Scaling New Heights is being held October 24 - 27, 2021, in Fort Worth, TX. Insightful Accountant has been providing vignettes of conference sponsors by categories we have selected. The sponsors are listed in order of their 'sponsor type' within each categorical article, or sub-categories within each article (in some cases). This article looks at Scaling New Heights sponsors providing Software or Services for Practice Management or other Practice-related support requirements.
Practice & Support Software
Canopy provides cloud-based practice management software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operate efficiently. Canopy is an all-in-one platform that includes client management, document management, workflow, tax resolution, and time and billing solutions. Pick one, two, or all the modules to customize Canopy to fit your practice.
With Client Management, you will see every file, email, note, and activity related to your client on one profile. Even better, every team member can see the latest client activity at any time, so you can get up to speed. In addition, you will quickly onboard clients with a customized portal where they'll have access to everything relevant to their case, including checklists, deadlines, and files. Then send and receive files through the client portal with drag-and-drop simplicity and grant and revoke client access to files with one click.
Canopy's Document Management incorporates intuitive file management that automatically organizes client-uploaded files to their specific folders and notifies you the moment your client uploads a file you've been waiting for. Combine this with intelligent cloud storage, drag-n-drop simplicity, and sophisticated indexing that streamlines searching to understand why document management is integral to Canopy's overall design.
Canopy's Workflow features allow accounting firms to manage more projects while improving team collaboration and productivity. Projects are managed through a dedicated workspace that includes tasks, files, and tools in one place and supports advanced workflows with multiple services, hand-offs, and teammates.
Canopy is constantly improving its product, and its transcripts tool was recently named the Tax and Accounting Technology Innovation Award winner for 2021 by CPA Practice Advisor. Additionally, G2 has ranked Canopy as #1 in Accounting Practice Management Software for overall results, usability, relationship index, and overall implementation index. Canopy is also Committed to data security, Canopy's solutions are SOC2 certified and data encrypted to ensure personal information is secure.
There is so much more to Canopy than I have described here. That's why you need to drop by their booth in the exhibit hall of Scaling New Heights. But if you can't make it, then head over to the Canopy website for more details.
Practice Ignition helps thousands of accounting firms better engage with their clients while running a more efficient business. With Practice Ignition, you'll save hours of administrative work by automating your client engagement process, preventing scope creep with suggested service and pricing templates, and eliminating receivables with automated payments.
With Practice Ignition, you will create a proposal in 5 minutes. Then, pull in your services and pricing from your library in a couple of clicks, automatically include your terms of service, and set your payment terms (fixed fee, recurring, pro-rata payments, anything). And because payment processing is built-in, you can require bank or credit card details before your client can sign and never chase a payment again.
By requiring your clients to enter payment details before signing to accept your proposal, they'll get billed automatically on your schedule. That means you won't be chasing payments anymore. It also means that invoices are created in your accounting software and marked as paid automatically. No more double and triple-checking that everyone has paid.
And Practice Ignition crunches the numbers and spits out every metric when you send a proposal or get paid. No more hassles with spreadsheets or wondering how you're doing on a job.
Learn how easy it is to eliminate the friction by sending your clients a single, innovative proposal they can read, sign and pay in one place using Practice Ignition. Just head over to their booth on the exhibit hall floor at Scaling New Heights. But, of course, if you're just too busy for that, then point your browser to the Practice Ignition website, where you can learn about closing more deals with less back and forth the Practice Ignition way.
Method is the #1 CRM for businesses on QuickBooks. Whether you need simplified contact management, better activity tracking, more accurate estimating, or something else entirely, Method has a solution for you.
No matter what work you're doing, Method is designed to make it easier. Take advantage of built-in solutions for lead management, invoicing, and more — or customize them to meet your unique needs. And Method can be personalized in any way imaginable to help you run your business better because you can create workflows that reflect how you do business with this drag-and-drop solution.
Your business runs more efficiently when all your systems are in sync. Method connects directly to apps like Gmail, Outlook, and Mailchimp, plus hundreds of other integrations via Zapier. And Method's two-way integration with QuickBooks is the best in the industry.
Learn how to extend the power of QuickBooks and grow your profile with your customers by visiting the Method booth at Scaling New Heights or head over to the Method website for more information.
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ImagineTime provides all-in-one Practice Management for Accounting and Bookkeeping firms. We provide Secure File Sharing, E-Signature, Time &Billing, Workflow, Document Management, Reports, and integrated payments.
For those who bill by the hour, time is money. But, if you're not keeping track of every minute your staff spends resolving client issues, and you're letting profits fly out the window. ImagineTime's time & billing software for accountants helps individuals and CPA firms track their time efficiently and accurately. In addition, ImagineTime's simple, intuitive tax due date manager enables you to stay ahead of important tax deadlines and avoid late fees by keeping track of multi-year deadlines, payments, extensions, filings, projects, and more.
ImagineShare is a file-sharing solution that is easy to use without compromising on data security. ImagineShare's private label customization feature lets you apply your firm's name, colors, and logo to the interface, so your clients interact with your custom branding. Build client signature requests into a streamlined workflow using ImagineTime's e-signature. Verify signer identity with Knowledge-Based Authentication ("KBA"), capture a legally binding signature, and securely store completed documents at the push of a button. Mango Billing's client-friendly payment solution from ImagineTime makes it easy for them to pay right from their smartphone in seconds.
For more details about any or all of these practice software & service offerings from ImagineTime, visit their booth at Scaling New Heights, or head over to the ImagineTime website.
Genie powers client accounting services. The Genie software platform is a comprehensive practice management application including task and time, monthly close management, balance sheet validation, custom reporting, pricing tools, and client invoicing.
Genie brings a whole new level of efficiency to your Client Accounting Services (CAS). Genie software was developed exclusively to meet the needs of client accounting services firms. With their seamless integration with QuickBooks, accountants will be able to enhance the client experience with minimal additional work on their part. Their accrual accounting module means you can say goodbye to time-consuming and error-prone manual spreadsheets.
- Prepaid expenses
- Fixed assets and other assets
- Deferred revenue
- Payroll accruals
- Monthly journal entries
- Detailed schedules
- With task workflow and comments
As more firms launch Client Accounting Services practices, many are plagued with scope creep on their fixed price recurring service contracts that negatively impacts firm profitability. With Genie's Client Profitability module, you can capture monthly transaction volumes from QuickBooks and actual services being delivered and map them against service contract assumptions. Professional reporting will aid in contract re-negotiations to ensure your profitability at the individual client and firm-wide level.
Do you struggle with time-consuming Quality Control processes that produce inconsistent results? Genie's peer review workflows eliminate significant manual processes and produce consistency that you can count on.
Genie Services are also available to firms seeking to subcontract basic accounting and bookkeeping services to a reliable partner. In a variable cost model, Genie services are delivered in U.S. time zones, with English as a first language, by college graduates with accounting degrees. For more information, stop by the Genie booth on the exhibit hall floor at Scaling New Heights; otherwise, click over to the Genie website for more details.
Keeper is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
QuickBooks ProAdvisors built Keeper, and it has everything you need to close the books:
- Client communications – no more emails, ask questions get answers in minutes.
- Quality assurance – special reports to catch and correct coding errors before delivering financial statements.
- Task management – a task manager built for bookkeepers.
- KPI tracking – build, track and report on KPIs with metrics automatically updated from QuickBooks data.
- Management reports – tailored explicitly for startup and small business owners.
- QuickBooks sync – changes made in Keeper are synced to QuickBooks.
If you have been looking for one app to run your bookkeeping business, please stop by the Keeper booth at Scaling New Heights; otherwise, check out the Keeper website for more information.
Path by Simplex gives you a 360° view of your business. PATH is designed for both companies and their financial advisors. PATH allows a company to connect the actions of their employees to their financials, to see financial accomplishments. It also provides a tool whereby Financial Advisors can provide critical information and resources to a company to assist them with vital decision making.
The Path Bridge brings together all of your essential resources (people, emails, reports, data feeds, almost anything) in one place, so you stay informed the way you want to stay informed. But, of course, another critical aspect of your work that keeps things 'in check' is your To-Do List, and in Path, you will find it sitting right alongside The Bridge because your resources need to be at hand for the tasks you must accomplish.
Path is equally about staying aware of actionable information and critical business analytics that will provide you with sound financial indicators of where your company is headed. Path's Data Mash gives you the ability to gather crucial information from your accounting software and create custom calculations, graphs, charts, and meaningful representations.
Path's Business Snapshots show you how critical events impact your business, allowing you to quickly analyze which strategy provides the best resolution for any given situation along with what-if scenarios. In addition, you can simulate as many different conditions as needed to generate the best outcomes for a business over any given time.
And Path does so much more, which is why you need to drop by the Path booth at Scaling New Heights so you can get on the 'Path' to success. You can also head over to the Path by Simplex website for more details about this collaboration tool.
Practice & Support Services
Relay is a digital banking platform that makes accounting and bookkeeping easier for both your firm and your clients.
Relay is transforming the way accountants and bookkeepers work with clients by offering collaborative access to banking, no-fee checking accounts, and personalized support — no matter the size of business. Relay increases cash flow visibility while reducing the admin burden associated with traditional banking.
With Relay, advisors can access client banking from their own secure login, switch between different clients from their firm’s portal, and reconcile accounts faster with direct, reliable bank feeds into Xero and QuickBooks Online. With accounts payable functionality built into banking, Relay also provides a simple, affordable way to offer AP as a client service. No-fee banking that streamlines day-to-day finance. Spend less time on admin, and more time building your business.
Protecting your money is Relay's priority. That's why they have partnered with Evolve Bank & Trust and Mastercard to deliver banking that's as secure as it is easy to use. All Relay checking accounts are FDIC insured up to $250,000 and protected by Mastercard Zero Liability Policy.
AdvisorProMarketer, the leading marketing agency serving accountants and advisors (a sub-brand of TaxProMarketer), provides a full suite of online marketing tools from social media to Google PPC (they are a Google Premier Partner), to weekly email nurture marketing (written like you wrote it), to GoogleMyBusiness optimization and management, full website builds ... and everything in between. To attract (and keep) the RIGHT kind of clients to your practice ... come find out what we can do for you.
As he nation's foremost marketing agency for independent accountants, bookkeepers and CPA's, they want to will help you identify the best practices to grow online in your market with a 'FREE' LeadFlow Acceleration Session. This is a custom-tailored plan to help you generate more leads, new client engagements and profits. During this session they will:
- Build you a customer Keyword List based on your services, service area and search trends.
- Run a Ranking Report to see exactly where your company currently ranks online.
- Review Your Website Optimization and get an analysis of why your website is not ranking at the top of the search engines.
- Review Your Website Conversion to discover what might be turning website visitors off and how to turn them into engagement calls.
- Your Local Internet Marketing Domination Plan outlining step-by-step how you can leverage the internet.
If you are attending Scaling New Heights you can register for your 'free' LeadFlow Acceleration Session at the AdvisorProMarketer booth on the exhibit hall floor, or by going to the AdvisorProMarketer website.
Checksforless.com® provides your clients with high quality QuickBooks compatible business checks, deposit tickets, envelopes and much more. In fact, they have grown into one of the best-known brands for checks and banking supplies over the last 40 years solely because of their check quality and customer service.
While most people buy checks that work with their financial software from ‘the source,’ they are paying a premium for the opportunity to do so. But Checksforless.com consistently provides the lowest price on compatible checks for your QuickBooks® and Sage® software, along with more than 4,500 other accounting packages. And, they guarantee that every check they produce is 100% compatible with your accounting system.
Check over 2-stubs, stub over check and stub… it doesn’t matter, they have the laser voucher check style you need. They also carry the 3 laser checks per page and the laser wallet checks if that’s what you want to use. You can also get your QuickBooks® or Sage® compatible printable deposit tickets. No matter what you order, it comes with a 100% satisfaction guarantee. If for any reason it isn’t right, Checksforless.com® will remake your order, or issue you a refund.
As if the 100% satisfaction guarantee wasn’t enough, they have the customer service to go right along with it. Their representatives are there to help. Sure you can go online and use their ‘Design-it-yourself’ approach, if that’s the way you like to do things, but you can also get the help you want or need when you are looking for a check color you can’t seem to find, or fitting your logo to the check, or needing a different check style. They will even customize a check if you have some ‘home-grown/odd-ball’ accounting software they don’t already support.
Checksforless.com® prints your order on their printing presses in Portland, Maine with an average 24 to 72-hour turn-around time. And, if you just realized that you don’t have enough checks to write payroll in a few days, then be sure to visit with your customer service representative about expedited service.
And they designed their program to have accountants like you earn a 15% commission on every sale including reorders. Simply refer your clients to Checksforless.com® along with your affiliate code, and they will take it from there. So head over to their booth on the Scaling New Heights exhibit hall floor for more details or to sign-up for their affiliate program so you can earn that commission when you refer your clients. And next time you need checks, point your browser to Checksforless.com®.
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