StanfordTax

StanfordTax helps accounting firms automate the tax workflow from client intake through return delivery. Powered by AI and prior-year data, StanfordTax streamlines document collection and organization, transforming raw files into structured, prep-ready workpaper binders. Customizable questionnaires and intelligent document processing reduce manual work, while free Tax Return Delivery makes it easy to securely deliver individual and business returns, collect e-signatures, distribute K-1s, provide client-friendly return summaries, and send estimated tax reminders—all in one connected workflow.

Cetrom

Cetrom helps CPA and accounting firms modernize technology, strengthen cybersecurity, and prepare for secure AI adoption. Our solutions are designed for managing partners, firm administrators, IT leaders, security and compliance teams, and operational decision-makers seeking a trusted technology partner with deep expertise in the accounting industry. We combine white-glove support and strategic guidance to help firms reduce risk, improve performance, and operate with confidence.

• Inconsistent IT performance, downtime, and support delays that disrupt productivity and client service.
• Increasing cyber threats, compliance obligations, and pressure to protect sensitive firm and client data.
• Limited internal IT capacity and difficulty planning, securing, and scaling technology across offices and remote teams.
• Uncontrolled AI use, data leakage concerns, and uncertainty about how to adopt AI with appropriate governance and oversight.
• Technology investments that are reactive, fragmented, or disconnected from the firm’s growth strategy.

• Managed IT and Cloud Services: Secure, scalable infrastructure and proactive support designed around the applications, workflows, and deadlines of accounting firms.
• Managed Cybersecurity: Layered protection, continuous monitoring, Zero Trust controls, and compliance-focused strategies that safeguard firm and client data.
• Secure AI Enablement: Practical AI readiness, governance, and data protection solutions that help firms adopt AI responsibly while managing security and compliance risk.
• Strategic Technology Advisory: Roadmaps, modernization planning, and ongoing guidance that align technology investments with firm growth, efficiency, and long-term resilience.

Canopy

Canopy is a cloud-native, all-in-one practice management platform built for U.S. accounting, CPA, tax, and bookkeeping firms. Founded in 2014 and based in South Jordan, Utah, Canopy now serves 15,000+ accounting firms and replaces the disconnected stack of tools most firms rely on — separate apps for documents, billing, workflow, and client communication — with one platform and a single login. Canopy is rated a G2 Momentum Leader in Accounting Practice Management, and its everywhere AI, Canopy Coworker, helps firms automate busywork so accountants can focus on client relationships and higher-value advisory work.