Associate Member

Vernon Brokke
Phone: 401-949-5200

Andrew Parrish
Phone: 401-949-5200

Marty Hamby
Phone: 770-641-9100

Apex® HCM is a market leader in cloud‐based payroll and HR software technology and used by over 300 payroll service firms and vendors nationally. Apex’s customizable suite of products and services include payroll, payroll, tax, human capital management, applicant tracking and onboarding, time and attendance, reporting, manager and employee self‐service, ACA compliance, mobile apps, workers’ compensation, payroll debit cards and other business management tools normally reserved for large enterprises, now available to any business size. Apex’s cutting‐edge, cloud‐based technology allows its customers to effectively compete feature‐for‐feature with larger established firms while dramatically improving their workforce productivity.

Chuck Bauer
Phone: 972-740-4559

Chris Ford 
Phone: 866-353-0249

CID Practice Management is software designed to manage your accounting firm. Effectively manage your time, clients, employees, taxes, production & more. It provides critical tools to better manage your accounting and tax practice so that you know exactly the status of key issues at any time.
With this program you will be in a position for the first time to actually see the more critical areas of your practice in "real time".

Eric Hess
Phone: 908-652-9181

Helical helps accounting firms put cybersecurity protections in place per the FTC Safeguards Rule. Helical’s Starter Package can help you with: 

  • Cybersecurity risk assessment
  • Independent vulnerability scans
  • Security training
  • Consulting 

With our experience working with CPA-focused insurance and financial firms, we are confident we can help your firm mitigate information security risks.

Adam Stern, President
Phone: 310-746-5683 ext. 1101

Infinitely Virtual offers the widest array of products and services based on revolutionary hosted virtual dedicated server and cloud computing technologies.

Jim Haug
Phone: 800-378-3328

Kotapay, specializes in processing electronic transactions. For over 25 years, we have provided fast, accurate electronic transaction services to more than 74,000 companies. Our premium services, features, detailed reporting and flexibility set us apart.

Behind the scenes of an electronic transaction, multiple financial institutions, including the Federal Reserve Bank, form a complex network to ensure the movement of funds. Kotapay seamlessly manages the transactions, to ensure your funds reach their intended destination.

Chris Farrell
Phone: 765-566-7127

The all-in-one customer experience platform to run your front office remotely:

  • All-in-one digital front office
  • Real-time messaging
  • Task tracking
  • Invite-only network
  • E-signature
  • Smart file management
  • Mobile app
  • FirmView™

Karen Antonyshyn
Phone: 714-266-2462

MasterTax Software is a payroll tax solution you can rely on to maintain full control of your in-house employer payroll tax process.

Rob Ferrini
Phone: 508-656-1327

  • Professional liability insurance
  • Cyber liability insurance
  • Risk-management/loss prevention services

Chris Francis
Phone: 630-203-7112

All of Millennium Trust’s Workplace Savings Solutions offer great benefits to both the employer and employee. It was created to encourage retirement readiness among the 55 million American workers who do not have access to an employer-sponsored retirement plan. We created an easy and affordable solution for Small Businesses and their employees to save for retirement when a 401(k) plan ISN'T the right fit. These include, SIMPLE IRAs, SEP IRAs, Payroll Deducted IRAs (ROTH and Traditional).

Jim Hagen
Phone: 813-222-0333

In business for over 25 years, NatPay remains a top leader in ACH and document distribution solutions. We process more than $100+ billion annually for 225,000+ ACH clients nationwide. NatPay’s Doculivery online document management platform features a web-hosted SaaS solution that includes but is not limited to: online pay statements, tax forms, bills, invoices with click-to-pay capabilities, HR, CSR/CRM, and other custom solutions. NatPay is HIPAA compliant, and a SSAE 18 (SOC 1) Type 2 examined organization for both ACH and document distribution solutions.

Eric Stenson
Phone: 208-995-1220

Our company provides software to CPAs for PPP loan forgiveness, completing the SBA application seamlessly and easily and importing all relevant payroll data from ADP, PayChex, Intuit and other providers.


Mike Ryan
Phone: 800-545-0792

Michael Arnold
Phone: 262-347-8888

Palmetto Partners markets on behalf of its accounting firms and supplies business clients to them. Michael Arnold also provides marketing training to firms throughout the country.


Michelle Kershner
Phone: 877-291-9256

Daniel Moshe
Phone: 651-235-4895

Tech Guru is Enlightened IT for CPA firms. We focus exclusively on technology for CPA and Accounting firms like yours, nation-wide.

You want technology that works for you, not against you, and we help you accomplish that. We are not a hosting company. We help CPA firms modernize and transition to the cloud. We translate your business goals into technology initiatives that drive value. We accomplish this by delivering end-to-end technology services for CPA firms including technology planning, budgeting, implementation, cybersecurity, and ongoing support.

Build your ideal firm with Tech Guru as your trusted technology partner. Start your journey today with a complimentary Technology Workshop to get ideas and a roadmap for how technology can help you achieve your firm goals and objectives.

Click here to schedule a 5-minute intro call with your dedicated PASBA representative, Micah Thor.