In this fourth Scaling New Heights sponsors vignette article we look at Information Technology and Data-support Service vendors.
Information Technology Support Sponsors
The Pax8 platform helps you seamlessly deliver cloud services. For example, Pax8 allows you to quote, order, bill, and provision all of your cloud products in one place, with a single monthly invoice. And, with built-in data analytics and business intelligence, the Pax8 provides the insights you need to optimize your margins and sell more.
- The intuitive ordering workflow of the Pax8 Platform enables products to be ordered instantly.
- Pax8 vendor API integrations offer the industry's fastest provisioning. In addition, the Pax8 Platform delivers a single, easy-to-read invoice and visually reports your month-over-month revenues and margins by compiling your billing data.
- The Pax8 Platform provides targeted up-sell and cross-sell opportunities in your client base and helps you identify gaps in your clients' technology stacks through data visualization.
The Pax8 Platform brings every piece of your cloud technology stack into an easy-to-use platform. In addition, Pax8 provides the environment and services designed to ensure that 'the cloud' is an experience for their partners.
- Pax8 offers 24/7, US-based technical support from dedicated service delivery managers. As our partners' single point of support, we're there for you whenever you need us.
- Mission Briefings help you strategically expand your tech stack, Microsoft Boot-camps dive deep into M365, Azure, or Dynamics, and Pax8 Academy offers cloud training and certifications.
- Mission Briefings help you strategically expand your tech stack, Microsoft Boot-camps dive deep into M365, Azure, or Dynamics, and Pax8 Academy offers cloud training and certifications.
You can start your journey of finding out how Pax8 can help you plan, assess, design, migrate, customize, and optimize cloud solutions by visiting the Pax8 booth on the exhibit hall floor at Scaling New Heights or heading over to the Pax8 website for more information.
Practice Protect purports to be the world's #1 data security platform for accounting firms. With Practice Protect, you can gain complete control over the access of client data and passwords within your business with enterprise-level automation, application security, and human-powered support.
Businesses trusted with the safekeeping of the financial records of others need a data platform built for security. From compliance to advisory, single sign-on, and one-click off-boarding, Practice Protect is trusted by more accountants worldwide than any other password and data management tool.
Practice Protect gives you the power to expand, hire, work from home and guard against threats with more trust and less risk. That's because it's the only complete cyber security platform designed especially for accounting firms.
Practice Protect users get access to an integrated suite of cyber security software, legal compliance documents, team training, and cyber security certification that keeps clients, firms, and team members safe wherever they work.
While the best way to learn about your data security vulnerabilities is to request an analysis during a Free Demo, the second best thing to do is stop by the Practice Protect booth on the exhibit hall floor while you are at Scaling New Heights. Otherwise, point your browser to the Practice Protect website for more detailed information.
Most I.T. firms are generalists who work with all types of companies. With them, you will likely waste time explaining your needs and have to do more of the work implementing solutions yourself. But Tech Guru specifically serves C.P.A.s and Accounting firms.
Tech Guru offers a streamlined approach to I.T. tailored for the needs of C.P.A. and accounting firms. They understand your needs, have a deep knowledge of the software you use to run your business, and understand how different tools impact your workflows.
Tech Guru has provided I.T. support for over 15 years, solving technology challenges for hundreds of businesses like yours. They are technology consultants, installation specialists, and support/service desk all in one. So, whether you need help deciding on new technology investments or support with your current tech, Tech Guru can help you run your firm more efficiently by improving your technology.
If you have been looking for an alternative to your I.T. provider or need more I.T. support than the 'geek at the 8th desk in the bull-pin can provide', now is a perfect time to check out Tech Guru. Just stop by their booth on the exhibit hall floor to discuss making Tech Guru "the I.T. Department for your firm." Of course, you can always check them out at the Tech Guru website.
Data-support Service Sponsors
Docyt is a super app that applies AI across the entire accounting tech stack. Docyt digitizes financial data, automates income and expense workflows, continuously reconciles QuickBooks, and generates real-time financial statements. As a result, Docyt elevates accounting professionals and moves commerce forward.
Docyt's machine learning will extract data to power workflows, categorize and reconcile bank and credit card transactions with your uploaded documents, and sync everything into your accounting ledger. Then Docyt consolidates your financial data, continuously reconciles your accounting ledger, and delivers a real-time P&L and balance sheet.
For Accounting firms specifically, Docyt standardizes accounting processes, increases efficiencies, and improves profitability. In addition, they give firms the technology they need to stay ahead of the curve. Look at some of the other benefits Docyt provides specific to accounting firms:
- Docyt brings standardization across your clients. From categorization to vendor management to one tech stack, every client is uniform. This makes your work much faster.
- Docyt decreases data risk by providing native, bundled workflows. For example, it eliminates the need for multiple bill pay, receipt capture, expense report, and reconciliation software subscriptions. It's also cheaper.
- Docyt extracts data from bills and receipts, detects errors and duplicates, automatically categorizes transactions, and continuously matches them with supporting documents, like receipts, in your ledger. As a result, your books are continually reconciled. No more waiting until month-end.
- With Docyt's client chat, you can do just that, chat directly on any transaction or document to get quick answers. Moreover, the entire conversation is saved and searchable.
- Docyt's integrated inbox simplifies document collection… all data and documents are encrypted and saved in the secure data vault, accessible for authorized workflows.
- Docyt provides a custom experience. For example, they can incorporate your branding, so clients identify with your firm while Docyt's automation platform runs quietly in the background.
If Docyt sounds like the kind of modern app you need to manage all the financial data for your firm or business, then stop by their booth in the exhibit hall at Scaling New Heights exhibit hall. You can also point your browser over to the Docyt website for more information.
Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they'll give them an easy, secure, mobile file sharing app they'll love. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go.
These are but a few of the benefits of Liscio:
- Liscio gives you a secure, spam-free, phish-free, quiet space to work with clients.
- Liscio enables clients to respond quickly right from their smartphones. They can scan and send documents on the go – you get them as a high-quality PDF.
- It's too easy for urgent business to get buried in email, and Clients want to text anyway. Liscio's Real-Time Messaging is a secure hotline between you and your clients.
- Always know the who, what, and when with easy-to-track progress and ownership.
- Client-facing tasks with text alerts and automated mobile reminders for overdue items keep clients on schedule.
- Liscio makes it easy for clients to sign with eSign on-screen or print, sign, and snap a pic. Compliant eSignature, communication, task tracking, and files together mean no more hopping between apps.
- Unlimited storage, you'll never pay extra for Liscio Vault storage – it's all included.
- Liscio's mobile app gives your firm and your clients the freedom to collaborate on the go.
- FirmView™ keeps it transparent with up-to-the-second task tracking that ensures everyone is on the same page for seamless, uninterrupted Firm-to-One Service™.
- Anything you can print to PDF, you can securely share with clients with just a few clicks. No more uploading or downloading or asking clients to use a clunky portal.
- Message templates create consistency and professionalism for your firm.
- Liscio provides full Integration with Outlook, which means you can share emails with a client and your staff.
- Real-time messaging, client-facing task management, electronic signature, and file management in a single place saves time, clicks, and cost.
So, if you are tired of chasing, then head over to the Liscio booth in the exhibit hall at Scaling New Heights to find out how accountants and bookkeepers can move a lot faster with Liscio. Or take the slower approach and check out the Liscio website on your own time.
SmartVault offers secure, cloud-based document management, client portals, and automated document workflow options built explicitly for the unique needs of accounting professionals.
Whether you're looking to improve your current workflow or you're eager to start going paperless, the SmartVault integration with QuickBooks streamlines accounting services workflow. It permits you to work more efficiently with clients. SmartVault also integrates with Intuit's Lacerte and ProConnect Tax.
You will manage users easily, cut down on manual tasks, and reduce human error with the role-based security and client-centric groups that SmartVault provides. As a result, you will be primed to increase your value as a "Trusted Advisor" to your clients while at the same time maximizing new capabilities that will impact your business and your bottom line when you use SmartVault.
If SmartVault sounds like the intelligent online document storage and secure file sharing solution you need, then stop by their booth in the Scaling New Heights exhibit hall. You can also point your browser over to the SmartVault website for more information.
BaCo Tech is a middleware single hub to manage every C.P.A. firm's client accounting records in a single location regardless of what accounting package a client uses, allowing a C.P.A. to seamlessly integrate those records into his tax or accounting firm solution suite. In addition, proactive alerts and notifications are included in an integrated solution that adds the ability to address an issue rather than identify it.
While it's a cumbersome task for C.P.A.s and their clients to gather financial data, BaCo Tech takes the difficulty of data gathering, translation, and reporting and automates it. BaCo Tech compiles each clients' accounting data in real-time and delivers that information to the C.P.A. in a consistent, easy-to-access format. This creates an efficient workflow for C.P.A.s that helps them provide a better, more proactive service to their clients.
- Provides a single point of access for all of your client files, synced every night.
- Syncing tax and accounting data overnight allows accountants to work on their client's data in real-time through straightforward, actionable tasks that are searchable across multiple entities and all of their clients.
- Save time by eliminating repetitive work. The BaCo Tech platform can automatically adjust accounting files with automatic or proposed adjustments when recurring changes need to be made before its posting.
- By eliminating redundant and repetitive work from accounting workflows, you will run a more profitable and efficient service for your firm and clients.
- Being on the same page with your clients will allow for easy, clear communication.
- You will be able to deliver a more valuable service to your clients by giving them accurate reports based on real-time, up-to-date information.
If all of this sounds too good to be true, then stop by the BaCo Tech booth in the exhibit hall at Scaling New Heights to talk to one of the representatives. Otherwise, visit the BaCo Tech website for more information.
Client Hub is a simple, all-in-one client collaboration and workflow platform that brings together your team and your clients to get your work done more efficiently. It’s a delightful way to manage your workflow with client communications built right in. Everything is in one place. While you experience radically faster workflows, your clients’ have a world class experience.
While lots of best-of-breed apps will give you more overall features than Client Hub, every added feature creates cognitive complexity across your team. That cognitive friction impacts users in different ways, and it can negatively impact your team’s productivity due to things like more time on-boarding and training new staff, spending time constantly evaluating new tools, integrating them and more.
But, when everyone on your team is using the same tool, they are looking at the same data. You team will have a more complete understanding of each client, and a single, shared understanding of what to do to best serve those clients.
Whether you adopt Client Hub and replace all your current systems at one time, or you adopt a framework that lets you phase in how you implement Client Hub to manage client communications, then file management, and finally workflow management making up an all-in-one system, the people at Client Hub are ready to assist you.
Stop by the booth in the exhibit hall at Scaling New Heights to find out more about Client Hut, or head over to the Client Hub website for additional details.
Fujitsu is a global leader in imaging solutions and is helping businesses digitize all of their documents through superior performance, durability, and image quality solutions. Their scanners deliver speed, image quality, and outstanding paper handling to optimize business processes.
If you're looking for a simple scanning solution, their ScanSnap scanners provide productivity, efficiency, and affordability. In addition, their new ScanSnap iX1300 offers a space-saving design making it an indispensable companion for any space, anywhere.
Fujitsu also offers an entire line of 'Enterprise level' scanners offering imaging solutions with limitless potential. These products, like the new Fujitsu N7100E Network Scanner, have been designed to help you keep pace in a rapidly changing world.
ScanSnap can scan receipts and push the data to QuickBooks. You can also send scanned data to ShareFile and Expensify using the ScanSnap Cloud feature. In addition, the ScanSnap Organizer creates a cloud storage system that allows you to organize documents and link to DropBox, Google Drive, or OneDrive.
If you are scanning for new tech, be sure to stop by the Fujitsu booth at Scaling New Heights to see how easily their scanners can turn your 'imagination' into digital solutions or visit the Fujitsu website for more details.
I.R.I.S. Intelligent solutions automatically classify your documents and transform unstructured data into ready-to-use, easy-to-archive & easy-to-share information. Process-centric solutions help you work faster and smarter, improve customer and supplier relationships, and reduce operating costs. I.R.I.S. solutions, powered by proprietary technologies, combine the most advanced techniques, including AI-based document classification and data integrity checks, to optimize & secure processes across the entire organization.
The IRIS Accounts Payable Capture Solution will speed up your processing times by automating invoice data capture, limiting manual errors, and reducing the costs for data entry by up to 80%. In addition, their Purchase Order Capture Solution automates your P.O. processing by capturing all relevant order data and delivering streamlined document flows with more reliability, no lost orders, and less human error.
IRIS Digital Mailroom Automation is a fully scalable and modular platform to automatically classify all types of incoming documents, extract critical data, and route documents to the appropriate recipient(s) using relevant business process applications. The IRIS Hybrid Forms Processing Solution extracts indexes from structured/unstructured and hybrid forms; powered by IRISXtract™, it captures, analyzes, and routes the data to the system of your choice for intelligent business process automation. Finally, the IRIS Document Converter Solution is a scalable application that automatically converts your documents into fully searchable and hyper-compressed files adapted for editing and long-term archiving, which are routed to the system of your choice for fast and easy access.
Businesses receive tons of documents and information daily, both paper and electronic. Unfortunately, processing these documents is time-consuming and resource-intensive. If you want to find a better way than staffing to handle these daily chores for either your firm or your clients, stop by the I.R.I.S. booth at Scaling New Heights. In the alternative, visit the I.R.I.S. website for more details.
Botkeeper may genuinely be the future of bookkeeping; this is about as close to full automation of the bookkeeping function as you can expect (at least for the present). It's automated bookkeeping with a human touch… better than humans, better than machines.
Botkeeper will automate your bookkeeping and pre-accounting tasks, solve your capacity problems, allow you to spend more time with your clients, and seize the full business potential of your firm.
Botkeeper combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a bookkeeping & pre-accounting solution to Accounting firms and their clients. You and your client base will receive 24/7 accounting and support and incredible insight into financials with beautiful dashboards and unlimited reporting.
And Botkeeper's one-of-a-kind Accounting Partner Program for C.P.A.s, accountants, C.F.O.s, and bookkeeping firms offers the ability to evolve your firm from data entry and bookkeeping to advisory services. To grow your practice without increasing headcount and overhead and immediately see less human error and greater profitability. Let the bots of Botkeeper do the bookkeeping while you focus on your firm.
To learn more about Botkeeper, head over to their booth in the Scaling New Heights exhibit hall. Or check out what the bots can do for you at the Botkeeper website.
Stop herding cats! Fix uncategorized transactions with Uncat. They can eliminate uncategorized expenses by automating the process of managing them.
In business, the 80-20 rule applies to a significant number of situations. Managing uncategorized expenses is no exception. In fact, for many companies, it can take a real toll on the profitability of your client workflows—especially when you consider how much time is spent collecting, collating, and manually entering uncategorized expenses on a client by client basis.
Uncat gives you the option of letting your 'invited clients' categorize transactions. You can then see their selection in your dashboard so you can review it and, if needed, make changes that are captured in real-time and synced to your accounting software, keeping everyone on the same page. And Uncat syncs with both QuickBooks Online and QuickBooks Desktop.
Stop by the Uncat booth at Scaling New Heights for a demo or to find out more. Of course, you can also point your browser over to the Uncat website for additional information.
Scaling New Heights is being held October 24 - 27, 2021, in Fort Worth, TX. Conference registration remains open. REGISTER HERE. You will find all of the conference Sponsors here.
Disclosure:
All information and graphics were taken from the various sponsors' websites and the Intuit QuickBooks App Store. Information published here was current when Insightful Accountant researched it from those websites and not necessarily at the time of publication. Insightful Accountant does not accept responsibility for variations or changes in information that may have occurred since we researched each sponsors' website or the Intuit Q.B. App Store, and we published our content