds issued by the IRS, are processed by us. At TPG, we mean business, providing you the most comprehensive program, the best customer service, and the most reliable, secure, digital platform. Check out our latest services such as card payment processing and automatic fee collection.

Phone: 877-901-5646

GetWise Silver Sponsors:

Protection Plus

Protection Plus is the leading audit assistance and identity theft restoration provider in the tax industry. Protection Plus is integrated in both TaxWise and ATX and is a service you can provide during tax preparation. With Protection Plus you can save time, increase revenue, and provide additional services.


Republic Bank

Offering full-service relationship banking and a wide variety of products to serve individuals as well as small and large businesses, Republic is dedicated to providing the financial resources that help our communities grow. Republic Bank’s financial stability and loan quality are among the strongest to be found, with customer service that is widely considered an industry standard. The Tax Refund Solutions (TRS) division and the high-quality tax offices that partner with us are important contributors to the success of Republic Bank. With over 20 years of experience in the e-file industry, Republic Bank is a trusted and proven provider of Refund Transfers and Easy Advances, and that’s why each tax season millions of customers choose a product from Republic Bank for speed, convenience and security.


GetWise Bronze Sponsors:

Versicom Communications

Versicom Communications Inc. is in the business of helping your tax office stand out from the rest by increasing your existing client relationships in a “Thank You” economy. The ability to build relationships through superior customer service and communication is imperative for any successful business. Relationships lead to higher customer retention. Customer retention leads to more referrals and increased profitability.



Textellent offers a texting service especially designed for the TaxPro. It works directly with all the leading software for tax preparers allowing you to provide exceptional and personal customer service, while supporting you in marketing tax services as well. The result is a proven approach that helps you better manage and grow your practice while saving many hours of work each day!