Driving Business Growth In The Modern Firm

Bringing clarity, understanding and efficiency to your firm’s learning and compliance landscape.

Modus is a technology company & strategic acquirer of CPA firms. We’re backed by Lightspeed Ventures with the ambition to be the world’s largest tech-enabled auditor. Our goal is to deliver the highest quality audit service, in a fraction of the time.

For top 500 CPA firms – we’d like to be your long-term technology, capital, and growth partner. Contact us at team@modusaudit.com

Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc. (NYSE: LOB), is a digitally focused, FDIC-insured bank serving customers across the country. Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.

Live Oak is undeniably different than other financial institutions. In 2008, our founders set out to revolutionize banking. Learn more about the bank’s origin story and how we launched our mission to be America’s small business bank.

Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

Helping you unlock the firm you always wanted.

And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.

Since 2002, we’ve been delivering purpose-built solutions for accounting professionals and their connected clients. Our focus has been clear: To help the profession continually progress by providing secure, advanced and easy-to-use solutions and services – and all with dedicated, expert support.

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning in order to translate wealth into fulfillment.

Enabling Accounting Firms Through Technology & Innovation

At Karbon, we’re inspired by the impact accounting firms have, and we’re driven by a desire to see them succeed. We give them the platform, we give them the support and knowledge, and we champion them.

QX Accounting Services is a market-leading offshore partner for CPAs and accounting firms delivering scalable audit, bookkeeping, tax, payroll, and automation support.

QX Accounting Services (QXAS), part of QX Global Group, supports 500+ accounting firms worldwide, including Top 100 and PE-backed firms. Backed by Long Ridge Equity Partners, QXAS drives smarter, tech-enabled operations through automation and tailored outsourcing. With 1,100+ accounting professionals and a global team of 3,000+ across India, the US, and the UK, QXAS delivers ISO-certified, GDPR- and SOC II-compliant services, and is a Great Place to Work accredited company.