Idependent accountants alliance

Recommended Vendors & Services

Recommended Vendors & Services

Select from the following to see specific providers within each category:

Accounting Software, Payroll & Employee Benefits

Human Interest

Human Interest offers affordable and full-service 401(k) and 403(b) retirement plans for small and medium sized businesses.

Xledger – Automated Cloud Accounting Software

Xledger automates processes ranging from bill processing, workflow, bill payment, bank reconciliation, to invoicing. We give you a basis for quality decisions with strategic, real-time insight.

CSSI

Save 5% on any CSSI Cost Segregation and Tangible Property Regulations engagement.

Netgain

Streamline lease compliance, fixed assets, loan management, closing the books, and more.

Integrated Financial Partners

Revolutionize your CPA practice, retain talent, and enhance your client experience by offering financial planning and wealth management services "white labeled" as your own.

Trinet

We provide time-saving, game-changing human resources.  We specialize in serving small to mid-size businesses (generally 5 to 250 employees) offering payroll, HR, multi-state compliance, and big time benefits.

CAMICO – Professional Liability Insurance for Accountants

CPA Insurance, by CPAs. Camico offers CPA liability insurance policies and solutions, including personal liability, cyber coverage, and more.

Intuit Quickbooks Desktop

User friendly, bank transaction downloads, integrates with other softwares for payroll, etc.

Quickbooks Online

Online platform which can be linked to various other software.

Oracle NetSuite

Cloud-based ERP software useful for mid-sized companies that outgrow Quickbooks. Useful for consolidated reporting with multiple subsidiaries and intercompany accounting, syncs with Bill.com, Expensify and other third party software. Have relationship with consultant to help with implementations.

Payroll Vault

Colorado-based company you can contact easily if you have questions or need help with payroll.

Gusto

Gusto payroll is easy to use and loved by customers. With easy, transparent pricing. Run payroll as often as you need - at no extra cost. Unlimited Payroll Runs. DIY Payroll.

Paychex

Paychex, Inc. provides comprehensive payroll and integrated human resource and employee benefits outsourcing solutions for small to medium-sized businesses.

Rippling

Rippling gives you one place to run a global workforce—from your employees' payroll and expenses to computers and apps.

ADP

ADP offers industry-leading online payroll and HR solutions, plus tax, compliance, benefit administration and more.


Bill Pay & Receipt Collection

CPACharge

CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go.

Fyle

Fyle gives you easy expense management on your existing credit cards. Receive text alerts as soon as you swipe your Visa or Mastercard. Reply with a picture of the receipt for instant reconciliation. Additionally, you can manage your reimbursements workflow using existing apps like text messaging, Gmail, Outlook, Slack or MS Teams. Say goodbye to manually coding and chasing clients for receipts. COCPA members get significant savings.

Hubdoc

Hubdoc is mission control for your docs. Sync your bills, receipts and invoices and their data to your accounting software. Create rules to automate how your docs are published and coded. Collaborate with. others easily.

Melio

Melio offers an alternative way to pay all your business bills online, even by credit card. Pay bills via ach, credit or debit card & vendors get paid however they want.

Bill.com

Bill.com is a tool that automates accounts payable and accounts receivable processes. Bill.com seamlessly integrates with Xero accounting software to make bill payments and approvals faster and easier. Bill.com acts as a central hub for all bills and invoices for businesses of all sizes.

Dext (formally ReciptBank)

Formerly known as Receipt Bank, Dext emerges as an innovative financial management platform that streamlines and elevates your financial processes. With an array of advanced tools and features, Dext simplifies receipt and expense management, making it easier than ever to stay organised, save time, and make informed financial decisions. Discover the future of financial management with Dext.

Expensify

Expensify is a powerhouse platform that helps you manage your company's spend — from receipt scanning and expense management to paying bills and booking travel. Expensify is here to help your business succeed every step of the way and provide valuable insight into your business's spending patterns.


Document Services, Storage & Management

UPS Shipping Services

Whether you’re shipping across town or around the globe, we have many options that let you find a shipping speed and price that works for you.

ODP Business Solutions [Office Depot and OfficeMax]

Provides companies with products and services to increase efficiency and productivity in the workplace. For nearly 30 years, they have offered a variety of capabilities to help businesses achieve positive outcomes.

Verifyle

Use Verifyle to securely manage your business. Verifyle offers ultra-secure file sharing and messaging, IRS-compliant digital signatures and end-to-end client billing, all from a simple user interface that anyone can use.

SmartVault

SmartVault is the easiest and most secure way to optimise how you, your staff, and your clients gather, store, share, and eSign documents in the cloud.

SharePoint

Organizations use Microsoft SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device. All you need is a web browser, such as Microsoft Edge, Internet Explorer, Chrome, or Firefox.

DropBox

Trusted by over 700 million users and +600,000 teams. Back up files in the cloud, share photos and videos, and more. Automatic backups. Your files in one place. Stress-free file sharing. Easily deliver any file. Sharing made easy. Protect all your content. Back up any file.

Sharefile

Designed for business, Citrix Files is a file manager that offers secure data sharing and storage, customizable usage and settings, award-winning customer service, and tools that allow you to collaborate more easily and get your work done from any device — anytime, anywhere.


Applications & Tech

.cpa Domains

Now available for your firm: exclusive .cpa domains from AICPA.

Constant Contact

With Constant Contact, you can create effective email marketing and other online marketing campaigns to meet your business goals.

Massive Networks

Evolve your network and internet connectivity with Colorado’s own Massive Networks. Ensure your organization has the latest in private, secure, and air-gapped network connectivity to protect your confidential data and workloads. All managed and billed from ONE provider.

Anchor Network Solutions

Anchor Network Solutions, Inc., offers comprehensive IT services and solutions, providing expert assistance in technology and networking for businesses of all sizes. COCPA members, and their clients, get 25% off onboarding fees and 10% off monthly service fees for managed IT and cyber security services.

Cisco Webex 

Webex is Cisco’s communication and collaboration platform for everything and everyone. It brings together calling, messaging and meeting into a single, unified application so you can streamline teamwork and produce results faster than ever.

Microsoft Teams

Microsoft Teams is the ultimate messaging app for your organization—a workspace for real-time collaboration and communication, meetings, file and app sharing, and even the occasional emoji! All in one place, all in the open, all accessible to everyone.

Zapier

As the leader in easy automation, Zapier empowers businesses to automate workflows and move data across 6,000+ apps. We work with what you work with, across your apps and tech stack, so you can make magic happen. We're 800+ people across 38 countries, committed to helping you streamline your most important work.

WordHTML.com

Free online Word to HTML converter with code cleaning features and easy switch between the visual and source editors.

RoboForm

RoboForm alleviates the burdens associated with password management by remembering and generating passwords, automatically logging into websites, and even completing long online checkout forms with a single click. First released and continually updated since 2000, RoboForm is the original password manager.

Saasant

SaasAnt Transactions Desktop is a QuickBooks automation tool built exclusively for QuickBooks Desktop. Using SaasAnt Transactions Desktop, you can import, export, and delete bulk transaction data from your QuickBooks Desktop in a click.


Tax & SEC Reporting

tax1099.com

TAX1099.com, powered by Zenwork, Inc., is an IRS- approved E-file provider for 1099, 1098, W2, and 940/941/944 and other forms.

Workiva (Wdesk)

Workiva is used across the enterprise to support hundreds of data collaboration, reporting, and compliance processes. Use Workiva to: Optimize your structured and composite reports. Improve trust in your data, reports, and presentations.

Questions?

To learn more about Independent Accountants Alliance, contact Derrol Moorhead, Director of Member and Business Development:  derrol@cocpa.org | 303-741-8624.