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InstantIP
Ignition is an agreements, billing, and payments automation solution that helps accounting and tax firms streamline proposals, capture payment details up front, and automate recurring billing after clients sign. Ignition automates repetitive admin in the agreement + billing workflow, including using templates and sending/renewing agreements at scale. It collects client payment details in the proposal, then triggers billing and payment automatically once signed. It is positioned for multiple professional services segments, with dedicated guidance for accounting and tax use cases.
Rightworks
Premium
Obsessed with all things accounting, Rightworks is the preferred cloud service provider for 70,000+ businesses and accounting and tax firms. Our award-winning platform securely connects critical desktop and cloud applications and offers managed IT services—protecting everything from data to devices across all your offices….
  • Hudson, NH, United States
  • 2002
  • Upper Mid-Size (201-500)
  • All Firm Sizes
Basis
Premium
Basis is an AI solution that helps accounting firms automate accounting and tax workflows, such as close-related tasks and workpaper generation, by using AI agents that connect to accounting data and execute routine steps.
  • Need
  • 2023
  • Very Small (6-20)
  • Medium Firms, Large Firms
Inflo
Premium
HubSync is a cloud-based, AI-powered tax practice management platform designed to streamline CPA firm workflows….
  • London, United Kingdom
  • 2015
  • Mid-Size (51-200)
  • Medium Firms, Large Firms
Digits
Premium
Digits is the first AI-native general ledger for business owners and accountants. One system for automated books, month-end close, bill pay, invoicing, and real-time financials. An AI-native accounting platform offering automated bookkeeping, real-time financials, bill pay, and invoicing aimed at reducing the manual work required to keep books current and decision-ready.
  • Need
  • 2018
  • Small (21-50)
  • Small Firms
Aiwyn Payments
Premium
Aiwyn Payments simplifies and automates the entire billing and collections process for accounting firms. From invoicing and client payments to reconciliation and reporting, the platform helps firms get paid faster with less effort.
  • Charlotte, NC, United States
  • 2020
  • Mid-Size (51-200)
  • Medium Firms, Large Firms
Karbon
Premium
Karbon is built for accounting firms that want better visibility and control over work in progress without relying on scattered email threads, spreadsheets, and disconnected task trackers….
  • San Francisco, CA, United States
  • 2014
  • Upper Mid-Size (201-500)
  • Medium Firms, Large Firms
Azure Managed Services
Premium
Netgain’s Azure Managed Services deliver a secure, high-performance Microsoft Azure environment purpose-built for your applications and regulatory requirements. We handle everything from architecture and deployment to ongoing monitoring, optimization, and 24/7 support, ensuring your cloud environment runs reliably, securely, and at peak performance.
  • Minnetonka, MN, United States
  • 2004
  • Mid-Size (51-200)
  • Medium Firms, Large Firms, Enterprise
HubSync
Premium
HubSync is a cloud-based, AI-powered tax practice management platform designed to streamline CPA firm workflows, client communication, and document management in one unified interface. It replaces disjointed, manual, or legacy systems with automated modules for engagement letters, PBC lists, workflow tracking, e-Sign, and e-File.
  • Franklin, TN, United States
  • 2019
  • Mid-Size 51-200
  • Medium Firms, Large Firms, Enterprise
Canopy
An all-in-one platform for accounting and tax firms to manage clients, workflow, documents, and billing from one place.
Campfire
An AI-first ERP built to unify core accounting and revenue automation so finance teams can close faster with cleaner, audit-ready data.
Circit Confirmations & Verification Platform
A confirmations and verification platform that helps auditors collect independent evidence at source—across banks, legal providers, funds, and more.
ClickUp
The “everything app” for work: tasks, docs, chat, dashboards, automations, and AI in one workspace.
Brieff
An AI meeting platform for accounting firms delivering advisory services, focused on prep, note-taking, and follow-through.
Complyance
An AI-first GRC platform for enterprises to manage controls, policies, risks, third parties, and audit readiness with automation and AI agents.