QuickBooks Connect 2018 Exhibitor Preview - Part 3

QuickBooks Connect is being held November 5 - 7, 2018 at the San Jose (California) Convention Center. Leading up to QuickBooks Connect our coverage will include a preview of featured exhibitors.

QuickBooks Connect - Level 1 Exhibitors (cont.)

In this article we will preview several other 'Level 1 Exhibitors' at this year's conference.

BlueVine

Do you have any clients who have cash flow problems from time to time, but they still need to pay employees or purchase new inventory items? Then BlueVine maybe just the answer.

The founders of BlueVine know 'lumpy' cash-flow and long payment cycles often put strain on a SMB's working capital, so they set out to help small business owners reduce the worry of making payroll or being able to buy more inventory.  They provide a quick, simple solution to let businesses access the capital they need, whenever needed.

BlueVine Partner Program Advisors can help their clients free up cash, pay expenses, invest in their business and cover payroll when their clients experience long payment cycles, cash flow crunches, don't qualify for a bank loan, or need working capital or fast funding. The free BlueVine Partner Program allows ProAdvisors to act as lead generators with an opportunity to earn commissions for the life of the client. 

If you are interested in more information about the capital options BlueVine offers, or their Partner Program, then be sure to stop by the BlueVine booth in the exhibit hall while attending QuickBooks Connect.

CXOSoft

CXOSoft is an intuitive cash-flow forecasting tool for accountants, financial advisors and bookkeepers. It was also created for the small business owners who never clock out, the home office heroes, and the just-won’t-quit-ers who want to know what’s up with their money.

CXOSoft easily monitors your cash-flow to keep track of your receivables and payments. With their predictive technology, you can forecast your finances and understand the consequences of each invoice and receivable.

CXOSoft fully integrates with your QuickBooks Online (exclusively) because that is the only way to deliver automated real time numbers at a price point small business owners can afford. With CXOSoft you can dynamically adjust future invoices and expenses to visualize up to three cash flow possibilities with easy-to-create, adjust, and understand scenarios.

Their simple, automated intelligence let’s you look at your numbers through the eyes of a CEO, CFO, Controller or COO without having to hire one. So stop by the CXOSoft booth on the exhibit hall floor to see how they can give you a crystal ball view into your business finances.

Liscio

Liscio is a secure cloud-based solution that simplifies client communication and collaboration with features like secure messaging, file sharing and storage, FirmView, Firm-to-One service, Mobile App, e-signatures and more. Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience that empowers you to become the proactive, modern firm your clients deserve.

Liscio’s FirmView centralizes communication by consolidating all client requests, conversations and updates into a single platform that everyone in the firm can see. FirmView keeps your entire team up-to-the-minute on all client relationships and makes it easy for teammates to be proactive and step in to cover when needed. FirmView keeps everyone alerted and working on the same page — no slips, no delays, no excuses.

Liscio gives you the tools needed to provide customer service with a personal touch by turning one-to-one service into Firm-to-One service and remembering every important profile detail, date, and milestone. Anyone in your firm will be able to step in and pick up where the last conversation left off, ensuring clients never feel handed off or passed along. So stop by the Liscio booth to see how easy it is to simplify communications within your firm, as well as between you and your clients.

OnPay

Growing businesses (and accounting pros) love OnPay for payroll, HR and benefits. They will do all the tough stuff, so you can focus on building a great business. With over 30 years of experience processing payroll, OnPay knows what it takes to get payroll right.

With OnPay you will easily pay your employees by direct deposit, automate your tax payments and filings, and get OnPay’s guarantee that filings will be error-free. With OnPay you will save time because your new employees can self-onboard, allowing you to easily manage legal docs, PTO processing and more.

OnPay lets you put your team first by offering health insurance, workers’ compensation and even low-fee 401(k) plans, all synced with your payroll. And OnPay sync’s seamlessly with QuickBooks Online or QuickBooks Desktop to keep your financial data up-to-date in real time.

So be certain to stop by the OnPay booth in the QuickBooks Connect exhibit hall to see why Entrepreneur Magazine named them one of the best small business payroll systems.

Ricoh

Ricoh USA will be showcasing Smart Integration including their brand new Ricoh Accounts Payable for Small Business, a software-as-a-service accounts payable solution for small to medium businesses. Ricoh is a $20-billion company with a global presence in Copier & Multi-function printer products also offers a variety of office equipment including Interactive Whiteboards, and other products like Digital Cameras. 

With Ricoh APSB you can upload an invoice by attaching a file, PDF or JPEG from a local folder or a cloud service like Dropbox, Box® or Google Drive™ to the accounts payable queue. You can also scan invoices directly from a Ricoh MFP with a RICOH Integrated Cloud Environment (ICE) app to a folder and then attach the scanned file to the invoice queue. Richo's solution will automatically capture and extract invoice data, then verify the information and integrate it with QuickBooks.

You will eliminate time-consuming manual steps and error-prone data entry with Ricoh Accounts Payable for Small Business because it has the right features you need to simplify invoice processing—without all the costly extras you don’t need—this subscription cloud service is ideal for smaller businesses of 10-99 employees.

Be certain to stop by the Ricoh booth on the exhibit hall floor at QuickBooks Connect to see how they can assist you, or your clients with streamlining accounts payable.

Rootworks

Rootworks is redefining the model for the Modern Accounting Firm. They provide small accounting firms with a single source for their consulting, education and communications needs. Rootworks will help you do the right things in the right order so as to take your firm on a transformational journey, without reinventing the wheel.

With Rootworks, you’ll learn a structured method for developing a vision and creating the right business model to understanding and deploying technology. Rootworks also tests and vets best-of-breed Apps in their working firm to give you confidence at a time when everything is changing, and your choices matter more than ever.

Rootworks proudly counts 500+ member firms in their community of motivated, progressive accounting practitioners who are creating today’s finest client experience. So be sure to stop by the Rootworks booth on the exhibit hall floor of QuickBooks Connect to see how you can transform your business into a Next Generation Accounting Firm™.

SmartVault

SmartVault is online document storage and secure file sharing that's both secure and easy-to-use. It embeds workflow right inside the apps you are already using.

Whether you’re looking to improve your current workflow, or you’re eager to start going paperless, SmartVault's integration with QuickBooks streamlines accounting services workflow and permits you to work more efficiently with clients. SmartVault also integrates with Intuit Lacerte and Pro Tax.

You will manage users easily, cut down on manual tasks, and reduce human error with SmartVaults' role-based security and client-centric groups. With SmartVault, you will be primed to increase your value as a trusted business advisor to your clients, while at the same time maximizing new capabilities that will impact your business… and your bottom line! 

If SmartVault sounds like the smart online document storage and secure file sharing solution you have been looking for, then stop by their booth in the exhibit hall of QuickBooks Connect.

SQUARE Payroll

Square Payroll is an advanced payroll processing software for small businesses. It allows users to fully customize and control their payroll computation and management. You can pay employees, contractors, or both, online in just a few clicks

Square Payroll automatically invites your employees and contractors to create their login, set up direct deposit and fill out their W-4. They can also sign-in to their accounts at any time to manage their information or review their pay stubs.

Employees clock in and out from the Square Point-of-Sale App, so that their hours can be seamlessly imported. Employers and supervisors can see who’s on the clock, as well as review, edit, and approve your team’s hours anytime, anywhere via their Square Dashboard.

Pay your team quickly and accurately as many times per month as you need. Run payroll or send payments at any time, there’s no need to wait until the next pay period. Configure your payroll to run automatically so when pay day comes all employee hours and any overtime are imported, salaries calculated, and your payroll is processed for you. You’ll get notified when it’s all done.

Employees and contractors enrolled in direct deposit receive an email each payday with their net pay and pay stub. For anyone not on direct deposit, Square makes it easy for you to cut them a check.

Square Payroll’s U.S. based team will give you worry-free payroll compliance by taking care of your W-2 withholdings and payments, and filing your taxes, all at no extra cost. And speaking of costs, with Square Payroll you will never pay more than you must. If you pay fewer employees or contractors during a pay period, your price goes down. So stop by the Square Payroll booth in the exhibit hall at QuickBooks Connect to see how Square can make payroll one of the easiest things to do on your list.

TAX1099.com

TAX1099.com powered by Zenwork, Inc., is an IRS- approved E-file provider for 1099, 1098, W2, and 940/941/944 and other forms. They blend Tax expertise with technology to provide superior compliance tools. TAX1099.com provides an ideal solution for small business, independent accountants, bookkeepers, CPA firms, corporations of all sizes, and third- party filers requiring multiple company support.

The company’s core values of integrity, client satisfaction, innovation, domain knowledge and intellect differentiate them from their competitors. Their focus on developing and maintaining a measurable client satisfaction program has created a company culture where each of their associates delivers world class service, every day, with every interaction.

While attending QuickBooks Connect be sure to stop by the TAX1099.com booth in the exhibit hall to find out how they can assist you with all your E-file requirements.

Stay tuned for more QuickBooks Connect Vendor Previews we will be posting every few days between now and the conference. And remember, it's not too late to register for the conference if you haven't done so already, at the official QuickBooks Connect 2018 Registration webpage. For information regarding travel, location details including parking, and nearby hotels, see the official QuickBooks Connect Travel webpage.