Questions? Feedback? powered by Olark live chat software
Print Page  |  Contact Us  |  Your Cart  |  Sign In
Boomer Technology Circles Sponsors

About OurSponsors

We are pleased to offer our clients value-added opportunities to engage with exceptional and proven partner organizations. Our screening process ensures that only those firms that offer authentic value and worthwhile services will engage with our clients and members. We know you depend on us to offer only the best in consulting services and value-added communities, and we require nothing less from the sponsors with whom we partner.

To read news briefs from our sponsors, visit here.


2014 Platinum Sponsors

_Wolters Kluwer, CCH is a leading provider of tax, accounting and audit information, software and services. We offer innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Our expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.
We are passionate about helping firms thrive, which is why we engineered CCH Axcess™ — the tax and accounting profession’s most powerful, cloud-based tax preparation, compliance and firm management solution – and most recently CCH® IntelliConnect Direct – offering anytime, anywhere access to accurate, reliable, continuously updated U.S. and global tax and accounting regulatory information, news and guidance.
With over 100 years of excellence and innovation, Wolters Kluwer, CCH is the partner to turn to when you have to be right. Contact us at 1-888-CCH-REPS or visit

_The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals in accounting firms, corporations, law firms and government. The CS Professional Suite® and Enterprise Suite™ from Thomson Reuters represent two of the most advanced systems available for accounting professionals. These comprehensive suites incorporate seamless integration, paperless capabilities, and the Internet to enable firms to achieve unprecedented levels of productivity and profitability, while providing the ultimate in service to clients. Contact them at

_Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals. Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. provides a fresh, easy and intelligent way for people to manage their money, while Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants. More information can be found at


2014 Gold Sponsors

_We give accountants the tools, resources, and support they need to add value to their core services, strengthen their client relationships, boost their productivity, and thrive. Now accountants are empowered to fight competing forces that are invading their turf—the core accounting and payroll services—and do what's in their and their clients' best interest. To learn more visit

_ Cloud9 Real Time is an Accredited Managed Service Provider delivering dynamic Cloud Solutions for Anytime, Anywhere access. Licensed by both Intuit and Sage for Commercial Hosting and offering a customized, privately labeled all-in-one virtual office solution. Voted best Hosting company for by the CPA Practice Advisor and awarded the 2013 Quality as well as Awesome App Award, Cloud9 Real Time provides clients a secure and private cloud solution. On the forefront of cloud computing, giving users access to their Applications, Data and Exchange services in one central location, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation. Never charging for storage, IT or maintenance, get your business on Cloud9 today! Visit us at to learn more.


Xero is online accounting software for small business that let’s you share access to your latest business numbers with your team, accountant and bookkeeper – so everyone is up to speed. It’s fast and simple to work together in the cloud, so you can make smart business decisions when it matters most – right now. Visit to find out more.

_With over 30 years of experience and 6 million customers worldwide, we know a thing or two about helping small and medium-sized businesses succeed. Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Visit to find out more.


2014 Silver Sponsors

_Automate your Payables, Receivables and Cash Flow.
  • Get Organized — Slash your payables time by 67%
  • Get Paid — Rake in receivables twice as fast
  • Get Ahead — Go paperless! Control cash flow from your mobile device
  • Learn more by visiting is the technology subsidiary of the American Institute of Certified Public Accountants (AICPA), the world's largest member organization representing the accounting profession. The company helps firms position for success within the digital transformation that is revolutionizing the competitive landscape. Learn more by visiting

_cPaperless provides paperless tools that create efficiency in tax and accounting firm daily workflow. The products start by facilitating management of digital workpapers (Tic, Tie and Calculate) in a tax department, daily file sharing between a firm and client base and additionally managing E-Signature workflow for daily and seasonal documents (8879's, EL's, etc...). Learn more by visiting

_For decades, Deltek has delivered actionable insight that empowers its customers to unlock their business potential. 15,000 organizations and 2 million users in over 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects. Using Deltek, you will Know More and Do More. Learn more by visiting

_Our sole focus is on building amazing professional-strength financial management and accounting applications that fit into your existing business infrastructure and integrate well with the key applications you use to run your business—giving you the freedom to choose and deploy the best applications for each of your departments. Learn more by visiting

_1,000+ Applications Hosted for CPA firms nationwide.
We focus solely on accounting firms - yes solely. We have 2 cloud offerings, Cloud & Cloud+, suited to meet the unique needs of our firms. Our Cloud offering is for firms looking to offload a large portion of their critical systems and application management while keeping a portion of in-house IT management needed to manage the local network. The Cloud+ offering augments a larger portion of the internal resources needed to manage IT, taking care of both the cloud side of things as well as your local network. Learn more by visiting

_Founded in 2004 by CPAs, XCM Solutions, LLC provides accounting firms with web-based workflow automation solutions that increase efficiency, productivity and profitability. The company’s management team has drawn on its extensive experience in public accounting and clear understanding of the paper-driven workflow issues facing the profession to develop technology that addresses those challenges. Learn more by visiting


2014 Bronze Sponsors

_Amelio, a logic-driven Process Management Platform, originally developed to manage the complexity of the auditing process adds significant value to any compliance or form-driven business process. From addressing complex internal and external governance requirements to managing an array of routine business processes, organizations across industries increasingly rely on forms and checklists to manage compliance. Amelio is a powerful yet flexible platform for managing compliance and business processes.
Designed for speed, efficiency and accountability, Amelio makes it easy to streamline, automate and manage compliance forms, checklists and processes to each organization's specific needs. With robust workflow capabilities to ensure that the right people are taking the right actions at the right time, Amelio can add significant value to virtually any compliance or form-driven business process in any industry. For more information please visit

_Practice Engine is the major supplier of practice management systems to 10 partner plus firms in the both the UK and Ireland. Practice Engine was also voted as the leading product in our sector in the 2004 ICAEW Survey of IT Products. Practice Engine has been supplying Professional Relationship Management (PRM) systems to professional organisations since 1993. The applications we have developed have evolved since the start, keeping pace with current technology. We use technology to achieve a business objective, not just for the sake of using it. Learn more by visiting

_Founded in 2002 by a CPA, SurePrep’s automated electronic workpaper solutions, advanced OCR tools, automatic tax return population functions and onshore and offshore outsourcing options are used by nearly half of the top 100 accounting firms in the country. One of the keys to SurePrep’s success has been its continued development and enhancement of its products and services to meet the constantly changing needs of the profession. Learn more by visiting

_Avalara works within your own financial, billing, ecommerce, or point of sale system to deliver accurate tax calculations in real time via a secure Internet connection. Once configured, you don’t have to worry about ever-changing, impenetrable rates, rules, boundaries, exemptions, tax holidays, reporting requirements, filing deadlines, etc. etc. etc. Our cloud-based software platform manages the complexity and simplifies the process of sales tax and other transaction tax compliance, cost effectively and with ecommerce-class scale, speed, and reliability. Learn more by visiting

_Doc.It® is an Innovation Award winner and industry-leading provider of a powerful and scalable full suite of document management products for accounting firms of all sizes. Doc.It® Suite makes firms more efficient and effective as they gather, process, store, and deliver documents. Learn more by visiting


2014 Summit Exhibitors

_The Business Learning Institute (BLI) is the strategic learning partner and talent management consultancy for organizations worldwide. Founded in 1999 by the Maryland Association of CPAs, BLI is a center facilitating the development and sharing of competencies and strategic knowledge required for leadership in today's rapidly changing business environment. BLI delivers competency-based curriculum, courses, content, and community to maximize career trajectories and grow intellectual capital for organizational and executive leadership. Learn more by visiting

_Censof (Century Software) is the leading provider of reporting and business analytics to the accounting industry. Censof Analytics is designed to help firms utilize their underlying business data in real time to make proactive decisions. We fully automate your firm’s internal reporting, scorecards and KPI tracking needs. Learn more by visiting

_As a nationwide systems integrator, we have implemented a wide range of productivity and analytical tools. The ProStaff Resource Planning Suite provides data conversion services and custom software development to assist our clients in the transition to ProStaff. With our relentless development efforts, ProStaff has become the premier resource scheduling software for the accounting industry. Learn more by visiting

_Templeton Solutions is the publisher of CRM for Professionals™ and PracticeManagement for Professionals™. These revolutionary programs are changinghow forward-thinking professional service firms grow and manage theirpractices. Based on the Microsoft Dynamics® CRM, the software combinesenhanced CRM functionality with Project Management, Document Management,Dashboards, Time and Billing, delivered on premise or in the cloud. . Learn more by visiting

_Star has the most innovative, functionally rich and technically advanced Practice Management software today. Clients include offices of the Big 4 and an increasing number of the US Top 100 firms. Star and Mize Houser are working together to provide solutions to mid-sized firms across the US, with Mize Houser delivering a first rate installation, consulting and support service. Learn more by visiting and

_CaseWare is a leading supplier of software solutions to accountants and auditors worldwide. Founded in Toronto in 1988, CaseWare is the dominant provider of mission-critical accounting and auditing software used by domestic and global accounting firms and a leading provider of auditing software to governments, tax authorities and corporations. Learn more by visiting

_"Helping CPA Firms Prosper” is Staff Trak’s exclusive focus. Our Software Solutions include: Resource Management, Engagement Pricing, Client Management, and Business Intelligence. For 32 years, we have been providing solutions for CPA firms worldwide. Can we put our experience and perspective to work for you? Learn more by visiting

_Manzama is a Content Intelligence System that scours the web for information based on a user’s personal profile. Save time and resources while ensuring that you’re not only in the know, but the first to know when it comes to the intelligence that matters most. Manzama searches over 70,000 vetted news sources (news, social media, industry publications, blogs, etc.) to aggregate and curate information, turning it into actionable intelligence. Easily interpret vast amounts of data at-a-glance with our dashboard. Manzama makes the process of finding important insights about industries, clients, competitors, and prospects easy – giving each stakeholder a knowledge advantage. Learn more by visiting

_Tallie is an award winning and industry trusted business expense report automation software solution that streamlines the entire expense management process—from point of purchase to accounting and reimbursement. Designed for users, built by experts and engineered by scientists, Tallie provides industry-leading integration with major accounting systems and SaaS solutions for unmatched ease-of-use and accounting control. Visit to learn more or talk to an expense report automation expert.

_Office Tools Professional provides accounting and tax professionals with the next generation of practice management software, providing a single interface for client, staff, office and document management and tracking. Experience a simplified approach to tracking time, due dates, assignments, documents/email and billing. We produce many integrations including all tax programs, QuickBooks and Microsoft and provide integrated client portal options. Learn more by visiting

_Citrix ShareFile is a file-sharing tool that helps people exchange large files easily, securely and professionally. Built specifically for business, ShareFile offers security for data transfer and storage, customized usage and branding solutions, award-winning customer service, and mobile apps and tools that allow you to easily access and share files from any device—anytime, anywhere. Learn more by visiting

_Right Networks is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base ranging from Fortune 10 companies and large not-for-profit organizations to sole proprietorships and individuals. Authorized by major corporations and acclaimed by industry leaders, Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely. Learn more by visiting

_Accountingfly is the accounting profession's recruitment platform. Firms of all sizes, corporations, and organizations of all types use accountingfly to recruit for internships, entry-level and experienced positions. Learn more by visiting


AuditFile is a zero-contract, zero-hardware, cloud-based audit solution that improves the work burdens, process visibility, efficiency, security, employee experience, data integration, and the final results and service your firm delivers. AuditFile works the way you work, helping CPA firms run more efficient audits. We are constantly innovating to make your work easier and more valuable to your clients. Learn more by visiting

_Risk Analytics provides accounting firms a comprehensive report to grow advisory services, billable hours and improve screening and client retention. Our online platform delivers a RiskOutcomes™ 16 page report that analyzes client financial and managerial operations for improvement and the QQ Valuation provides a framework for client estate and tax planning. Our financial analytics enhances your opportunities and client relationships. Learn more by visiting


Want to be an Exhibitor at the next Boomer Technology Circles Summit?


Deanna Perkins

Community Search
Sign In
Sign In securely
Recent Blog Posts