Scaling New Heights is being held October 24 - 27, 2021, in Fort Worth, TX. Between now and the start of the event, Insightful Accountant will be providing vignettes of conference sponsors by categories we have selected. The sponsors are listed in order of their 'sponsor type' within each categorical article. This article covers the various Specialized Software Sponsors exhibiting at the Conference.
When it comes to Sales Tax, there are two things every ProAdvisor knows. First, Sales Tax is a mess that can quickly get anyone into trouble. Second, Avalara is the best way to prevent sales tax from becoming a problem. Avalara is a leading provider of cloud-based tax compliance automation solutions.
There are thousands of sales tax rates, rules, and geographic differences that control how much a business must collect for this tax when they make a sale. That's why Avalara's automated sales tax products, like AvaTax, compute sales tax based on location, item, legislative changes, regulations, and more.
Avalara not only brings cloud-based sales tax compliance via AvaTax no matter where you are making a sale, but they also offer an integrated AvaTax for most Point-of-sale, ERP, and accounting solutions. In fact, Avalara has more than 1,000 integration partners, including QuickBooks, to provide accurate sales & use tax calculations and tax filing.
Avalara can help with their comprehensive Tax Registration Service and their managed Returns Service for your filing requirements. In addition, Avalara's Vendor Exemption Management streamlines and optimizes the vendor exemption process, and CertCapture is Avalara's advanced compliance document service.
Learn how to automate your sales tax compliance or meet your other Tax requirements by visiting the Avalara booth at Scaling New Heights, and while you are there, be sure to ask about the Avalara Partner Program. You can also learn more at the Avalara website.
The construction industry is stuck in the past, relying on outdated technology and inefficient processes to get the job done. Knowify is the leading SaaS platform for a new age in construction, where contractors can finally budget, bid, track, and invoice all their projects in one place.
They help streamline the back office of small- and mid-size commercial specialty contractors and residential general contractors by handling contracts, change orders, project management, service tickets, time tracking, scheduling, and more.
Knowify provides real-time job costing for materials, labor, subcontractors, and equipment in a modern and easy-to-use interface. They also offer flexible and robust invoicing methods, including progress invoicing and pay apps for commercial work. In addition, Knowify features a robust mobile application and the most comprehensive bi-directional QuickBooks Online sync available. And Knowify offers integration with QuickBooks Desktop as well.
- Knowify lets you get paid faster by offering easy, familiar car or electronic payment options.
- Knowify gives you the option of three best-of-breed time-tracking alternatives.
- Knowify offers you the #1 solution for seamless, electronic permitting.
- Knowify has partnered with industry-leading apps to deliver relevant business services contractors need.
Visit their booth at Scaling New Heights to find out how Knowify can be your construction client's edge. You can also visit the Knowify website for more information or to schedule a demo.
Sovos partners with CPA and advisory firms to offer clients complete, connected sales tax determinations, filings, and assistance with exemption certification management. Our partnership strategy features flexible software and service offerings that best fit the size and scope of your staff and accounts, ensuring you and your clients have the needed support to confidently achieve sales tax compliance.
With sales and use tax rules continuing to evolve and change, selecting the right technology partner is key to effectively managing your reputation and relationships with your clients. Sovos is ready to help alleviate sales tax burdens with their end-to-end sales and use tax technology offerings.
Their Global Tax Determination offers real-time and batch tax determination. In addition, the Sovos CertManager allows users to maintain, update and access their exemption certificates properly, and Sovos Filing streamlines the sales tax filing process as a standalone product.
Trusted by more than 20,000 customers operating in over 70 countries, Sovos SaaS products and proprietary Sovos S1 Platform integrates with a wide variety of business applications and government compliance processes.
If you're ready to partner with a sales tax technology provider to help you stay efficient and ensure your clients achieve sales tax peace of mind, then visit the Sovos booth in the exhibit hall at Scaling New Heights. You can also learn more at the Sovos website.
xtraCHEF by Toast is built to account for the nuances of the food and beverage business. Their automated invoice processing digitizes everything from handwritten/paper invoices, cable, utility bills, expense receipts, emails/pdfs, and EDI feeds. Line-item details from these invoices are extracted and funneled into xtraCHEF, including item codes, description, quantity, unit of measure, pack size, and pricing.
Cook up more profits with simplified recipe costing fueled by invoice information. xtraCHEF calculates plate costs and tracks how they change over time in a drag-and-drop interface that makes it easy for chefs to change menu items on the fly.
Finding the value of your restaurant's inventory can be challenging when you can't track the changing prices of ingredients. Configure xtraCHEF's inventory feature to meet the needs of you and your team. Inventory values and count sheets are automatically updated based on the latest invoice data.
With xtraCHEF, you can force your vendors to compete. Upload vendor bid sheets and compare prices directly. Then use those bid sheets to build new orders and cut down on procurement; food costs become less expensive and more predictable with better budget planning.
These details fuel financial and operational tools that help restaurant operators and their financial advisors make more informed decisions for food costing, inventory & recipe management, and much more.
Are you on a hunt for the right software ingredients to help your food and beverage clients manage their businesses? If so, check out the recipe at the xtraCHEF booth on the exhibit hall floor at Scaling New Heights. If you miss this opportunity to sample their offerings, then head over to the xtraCHEF website for more details.
Plate IQ is a software that helps hospitality, and other businesses, process and pay invoices, automating their AP process seamlessly.
- Process, approve and pay all your company's spend from anywhere.
- Earn up to 1% cashback on Bill Pay when using Plate IQ card to pay eligible vendors.
- Link and sync corporate cards to get real-time visibility on your spend.
- Control spend in real-time with virtual and physical cards you issue with set spend limits and categories.
- AP automation that scales with your organization; streamline your invoice processing, from upload to bill pay.
- Plate IQ automates the entire invoice lifecycle, from digitizing invoices to paying vendors to surfacing statement anomalies that reconcile your books faster.
- Designed with the hospitality industry in mind with hundreds of related integrations
- Plate IQ extracts line-item data from each invoice and uses it to create powerful insights you'll actually use. As a result, discover new savings opportunities and control your costs.
Stop by the Plate IQ booth at Scaling New Heights and let them show you how restaurant accounting not only impacts the bottom line but also affects the guest experience. In the alternative, head over to the Plate IQ website for more information.
Today’$ VAL™ is the first affordable business valuation software that integrates with Intuit QuickBooks.
Today’$ VAL™ offers the only business valuation tool that provides business owners and/or their financial teams an estimated business valuation with an easy to understand format that requires only a few simple financial questions taken right from last year’s Profit & Loss Statement.
The best part of using today’$ VAL™, you don’t have to be a CPA to understand it.
- Today’$ VAL™ is a Business Valuation App based on an industry specific multiplier of Seller Discretionary Earnings or S.D.E.
- Today’$ VAL™ creates a benchmark or ballpark valuation estimate for business owners and professionals who advise business owner clients.
- Financial Advisors, C.P.A.’s, Business Consultants, and many others may find Today’$ VAL™ to be a useful tool in helping their clients make more qualified decisions on purchasing or selling a business.
- Many professionals choose to charge their clients a report fee that range from $500 to $1,000 per report! Other professionals choose to use Today’$ VAL™ software as a value-added service as a competitive advantage to gain new clients!
If you would like to find out more about how Today’$ VAL™ software can benefit you or your practice, drop by their booth in the exhibit hall at Scaling New Heights. If you can’t make it by there then point your browser to the Today’$ VAL™ website for more details.
CoralTree, Inc. is a leading provider of collaboration solutions with a diverse portfolio of products serving multiple industries. CoralTree's accounting suite is built to bring a human touch to cloud collaboration and includes Qbox, CoraCloud and CoraSign.
Qbox allows users to share and collaborate on QuickBooks Desktop files remotely. You can also learn more about Qbox at the Scaling New Heights Hosting and Related Cloud Services Sponsors article here.
CoraCloud is an all-in-one solution for file storage, management, and collaboration featuring a built-in e-signature solution, task organizer, bank level security, and branded client portals.
- Scan & collaborate with clients and peers all in one place.
- No need to download any additional software, just login to your online portal.
- Unlimited eSignature services at an affordable price with standard or custom fields for signers.
- Versioning and rollback tracking
- Bank level security
ScanBox is simplified expense reimbursement and management for bookkeepers, accountants and business owners that use QuickBooks Online.
- Advanced OCR technology accurately passes data from your receipts and queues it up for you to import into QuickBooks.
- The more you use ScanBox, the smarter it gets.
- A powerful validation layer sits between your receipt data and QuickBooks putting you in the driver seat.
- Create multiple users in ScanBox and leverage the single QuickBooks license to import all data.
- Assign roles to employee managers and let them validate expenses.
- 24/7/365 support is available via chat to help troubleshoot any issues or offer help.
For more details look for the CoralTree/Qbox booth in the exhibit hall of Scaling New Heights, or head over to their website for more information.
Factor A/E is a simple, affordable firm management software designed ...specifically for architecture and engineering firms. Factor makes it easy to track projects, sub-consultants, time, invoices, and KPIs to gain more visibility into the firm's overall health.
Factor's project functionality gives you intuitive phase breakdowns, detailed timelines, separate budgets for services and expenses, and the ability to view your project status right when you open the page.
- Set timelines and assign budgets by role to get an accurate picture of your project plan from the beginning.
- Project managers can also enter percent complete as the project moves forward and view actual earned value so that project status is never questioned.
- You can choose from fixed fee, hourly, and non-billable phases to ensure you are capturing the full scope of work in your contract.
- Factor makes it easy to track sub-consultant agreements, even when they are dispersed through multiple fixed-fee phases.
- Factor's team schedule is just what you need to complete what used to be an impossible puzzle of people, projects, hours, and dates.
- Factor makes it possible to gain insight into the health of individual projects and your entire portfolio at a glance. And no more scrambling for reports or telling clients you'll have to get back to them. Instead, the numbers you need are available at a moment's notice.
With its seamless integration with QuickBooks and support from industry experts, Factor addresses the needs of your A/E clients without being overly complex.
That's why you will want to stop by the Factor A/E booth at Scaling New Heights if you support Architect or Engineering clients. But, of course, you can also visit the Factor A/E website for more details.
TPGTEX is an experienced labeling and solutions provider of all aspects of Automatic Identification and Data Collection (AIDC). We provide our customers with labeling software solutions and Printers (both thermal and laser), Ribbons, and Labels.
Their Labels for QuickBooks solution is a simple and effective way to produce any kind of label with barcodes for all the information in QuickBooks.
- Their Basic Labels for QuickBooks solution (program) allows you to print all your product labels from an exported excel spreadsheet of your Item list.
- Their Advanced Labels for QuickBooks solution (program) does not require you to export to a spreadsheet; it is connected directly to QuickBooks.
- Labels for QuickBooks was created and designed for anyone needing to produce labels from QuickBooks.
- Print product labels with a barcode directly from invoices, purchase orders, or item lists.
With over 30 years of experience in industrial and commercial labeling, they have assisted many companies in becoming more efficient and saving money through labeling.
They love talking Barcodes and Labels, so stop by their booth at Scaling New Heights to discuss your needs. You can also find out more about all their offerings at their Labels for QuickBooks website.
Xenett Autoreview is an innovative, robust, and reliable app designed for accountants that simplifies, streamlines, and automates QuickBooks online financial data review.
Their intelligent clean-up tool auto-detects 90% of the bookkeeping errors within seconds. It automates and expedites the close process and thereby helps accountants cut their manual review time by 60%. In addition, it catches the errors before your client does and enables you to get the accurate numbers your clients can rely on.
- Easily configure rules on the Vendor and Account level with their configuration wizard and set expectations on the amount, GL, expected class, and transaction type.
- Autoreview allows for test rules configuration, including dozens of default rules, then detects any breaches and abnormalities, thereby helping to identify and fix bookkeeping errors.
- Autoreview's structured and organized review approach quickly reviews financials with unique features like sign-off at GL level, attached queries, and defined review points from their global review guidelines library. In addition, you can attach review notes and change note status as items are resolved and then closed.
- Autoreview's intuitive reporting interface allows you to drill down on the GL at the ledger and transaction level with the ability to view attachments, provides a comparative analysis, and unique smart search capabilities. You can also easily export any reports to Excel.
- The App provides an instant snapshot of business performance to enable you to focus on what matters.
- AutoReview provides you reconciliation status for all bank and credit card accounts with balance details in QuickBooks.
- Xenett AutoReview allows you to view transaction activity stats monthly for pricing review and trace any abnormalities for detecting unusual trends in transaction counts.
What more could you want in the way of a review for your QuickBooks Online data? With a resume like this, Xenett Autoreview must be the one sponsor you absolutely visit in the exhibit hall of Scaling New Heights. But should you miss them, you can always point your browser to their website.
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.