WorkflowCon is free for every accounting and bookkeeping pro who joins us on November 9 and 10. These teams help keep it that way. Get to know them, then catch their live demos and stop by their booths during the event.
Meet the sponsorsDemo and booth times are in Eastern Time (ET).
StanfordTax automates the tax workflow from intake to delivery. Firms generate personalized organizers from their tax software in seconds, collect client documents with checklists that update in real time, and turn uploads into standardized, prep-ready workpapers. More than 800 accounting firms across the U.S. use it.
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Relay is the banking and money management platform designed for growing accountants and bookkeepers managing large client portfolios. All your clients’ finances live in one place: AP, AR, and banking.
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GruntWorx helps tax firms increase capacity with AI-powered document processing, automated organization and data population, and U.S.-based expert verification available through GruntWorx PREMIUM.
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Cloud Accountant Staffing helps modern accounting firms hire top accounting talent in days, not months. Whether you need onshore US talent or offshore team members from the Philippines, Latin America, or South Africa, our pre-vetted bookkeepers, accountants, and CPAs are ready to plug into your team, so you can scale without the hiring headaches.
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The Private Companies Practice Section (PCPS) is an AICPA® add-on firm membership offering practical, ready-to-use resources to help firms succeed. Member benefits include tools and guidance to transform your firm, benchmarking survey insights, an exclusive online community, peer networking opportunities, and insurance and conference discounts.
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Human at Scale is a strategic operations agency for small and mid-sized accounting and tax firms. Starting with an Operations Audit, its team installs humanOS: the systems, roles, and accountability that take the owner out of the bottleneck, so the firm can scale without scaling the owner’s hours.
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Akadian elevates the accounting industry through practical CAS training and education.
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AI Bookkeeping by Bookkeepers.com is helping bookkeepers move beyond AI prompts and start building real automations. Our hands-on training teaches you how to automate everyday bookkeeping tasks, connect AI tools to QuickBooks Online, and create workflows that save time and improve efficiency. Members also get access to practical tools, ongoing training, and a community of bookkeeping professionals who are putting AI to work in their businesses. We’re focused on making AI practical, accessible, and profitable for bookkeepers.
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For more than 75 years, the National Society of Accountants has helped tax and accounting professionals become more successful. Members get continuing education, including 25 hours of free CPE, benefits and discounts built for small practices, regular tax and accounting news, and an advocate for ethical and professional standards on legislative and regulatory matters.
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NARSSA is dedicated to improving the financial security and retirement outcomes of Americans by delivering trusted Social Security education, planning tools, and professional support. Through the RSSA® credential and RSSA Roadmap® software, it helps financial and legal professionals, including CPAs and EAs, become expert Social Security resources for their clients.
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Woodard exists to educate, coach, and resource business advisors, build peer communities, and consult Client Advisory Services (CAS) practices. Its membership serves bookkeeping practices and CPA firms, and it runs the Scaling New Heights® conference, the Woodard Summit, and The Woodard Report.
Visit websiteSave your seat for WorkflowCon 2026, see the sponsor demos live and visit the booths.
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