Accounting firms and financial services professionals count on Tech Advisors to be their complete resource for managing information technology (IT), cloud computing and cybersecurity defense and compliance. We can help you reach the next level in efficiency and security by PUTTING THE RIGHT TECHNOLOGY TO WORK for your firm. Tech Advisors provides accounting firms with a fully hosted and managed so...

MS Consultants (MSC) provides a wide range of real estate tax services, including engineering based Cost Segregation Studies, 179D & 45L Energy-Efficient Certifications and Tangible Property Regulation Analysis. We recently celebrated 25 years of service, trust and excellence and since 1996, the directors of MSC have completed over 22,000 Cost Segregation Studies and thousands of 179D & 45...

Established in 1917 as Brockton Credit Union, HarborOne Bank has been serving the needs of customers and the communities that we call home for over 100 years. Today, HarborOne has 31 branches in eastern Massachusetts and Rhode Island and 2 commercial lending offices in Boston and Providence. HarborOne Mortgage, headquartered in Manchester, NH provides personalized residential lending solutions thr...

ConnectPay empowers small businesses across America through hassle-free payroll processing. Built on connections, ConnectPay thrives by handling payroll and tax needs while connecting clients to trusted local advisors in accounting, insurance, HR, and beyond. Since we only offer payroll, we aren’t calling your clients to offer them insurance, 401(k) management, PEOs, etc… If your revenue is bolste...

Software Advice simplifies software buying. Through 1-on-1 conversation and trusted insights, industry-specific advisors guide buyers to top software options in as little as 15 minutes (and it’s 100% free).

Karbon is the #1-ranked accounting practice management platform helping firms of all sizes operate smoothly and efficiently. By bringing your team, clients, systems, and data together in one place, you can significantly improve visibility, efficiency, and connectivity across your entire firm.

Export Tax Management exclusively offers IC-DISC services to CPA firms and their clients that have products or services delivered outside of the United States. ETM is the premier international tax firm in the United States specializing in the IC-DISC. Our objectives are simple: To provide you with the maximum export tax savings, while delivering unmatched personal attention by our staff of CPA...

Boston Financial Management (BFM) is an independent, employee-owned wealth management firm providing investment management, financial planning, estate planning, and trust services to individuals, families, foundations, and not-for-profit organizations.

Brookline Bank is a full-service financial institution with convenient locations across Greater Boston and the North Shore. Whether online, mobile, or in person, Brookline Bank helps you manage your banking with a mix of tech, human touch, and solutions tailored to your life.

Sherman Consulting Services, Inc. is a full-service Managed Service Provider built to support your business. We offer complete IT and helpdesk solutions designed to support all aspects of your IT environment.   We support CPA firms and the suite of tax software such as Wolters Kluwer CCH Axcess, Thompson Reuters Ultra Tax, Lacerte and others.  Cyber security professionals with exceptional cutting...

Gallagher Affinity is committed to servicing the insurance needs of MassCPA members. We specialize in Accountants Professional Liability Insurance, Cyber Liability Insurance and Business Insurance. We work with multiple insurance carriers to tailor a policy that addresses your scope of practice and costs that meet your budget. Gallagher also offers a group vision plan to MassCPA members.

EPSA USA partners with CPAs to help their clients unlock valuable tax incentives and credits, including the Research and Development (R&D) Tax Credit, 179D Energy-Efficient Commercial Building Deduction, and Section 174 amortization strategies. Our team of technical, legal, and financial experts ensures compliance with IRS guidelines while maximizing savings for your clients. By collaborating...

Automate your QuickBooks Online Finance Reporting in Excel! We help Accounting Firms, Outsourced CFO's & Advisors struggling with inflexible reporting refresh their finance data directly in Excel allowing them to build insightful, scalable reports more easily.

SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of...

Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...

For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...

CAMICO - Professional Liability Insurance, designed for CPAs, by CPAs. The accounting profession is constantly evolving, and clients today hold CPAs to even higher standards and expectations. CAMICO has been protecting CPAs with Professional Liability Insurance and Risk Management solutions since 1986. We are the insurance program of choice for more than 8,700 accounting firms nationwide and are e...