What's a Tech Stack?

Can you define it? Are you maximizing its efficiency within your business? 


Call it what you may...there are many terms for it: The Accounting Technology Ecosystem, FinTech, Tech Stack, Applification, or just your accounting toolkit. Your tech stack is defined as the applications you utilize to help you support and grow your business. Knowing how workflow apps and streamlining technologies impact your business in terms of time and money is a level of analysis for which most business owners and operators just don't have time. 


As a busy small business owner, can you afford to research and find the best technologies available today? and tomorrow?


As real-time data becomes more crucial for business to strategize and thrive at every stage of the business life cycle, accountants who provide oversight into the impact of a business's use of various applications become that much more crucial.  Have you taken the time to take inventory of your tech stack?


As the pace of technology increases, the reliance on real-time data has become more crucial when it comes to making important decisions that will impact your business each day. 


Have you defined your business's specific "tech stack needs"  that will automate your daily and weekly processes? How can understanding these efficiency tools make or break your success?


The vast landscape of available financial and workflow technology continues to grow and evolve with new solutions made available every day.  As a result, confusion arises, making us wonder what systems are available when it comes to the best and most profitable options. To help you better understand the different options available to support specific functions within your organization’s finance and accounting department, tax automation software, expense management, accounts payable automation and document management, 


Universal Accounting presents The Accountant, Bookkeeper and Tax Preparers Toolbox and Virtual Trade Show.


We showcase the technology that can be leveraged to automate manual data entry work,. freeing up time to enable accounting professionals to grow their advisory skills and clientele base.


How do you build a solid technology strategy to benefit your business and in turn, your clients? 

Increasingly innovative technology has enabled us as accounting professionals to create more efficient processes in our daily business moments. It is time to educate yourself, adopt new technology and establish more efficient ways of doing business with your clients. 


How can using workflow technology give you effective leverage in your specific, competitive market?


Ryan Watson, Principal at Unsourced Accounting and serving as Xero Ambassador, says. “If we can automate the kinds of things clients are used to seeing from their accountants, like basic bookkeeping and reporting, we can focus our time instead on delivering the kinds of things they’re not used to seeing – business strategy, financial modeling, and process improvement. Technology is our secret weapon, so nailing the tech stack for each client and workflow is critically important.”


“It’s not just about apps. We ALL experience app overload. It’s also about your processes.” In this industry, change is happening with applications automating our workload. 


Are the newest apps really that important to an existing business?


The virtual trade show demonstrates just how rapidly change happens. “The sheer number of players in the accounting technology field has increased rapidly,” says Kacee Johnson, Founder of Blue Ocean Principles. “There are new solutions every year in addition to the familiar ones that accounting professionals have to evaluate and consider. As technology changes, so do the players. The number grows as fast as technology changes.”


When it comes to new technology, disruption is inevitable. What isn’t guaranteed is the fate of those who can't adapt to change and embrace new ways of working. Machine learning and artificial intelligence are changing the way software helps accountants work smarter and faster. The next wave of accounting is just forming. By taking these steps, you can put yourself on the path to a strong future.

Are you taking time to work ON your business, not just IN it? 

At Universal Accounting, helping the accounting and tax professionals succeed in their business is our primary mission. Using efficient processes and apps are vital to this ever-moving goal. Universal Accounting's Virtual Trade Show and Toolbox fills a constantly changing need. 


We also help you to keep the health of your business in check as well. As you take the time to utilize your processes – on-boarding new team members, on-boarding clients, adopting technologies, creating security protocols and processes for your firm and your clients, your Universal Accounting Toolbox is at your side, ready to help you automate and streamline your processes.

Take stock in what your company needs on a regular basis. Keep up to date with best practices and new possibilities. UA's Virtual Trade Show is an excellent way to automate your tasks, freeing you up to laser focus on client needs.

With technology ever-changing, how can you MAXIMIZE its efficiency and set the course of your business on a more solid path to success with the newest tools?

Universal's Virtual Trade Show and Toolbox puts efficiency apps and financial tools in your hands when you need them. Your success begins with this evolving collection of the newest and most profitable tools available today. Let Universal Accounting survey the moving landscape across today’s accounting technology companies from platforms to HR to app integrators, and keep your toolbox updated with the most current tools available to you!


If you are a vendor and would like your product, app, or service in this Online Trade Show click here.

Virtual Trade Show and Toolbox

Tech Stack

  • 1

    Welcome and Introduction

    • Welcome Accountants, Bookkeepers and Tax Preparers

  • 2

    Index of Tools

    • Toolbox Categories and Trade Show Index

  • 3

    365BooksPro - Outsource Support

    • Accounting BPO

    • Who is 365BooksPro?

    • Building a thriving accounting firm interview with Roger Knecht and Melanie Macatangay

  • 4

    AbacusNext - Office Tools for Accountants

    • Office Tools Cloud

    • Office Tools Workspace

    • Office Tools: The Ultimate Practice Management Software

    • More information

  • 5

    Adam's Setting Up Your Business Checklist - Start Today

    • Adam Syvock's "Setting Up Your Business Checklist" Download

    • Client Onboarding

    • Word Document of Client Onboarding

    • MONTHLY BOOKKEEPING WORKFLOW

    • The Master Coaching Playbook

  • 6

    ADVANCED WEBINARS by Hector Garcia, CPA - Additional Training

    • ADVANCED WEBINARS by Hector Garcia, CPA

  • 7

    Avalara - Sales and Use Taxes

    • Sales Tax Suite

    • Prospecting Sheet

    • Why use Avalara?

  • 8

    Bill.Com - Accounts Payable and Accounts Receivable

    • Bill.Com

  • 9

    Bookkeep - e-Commerce Integration tools

    • Bookkeep

  • 10

    Botkeeper - Accounting Artificial Intelligence

    • Botkeeper - The Future of Bookkeeping

  • 11

    busybusy - Contractor and Construction Time Tracking Tools

    • busybusy!

  • 12

    Canopy - Client Management Application

    • Get Canopy

  • 13

    Cash Flow Advisory Certification - David Safeer International

    • Cash Flow Advisory Certification - David Safeer International

    • More information

  • 14

    Cherry - Accounts Payable Automation

    • Shtar is now CHERRY - Autonomize Payments, Invoicing and Reconciliations

  • 15

    Collbox - Collections Solutions

    • Click Completer & Continue at the bottom for more information

    • Collbox - Debt Collection at the Push of a Button

  • 16

    Corpay - Expense Management

    • Corpay - Business Cards

  • 17

    CPACharge - Payment Acceptance

    • CPACharge

  • 18

    Divvy - Expense Management

    • The credit & software your business needs to thrive.

    • Divvy Executive Briefing

    • Time Saving Financial Process

  • 19

    Dope CFO - Cannabis and CBD Accounting and Tax Training

    • Cannabis and CBD Accounting Training

  • 20

    Gusto - Payroll Services

    • Gusto

    • Contact Gusto for more information and special deals for you and your clients

  • 21

    Hour Timesheet - Time Tracking Software

    • Hour Timesheet

    • Try it FREE!

  • 22

    Human Interest - 401(k)

    • Human Interest

  • 23

    Hurdlr - Accountant's Dashboard

    • Hurdlr Pro

    • Hurdlr Pro Accountants Version

  • 24

    IGNITE Practice Management -Firm growth, Staff management and Partner performance

    • IGNITE Practice Management

    • 7 Powerful Modules brimming with proven ideas from Mark Lloydbottom, FCA

  • 25

    ImagineTime - Practice Management Software

    • Practice Management Software

  • 26

    Intuit QuickBooks ProAdvisor Programs - Additional Training

    • ProAdvisor Programs

  • 27

    Jirav - Forecasting and Budgeting

    • Jirav - Client Advisory Services

    • Learn More

  • 28

    Keeper - Client Management Applications

    • Keeper

  • 29

    Knowify - Construction Management Software

    • Get to know Knowify for your clients

  • 30

    Liscio - Client Management Applications

    • Liscio: The all-in-one customer experience platform to run your front office remotely.

    • What to Do When Clients TEXT You

    • Liscio Newsletter

    • Help your clients be more successful

  • 31

    Melio - Accounts Payable Automation

    • Pay Vendors and Contractors

  • 32

    MineralTree - Accounts Payable Automation

    • MineralTree

  • 33

    Minute7 - Time Tracking Software

    • Minute7

  • 34

    MNCO - Outsourcing

    • About MNCO Global

    • MNCO Global

  • 35

    Once Accounting - Client Integration Platform

    • Once Accounting Information - Press Complete and Continue at the bottom of the screen

    • Once Product Market Comparison - Press Complete and Continue at the bottom of the screen

    • Once Accounting

  • 36

    PATH by Simplex - Financial Dashboard

    • PATH by Symplex

  • 37

    Patriot - Accounting Software

    • Roger and Scott Nelson discuss Patriot Accounting Software

  • 38

    Patriot - Payroll Software

    • Roger Knecht and Scott Nelson discuss Patriot Payroll

    • How easy is it to run a payroll with Patriot?

  • 39

    Paychex® - Payroll Agency

    • HR, Payroll, Benefits and Insurance Service

    • Tax Season Tools

  • 40

    Payroll Restoration - Other Payroll Services

    • Payroll Restoration

  • 41

    Pixie - Workflow Templates, Processes and Organization

    • Roger and Jordan discuss Pixie Workflow

    • Walk through Pixie with Roger and Jordan

    • Discover how to onboard your new clients in less time and with less stress

    • USA Onboarding Workflow Guide

    • Free Trial

  • 42

    PostcardMania - Postcard Mailing Services

    • Postcard Mailing Experts

    • PostcardMania Postcard marketing and more

    • Free Mailing List

  • 43

    Prime Corporate Services - Business Services

    • Corporate Services

  • 44

    Proadvisor Marketing - Contract Marketing

    • Meet Kristen Corey, An Online Marketer With An Accounting Background

    • ProAdvisor Marketing

  • 45

    QB Power Hour - Additional Training

    • QB Power Hour

  • 46

    Relay - Business Banking

    • Relay Business Banking Overview

    • More information on Relay

  • 47

    Shogo - Accounting Systems/Software Tools

    • Shogo - Click Completer & Continue at the bottom for more information

    • Shogo.io

  • 48

    Skyline Payment Services - Get Paid Faster

    • Get Paid Faster

    • Skyline Payment Services

  • 49

    Sovos - Sales and Use Tax Automation Tool

    • Sovos

  • 50

    TaxDome- Client Management Platform

    • TaxDome

  • 51

    Taxfyle - Become a Pro (CPAs and EAs)

    • Earn more as a Taxfyle Professional

    • Taxfyle - Become a Pro

  • 52

    Taxfyle - B2B (Outsourcing)

    • Outsource with Taxfyle

    • Taxfyle - Too many returns? Outsource your tax returns

  • 53

    The Tax Book - Tax Reference and Support

    • TheTaxBook

  • 54

    The CFO Project

    • The CFO Project Program

  • 55

    Tipalti - Accounts Payable Automation

    • Global Accounts Payable Automation

    • Datasheet—Tipalti- Powering Payables, Today and Tomorrow

    • How to Escape the Manual AP Processing Trap

  • 56

    TOA Global

    • TOA Global

  • 57

    Truly Financial - Small Business Banking

    • Use Truly Financial to build your business

  • 58

    UnCat - Business Inelegance

    • Categorize all of the UnCategorized Transactions

  • 59

    Veem - Payment Solutions

    • Veem - Payment Solutions

    • Veem for Accountants

  • 60

    Vertical IQ - Industry-based Intelligence

    • Vertical IQ CPA Overview

    • Vertical IQ with Roger Knecht and Bobby Martin CEO & Co-Founder

    • Learn more

  • 61

    ZenBill - Accounts Payable Automation

    • ZenBill Accounts Payable Automation

  • 62

    Team Brolin

    • 2022 Team Brolin Home Run Tech Stack

Social proof: reviews

5 star rating

The Professionals Toolbox

Roger Knecht

Love having in one location the solutions to various challenges and opportunities. Thank you.

Love having in one location the solutions to various challenges and opportunities. Thank you.

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5 star rating

Bookkeeping and Tax Toolbox and Virtual Tradeshow

Manwere Watananga

Great course jampacked with useful and practical information to run a bookkeeping or accounting practice successfully. Well presented. I have learnt a ton of...

Read More

Great course jampacked with useful and practical information to run a bookkeeping or accounting practice successfully. Well presented. I have learnt a ton of stuff about running a practice. I am truly grateful

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5 star rating

Wow! what a great course.

Jeff Street

Lot's of Info

Lot's of Info

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5 star rating

Bookkeeping & tax toolbox was helpful

Shamika Smith

Was very short,straighforward and easily explain. Very helpful

Was very short,straighforward and easily explain. Very helpful

Read Less