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...

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 the #1 IT managed service provider in Massachusetts. We deploy and support both cloud and on-premise technology solutions. We have extensive tax software experience and support all the major products used by CPA firms. Cyber security professionals who protect your company and information. We offer fixed fee contracts to efficiently support every aspect of your...

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 is your strategic partner in navigating the complex tax landscape, offering expertise in evolving tax codes, extending your team’s capabilities, and making value-added services easy. With specialists well-versed in the latest updates, EPSA collaborates with your firm to understand client challenges and goals, providing tailored solutions in R&D tax credit, 179D Deduction, and more.

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the...

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its ind...

For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 31,000 customers in 215 countries and dependent territories. Learn more at https://www.netsuite.c...

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...

goVirtualOffice, sells and implements cloud-based Enterprise Resource Planning (ERP) software that runs on the NetSuite platform. goVirtualOffice enables companies and organizations of all sizes to make dramatic gains in efficiency and productivity by improving the way they organize and manage their business processes and fit for use reporting. More than 24,000 customers worldwide use NetSuite to...

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...

Taxfyle provides an alternative staffing solution to alleviate firms nationwide. You face stress, long nights, and endless work every tax season. When you partner with Taxfyle, you can tap in to the internet's largest accounting workforce; our network of CPAs and EAs, each based in the U.S. There's no training required when you work with your Tax Pro, and all communication and job manage...

CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers. The CAF American Donor Fund can help your clients maximize the value of their gifts to charitable organizations. Our service enables your clients to claim eligible US and UK tax relief on their global giv...