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Keeper.app

Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.

Nexxess International

Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.

Ondaro (formerly Cask NX)

Ondaro, formerly known as Cask NX, is a business and technology consulting firm based in the USA. Founded in 2004, the company has a team of approximately 51-200 employees. Ondaro focuses on helping organizations enhance their operations and achieve growth through technology-driven solutions. The firm specializes in a variety of services centered around the ServiceNow platform. These include business and technology consulting to optimize operations, the development of ServiceNow-based applications that improve user experiences, and the integration of Generative AI to boost productivity. Ondaro also offers HR service delivery solutions with their product "Cask HR Essentials," which automates HR processes, and provides asset data migration services to facilitate efficient transitions to ServiceNow. Ondaro serves a diverse clientele, including state agencies and global manufacturers, helping them modernize operations and improve efficiency through strategic technology initiatives. The company positions itself as a partner for organizations looking to leverage advanced technology solutions for business transformation.

TD

TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.