Scaling New Heights® 2020 Sponsors At-a-glance # 4

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Scaling New Heights 2020 is being held November 8 - 11, 2020 in Orlando with both on-premise and remote (virtual) experiences. Insightful Accountant is providing our readers with vignettes covering each of the conference sponsors.  The sponsors  have been randomly chosen for each article in no particular order or ranking, although they are listed in alphabetical order within each article.

efile4Biz.com is a leading IRS-authorized eFile provider, offering the best value in online 1099 and W-2 eFiling services. As an industry leader and pioneer, they’ve made online processing of 1099s and W-2s more convenient and economical than paper forms and installed software. efile4Biz customers choose them over other filing-companies because of they are quick, easy, cost-effective, reliable and secure.

efile4Biz offers comprehensive processing of tax information forms, including printing, mailing and optional electronic delivery to your recipients, and electronic filing with the IRS and SSA. Features include multi-payer setup, Excel, QuickBooks and other API integration tools for uploading data, and best-in-class data security.

You can find out all the ways they can assist you with your IRS related filing requirements by heading over to efile4Biz.com or check them out at their efile4Biz landing page at the Intuit QuickBooks Apps Center to learn all about their connectivity with QuickBooks. 

GruntWorx is a tax automation and organization service that’s completely web-based, allowing you to be up and running in minutes. With GruntWorx you can:

  • Reduce the time-consuming process of organizing the shoebox of client source documents,
  • Eliminate data entry with accurate data extraction and insertion into the leading tax preparation software packages,
  • Save hours and even days of data entry by transforming trade details off of scanned brokerage statement directly into your tax software, and
  • Achieve the highest level of accuracy in a tax automation system without going offshore.

If you want to find out how you can stop typing data into your tax software and stop chasing the paper in your office, while focusing your time on providing real tax value to your clients then make certain to check out the GruntWorx website. While you are there sign-up for a 'free trial'!

LilyPad Applications builds mobile software applications for small to medium sized business software users. They are most commonly known for their LilyPad for Fishbowl products, but did you know they also offer an application called LilyPad for QuickBooks that works with QuickBooks Desktop?

LilyPad for Fishbowl products include:

LilyPad for QuickBooks (LP4QB) works with QuickBooks Desktop to give users access from most web-enabled devices, anytime, anywhere so they can remotely:

  • Create Estimates, Sales Orders, Invoices
  • Create Purchase Orders
  • Take Payments
  • See Open Orders
  • Check current Account balances
  • Check Inventory Levels
  • Move, transfer, Add, Scrap, or Cycle Count inventory
  • Make Fulfillment Paperless
  • Create Advanced Shipping Notices for your EDI Partners
  • Automatically turn Shipment into Invoices
  • You can even let customers enter their own orders, check on their shipments, and check inventory availability.

Be certain to visit one of the LilyPad websites for more details about either LilyPad for Fishbowl products, or LilyPad for QuickBooks Desktop.

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

If you want your firm to be part of the 'new standard in client communication and collaboration' the make certain to head over to the Liscio website for not only more details, but a free demo.

SmartBiz streamlines SBA loans to help you get the best financing for your business needs. They guide your business through the application process to help you get the best and lowest cost financing that meets your needs. 

The experienced professionals at SmartBiz use a custom technology platform to help match your loan application with the trusted bank most likely to fund your business. About 90% of qualified applications they refer to banks get funded.

  • The select banks in the SmartBiz lending network have funded nearly $4.0 billion in SBA 7(a), PPP (Paycheck Protection Program) and bank term loans, helping SmartBiz become the nation’s #1 online facilitator of SBA and bank term loans under $350,000.
  • They have helped over 20,000 small businesses get funded to support 300,000 small business jobs.
  • Over 50% of the loans funded by their bank network are for women-owned, minority, or veteran businesses.
  • Banks utilize the SmartBiz platform to process more than 10% of the entire nation’s volume of traditional SBA 7(a) loans under $350,000.

Whether you are seeking an SBA loan, Bank Term loan, or a more customized financing option, the SmartBiz team will help you find the right option for your individual situation.

Their single, streamlined application process can help you apply for the best loan option for your needs. So, if you have been looking for funding assistance head on over to the Smartbiz website to find out more about their finance offerings and qualifications. 

(1 - Loan Rate Disclosure: SBA loans through banks in the SmartBiz lending network have a variable rate of Prime Rate plus 1.5% to 3.75%.)