Sponsors
Blue J is the leading generative AI solution for tax research, delivering fast, verifiable answers to even the most complex tax questions. As easy as asking a colleague a question, the application's conversational interface empowers teams to research efficiently and communicate confidently, right from first use. Built on a curated database of trusted tax resources and supervised by an in-house team of tax professionals, Blue J is committed to ensuring the highest possible answer quality. With 10 years of experience, we're pioneers in AI for tax research, consistently finding new ways to generate better tax answers. We’re innovators in our field, so you can excel in yours.
Patton Archer Corporation was founded with one sole purpose: to offer solutions that make it easier for accounting professionals to truly make a difference for their clients. Partnering with our family of companies gives CPAs and EAs access to a full suite of business valuation, investment management, and tax and retirement planning solutions designed to help firms expand their advisory services and boost profitability:
- Archer Investment Corporation – Serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s situation and goals.
- Finance Geeks – Our intuitive tax and retirement planning software helps you and your clients visually summarize accounts, highlight tax opportunities, and showcase retirement savings strategies.
- Patton & Associates – We provide business valuations and expert witness testimony for divorce, buy/sell, estate, ESOPs, stock options, patents, intangibles, business plans, etc., performing 25-30 valuations per month across all industries.
PitBullTax Software is the ultimate power tool for IRS Tax Resolution professionals who demand precision, speed and results. Trusted by thousands of EAs, CPAs and tax attorneys nationwide, it’s the ultimate IRS-authorized platform designed to streamline every step of your resolution process — from pulling transcripts and calculating CSEDs to preparing flawless 433s, OICs and installment agreements in minutes.
Built by experts who live and breathe Tax Resolution, PitBullTax doesn’t just simplify your work — it amplifies your impact. It turns complicated IRS data into clarity, transforms obstacles into opportunities, and helps you win more cases, faster. This isn’t just software — it’s your secret weapon in the Tax Resolution battlefield.
Discover how StanfordTax helps firms eliminate tax season chaos. In this live demo, you’ll discover how our AI-powered organizer and binder automate client document collection, integrate seamlessly with your tax software and keep every return on track – saving your firm hours per client and ensuring nothing slips through the cracks.
Tax Maverick equips you to uncover tax savings, tell the story behind the numbers, and guide clients with clear action. The software handles the grunt work – strategy discovery, analysis and turns data into smart, client-ready tax plans. We keep pricing and packaging simple – so you can explain the “why,” show next steps and charge based on the value you provide. We back everything with training and a strong community to help you grow with confidence.
Verifyle provides ultra-secure messaging and file-sharing using an extremely simple user interface. Verifyle was engineered to be the most secure cloud-sharing solution available. Our patented, quantum resistant encryption technology gives users the highest level of security, protecting their data through the unique encryption of each individual document and message thread. All Verifyle’s premium plans, including Verifyle Gold for NATP members, include unlimited IRS-compliant digital signatures and the ability to invoice and collect payments from Contacts inside Verifyle.
