Industry AI Adoption Leaderboard

AI Adoption Leaderboard — accounting

Top 859 AI-adopting accounting companies. Average score: 66.

859

Companies Scored

Avg Adoption Score

Advanced

Top Stage

#	Company	Stage	Key Opportunity	Location
1	KSM	Advanced	Automated Client Inquiry Triage and Routing	Indianapolis, Indiana
2	Sensiba	Advanced	Automated Client Inquiry Triage and Response	San Ramon, California
3	Pilot.com	Advanced	Automated Client Onboarding and Document Collection	San Francisco, California
4	Dark Horse CPAs	Advanced	Automated Client Inquiry Triage and Response	Encinitas, California
5	Kaufman Rossin	Advanced	Automated Client Inquiry Triage and Routing	Miami, Florida
6	Dean Dorton	Advanced	Automated Client Inquiry Triage and Routing	Lexington, Kentucky
7	Assurance Dimensions	Advanced	Automated Client Inquiry Response and Data Gathering	Tampa, Florida
8	Delap	Advanced	Automated Client Inquiry Triage and Routing	Lake Oswego, Oregon
9	1-800Accountant	Advanced	Automated Client Onboarding and Data Collection	New York, New York
10	BooksTime	Advanced	Automated Invoice Processing and Data Entry	Newton, Massachusetts
11	Anders	Advanced	Automated Client Inquiry Triage and Routing	St. Louis, Missouri
12	Crippen	Advanced	Automated Tax Document Data Extraction and Categorization	Ocala, Florida
13	MGO	Advanced	Automated Client Inquiry Triage and Routing	Los Angeles, California
14	Global Tax Network	Advanced	Automated Client Tax Document Ingestion and Categorization	Maple Grove, Minnesota
15	xendoo Online Accounting Bookkeeping & Tax	Advanced	Automated Client Onboarding and Data Collection	Fort Lauderdale, Florida
16	Gross Mendelsohn & Associates P.A	Advanced	Automated Client Inquiry Triage and Response	Baltimore, Maryland
17	Rea	Moderate	Automated Client Onboarding and Data Collection	New Philadelphia, Ohio
18	Herbein + Company	Moderate	Automated Client Inquiry Triage and Routing	Reading, Pennsylvania
19	Honkamp P.C	Moderate	Automated Client Tax Document Ingestion and Categorization	Dubuque, Iowa
20	YHB	Moderate	Automated Client Data Ingestion and Validation	Winchester, Virginia
21	alliantTalent	Moderate	Automated Client Inquiry Triage and Routing	Houston, Texas
22	RubinBrown	Moderate	Automated Client Inquiry Triage and Response	St. Louis, Missouri
23	Apercen	Moderate	Automated Client Inquiry Triage and Response	Palo Alto, California
24	Cost Accounting Recruiters	Moderate	Automated Candidate Sourcing and Screening	Highland Village, Texas
25	Tickmarks	Moderate	Automated Client Onboarding and Data Collection	Reston, Virginia
26	HCVT	Moderate	Automated Client Inquiry Triage and Routing	Los Angeles, California
27	AAFCPAs	Moderate	Automated Client Inquiry Triage and Routing	Westborough, Massachusetts
28	ame	Moderate	Automated Client Inquiry Triage and Routing	Texas,
29	Hannis T. Bourgeois	Moderate	Automated Client Document Ingestion and Categorization	Baton Rouge, Louisiana
30	Prager Metis CPAs	Moderate	Automated Client Onboarding and Document Collection	New York, New York
31	Postlethwaite & Netterville now EisnerAmper	Moderate	Automated Client Inquiry Triage and Routing	Baton Rouge, Louisiana
32	SingerLewak	Moderate	Automated Client Data Ingestion and Validation	Los Angeles, California
33	Brown Plus	Moderate	Automated Client Onboarding and Document Collection	Camp Hill, Pennsylvania
34	Clark Nuber PS	Moderate	Automated Tax Document Ingestion and Categorization	Bellevue, Washington
35	Myers and Stauffer LC	Moderate	Automated Client Inquiry Triage and Routing	Kansas City, Missouri
36	HBK CPAs & Consultants	Moderate	Automated Client Inquiry Response and Routing	Canfield, Ohio
37	CHW	Moderate	Automated Client Inquiry Triage and Routing	Fresno, California
38	Madras Accountancy	Moderate	Automated Client Document Ingestion and Categorization	Glendale, California
39	Williams-Keepers	Moderate	Automated Client Tax Document Ingestion and Categorization	Columbia, Missouri
40	Cohen	Moderate	Automated Client Onboarding and Data Collection	Cleveland, Ohio
41	CBIZ CPAs P.C	Moderate	Automated Client Data Ingestion and Validation	New York, New York
42	Miller Cooper &	Moderate	Automated client onboarding and data intake	Deerfield, Illinois
43	International Accounting Firm	Moderate	Automated Client Inquiry Triage and Routing	Hollywood, Florida
44	Blue &	Moderate	Automated Client Onboarding and Data Collection	Carmel, Indiana
45	SOAProjects	Moderate	Automated Client Document Ingestion and Categorization	Mountain View, California
46	BRC	Moderate	Automated Client Inquiry Triage and Response	Greensboro, North Carolina
47	THF	Moderate	Automated Client Onboarding and Document Collection	Tallahassee, Florida
48	REDW Advisors & CPAs	Moderate	Automated Client Inquiry Triage and Routing	Albuquerque, New Mexico
49	Gossler	Moderate	Automated Client Onboarding and Document Collection	Springfield, Oregon
50	CPA.com	Moderate	Automated Client Document Ingestion and Categorization	New York, New York
51	Finley & Cook PLLC	Moderate	Automated Client Onboarding and Data Collection	Shawnee, Oklahoma
52	Brockman Coats Gedelian	Moderate	Automated Client Inquiry Triage and Routing	Akron, Ohio
53	Income Tax Service	Moderate	Automated Client Document Ingestion and Data Extraction	Bakersfield, California
54	Northstar Financial Consulting Group	Moderate	Automated Client Onboarding and Document Collection	Beverly Hills, California
55	IMA	Moderate	Automated Client Onboarding and Data Collection	Montvale, New Jersey
56	Mazars in US	Moderate	Automated Client Onboarding and Data Collection	New York, New York
57	MGC Accounting & Consulting Services	Moderate	Automated Client Document Ingestion and Categorization	Eagle, Idaho
58	Draffin Tucker	Moderate	Automated Client Data Ingestion and Validation	Albany, Georgia
59	HHM CPAs	Moderate	Automated Client Inquiry Triage and Response	Chattanooga, Tennessee
60	SAX	Moderate	Automated Client Inquiry Triage and Routing	Parsippany-Troy Hills, New Jersey
61	Infinity Globus a Springline company	Moderate	Automated Client Inquiry Triage and Response	Dallas, Texas
62	BDO Professional Services	Moderate	Automated Client Onboarding and Data Collection	Rochester, New York
63	CLOUDIT Automation & Accounting Services	Moderate	Automated Invoice Processing and Data Entry	New York, New York
64	MontPac	Moderate	Automated Client Inquiry Triage and Routing	Granite Bay, California
65	Gray Gray & Gray	Moderate	Automated Client Document Ingestion and Classification	Canton, Massachusetts
66	Prosperity	Moderate	Automated Client Onboarding and Data Collection	Chicago, Illinois
67	Moore Colson	Moderate	Automated client onboarding and document intake	Atlanta, Georgia
68	Aline Accounting	Moderate	Automated Client Onboarding and Data Collection	Tampa, Florida
69	Mahoney	Moderate	Automated Client Onboarding and Document Collection	Saint Paul, Minnesota
70	CKH Group	Moderate	Automated Client Inquiry Triage and Routing	Atlanta, Georgia
71	Cotton	Moderate	Automated Client Data Onboarding and Verification	Alexandria, Virginia
72	Colbert/Ball Tax Service	Moderate	Automated Client Data Ingestion and Validation	Houston, Texas
73	CKP	Moderate	Automated Client Data Ingestion and Pre-processing	Los Angeles, California
74	Lutz	Moderate	Automated Client Tax Document Ingestion and Pre-processing	Omaha, Nebraska
75	Pattillo Brown & Hill	Moderate	Automated Client Inquiry Triage and Response	Waco, Texas
76	Kruggel Lawton CPAs	Moderate	Automated Client Data Ingestion and Validation	South Bend, Indiana
77	Opsahl Dawson	Moderate	Automated Client Tax Document Ingestion and Triage	Vancouver, Washington
78	Provident Financial Management	Moderate	Automated Client Data Ingestion and Validation	Santa Monica, California
79	Perelson Weiner	Moderate	Automated Client Inquiry Triage and Response	New York, New York
80	Ketel Thorstenson	Moderate	Automated Tax Document Ingestion and Categorization	Rapid City, South Dakota
81	KongBasileConsulting	Moderate	Automated Client Onboarding & Data Collection	San Francisco, California
82	JCCS PC	Moderate	Automated Client Inquiry Triage and Routing	Great Falls, Montana
83	Vrakas CPAs + Advisors	Moderate	Automated Client Inquiry Triage and Response	Brookfield, Wisconsin
84	HLS Global	Moderate	Automated Client Inquiry Triage and Routing	Torrance, California
85	Sisterson &	Moderate	Automated Client Onboarding and Data Collection	Pittsburgh, Pennsylvania
86	Attivo	Moderate	Automated Client Onboarding and Data Collection	San Francisco, California
87	Cooper Norman	Moderate	Automated Client Data Ingestion and Categorization	Idaho Falls, Idaho
88	J.K. Boatwright & Co. P.C	Basic	Automated Client Data Ingestion and Validation	LaGrange, Georgia
89	Boos & Associates a Professional	Basic	Automated Client Onboarding and Document Collection	Fresno, California
90	ValuesTax	Basic	Automated Client Document Ingestion and Categorization	Greenville, South Carolina
91	Sutro Li	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
92	Gorfine Schiller & Gardyn	Basic	Automated Client Tax Document Ingestion and Categorization	Owings Mills, Maryland
93	RLN US	Basic	Automated Client Document Ingestion and Categorization	New York, New York
94	DGPerry CPAs + Advisors	Basic	Automated Client Onboarding and Document Collection	Canfield, Ohio
95	Crete Professionals Alliance	Basic	Automated Client Onboarding and Document Collection	Tampa, Florida
96	Williams Adley & Company-DC	Basic	Automated Client Onboarding and Document Collection	Washington, District of Columbia
97	Corrigan Krause CPAs and Consultants	Basic	Automated Client Document Ingestion and Categorization	Westlake, Ohio
98	Pease Bell CPAs	Basic	Automated Client Data Ingestion and Organization	Cleveland, Ohio
99	Porte Brown	Basic	Automated Client Document Ingestion and Categorization	Elk Grove Village, Illinois
100	FMFE CPA P.C	Basic	Automated Client Onboarding and Data Collection	Syracuse, New York
101	Haefele Flanagan	Basic	Automated Client Inquiry Triage and Response	Maple Shade Township, New Jersey
102	Saltmarsh	Basic	Automated Client Inquiry Triage and Routing	Tampa, Florida
103	Briggs & Veselka	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
104	SEK CPAs & Advisors	Basic	Automated client onboarding and document collection	Hagerstown, Maryland
105	PP&Co	Basic	Automated Tax Document Ingestion and Categorization	San Jose, California
106	EEPB	Basic	Automated Client Onboarding and Data Collection	Houston, Texas
107	Barnes Dennig	Basic	Automated Client Data Ingestion and Validation	Cincinnati, Ohio
108	Acuity Accounting	Basic	Automated Client Onboarding and Document Collection	Atlanta, Georgia
109	Rubino	Basic	Automated Client Inquiry Triage and Routing	Bethesda, Maryland
110	Boyer & Ritter	Basic	Automated Client Inquiry Triage and Routing	Camp Hill, Pennsylvania
111	PKS & Company P.A	Basic	Automated Client Inquiry Triage and Response	Salisbury, Maryland
112	McMillian & Associates	Basic	Automated Client Onboarding and Data Gathering	Atlanta, Georgia
113	LMH	Basic	Automated Client Tax Document Ingestion and Data Extraction	Indianapolis, Indiana
114	Sink Gordon Accountants & Advisors	Basic	Automated Client Onboarding and Document Collection	Manhattan, Kansas
115	Lumsden McCormick CPA	Basic	Automated Client Onboarding and Data Collection	Buffalo, New York
116	Robinson Farmer Cox Associates	Basic	Automated Client Inquiry Triage and Routing	Charlottesville, Virginia
117	Genske Mulder & Company	Basic	Automated Client Inquiry Triage and Routing	Ontario, California
118	Suttle & Stalnaker PLLC	Basic	Automated Client Inquiry Triage and Response	Charleston, West Virginia
119	Considine & Considine	Basic	Automated Client Onboarding and Document Collection	San Diego, California
120	EKS&H LLLP	Basic	Automated Client Inquiry Triage and Routing	Denver, Colorado
121	Johnson Miller & Co. CPA's	Basic	Automated Client Data Ingestion and Validation	Midland, Texas
122	Sorren	Basic	Automated Client Onboarding and Data Collection	Meridian, Idaho
123	Barnes Wendling CPAs	Basic	Automated Client Data Ingestion and Organization	Cleveland, Ohio
124	DDK	Basic	Automated Client Data Onboarding and Verification	New York, New York
125	Property Valuation Services	Basic	Automated Client Onboarding and Data Intake	Overland Park, Kansas
126	S Ramanand Aiyar & Co CAs	Basic	Automated Client Data Ingestion and Validation	Hawaii,
127	Goldstar	Basic	Automated Client Onboarding and Document Collection	Washington, District of Columbia
128	Warren Averett	Basic	Automated Client Inquiry Triage and Routing	Vestavia Hills, Alabama
129	solaris	Basic	Automated Client Onboarding and Data Collection	Boston, Massachusetts
130	Baker Tilly Mauritius	Basic	Automated client onboarding and data collection	Huntsville, Alabama
131	GLOBAL PRIME TAXATION	Basic	Automated Client Onboarding and Document Collection	Chicago, Illinois
132	Lane Gorman Trubitt	Basic	Automated Client Onboarding and Data Collection	Dallas, Texas
133	ATKG	Basic	Automated Client Tax Document Ingestion and Categorization	San Antonio, Texas
134	Nisivoccia CPAs	Basic	Automated Client Data Ingestion and Categorization	Mount Arlington, New Jersey
135	McGill Power Bell & Associates	Basic	Automated Client Onboarding and Document Collection	Meadville, Pennsylvania
136	KatzAbosch	Basic	Automated Client Inquiry Triage and Routing	Lutherville-Timonium, Maryland
137	Nasif Hicks Harris &	Basic	Automated Client Data Ingestion and Validation	Santa Barbara, California
138	Bell & Company PA	Basic	Automated Client Data Ingestion and Categorization	North Little Rock, Arkansas
139	KHA PLLC	Basic	Automated Client Inquiry Triage and Routing	Flower Mound, Texas
140	Velan-Bookkeeping Services	Basic	Automated Accounts Payable Invoice Processing	Dover, Delaware
141	Whitley Penn	Basic	Automated Client Onboarding and Data Intake	Fort Worth, Texas
142	Donovan CPAs	Basic	Automated Client Tax Document Ingestion and Categorization	Indianapolis, Indiana
143	Black Hills Orthopedic & Spine	Basic	Automated Accounts Payable Invoice Processing	Spearfish, South Dakota
144	CDS	Basic	Automated Client Document Ingestion and Categorization	Willmar, Minnesota
145	Ham Langston & Brezina L.L.P	Basic	Automated Client Data Ingestion and Standardization	Houston, Texas
146	Rose Snyder & Jacobs	Basic	Automated Client Document Ingestion and Categorization	Los Angeles, California
147	R&M Consulting	Basic	Automated Client Onboarding and Document Collection	Chicago, Illinois
148	Kaiser Consulting	Basic	Automated Accounts Payable Invoice Processing	Powell, Ohio
149	Vertaccount	Basic	Automated Client Onboarding and Data Ingestion	Honolulu, Hawaii
150	FLORES	Basic	Automated Client Onboarding and Document Collection	Santee, California
151	Kaizen CPAs + Advisors	Basic	Automated Client Data Ingestion & Validation	Antioch, Illinois
152	HubDigit	Basic	Automated Client Onboarding and Document Collection	Walnut, California
153	Pugh CPAs	Basic	Automated client onboarding and data collection	Knoxville, Tennessee
154	BHATIA & CO	Basic	Automated Client Inquiry Triage and Response	Santa Clara, California
155	Hawkins	Basic	Automated Client Document Ingestion and Categorization	Orem, Utah
156	MDD Forensic Accountants	Basic	Automated Client Onboarding and Data Ingestion	Boston, Massachusetts
157	Eccezion	Basic	Automated Client Inquiry Triage and Response	McHenry, Illinois
158	Unison Globus	Basic	Automated Client Onboarding and Data Collection	Coral Springs, Florida
159	Haynie	Basic	Automated Tax Document Ingestion and Categorization	West Valley City, Utah
160	The Ijaz Group	Basic	Automated Client Data Ingestion and Validation	Clifton, Virginia
161	ProNexus	Basic	Automated Client Onboarding and Document Collection	Pittsford, New York
162	TaxValet — Fractional Sales Tax Department	Basic	Automated Sales Tax Jurisdiction Identification and Mapping	Denver, Colorado
163	Big 4 Accounting Firms	Basic	Automated Client Inquiry Triage and Routing	New York, New York
164	Chortek	Basic	Automated Client Document Ingestion and Categorization	Waukesha, Wisconsin
165	DOZ	Basic	Automated Client Onboarding and Data Collection	Carmel, Indiana
166	Johnson Lambert	Basic	Automated client onboarding and document verification	Vienna, Virginia
167	PBMares	Basic	Automated Client Onboarding and Data Intake	Newport News, Virginia
168	CNM	Basic	Automated Client Onboarding and Data Collection	Los Angeles, California
169	BMSS Advisors & CPAs	Basic	Automated Client Inquiry Triage and Routing	Birmingham, Alabama
170	Cerini and Associates	Basic	Automated Client Inquiry Triage and Response	Bohemia, New York
171	Glocal Accounting	Basic	Automated Client Onboarding and Data Collection	Delaware, Ohio
172	Machen McChesney	Basic	Automated Client Inquiry Triage and Response	Auburn, Alabama
173	Jorns & Associates	Basic	Automated Client Onboarding and Document Collection	Sheridan, Wyoming
174	Omega Accounting Solutions	Basic	Automated Invoice Processing and Data Entry	Irvine, California
175	MBAF	Basic	Automated Client Data Ingestion and Validation	Miami, Florida
176	Ascend	Basic	Automated Client Inquiry Triage and Routing	Arlington, Virginia
177	Jitasa	Basic	Automated Client Inquiry Triage and Routing	Boise, Idaho
178	LBMC	Basic	Automated Client Onboarding and Data Collection	Brentwood, Tennessee
179	Anchin	Basic	Automated Tax Document Ingestion and Data Extraction	New York, New York
180	Moore Beauston & Woodham LLC CPAs	Basic	Automated Client Inquiry Triage and Routing	North Charleston, South Carolina
181	FustCharles	Basic	Automated Client Data Ingestion and Validation	Syracuse, New York
182	Bowers Accountants & Advisors	Basic	Automated Client Data Ingestion and Categorization	Syracuse, New York
183	Dana F. Cole & Company	Basic	Automated Client Inquiry Triage and Response	Lincoln, Nebraska
184	Frank Rimerman +	Basic	Automated Client Data Ingestion and Validation	Palo Alto, California
185	WILKE CPAs & Advisors	Basic	Automated Client Document Ingestion and Classification	Pittsburgh, Pennsylvania
186	Martin Starnes & Associates CPAs P.A	Basic	Automated Client Data Ingestion & Organization	Hickory, North Carolina
187	TMH	Basic	Automated Client Tax Document Ingestion and Categorization	Hattiesburg, Mississippi
188	Stewart	Basic	Automated Client Onboarding and Data Collection	Virginia Beach, Virginia
189	Widmer Roel	Basic	Automated Client Inquiry Triage and Routing	Fargo, North Dakota
190	Cg Tax Audit & Advisory	Basic	Automated Client Data Ingestion and Standardization for Tax Preparation	Tinton Falls, New Jersey
191	Bradley Associates	Basic	Automated Client Inquiry Triage and Routing	Indianapolis, Indiana
192	MHCS	Basic	Automated Client Inquiry Triage and Routing	West Des Moines, Iowa
193	Bolinger Segars Gilbert & Moss	Basic	Automated Client Onboarding and Data Collection	Lubbock, Texas
194	Coulter & Justus P. C	Basic	Automated Client Data Ingestion and Validation	Knoxville, Tennessee
195	XZ CPA PLLC	Basic	Automated Client Document Ingestion and Categorization	Phoenix, Arizona
196	TSS Advisors	Basic	Automated Client Data Ingestion and Validation	Lebanon, New Hampshire
197	BAC Certified Public Accountants	Basic	Automated Client Inquiry Triage and Routing	Dyersville, Iowa
198	SST Accountants & Consultants	Basic	Automated Client Data Ingestion and Validation for Tax Prep	Dallas, Texas
199	Peter Holtz CPA	Basic	Automated Client Data Ingestion and Categorization	Manteca, California
200	Gilbert CPAs	Basic	Automated Client Onboarding and Data Collection	Sacramento, California
201	Crow Shields Bailey PC	Basic	Automated Client Inquiry Triage and Response	Mobile, Alabama
202	Better Accounting Solutions	Basic	Automated Client Onboarding and Document Collection	New York, New York
203	JHM Certified Public Accountants	Basic	Automated Client Data Ingestion and Categorization	Chattanooga, Tennessee
204	Neil Jesani Advisors	Basic	Automated Client Onboarding and Data Collection	Sunrise, Florida
205	WBL CPAs + Advisors	Basic	Automated Tax Document Ingestion and Data Extraction	Atlanta, Georgia
206	Teal Becker & Chiaramonte CPAs P.C	Basic	Automated Client Document Ingestion and Data Extraction	Albany, New York
207	TRP Sumner PLLC	Basic	Automated Invoice Processing and Data Entry	Fayetteville, North Carolina
208	N&K CPAs	Basic	Automated Client Data Ingestion and Categorization	Honolulu, Hawaii
209	HD Growth	Basic	Automated Client Onboarding and Data Collection	Youngstown, Ohio
210	APN Group	Basic	Automated Client Onboarding and Data Collection	Atlanta, Georgia
211	LB Carlson	Basic	Automated Client Onboarding and Document Collection	Minneapolis, Minnesota
212	Bookkeeping Solutions	Basic	Automated Invoice Data Extraction and Entry	Elkton, Maryland
213	Accounted	Basic	Automated Client Onboarding and Data Intake	Portland, Oregon
214	Burgher Haggard	Basic	Automated client onboarding and document collection	Fort Worth, Texas
215	Selden Fox	Basic	Automated Client Inquiry Triage and Routing	Oakbrook Terrace, Illinois
216	Fasten Halberstam	Basic	Automated Client Onboarding and Document Collection	New York, New York
217	KLR	Basic	Automated Client Data Ingestion and Validation for Tax Preparation	Providence, Rhode Island
218	The Hobbs Group PA	Basic	Automated Client Inquiry Triage and Routing	Columbia, South Carolina
219	Ceterus	Basic	Automated client onboarding and data collection	Charleston, South Carolina
220	Weiss & Company	Basic	Automated Client Inquiry Triage and Response	Glenview, Illinois
221	ATA	Basic	Automated Client Inquiry Triage and Routing	Jackson, Tennessee
222	HIISIGHT	Basic	Automated Client Inquiry Triage and Response	Houston, Texas
223	Novogradac	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
224	Price Paige	Basic	Automated Client Onboarding and Document Collection	Clovis, California
225	INVESTOR FRIENDLY CPA®	Basic	Automated Client Onboarding and Document Collection	Sarasota, Florida
226	GreenGrowth CPAs	Basic	Automated Client Data Ingestion and Validation	Los Angeles, California
227	Lombardo Ayers & Company	Basic	Automated Client Onboarding and Data Collection	Annapolis, Maryland
228	LEA Global	Basic	Automated Client Onboarding and Data Intake	Eden Prairie, Minnesota
229	Your Part-Time Controller	Basic	Automated Accounts Payable Invoice Processing	Philadelphia, Pennsylvania
230	Mann Gelon Smith Sroka Lee	Basic	Automated AP Invoice Processing and Data Entry	Los Angeles, California
231	Haga Kommer	Basic	Automated Client Onboarding and Document Collection	Fargo, North Dakota
232	QuickBooks Online Professional	Basic	Automated Client Onboarding and Data Ingestion	Laguna Hills, California
233	Hayes & Associates L.L.C	Basic	Automated Client Inquiry Triage and Routing	Omaha, Nebraska
234	Condon O'Meara McGinty & Donnelly	Basic	Automated Client Onboarding and Document Collection	New York, New York
235	TGRP Solutions	Basic	Automated Client Inquiry Triage and Routing	Englewood, Colorado
236	Trustward	Basic	Automated Client Inquiry Triage and Routing	Henrico, Virginia
237	SFW	Basic	Automated Client Tax Document Ingestion and Pre-processing	St. Louis, Missouri
238	Blankenship CPA Group	Basic	Automated Client Data Ingestion and Validation	Brentwood, Tennessee
239	Nawrocki Smith	Basic	Automated Client Inquiry Triage and Response	Hauppauge, New York
240	Bert Smith	Basic	Automated Client Inquiry Triage and Response	Washington, District of Columbia
241	Lucida Tax + Accounting Solutions	Basic	Automated Client Data Ingestion and Validation	Brookfield, Wisconsin
242	Olsen Thielen and	Basic	Automated Client Data Ingestion and Organization	Saint Paul, Minnesota
243	Brady Martz	Basic	Automated Client Inquiry Triage and Routing	Grand Forks, North Dakota
244	Meyers Brothers Kalicka P.C	Basic	Automated Client Onboarding and Document Collection	Holyoke, Massachusetts
245	McKonly & Asbury	Basic	Automated Tax Document Data Extraction and Validation	Camp Hill, Pennsylvania
246	Accountalent	Basic	Automated Client Onboarding and Document Collection	North Andover, Massachusetts
247	Puryear & Noonan CPAs	Basic	Automated Client Document Ingestion and Categorization	Nashville, Tennessee
248	C&D	Basic	Automated Client Onboarding and Data Collection	Solvang, California
249	MMB+CO	Basic	Automated Document Ingestion and Data Extraction for Tax Preparation	Fairport, New York
250	Skoda Minotti	Basic	Automated Client Data Ingestion and Validation	Mayfield, Ohio
251	FinAdvantage	Basic	Automated Client Onboarding and Data Collection	Northbrook, Illinois
252	KBF Advisory	Basic	Automated Client Inquiry Triage and Routing	Irvine, California
253	Boulay	Basic	Automated Client Inquiry Triage and Routing	Eden Prairie, Minnesota
254	Ennis Pellum & Associates CPAs	Basic	Automated Client Data Ingestion and Validation	Jacksonville, Florida
255	Gursey	Basic	Automated Client Inquiry Triage and Routing	Los Angeles, California
256	Bookkeeper360	Basic	Automated Data Entry and Reconciliation for Client Accounts	Woodbury, New York
257	Escalon Services	Basic	Automated Accounts Payable Invoice Processing	Dover, Delaware
258	Home	Basic	Automated Client Onboarding and Data Collection	Sterling, Virginia
259	Metriqe Solutions	Basic	Automated Client Onboarding and Data Collection	Irving, Texas
260	Bean Counter	Basic	Automated Client Data Ingestion and Validation	Palm Springs, California
261	The Nichols Accounting Group P.C	Basic	Automated Client Data Ingestion and Validation	Nampa, Idaho
262	KSDT	Basic	Automated Client Document Ingestion and Categorization	Miami, Florida
263	Hood & Strong	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
264	NCheng	Basic	Automated Client Onboarding and Data Collection	New York, New York
265	Jackson Thornton	Basic	Automated Client Inquiry Triage and Routing	Montgomery, Alabama
266	Platform Accounting Group	Basic	Automated Client Onboarding and Document Collection	Holladay, Utah
267	TJT	Basic	Automated Client Onboarding and Data Collection	Raleigh, North Carolina
268	DiSanto Priest	Basic	Automated Client Data Ingestion and Validation	Warwick, Rhode Island
269	NOW CFO	Basic	Automated Client Inquiry Triage and Routing	Salt Lake City, Utah
270	Ultimus LeverPoint Private Fund Solutions	Basic	Automated Invoice Processing and Data Entry	New York,
271	Chugh CPAs	Basic	Automated Client Data Ingestion and Validation	Cerritos, California
272	Gappify	Basic	Automated Accounts Payable Invoice Processing	San Ramon, California
273	Davidson Associates CPA	Basic	Automated client onboarding and document collection	Portland, Maine
274	Hall CPA PLLC	Basic	Automated Client Document Ingestion and Categorization	Raleigh, North Carolina
275	Tri-Merit	Basic	Automated Client Onboarding and Data Collection	Schaumburg, Illinois
276	Baden Gage & Schroeder	Basic	Automated Client Inquiry Triage and Response	Fort Wayne, Indiana
277	SMG	Basic	Automated Client Onboarding and Data Collection	Islandia, New York
278	Schneider Downs	Basic	Automated Client Inquiry Triage and Routing	Pittsburgh, Pennsylvania
279	CBIZ Marks Paneth	Basic	Automated Client Inquiry Triage and Routing	New York, New York
280	PrideStaff Financial	Basic	Automated Accounts Payable Invoice Processing	Fresno, California
281	Nimbl	Basic	Automated Client Onboarding and Data Collection	Salt Lake City, Utah
282	LarsonAllen	Basic	Automated Client Onboarding and Data Collection	Minneapolis, Minnesota
283	MarksNelson a Springline company	Basic	Automated Client Onboarding and Data Intake	Overland Park, Kansas
284	Kranz Consulting	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
285	Smolin Lupin &	Basic	Automated Client Data Ingestion and Validation	Parsippany-Troy Hills, New Jersey
286	Blackman & Sloop	Basic	Automated Client Inquiry Triage and Response	Chapel Hill, North Carolina
287	EWH Small Business Accounting S.C	Basic	Automated Client Data Ingestion and Categorization	Waukesha, Wisconsin
288	Graphx	Basic	Automated Client Document Ingestion and Categorization	Cortlandt, New York
289	Advance Finserv	Basic	Automated Client Onboarding and Document Intake	Lawrenceville, Georgia
290	Burton McCumber & Longoria	Basic	Automated Client Inquiry Triage and Response	Brownsville, Texas
291	Oliver Rainey & Wojtek	Basic	Automated Client Data Ingestion and Validation	San Angelo, Texas
292	M Mehta	Basic	Automated Client Data Intake and Document Verification	Chicago, Illinois
293	My Accountant	Basic	Automated Client Onboarding and Document Collection	Mission, Kansas
294	SKR+CO is now Sorren	Basic	Automated Client Inquiry Triage and Routing	Colorado Springs, Colorado
295	Robinson Grimes	Basic	Automated Client Onboarding and Document Collection	Box Springs, Georgia
296	McClintock & Associates	Basic	Automated Client Onboarding and Data Collection	Bridgeville, Pennsylvania
297	DWC CPAs and Advisors	Basic	Automated Client Onboarding and Data Collection	Grand Junction, Colorado
298	Shein & Wente	Basic	Automated Client Onboarding and Data Collection	Melbourne, Florida
299	DunlapSLK	Basic	Automated Client Data Ingestion and Validation	Chalfont, Pennsylvania
300	Sassetti LLC CPAs	Basic	Automated Client Tax Document Ingestion and Classification	Oak Brook, Illinois
301	PEARCE BEVILL LEESBURG MOORE P.C	Basic	Automated Client Inquiry Triage and Response	Birmingham, Alabama
302	Meredith Vantage	Basic	Automated Client Onboarding and Data Collection	Irving, Texas
303	Blackman Kallick	Basic	Automated Client Onboarding and Data Collection	Chicago, Illinois
304	Myslajek Kemp & Spencer	Basic	Automated Client Tax Document Ingestion and Categorization	Saint Louis Park, Minnesota
305	Bookkeeping Services	Basic	Automated Client Onboarding and Data Collection	San Jose, California
306	Siegfried Advisory	Basic	Automated Client Inquiry Triage and Routing	Wilmington, Delaware
307	B.T. Bryan Accounting	Basic	Automated Client Onboarding and Data Collection	Palatine, Illinois
308	Navolio & Tallman	Basic	Automated Client Document Ingestion and Categorization	Walnut Creek, California
309	Sciarabba Walker &	Basic	Automated Client Data Ingestion and Validation	Ithaca, New York
310	Tax Express	Basic	Automated Client Onboarding and Data Collection	Nampa, Idaho
311	KG Tax & Consulting	Basic	Automated Client Onboarding and Document Collection	Boynton Beach, Florida
312	PAAST CPA	Basic	Automated Client Document Ingestion and Data Extraction	Coral Gables, Florida
313	The Innovative CPA Group	Basic	Automated Client Document Ingestion and Categorization	Shelton, Connecticut
314	Nathan Wechsler	Basic	Automated Client Document Ingestion and Categorization	Concord, New Hampshire
315	Bregante + Company	Basic	Automated Client Data Ingestion and Validation	Novato, California
316	Crew Finance	Basic	Automated Client Onboarding and Data Collection	Marina del Rey, California
317	Pivot CPAs	Basic	Automated Client Document Ingestion and Categorization	Ponte Vedra Beach, Florida
318	BBD	Basic	Automated Client Inquiry Triage and Routing	Philadelphia, Pennsylvania
319	Walz Group	Basic	Automated Client Inquiry Triage and Response	Lititz, Pennsylvania
320	GBQ	Basic	Automated Client Inquiry Triage and Response	Columbus Grove, Ohio
321	Pinion	Basic	Automated Client Inquiry Triage and Routing	Loveland, Colorado
322	BGW	Basic	Automated Client Data Ingestion and Validation	Charlotte, North Carolina
323	Schultheis & Panettieri	Basic	Automated Tax Document Ingestion and Data Extraction	Hauppauge, New York
324	Desroches	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
325	Andrews Hooper Pavlik PLC	Basic	Automated Client Inquiry Triage and Response	Saginaw, Michigan
326	BerryDunn — Assurance Tax and Consulting	Basic	Automated Client Onboarding and Data Collection	Portland, Maine
327	Maner Costerisan	Basic	Automated Tax Document Processing and Data Extraction	Lansing, Michigan
328	Santora CPA Group	Basic	Automated Client Data Ingestion and Categorization	Newark, Delaware
329	Harshwal & Company	Basic	Automated Client Document Ingestion and Categorization	San Diego, California
330	ATLAS Navigators	Basic	Automated Client Inquiry Triage and Routing	Colorado Springs, Colorado
331	The Bonadio Group	Basic	Automated Client Inquiry Triage and Routing	Pittsford, New York
332	MRPR	Basic	Automated Client Onboarding and Document Collection	Southfield, Michigan
333	VOK Consulting	Basic	Automated AP Invoice Processing and Data Entry	Tallahassee, Florida
334	CarlsonSV	Basic	Automated Client Data Onboarding and Validation	Amery, Wisconsin
335	Kurtz Fargo	Basic	Automated Client Inquiry Triage and Response	Boulder, Colorado
336	MH CPA PLLC	Basic	Automated Client Onboarding and Document Collection	Champaign, Illinois
337	Mowery & Schoenfeld	Basic	Automated Client Inquiry Triage and Response	Lincolnshire, Illinois
338	The Charity CFO	Basic	Automated Accounts Payable Invoice Processing	St. Louis, Missouri
339	GEMRT	Basic	Automated Client Inquiry Triage and Response	Coral Gables, Florida
340	Green CPA Firm	Basic	Automated Client Data Ingestion and Categorization	Walnut Creek, California
341	Noble Street Advisors	Basic	Automated client onboarding and data collection	San Diego, California
342	Altman Rogers	Basic	Automated client document intake and classification	Anchorage, Alaska
343	LMHS P.C	Basic	Automated Client Onboarding and Document Collection	Norwell, Massachusetts
344	RKL	Basic	Automated Client Onboarding and Document Collection	Lancaster, Pennsylvania
345	Geffen Mesher	Basic	Automated Client Inquiry Triage and Routing	Portland, Oregon
346	Stokes & Company CPAs PC	Basic	Automated Client Document Ingestion and Categorization	Greenville, South Carolina
347	Broussard Poché	Basic	Automated client onboarding and data intake	Lafayette, Louisiana
348	DHJJ Certified Public Accountants and Business Advisors	Basic	Automated Client Onboarding and Document Collection	Naperville, Illinois
349	Arledge	Basic	Automated Client Data Ingestion and Categorization	Oklahoma City, Oklahoma
350	Not available	Basic	Automated Client Onboarding and Data Collection	Durham, North Carolina
351	Accounting Resources	Basic	Automated Client Onboarding and Document Collection	Glastonbury, Connecticut
352	Two Degrees	Basic	Automated Client Onboarding and Document Collection	Seattle, Washington
353	BKC CPAs PC	Basic	Automated Client Data Ingestion and Validation	Flemington, New Jersey
354	Caramel Advisors	Basic	Automated Client Onboarding and Document Collection	Philadelphia, Pennsylvania
355	Cathedral CPAs & Advisors	Basic	Automated Client Data Ingestion and Categorization	Woodbridge Township, New Jersey
356	Casey Peterson	Basic	Automated Client Data Ingestion and Validation	Rapid City, South Dakota
357	GHJ	Basic	Automated Client Inquiry Triage and Routing	Los Angeles, California
358	Watkins Ward and Stafford PLLC	Basic	Automated Client Data Ingestion and Validation	West Point, Mississippi
359	AccuTax	Basic	Automated Client Onboarding and Document Collection	Schaumburg, Illinois
360	KEB	Basic	Automated Client Data Ingestion and Validation	Midwest City, Oklahoma
361	Alloy Silverstein	Basic	Automated Client Onboarding and Document Collection	Cherry Hill, New Jersey
362	Maillie	Basic	Automated Client Document Ingestion and Categorization	Pennsylvania,
363	LGA	Basic	Automated Client Data Ingestion and Validation	Woburn, Massachusetts
364	Burkett Burkett & Burkett Certified Public Accountants P.A	Basic	Automated Client Onboarding and Document Collection	West Columbia, South Carolina
365	Wheeler Accountants	Basic	Automated Client Onboarding and Data Collection	San Jose, California
366	Perlson	Basic	Automated Client Onboarding and Data Collection	Woodbury, New York
367	Unlimited Taxes & More	Basic	Automated Client Document Intake and Organization	Dallas, Texas
368	Stride	Basic	Automated Client Onboarding and Data Intake	San Francisco, California
369	Miller Grossbard Advisors	Basic	Automated Client Data Ingestion and Validation	Houston, Texas
370	Entelyglobal Solutions	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
371	Redpath and Company	Basic	Automated Client Onboarding and Data Collection	Saint Paul, Minnesota
372	Windham Brannon	Basic	Automated Client Inquiry Triage and Routing	Atlanta, Georgia
373	BookkeeperGirl.com	Basic	Automated Invoice Processing and Data Entry	Denton, Texas
374	Jambrina CPA Accounting and Tax Advisors	Basic	Automated Client Data Ingestion and Validation	Houston, Texas
375	Supporting Strategies	Basic	Automated Client Onboarding and Data Collection	Beverly, Massachusetts
376	Johanson & Yau	Basic	Automated Client Inquiry Triage and Response	Campbell, California
377	Calibre CPA Group PLLC	Basic	Automated Tax Document Processing and Data Extraction	Bethesda, Maryland
378	AccountingDepartment.com	Basic	Automated Client Onboarding and Data Collection	Pequannock Township, New Jersey
379	CapinCrouse	Basic	Automated Client Inquiry Triage and Response	Indianapolis, Indiana
380	Meisel Tuteur & Lewis P.C	Basic	Automated Client Data Ingestion and Validation	Roseland, New Jersey
381	KerberRose	Basic	Automated Tax Document Ingestion and Categorization	Shawano, Wisconsin
382	CRR Advisors	Basic	Automated Client Onboarding and Document Collection	Wakefield, Massachusetts
383	S.R. Snodgrass P.C	Basic	Automated Client Onboarding and Data Collection	Cranberry, Pennsylvania
384	Squire	Basic	Automated Client Document Ingestion and Categorization	Orem, Utah
385	Aprio Rockville	Basic	Automated Client Onboarding and Data Collection	Rockville, Maryland
386	Swindoll Janzen Hawk & Loyd	Basic	Automated client onboarding and data intake	McPherson, Kansas
387	Copeland Buhl	Basic	Automated Client Inquiry Triage and Routing	Plymouth, Minnesota
388	RÖDL USA	Basic	Automated Client Inquiry Triage and Routing	Atlanta, Georgia
389	SVA Certified Public Accountants	Basic	Automated Client Onboarding and Data Collection	Madison, Wisconsin
390	Smith Schafer CPAs	Basic	Automated Client Data Ingestion and Validation	Minneapolis, Minnesota
391	Funaro	Basic	Automated Client Onboarding and Data Collection	New York, New York
392	JTaylor	Basic	Automated Client Inquiry Triage and Response	Fort Worth, Texas
393	Smith + Howard	Basic	Automated Client Onboarding and Document Collection	Atlanta, Georgia
394	GRF CPAs & Advisors	Basic	Automated Client Data Ingestion and Pre-processing	Bethesda, Maryland
395	Meaden & Moore	Basic	Automated Client Tax Document Ingestion and Categorization	Cleveland, Ohio
396	RBT CPAs	Basic	Automated Client Document Ingestion and Categorization	Newburgh, New York
397	Janover	Basic	Automated Client Inquiry Triage and Routing	Garden City, New York
398	Larson	Basic	Automated Client Document Ingestion and Categorization	Sandy, Utah
399	Kruze Consulting	Basic	Automated Accounts Payable Invoice Processing	San Francisco, California
400	Sweeney Conrad	Basic	Automated Client Tax Document Ingestion and Classification	Kirkland, Washington
401	BELAY fka Accountfully	Basic	Automated Invoice Processing and Data Entry	Charleston, South Carolina
402	Perkins	Basic	Automated Client Onboarding and Data Collection	Portland, Oregon
403	WilkinGuttenplan	Basic	Automated Client Document Ingestion and Data Extraction	East Brunswick, New Jersey
404	Clifton Gunderson	Basic	Automated Client Inquiry Triage and Routing	Milwaukee, Wisconsin
405	Carter P.C	Basic	Automated Client Onboarding and Data Collection	Asheville, North Carolina
406	Accounting Management Solutions is now CliftonLarsonAllen	Basic	Automated client onboarding and data collection	Waltham, Massachusetts
407	Schenck SC	Basic	Automated Client Onboarding and Document Collection	Appleton, Wisconsin
408	TGG	Basic	Automated Client Onboarding and Document Collection	San Antonio, Texas
409	Engine Room	Basic	Automated Client Onboarding and Data Collection	Pleasanton, California
410	Drummond Advisors	Basic	Automated Client Tax Document Ingestion and Categorization	Boston, Massachusetts
411	The Back Room Offshoring	Basic	Automated Invoice Processing and Data Entry	Las Vegas, Nevada
412	Patel	Basic	Automated Client Onboarding and Document Collection	Victorville, California
413	ParenteBeard	Basic	Automated Client Inquiry Triage and Response	Chicago, Illinois
414	PKF Texas	Basic	Automated Client Inquiry Triage and Routing	Houston, Texas
415	BeachFleischman	Basic	Automated Client Tax Document Ingestion and Categorization	Tucson, Arizona
416	Tidwell Group	Basic	Automated Client Onboarding and Document Intake	Birmingham, Alabama
417	KBKG	Basic	Automated Tax Document Intake and Organization	Pasadena, California
418	Henry & Peters P.C	Basic	Automated Client Document Ingestion and Classification	Tyler, Texas
419	Murphy Murphy & Murphy CPAs	Basic	Automated Client Onboarding and Document Collection	Cypress, California
420	Richey May	Basic	Automated Client Onboarding and Data Collection	Englewood, Colorado
421	Holsinger	Basic	Automated Client Data Ingestion and Validation	Wexford, Pennsylvania
422	Adams Brown	Basic	Automated Client Tax Document Collection and Organization	Wichita, Kansas
423	Calvetti Ferguson	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
424	FGMK	Basic	Automated Client Onboarding and Document Collection	Chicago, Illinois
425	Baker Newman Noyes	Basic	Automated Client Inquiry Triage and Routing	Portland, Maine
426	HRC	Basic	Automated Client Onboarding and Data Intake	Las Vegas, Nevada
427	Moss Krusick & Associates	Basic	Automated Client Data Ingestion and Validation	Winter Park, Florida
428	Saville CPAs & Advisors	Basic	Automated Client Data Ingestion and Pre-processing	Dallas, Texas
429	Windes	Basic	Automated Client Inquiry Triage and Routing	Long Beach, California
430	Kemper CPA Group	Basic	Automated Client Tax Document Ingestion and Data Extraction	Evansville, Indiana
431	Tronconi Segarra & Associates	Basic	Automated Client Document Ingestion and Categorization	Williamsville, New York
432	Whittlesey	Basic	Automated Client Document Ingestion and Categorization	Hartford, Connecticut
433	Bowman & Company	Basic	Automated Client Inquiry Triage and Routing	Voorhees Township, New Jersey
434	Frost PLLC	Basic	Automated Client Onboarding and Document Collection	Little Rock, Arkansas
435	Berkowitz Pollack Brant Advisors + CPAs	Basic	Automated Client Inquiry Triage and Routing	Miami, Florida
436	Trout CPA	Basic	Automated Client Onboarding and Document Collection	Lancaster, Pennsylvania
437	BMF	Basic	Automated client onboarding and document collection	Fairlawn, Ohio
438	Equity Methods	Basic	Automated Client Onboarding and Document Intake	Scottsdale, Arizona
439	Abbott Stringham & Lynch	Basic	Automated Client Inquiry Triage and Routing	Campbell, California
440	Melton & Melton	Basic	Automated Client Document Ingestion and Classification	Houston, Texas
441	FRAZER	Basic	Automated Client Onboarding and Data Intake	Anaheim, California
442	EFPR a Springline company	Basic	Automated Client Inquiry Triage and Routing	Rochester, New York
443	Ironsides Advisory	Basic	Automated Client Onboarding and Data Collection	Santa Monica, California
444	Quail Oaks Financial Debi Hambo CMA QB Certified Proadvisor Small Business Tax Planner	Basic	Automated Client Onboarding and Document Collection	Sandy, Oregon
445	Hantzmon Wiebel	Basic	Automated Client Inquiry Triage and Response	Charlottesville, Virginia
446	Schulman Lobel	Basic	Automated Client Data Ingestion and Pre-processing	New York, New York
447	HFA	Basic	Automated Tax Document Collection and Organization	Lakewood Township, New Jersey
448	EOS Accountants	Basic	Automated Client Data Ingestion and Validation	Teaneck, New Jersey
449	McNair McLemore Middlebrooks &	Basic	Automated Client Onboarding and Data Collection	Macon, Georgia
450	Two Roads	Basic	Automated Client Onboarding and Data Collection	Farragut, Tennessee
451	Legacy Professionals	Basic	Automated Tax Document Ingestion and Categorization	Westchester, Illinois
452	ProVision PLC	Basic	Automated AP Invoice Processing and Data Entry	Phoenix, Arizona
453	SKMC LLP- Certified Public Accountants and Advisors	Basic	Automated Client Inquiry Triage and Routing	Los Angeles, California
454	Ripley Doorn & Company P.L.L.C	Basic	Automated Client Data Ingestion and Pre-Processing	Nampa, Idaho
455	Axs Online Pvt	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
456	EA RESIG	Basic	Automated Client Onboarding and Document Collection	New York, New York
457	Hogan	Basic	Automated Client Document Ingestion and Categorization	Waterloo, Iowa
458	PS Business Management	Basic	Automated Client Onboarding and Document Collection	New York, New York
459	Brown Graham	Basic	Automated Client Document Ingestion and Categorization	Amarillo, Texas
460	George Dimov CPA	Basic	Automated Client Tax Document Ingestion and Categorization	New York, New York
461	Davie Kaplan CPA P.C	Basic	Automated Client Inquiry Triage and Routing	Rochester, New York
462	CPA	Basic	Automated Client Onboarding and Document Collection	Charter Township of Clinton, Michigan
463	CCR	Basic	Automated client onboarding and document collection	Westborough, Massachusetts
464	SSC CPAs + Advisors	Basic	Automated Client Inquiry Triage and Routing	Topeka, Kansas
465	KPM CPAs & Advisors	Basic	Automated Client Inquiry Triage and Response	Springfield, Missouri
466	Hemming Morse	Basic	Automated Client Onboarding and Data Collection	Concord, California
467	Warady & Davis	Basic	Automated Client Inquiry Triage and Response	Deerfield, Illinois
468	Landmark CPAs	Basic	Automated Client Document Ingestion and Categorization	Fort Smith, Arkansas
469	Smith Leonard PLLC	Basic	Automated Client Data Ingestion and Categorization	High Point, North Carolina
470	Froehling Anderson	Basic	Automated Client Inquiry Triage and Routing	Minneapolis, Minnesota
471	Heard McElroy & Vestal LLC CPA	Basic	Automated Client Inquiry Triage and Routing	Shreveport, Louisiana
472	KK & Associates	Basic	Automated Client Onboarding and Document Collection	Charleston, South Carolina
473	MHP	Basic	Automated Client Onboarding and Data Collection	Cheyenne, Wyoming
474	Brown Edwards	Basic	Automated Client Data Ingestion and Validation	Roanoke, Virginia
475	Darnall Sikes & Frederick CPAs	Basic	Automated Client Onboarding and Document Collection	Lafayette, Louisiana
476	GreerWalker CPAs and Advisors	Basic	Automated Client Data Ingestion and Categorization	Charlotte, North Carolina
477	RRBB	Basic	Automated Client Inquiry Triage and Response	New Jersey,
478	Akram	Basic	Automated Client Inquiry Triage and Routing	Cary, North Carolina
479	D'Arcangelo &	Basic	Automated Client Onboarding and Document Collection	Utica, New York
480	ERC Specialists	Basic	Automated Client Onboarding and Document Collection	American Fork, Utah
481	Mauldin & Jenkins	Basic	Automated Client Inquiry Triage and Routing	Atlanta, Georgia
482	HintonBurdick CPAs & Advisors	Basic	Automated Client Document Ingestion and Categorization	Saint George, Utah
483	Maloney + Novotny	Basic	Automated Client Inquiry Triage and Routing	Cleveland, Ohio
484	KM Accounts	Basic	Automated Client Onboarding and Document Collection	Liverpool, New York
485	Duffy Kruspodin	Basic	Automated Client Data Ingestion and Validation	Los Angeles, California
486	Brady Ware	Basic	Automated Client Inquiry Triage and Routing	Miamisburg, Ohio
487	Ellin & Tucker	Basic	Automated Client Data Ingestion and Pre-processing	Baltimore, Maryland
488	ELO CPAs & Advisors	Basic	Automated Data Entry and Categorization for Tax Filings	Mitchell, South Dakota
489	Adeptus Advisors Group	Basic	Automated Client Inquiry Triage and Routing	New York, New York
490	Apple Growth	Basic	Automated Client Onboarding and Data Collection	Akron, Ohio
491	BKR International	Basic	Automated Client Inquiry Triage and Routing	New York, New York
492	RKE	Basic	Automated Client Onboarding and Data Collection	Torrance, California
493	Wegner CPAs	Basic	Automated Client Inquiry Triage and Routing	Madison, Wisconsin
494	DMJPS PLLC	Basic	Automated Client Inquiry Triage and Routing	Greensboro, North Carolina
495	FLSV	Basic	Automated Client Inquiry Triage and Response	Garden City, New York
496	Geriscript Pharmacy	Basic	Automated Invoice Processing and Data Entry	Totowa, New Jersey
497	Christianson CPAs & Consultants	Basic	Automated Client Tax Document Ingestion and Categorization	Willmar, Minnesota
498	RBZ	Basic	Automated Client Onboarding and Document Collection	Los Angeles, California
499	Capstone Accounting and Tax	Basic	Automated client onboarding and document collection	Bend, Oregon
500	bhm cpa group	Basic	Automated Client Document Ingestion and Categorization	Columbus, Ohio
501	AB GROUP	Basic	Automated Client Onboarding and Document Collection	Miami, Florida
502	Talbot Korvola & Warwick	Basic	Automated Client Onboarding and Data Collection	Portland, Oregon
503	Isdaner & Company	Basic	Automated Client Data Ingestion and Validation for Tax Preparation	Bala Cynwyd, Pennsylvania
504	MST	Basic	Automated Client Onboarding and Document Collection	Atlanta, Georgia
505	JRBT	Basic	Automated Client Onboarding and Data Collection	Waco, Texas
506	PaulHood	Basic	Automated Client Inquiry Triage and Response	Bartlesville, Oklahoma
507	Bland & Associates P.C	Basic	Automated Client Inquiry Triage and Response	Omaha, Nebraska
508	Talley	Basic	Automated Client Document Ingestion and Classification	Orange, California
509	Decimal	Basic	Automated Client Onboarding and Data Collection	Middletown, Delaware
510	Brixey & Meyer	Basic	Automated Client Onboarding and Document Collection	Miamisburg, Ohio
511	MBA Consulting Group	Basic	Automated Client Onboarding and Document Collection	Washington, District of Columbia
512	Bookkeeping Simplified	Basic	Automated Invoice Processing and Data Entry	Ardmore, Oklahoma
513	Frankel	Basic	Automated Client Data Ingestion and Pre-processing	Omaha, Nebraska
514	Berdon	Basic	Automated Client Document Ingestion and Classification	New York, New York
515	SK Enterprises	Basic	Automated Tax Document Data Extraction and Validation	Artesia, California
516	Wiss	Basic	Automated Client Data Ingestion and Validation	New York, New York
517	Denman CPA	Basic	Automated Client Onboarding and Document Collection	West Des Moines, Iowa
518	Gallagher Flynn & Company	Basic	Automated Client Inquiry Triage and Routing	South Burlington, Vermont
519	All In One Accounting	Basic	Automated Client Onboarding and Document Collection	Eagan, Minnesota
520	Milam Knecht and Warner	Basic	Automated Client Onboarding and Data Collection	Glendale, California
521	True Partners Consulting	Basic	Automated Client Inquiry Triage and Routing	Chicago, Illinois
522	SB & Company	Basic	Automated Client Inquiry Triage and Response	Owings Mills, Maryland
523	Harding Shymanski & Company P.S.C	Basic	Automated Client Onboarding and Data Collection	Evansville, Indiana
524	Taxfyle	Basic	Automated Client Onboarding and Document Collection	Miami, Florida
525	BVWD	Basic	Automated Client Inquiry Triage and Response	Dallas, Texas
526	Richey May Utah	Basic	Automated Client Data Ingestion and Validation	Salt Lake City, Utah
527	Big4.com	Basic	Automated Client Inquiry Triage and Routing	New York, New York
528	Reanda Haroon Zakaria Aamir Salman Rizwan & Company	Basic	Automated Client Document Ingestion and Categorization	Belle Glade, Florida
529	FixIT Consul-Tech	Basic	Automated Client Onboarding and Data Collection	Miami Lakes, Florida
530	Squar Milner	Basic	Automated Client Inquiry Triage and Routing	Irvine, California
531	Simon Lever	Basic	Automated Client Tax Document Intake and Organization	Lititz, Pennsylvania
532	ORBA	Basic	Automated Client Inquiry Triage and Routing	Chicago, Illinois
533	Bright Balance	Basic	Automated Client Inquiry Triage and Routing	Dallas, Texas
534	Maxwell Locke & Ritter	Basic	Automated Client Onboarding and Data Collection	Austin, Texas
535	MarkhamNorton Accountants+Advisors	Basic	Automated Client Onboarding and Data Collection	Fort Myers, Florida
536	SobelCo	Basic	Automated Client Document Ingestion and Categorization	Livingston, New Jersey
537	Concannon Miller & Co. P.C	Basic	Automated Client Data Ingestion and Validation	Bethlehem, Pennsylvania
538	Sol Schwartz & Associates	Basic	Automated Client Tax Document Ingestion and Categorization	San Antonio, Texas
539	James Moore	Basic	Automated Client Onboarding and Data Collection	Gainesville, Florida
540	Kreischer Miller	Basic	Automated Client Inquiry Triage and Routing	Horsham, Pennsylvania
541	DeJoy	Basic	Automated Client Data Ingestion and Validation	Rochester, New York
542	RBSM	Basic	Automated Client Onboarding and Data Collection	New York, New York
543	Greene Finney Cauley	Basic	Automated Client Data Ingestion and Validation	Mauldin, South Carolina
544	MDA PROFESSIONAL GROUP P.C	Basic	Automated Client Data Ingestion and Validation	Albertville, Alabama
545	Advisent	Basic	Automated Client Inquiry Triage and Response	San Diego, California
546	Varney & Associates CPAs	Basic	Automated Client Data Ingestion and Validation	Manhattan, Kansas
547	Welgaard CPAs & Advisors	Basic	Automated Client Onboarding and Data Collection	Pella, Iowa
548	Bartlett Pringle & Wolf	Basic	Automated Client Tax Document Ingestion and Categorization	Santa Barbara, California
549	Lazo	Basic	Automated Client Tax Document Ingestion and Categorization	Miami, Florida
550	Brown Armstrong CPAs	Basic	Automated Client Document Ingestion and Categorization	Bakersfield, California
551	Bookkeeping Plus	Basic	Automated Client Onboarding and Data Collection	Shelbyville, Tennessee
552	Boyum Barenscheer	Basic	Automated Client Data Ingestion and Validation	Bloomington, Minnesota
553	RedHammer	Basic	Automated Client Onboarding and Document Collection	Phoenix, Arizona
554	Caron Bletzer PLLC	Basic	Automated Client Inquiry Triage and Routing	Kingston, New Hampshire
555	Novak Francella CPAs	Basic	Automated Client Onboarding and Data Collection	Bala Cynwyd, Pennsylvania
556	Urish Popeck &	Basic	Automated Client Data Ingestion and Validation	Pittsburgh, Pennsylvania
557	Snyder Cohn	Basic	Automated Client Document Ingestion and Categorization	Rockville, Maryland
558	Baratz & Associates P.A	Basic	Automated Tax Document Ingestion and Data Extraction	Evesham Township, New Jersey
559	Alegria Advisors	Basic	Automated Client Onboarding and Document Collection	Yakima, Washington
560	Glenn Burdette	Basic	Automated Client Data Gathering and Onboarding	San Luis Obispo, California
561	FFO	Basic	Automated Client Data Ingestion and Validation	New York, New York
562	HM&M a Springline company	Basic	Automated Client Onboarding and Data Collection	Dallas, Texas
563	Bernath + Rosenberg	Basic	Automated Client Onboarding and Data Collection	Cedarhurst, New York
564	Berman Hopkins CPAs & Associates	Basic	Automated Client Inquiry Triage and Routing	Melbourne, Florida
565	Tax Solutions	Basic	Automated Client Onboarding and Document Collection	Texarkana, Texas
566	Councilor Buchanan & Mitchell	Basic	Automated Client Inquiry Triage and Routing	Bethesda, Maryland
567	Sheehan	Basic	Automated Client Document Ingestion and Categorization	Brightwaters, New York
568	Lucas Horsfall	Basic	Automated Client Onboarding and Document Collection	Pasadena, California
569	Financial One Accounting	Basic	Automated Client Onboarding and Data Collection	Plymouth Township, Michigan
570	Abacus!	Basic	Automated Client Onboarding and Data Intake	Springfield, Missouri
571	KWC CPAs	Basic	Automated Client Document Ingestion and Classification	Alexandria, Virginia
572	Tax Advisors Group	Basic	Automated Client Tax Document Ingestion and Categorization	Dallas, Texas
573	EHTC	Basic	Automated Client Document Ingestion and Classification	Ada, Michigan
574	Fiondella Milone & LaSaracina	Basic	Automated Tax Document Intake and Data Extraction	Glastonbury, Connecticut
575	Bennett Thrasher	Basic	Automated Client Inquiry Triage and Routing	Atlanta, Georgia
576	TFX	Basic	Automated Client Onboarding and Data Collection	New York, New York
577	Keiter CPAs	Basic	Automated Client Document Ingestion and Categorization	Glen Allen, Virginia
578	Kassouf	Basic	Automated Client Inquiry Triage and Routing	Birmingham, Alabama
579	American Tax	Basic	Automated Client Onboarding and Document Collection	South Burlington, Vermont
580	EPS	Basic	Automated Client Inquiry Triage and Routing	San Rafael, California
581	Greyrock	Basic	Automated Client Onboarding and Data Collection	Greenville, South Carolina
582	ERTC Express	Basic	Automated Client Onboarding and Data Collection	New York, New York
583	MSPC Certified Public Accountants and Advisors	Basic	Automated Client Inquiry Triage and Routing	Cranford, New Jersey
584	Kernutt Stokes	Basic	Automated Client Onboarding and Data Collection	Eugene, Oregon
585	DSB Rock Island	Basic	Automated Client Onboarding and Document Collection	Mendota Heights, Minnesota
586	Topel Forman	Basic	Automated Client Inquiry Triage and Routing	Chicago, Illinois
587	Dannible & McKee	Basic	Automated Client Data Onboarding and Verification	Syracuse, New York
588	Walter Shuffain	Basic	Automated Client Inquiry Triage and Routing	Boston, Massachusetts
589	Wegmann Dazet	Basic	Automated Client Inquiry Triage and Response	Metairie, Louisiana
590	CDH	Basic	Automated Client Inquiry Triage and Routing	Chicago, Illinois
591	CBIZ ARC Consulting	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
592	van den Boom & Associates	Basic	Automated Client Inquiry Triage and Response	San Diego, California
593	Reynolds + Rowella	Basic	Automated Client Inquiry Triage and Routing	Ridgefield, Connecticut
594	Miller Kaplan	Basic	Automated Client Inquiry Triage and Routing	Burbank, California
595	ATBS	Basic	Automated Client Onboarding and Data Collection	Golden, Colorado
596	Friedman + Huey Associates	Basic	Automated Client Inquiry Triage and Routing	Frankfort, Illinois
597	Purvis Gray & Company LLP ~ Certified Public Accountants	Basic	Automated Client Onboarding and Document Collection	Gainesville, Florida
598	MBE CPAs	Basic	Automated Client Onboarding and Document Collection	Baraboo, Wisconsin
599	The Romine Group	Basic	Automated Client Data Collection and Onboarding	Columbia City, Indiana
600	ComproTax	Basic	Automated Tax Document Ingestion and Categorization	Beaumont, Texas
601	SFC	Basic	Automated Client Onboarding and Document Collection	Arlington, Texas
602	Sareen and Associates CPA	Basic	Automated Client Data Ingestion and Validation	Manassas, Virginia
603	Schlenner Wenner	Basic	Automated Client Tax Document Ingestion and Categorization	St. Cloud, Minnesota
604	breakwater accounting + advisory	Basic	Automated Client Onboarding and Data Collection	Wilmington, Delaware
605	Allen Gibbs & Houlik L.C	Basic	Automated Client Onboarding and Data Collection	Wichita, Kansas
606	Rivero Gordimer & Company P.A	Basic	Automated Client Inquiry Triage and Response	Tampa, Florida
607	Donofrio	Basic	Automated Client Data Ingestion and Validation	New York, New York
608	Hutchinson and Bloodgood	Basic	Automated Client Onboarding and Data Collection	Glendale, California
609	Hacker Johnson & Smith PA	Basic	Automated Client Inquiry Triage and Response	Tampa, Florida
610	Antares Group	Basic	Automated Client Data Ingestion and Validation	Conyers, Georgia
611	Premier Consulting & Integration	Basic	Automated Client Document Ingestion and Categorization	Red Bank, New Jersey
612	BST & Co. CPAs	Basic	Automated Client Onboarding and Data Collection	Latham, New York
613	GSP International	Basic	Automated Client Inquiry Triage and Response	Woodbridge Township, New Jersey
614	Rogers & Company PLLC	Basic	Automated client onboarding and data collection	Vienna, Virginia
615	Weinstein Spira	Basic	Automated Client Onboarding and Data Collection	Houston, Texas
616	Lauterbach & Amen	Basic	Automated Client Inquiry Response and Triage	Naperville, Illinois
617	Minority Tax Pros Association	Basic	Automated Tax Document Intake and Categorization	Atlanta, Georgia
618	Flagel Huber Flagel	Basic	Automated Client Inquiry Triage and Routing	Dayton, Ohio
619	Davis Associates CPAs	Basic	Automated Client Document Ingestion and Categorization	Florissant, Missouri
620	CBIZ Berntson Porter	Basic	Automated Client Data Ingestion and Validation	Bellevue, Washington
621	Stowe & Degon	Basic	Automated Client Document Ingestion and Categorization	Westborough, Massachusetts
622	RH CPAs	Basic	Automated Client Data Ingestion and Validation	Lexington, North Carolina
623	LSL	Basic	Automated Client Inquiry Triage and Routing	Irvine, California
624	Baker Tilly Morrison Murray	Basic	Automated Client Onboarding and Document Intake	Beloit, Ohio
625	TFG Related Entities	Basic	Automated Client Inquiry Triage and Response	Hauppauge, New York
626	Wright Ford Young	Basic	Automated Client Inquiry Triage and Response	Irvine, California
627	Borland Benefield P.C	Basic	Automated Client Data Ingestion and Validation	Birmingham, Alabama
628	Kerkering Barberio	Basic	Automated Client Inquiry Triage and Routing	Sarasota, Florida
629	Mize Houser & Company P.A	Basic	Automated Client Inquiry Response and Triage	Topeka, Kansas
630	PrimeGlobal	Basic	Automated Client Document Ingestion and Categorization	Duluth, Georgia
631	Templeton Advisors	Basic	Automated Client Data Ingestion and Validation	West Palm Beach, Florida
632	WebsterRogers	Basic	Automated Client Inquiry Triage and Routing	Florence, South Carolina
633	RJI CPAs	Basic	Automated Client Document Ingestion and Categorization	Irvine, California
634	Mitchell & Titus	Basic	Automated Client Data Ingestion and Validation	New York, New York
635	Brock and Company CPAs PC	Basic	Automated Client Onboarding and Document Collection	Boulder, Colorado
636	Soren McAdam	Basic	Automated Client Onboarding and Data Collection	Redlands, California
637	Hancock/Dana	Basic	Automated Client Onboarding and Document Collection	Omaha, Nebraska
638	C+M	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
639	GGF	Basic	Automated Client Data Ingestion and Validation	Los Angeles, California
640	West & Company	Basic	Automated Client Data Ingestion and Validation	Champaign, Illinois
641	Reed & Associates CPAs	Basic	Automated Client Tax Document Ingestion and Categorization	Manassas, Virginia
642	BKC	Basic	Automated Client Data Ingestion and Validation	Portage, Michigan
643	Kraft & Company PLLC	Basic	Automated Client Inquiry Triage and Response	Nashville, Tennessee
644	Dermody Burke & Brown CPAs	Basic	Automated Client Data Ingestion and Categorization	Syracuse, New York
645	Bederson	Basic	Automated Client Tax Document Ingestion and Categorization	Fairfield, New Jersey
646	Turner & Associates	Basic	Automated Client Onboarding and Document Collection	Weston, Florida
647	Little & Company CPAs	Basic	Automated Client Data Ingestion and Validation	Sunnyvale, California
648	Lally	Basic	Automated Client Data Ingestion and Triage	Pittsburgh, Pennsylvania
649	CMP	Basic	Automated Client Document Ingestion and Classification	Logan, Utah
650	LattaHarris	Basic	Automated Client Onboarding and Data Collection	Washington, Iowa
651	CPA Associates of PA	Basic	Automated Tax Document Ingestion and Categorization	Huntingdon, Pennsylvania
652	Belfint Lyons & Shuman P.A	Basic	Automated Client Data Ingestion and Validation	Wilmington, Delaware
653	T. E. Lott & Company CPA's	Basic	Automated Client Inquiry Triage and Response	Columbus, Mississippi
654	Agri Stats	Basic	Automated Client Onboarding and Data Collection	Fort Wayne, Indiana
655	Traphagen CPAs & Wealth Advisors	Basic	Automated Client Document Ingestion and Categorization	Oradell, New Jersey
656	blumshapiro	Basic	Automated Client Inquiry Triage and Routing	West Hartford, Connecticut
657	Spicer Jeffries LLP is now Cherry Bekaert	Basic	Automated Client Inquiry Triage and Response	Denver, Colorado
658	CST Group CPAs PC	Basic	Automated Client Tax Document Ingestion and Categorization	Reston, Virginia
659	Redwitz	Basic	Automated Client Inquiry Triage and Routing	Irvine, California
660	Sansiveri Kimball &	Basic	Automated Client Inquiry Triage and Routing	Providence, Rhode Island
661	Rudler PSC	Basic	Automated Client Inquiry Triage and Response	Fort Wright, Kentucky
662	Davies + Allen	Basic	Automated Client Onboarding and Document Collection	Heber City, Utah
663	JamisonMoneyFarmer PC	Basic	Automated Client Onboarding and Document Collection	Tuscaloosa, Alabama
664	Whitinger & Company	Basic	Automated Client Inquiry Triage and Routing	Muncie, Indiana
665	Gordon Advisors P.C	Basic	Automated Client Data Ingestion and Validation	Troy, Michigan
666	John A. Knutson & Co. PLLP	Basic	Automated Client Data Ingestion and Validation	Falcon Heights, Minnesota
667	Gerson Preston Klein Lips Eisenberg & Gelber PLLC	Basic	Automated Client Document Ingestion and Classification	Miami, Florida
668	Schlaupitz Madhavan P.C	Basic	Automated Client Inquiry Triage and Response	Troy, Michigan
669	HBE	Basic	Automated Client Document Ingestion and Categorization	Lincoln, Nebraska
670	Realize CPA	Basic	Automated Client Inquiry Triage and Response	San Francisco, California
671	BUCKNO LISICKY	Basic	Automated Client Inquiry Triage and Response	Allentown, Pennsylvania
672	PKF San Diego	Basic	Automated Client Inquiry Triage and Response	San Diego, California
673	Julian and Grube	Basic	Automated Client Data Onboarding and Verification	Westerville, Ohio
674	ASYA CPA	Basic	Automated Client Document Intake and Categorization	Allentown, Pennsylvania
675	Allied CPAs	Basic	Automated Client Document Ingestion and Categorization	Rochester, New York
676	Atchley & Associates	Basic	Automated Client Document Ingestion and Categorization	Austin, Texas
677	Think	Basic	Automated Client Inquiry Triage and Routing	Newport Beach, California
678	David Weise and Associates	Basic	Automated Client Data Ingestion and Validation	Los Angeles, California
679	JGD & Associates	Basic	Automated Client Document Ingestion and Classification	San Diego, California
680	Lindquist von Husen & Joyce	Basic	Automated Client Onboarding and Document Collection	San Francisco, California
681	KBE	Basic	Automated Client Onboarding and Document Collection	Los Angeles, California
682	KM Consulting	Basic	Automated Client Onboarding and Data Collection	Greenville, South Carolina
683	ORCOM US	Basic	Automated Client Onboarding and Document Collection	New York, New York
684	Armstrong Backus &	Basic	Automated Client Data Ingestion and Validation	San Angelo, Texas
685	Brock Schechter & Polakoff	Basic	Automated Tax Document Ingestion and Categorization	Buffalo, New York
686	Lanigan & Associates P.C	Basic	Automated Client Document Ingestion and Categorization	Thomasville, Georgia
687	RS ASSOCIATES	Basic	Automated Client Onboarding and Document Collection	San Ramon, California
688	Lavine Lofgren Morris & Engelberg	Basic	Automated Client Inquiry Triage and Response	San Diego, California
689	Blackburn Childers & Steagall PLC	Basic	Automated Client Inquiry Triage and Response	Johnson City, Tennessee
690	Jones Simkins	Basic	Automated Client Onboarding and Document Collection	Logan, Utah
691	JLK Rosenberger LLP CPAs	Basic	Automated Client Data Ingestion and Validation	Glendale, California
692	Aldridge Borden & Company PC	Basic	Automated Client Data Ingestion and Validation	Montgomery, Alabama
693	Reilly Penner & Benton	Basic	Automated Client Inquiry Triage and Routing	Milwaukee, Wisconsin
694	A. M. Peisch & Company LLP CPAs	Basic	Automated Client Document Ingestion and Categorization	Colchester, Vermont
695	MUN CPAs	Basic	Automated Client Inquiry Triage and Routing	Roseville, California
696	ACCOUNTING & CONSULTING	Basic	Automated Tax Document Ingestion and Categorization	Colorado Springs, Colorado
697	Abdo	Basic	Automated Client Document Ingestion and Categorization	Edina, Minnesota
698	GrowthForce™	Basic	Automated AP Invoice Data Extraction and Entry	Brentwood, Tennessee
699	Powered Books	Basic	Automated Client Onboarding and Data Collection	New City, New York
700	Yeo & Yeo CPAs & Advisors	Basic	Automated Client Inquiry Triage and Response	Saginaw, Michigan
701	Linkenheimer LLP CPAs & Advisors	Basic	Automated Client Inquiry Triage and Routing	Santa Rosa, California
702	SG Inc CPA	Basic	Automated Client Onboarding and Document Collection	Plano, Texas
703	CJBS	Basic	Automated Client Tax Document Ingestion and Data Extraction	Deerfield, Illinois
704	Price Kong & Company CPAs	Basic	Automated Client Data Ingestion and Validation	Phoenix, Arizona
705	Regier Carr & Monroe L.L.P	Basic	Automated Client Data Ingestion and Validation	Wichita, Kansas
706	LaPorte CPAs & Business Advisors	Basic	Automated Client Data Ingestion and Pre-processing	Metairie, Louisiana
707	Vyde Tax & Accounting	Basic	Automated Client Onboarding and Data Collection	Provo, Utah
708	H&S Companies CPAs & Business Advisors	Basic	Automated Client Onboarding and Data Collection	Fremont, Michigan
709	Crosslin	Basic	Automated Client Onboarding and Data Collection	Nashville, Tennessee
710	SBNG Certified Public Accountants	Basic	Automated Client Document Ingestion and Categorization	El Paso, Texas
711	Twin Oaks	Basic	Automated Client Onboarding and Data Collection	San Diego, California
712	Leone McDonnell & Roberts P.A	Basic	Automated Client Inquiry Triage and Routing	Dover, New Hampshire
713	VSH CPAs	Basic	Automated Client Document Ingestion and Categorization	Bellingham, Washington
714	Bowman & Company	Basic	Automated Tax Document Ingestion and Data Extraction	Stockton, California
715	Agropur inc. Division Natrel-USA	Basic	Automated Accounts Payable Invoice Processing	Saint Paul, Minnesota
716	Farmer CPA	Basic	Automated Client Onboarding and Document Collection	Chicago, Illinois
717	HW CPAs + Advisors	Basic	Automated Client Inquiry Triage and Routing	Winchester, Virginia
718	Solutions Group Accounting Firm	Basic	Automated Client Onboarding and Document Intake	Lake Mary, Florida
719	HJ & Associates	Basic	Automated Tax Document Intake and Categorization	Salt Lake City, Utah
720	St. Clair CPA Solutions	Basic	Automated Client Data Ingestion and Categorization	Conshohocken, Pennsylvania
721	Lutz and Carr CPAs	Basic	Automated Client Document Ingestion and Categorization	New York, New York
722	Fair Consulting Group	Basic	Automated Client Inquiry Triage and Routing	New York, New York
723	BFBA	Basic	Automated Client Onboarding and Data Collection	Sacramento, California
724	Beech Valley Solutions	Basic	Automated Client Onboarding and Data Collection	Atlanta, Georgia
725	Dopkins & Company	Basic	Automated Client Document Ingestion and Data Extraction	Buffalo, New York
726	Indevia Accounting	Basic	Automated Client Inquiry Triage and Response	Coronado, California
727	Accounts Payable Professionals Group	Basic	Automated Invoice Data Extraction and Validation	Newark, New Jersey
728	DeLeon and Stang CPAs and Advisors	Basic	Automated Client Onboarding and Data Collection	Frederick, Maryland
729	Platinum Accounting CA	Basic	Automated Client Onboarding and Document Collection	Noblesville, Indiana
730	H2R CPA	Basic	Automated Client Document Ingestion and Classification	Pittsburgh, Pennsylvania
731	RSSM CPA	Basic	Automated Client Inquiry Triage and Response	New York, New York
732	Atherton & Associates LLP. Tax Assurance & Consulting	Basic	Automated Client Data Ingestion and Validation	Modesto, California
733	Wilkins Miller	Basic	Automated Client Inquiry Triage and Routing	Mobile, Alabama
734	Pacific Accounting & Business Services	Basic	Automated Client Onboarding and Data Collection	Irving, Texas
735	Rothstein Kass	Basic	Automated Client Inquiry Triage and Routing	Roseland, New Jersey
736	R&A CPAs	Basic	Automated Client Onboarding and Data Collection	Tucson, Arizona
737	Farkouh Furman & Faccio	Basic	Automated Client Document Ingestion and Categorization	New York, New York
738	KraftCPAs PLLC	Basic	Automated Client Onboarding and Document Intake	Nashville, Tennessee
739	myStartUpCFO	Basic	Automated Client Onboarding and Data Collection	Fremont, California
740	MCM CPAs & Advisors	Basic	Automated Client Inquiry Triage and Routing	Louisville, Kentucky
741	Capital Tax	Basic	Automated Client Onboarding and Document Collection	Walnut Creek, California
742	Tri Star Sports & Entertainment	Basic	Automated Invoice Processing and Data Entry	West Hollywood, California
743	The Accounting Guys	Basic	Automated Client Onboarding and Document Collection	Provo, Utah
744	Harper Rains Knight & Company P.A	Basic	Automated Client Inquiry Triage and Routing	Ridgeland, Mississippi
745	Ashland Partners & Company	Basic	Automated Client Data Ingestion and Validation	Medford, Oregon
746	DZA	Basic	Automated Client Inquiry Triage and Response	Spokane Valley, Washington
747	Davis Farr	Basic	Automated Client Inquiry Triage and Response	Irvine, California
748	Lanigan Ryan	Basic	Automated Client Inquiry Triage and Routing	Gaithersburg, Maryland
749	KSM	Basic	Automated Client Inquiry Triage and Response	Houston, Texas
750	Brand Sonnenschine	Basic	Automated Client Onboarding and Document Collection	New York, New York
751	Milestone Business Solutions	Basic	Automated Client Onboarding and Document Collection	Carmel, Indiana
752	LevitZacks	Basic	Automated Client Inquiry Triage and Routing	San Diego, California
753	Harris Hardy & Johnstone PC	Basic	Automated Client Inquiry Triage and Routing	Richmond, Virginia
754	CT Logistics aka Commercial Traffic	Basic	Automated Accounts Payable Invoice Processing	Cleveland, Ohio
755	Frontec Financial	Basic	Automated Client Onboarding and Document Collection	Vienna, Virginia
756	Flaherty Salmin CPAs	Basic	Automated Client Inquiry Triage and Routing	Rochester, New York
757	HS&BA	Basic	Automated Client Tax Document Ingestion and Categorization	Dublin, California
758	Triangle Accounting	Basic	Automated Client Onboarding and Document Collection	Cary, North Carolina
759	Veris	Basic	Automated Client Onboarding and Data Collection	Mount Pleasant, South Carolina
760	Weyrich	Basic	Automated Client Data Ingestion and Validation	Lutherville-Timonium, Maryland
761	Ravix Group	Basic	Automated Client Inquiry Triage and Response	San Jose, California
762	Draffin Tucker including the practice of Baldwin & Associates LCC	Basic	Automated Client Inquiry Triage and Response	Mount Pleasant, South Carolina
763	SD Mayer & Associates	Basic	Automated Client Inquiry Triage and Routing	San Francisco, California
764	HRSS CPAs	Basic	Automated Client Onboarding and Data Collection	Houston, Texas
765	Faulk & Winkler	Basic	Automated Client Tax Document Ingestion and Categorization	Baton Rouge, Louisiana
766	Heinfeld Meech & Co. P.C	Basic	Automated Tax Document Ingestion and Categorization	Tucson, Arizona
767	Zelenkofske Axelrod	Basic	Automated client onboarding and document collection	Harrisburg, Pennsylvania
768	Albin Randall & Bennett	Basic	Automated Client Data Ingestion and Pre-processing	Portland, Maine
769	Ericksen Krentel CPAs and Consultants	Basic	Automated Client Data Ingestion and Categorization	New Orleans, Louisiana
770	Davis Martindale	Basic	Automated Client Onboarding and Data Collection	London, California
771	Marcum Asia CPAs	Basic	Automated Client Inquiry Triage and Routing	New York, New York
772	Aspire Financial	Basic	Automated Client Tax Document Ingestion and Categorization	Scottsdale, Arizona
773	Blazek & Vetterling	Basic	Automated Client Data Ingestion and Validation	Houston, Texas
774	Reese Henry & Company	Basic	Automated Client Data Intake and Pre-processing	Aspen, Colorado
775	The Accounting Office	Basic	Automated Client Onboarding and Document Collection	Northville, Michigan
776	McGregor	Basic	Automated Client Onboarding and Document Collection	Columbia, South Carolina
777	Kushner LaGraize L.L.C	Basic	Automated Client Inquiry Triage and Response	Metairie, Louisiana
778	Formerly Vavrinek Trine Day & Co. LLP Now Eide Bailly	Basic	Automated Client Inquiry Triage and Routing	Rancho Cucamonga, California
779	PDM	Basic	Automated Client Onboarding and Document Intake	Torrance, California
780	Cal Poly Accounting Club	Basic	Automated Invoice Processing and Data Entry	San Luis Obispo, California
781	BGS Consulting	Basic	Automated Client Onboarding and Document Collection	Vienna, Virginia
782	CS&L CPAs	Basic	Automated Client Document Ingestion and Categorization	Bradenton, Florida
783	WatsonRice	Basic	Automated Client Data Ingestion and Validation	New York, New York
784	KMH	Basic	Automated Client Onboarding and Data Collection	Honolulu, Hawaii
785	Wallace Plese + Dreher	Basic	Automated Client Inquiry Triage and Response	Chandler, Arizona
786	MahoneySabol	Basic	Automated Client Document Ingestion and Data Extraction	Glastonbury, Connecticut
787	Han Group	Basic	Automated Client Data Ingestion and Validation	Washington, District of Columbia
788	Rose Financial Solutions	Basic	Automated Client Onboarding and Document Collection	Rockville, Maryland
789	Wei Wei &	Basic	Automated Client Onboarding and Data Collection	New York, New York
790	Archer Lewis	Basic	Automated Client Onboarding and Data Collection	Chicago, Illinois
791	Harper & Pearson Company P.C	Basic	Automated Client Inquiry Triage and Response	Houston, Texas
792	RSM Mauritius	Basic	Automated Client Onboarding and Document Collection	Huntsville, Alabama
793	Packer Thomas	Basic	Automated Client Inquiry Triage and Response	Canfield, Ohio
794	Barton Walter & Krier P.C. CPAs and Business Advisors	Basic	Automated Client Document Ingestion and Categorization	Maple Grove, Minnesota
795	JPG	Basic	Automated Client Onboarding and Document Collection	Houston, Texas
796	TDT CPAs and Advisors P.C	Basic	Automated Client Data Ingestion and Categorization	Centerville, Iowa
797	E Tax	Basic	Automated Tax Document Ingestion and Data Extraction	Thomson, Georgia
798	Brown Smith Wallace	Basic	Automated Client Document Ingestion and Categorization	Creve Coeur, Missouri
799	Maher Duessel	Basic	Automated Client Data Ingestion and Verification	Pittsburgh, Pennsylvania
800	HK	Basic	Automated Client Onboarding and Data Collection	San Mateo, California
801	Chazin	Basic	Automated Client Onboarding and Data Collection	Nashville, Tennessee
802	Soukup Bush & Associates P.C	Basic	Automated Client Document Ingestion and Categorization	Fort Collins, Colorado
803	LUCA	Basic	Automated Client Onboarding and Document Collection	Birmingham, Alabama
804	NASBA	Basic	Automated Credential Verification and Monitoring	Nashville, Tennessee
805	PNF Accountants & Advisors	Basic	Automated Client Document Ingestion and Categorization	East Brunswick, New Jersey
806	MaloneBailey	Basic	Automated Client Inquiry Triage and Routing	Houston, Texas
807	The A Team Consulting	Basic	Automated Client Onboarding and Data Collection	New York, New York
808	Fourlane	Basic	Automated Client Onboarding and Data Collection	Austin, Texas
809	Grossberg Company	Basic	Automated Client Tax Document Ingestion and Categorization	Bethesda, Maryland
810	THE CPA FIRM of JJ the CPA	Basic	Automated Client Data Ingestion and Validation	Edmond, Oklahoma
811	RLA	Basic	Automated Client Onboarding and Document Collection	San Jose, California
812	DMLO CPAs	Basic	Automated Client Document Ingestion and Categorization	Louisville, Kentucky
813	White Zuckerman Warsavsky Luna & Hunt	Basic	Automated Client Onboarding & Data Collection	Los Angeles, California
814	Hobe & Lucas CPAs	Basic	Automated Client Data Ingestion and Validation	Independence, Ohio
815	HCJ CPAs & Advisors	Basic	Automated Client Onboarding and Document Collection	Little Rock, Arkansas
816	HLB Gravier	Basic	Automated Client Document Ingestion and Categorization	Coral Gables, Florida
817	Shannon & Associates	Basic	Automated Client Onboarding and Data Collection	Kent, Washington
818	Faw Casson CPAs	Basic	Automated Client Document Collection and Organization	Dover, Delaware
819	MMA &	Basic	Automated Client Onboarding and Document Collection	Lisle, Illinois
820	DWD CPAs & Advisors	Basic	Automated Client Onboarding and Document Collection	Fort Wayne, Indiana
821	Lauterbach Borschow	Basic	Automated Client Inquiry Triage and Routing	El Paso, Texas
822	LerroSarbey PLLC	Basic	Automated Tax Document Data Extraction and Categorization	Boca Raton, Florida
823	Walpole &	Basic	Automated Client Onboarding and Data Collection	Goleta, California
824	HC Global Business Solutions	Basic	Automated Client Onboarding and Document Collection	Walnut Creek, California
825	Suralink	Basic	Automated Client Document Request and Tracking	Salt Lake City, Utah
826	KPSR	Basic	Automated Client Onboarding and Document Collection	New York, New York
827	gish SEIDEN	Basic	Automated Client Inquiry Triage and Routing	Los Angeles, California
828	Johnston Gremaux & Rossi	Basic	Automated Client Inquiry Triage and Response	Pleasant Hill, California
829	Universal Energy Resources	Basic	Automated Accounts Payable Invoice Processing	Conroe, Texas
830	Wertz & Company	Basic	Automated Client Onboarding and Data Collection	Irvine, California
831	RitzHolman CPAs	Basic	Automated Client Document Ingestion and Categorization	Milwaukee, Wisconsin
832	PKF Mueller	Basic	Automated Client Document Ingestion and Classification	Elgin, Illinois
833	415 Group	Basic	Automated Client Inquiry Triage and Response	Canton, Ohio
834	Haskell & White	Basic	Automated Client Tax Document Ingestion and Categorization	Irvine, California
835	Johnson O'Connor	Basic	Automated Client Inquiry Triage and Routing	Wakefield, Massachusetts
836	Romanovsky & Associates	Basic	Automated Client Onboarding and Document Collection	Fontana, California
837	Gumbiner Savett	Basic	Automated Client Inquiry Triage and Response	Santa Monica, California
838	Incite Tax	Basic	Automated Client Data Onboarding and Document Verification	Draper, Utah
839	Watkins Uiberall PLLC	Basic	Automated Client Document Ingestion and Classification	Memphis, Tennessee
840	Kirsch CPA Group	Basic	Automated Client Document Ingestion and Categorization	Hamilton, Ohio
841	RESTAURANT BOOKKEEPING & CONSULTING	Basic	Automated Accounts Payable Invoice Processing	New York, New York
842	Wessel	Basic	Automated Client Inquiry Triage and Response	Johnstown, Pennsylvania
843	BGBC a Springline company	Basic	Automated Client Inquiry Triage and Response	Indianapolis, Indiana
844	THE TAX SHOP	Basic	Automated Client Data Ingestion and Validation	Moultrie, Georgia
845	Condley and Company L.L.P	Basic	Automated Client Document Ingestion and Classification	Abilene, Texas
846	SDK CPAs	Basic	Automated Client Inquiry Triage and Routing	Minneapolis, Minnesota
847	Mohle Adams	Basic	Automated Client Onboarding and Data Collection	Houston, Texas
848	William Vaughan Company	Basic	Automated Client Tax Document Ingestion and Categorization	Maumee, Ohio
849	Gilliam Bell Moser	Basic	Automated Client Document Ingestion and Triage	Burlington, North Carolina
850	RFH PLLC	Basic	Automated Client Document Ingestion and Classification	Lexington, Kentucky
851	abip CPAs & Advisors	Basic	Automated Client Onboarding and Data Collection	Houston, Texas
852	Matthews Carter & Boyce P.C	Minimal	Automated Client Inquiry Triage and Response	Fairfax, Virginia
853	Kolder Slaven & Company	Minimal	Automated Client Onboarding and Document Collection	Lafayette, Louisiana
854	The SALT Group®	Minimal	Automated Client Inquiry Triage and Response	San Antonio, Texas
855	Tax Credit Co. a Part of Experian Employer Services	Minimal	Automated Tax Document Intake and Categorization	Los Angeles, California
856	Gray Hunter Stenn	Minimal	Automated Client Inquiry Triage and Response	Oak Brook, Illinois
857	Finance Accounts Payable	Minimal	Automated Invoice Data Extraction and Validation	Enumclaw, Washington
858	Ciuni & Panichi	Minimal	Automated Client Data Ingestion and Categorization	Beachwood, Ohio
859	Shanholt Glassman Klein Kramer & Co. CPA	Minimal	Automated Client Tax Document Ingestion and Data Extraction	New York, New York

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