Associate Member

alternatetaxsolutions.com

Vernon Brokke
Phone: 401-949-5200
Email: vbrokke@alternatetaxsolutions.com


Andrew Parrish
Phone: 401-949-5200
Email: aparrish@alternatetaxsolutions.com




www.apexhcm.com


Marty Hamby
Phone: 770-641-9100
Email: marty.hamby@apexhcm.com

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.

 


www.chuckbauer.com/

Chuck Bauer
Phone: 972-740-4559
Email: chuck@chuckbauer.com

 


www.cidpracticemanagement.com

Chris Ford 
Phone: 866-353-0249
Email: cidmanagement@gmail.com

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".


 

 


www.ecompnow.com

Shawn Edgington

Phone: 800-493-2667
Email: shawn@graniteins.com

At E-COMP, we want to support your company by providing an easy, high quality no-deposit workers’ compensation insurance experience to you and your clients through technology integrations. When it comes to moving your business forward, E-COMP is here to help. The pros of partnering with E-COMP include:

-Simple Broad risk appetite – We can cover 90 percent of class codes through our broad range of carrier offerings.
-Online experience – Submit quotes quickly and see pricing from multiple carriers in real-time.
-Opportunities to grow and diversify your revenue plus increase your retention levels.
-Guided by technology, combined with personal experience – We’re available to help answer questions and guide clients with selecting the right carrier for their business.
Good for you, good for your clients – E-COMP offers businesses an affordable, dependable and seamless real time experience.

E-COMP NOW’s partner solution is designed to help you improve the customer experience, create value for your customers and drive revenue with ease. Discover what a partnership with E-COMP can do for you by reaching out to partnerships@goecomp.com or give us a call @ 888-493-2667.




www.infinitelyvirtual.com

Adam Stern, President
Phone: 310-746-5683 ext. 1101
Email: adam.stern@infinitelyvirtual.com

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

 


www.kotapay.com

Todd Richardson
Phone: 701-461-7975
Email: TRichardson@kotapay.com

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.

 


www.liscio.me

Chris Farrell
Phone: 765-566-7127
Email: chris@liscio.me

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™

 



 



















www.liveoakbank.com

Shannon Hay
Phone: 614-648-9199
Email: shannon.hay@liveoak.bank

Live Oak strives to help you master your business and achieve your dreams. We know the work that you put in, day in and day out, to be a successful accountant. Your small business is more than just your livelihood – it’s who you are. Live Oak Bank offers loans and financial solutions nationwide for accountants and funding your business is just the beginning of our relationship. With our dedication to efficiency, collaboration and in-depth knowledge of the accounting industry, we’ll take you where you need to go.

Our team of industry experts fully understands the nuances of your specific business model, and we want to invest in you because we know you’re ready to make an impact. Beyond the traditional banking experience, we strive to be an asset to each one of our customers by turning obstacles into opportunities. Let our team confidently guide you through the lending process and craft a unique plan that will help you and your business thrive.



 


www.mastertax.com

Karen Antonyshyn
Phone: 714-266-2462
Email: Karen.Antonyshyn@ADP.com


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



 


www.mcgowanprofessional.com

Rob Ferrini
Phone: 508-656-1327
Email: rferrini@mcgowanprofessional.com

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



 



www.nationalpayment.com

Jim Hagen
Phone: 813-222-0333
Email: jim.hagen@nationalpayment.com

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. 





www.oasnow.com

Debbie Arai
Phone: (833) 627-6691
Email: debbiea@OASNow.com

ACH Audit and Risk Assessment Services



www.plateiq.com

Devyn Schwartzberg
Phone: 631-671-1967
Email: devyn@plateiq.com

Accounts Payable Automation. We will automatically code all of the line items on client invoices and push them into your accounting software so your bookkeeping team doesn't have to do any of that manual work. We will also allow you to do all of your billpay from the platform with a few clicks of a button.

















posterelite.com

Hannah Peterson
Phone: 858-999-8234
Email: hannah.peterson@posterelite.com

PosterElite has been trusted by over 700 payroll, HR, CPA, PEO, Insurance & HCM firms to provide private-labeled, turn-key compliance products for their clients. Our fully private-labeled solutions provide added-value to your clients and a boost in new monthly recurring revenue for you. With the huge surge in the number of remote employees nationwide and the shift to a hybrid workplace, PosterElite has launched a 100% online ePosterService to help your clients meet Department of Labor guidelines and fulfill their employer obligations. Ask us how to offer this new solution to your clients!


www.pppforms.com

Eric Stenson
Phone: 208-995-1220
Email: eric@pppforms.com

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.





www.prospect-wise.com

Andrew Wolpe
Phone: 858-242-9493
Email: awolpe@magnifigroup.com

Prospect-Wise is a highly efficient solution designed to expand your firm's sales pipeline. The process is simple - the Prospect-Wise team researches your target market, identifies relevant companies and the appropriate contacts and then validates the email addresses. We then initiate a direct email campaign and forward you all the interested prospects. You can see more at www.prospect-wise.com.

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www.sync-stream.com

Michelle Kershner
Phone: 877-291-9256
Email: michellek@sync-stream.com












www.techguruit.com

Daniel Moshe
Phone: 651-235-4895
Email: dan@techguruit.com


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.