Proud sponsor PASBA Fall Management Conference 2026

Are You Ready to Connect at the PASBA Fall Management Conference 2026?

Join us in Louisville from November 2–5 to explore practical ways to manage your firm’s accounting and tax workload. Discover flexible staffing options, learn about our services, and ask about special pricing for PASBA attendees.

View PASBA Attendee Offers Send an Inquiry
Connect with CapActix at PASBA
  • DateNovember 2–5, 2026
  • LocationLouisville, KY, USA
  • Offers available untilDecember 31, 2026
Our sponsorship

Why CapActix Is Sponsoring PASBA

The PASBA Fall Management Conference is a chance for accounting firm owners and managers to share ideas, plan for busy periods, and talk about what their firms need.

CapActix offers a wide range of accounting and tax preparation services. We help firms manage day-to-day work and prepare for busy seasons. At the conference, we look forward to learning about your needs and discussing how we may help.

Exclusive for PASBA attendees

Special Pricing for PASBA Attendees

Explore five ways to get extra support for your firm. These special prices are available to PASBA Fall Management Conference attendees.

Hire a Tax Preparer

Get help preparing individual and business tax returns when work gets busy.

Original: $2,800/monthPASBA Special$2,000/month
  • Prepare Forms 1040, 1065, 1120, 1120S, 990 and more
  • Prepare federal and state tax returns
  • Enter tax data and prepare supporting workpapers
  • Organize tax documents and client information

Hire a Tax Reviewer

Have tax returns checked before filing to help catch missing details and errors.

Original: $3,000/monthPASBA Special$2,400/month
  • Review tax returns and supporting workpapers
  • Check calculations and data entry for accuracy
  • Check consistency across forms and schedules
  • Check required forms and documents for completeness

Hire an Accountant

Get help with daily bookkeeping and accounting, so your firm can spend more time with clients.

Original: $2,400/monthPASBA Special$1,900/month
  • Bookkeeping and general accounting
  • Payroll, accounts payable and receivable
  • Inventory tracking and bank reconciliations
  • Month-end reports and account updates

Hire an Account Manager

Help organise daily work, assign tasks, track deadlines, and keep clients updated on progress.

Original: $3,500/monthPASBA Special$2,800/month
  • Coordinate daily workflow, task assignments, and deadlines
  • Monitor work status and follow up on outstanding items
  • Support client communication and issue escalation
  • Coordinate month-end close and reporting deliverables

Virtual CFO Services

Give your clients help with budgets, cash flow, and business decisions without hiring a full-time CFO.

Trial offerTry it free5 Hours FREE
  • Profitability and margin analysis
  • Business and operational performance analysis
  • Cash-flow forecasting and planning support
  • Management reports for informed decisions

These special offers are available to PASBA Fall Management Conference 2026 attendees until December 31, 2026. Terms and conditions apply.

Meet our leadership

Let’s Talk Tax Season Over Coffee

We welcome the chance to learn what matters most to PASBA members and get to know accounting firms from across the profession.

We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work.

Chirag Koshti, CEO & Co-Founder, CapActix
Chirag KoshtiCEO & Co-Founder Connect on LinkedIn
Dinesh Suthar, Director – Digital Transformation, CapActix
Dinesh SutharDirector – Digital Transformation Connect on LinkedIn
Plan ahead with CapActix

Plan a Smarter Tax Season 2027

Every firm works a little differently. We would like to learn about your priorities and explore simple ways to organise accounting and tax work before the next busy season.

Map Your Tax Season Workflow

Look at how many returns you expect, key deadlines, how work moves between people, and where extra help may be needed. Planning early can make it easier to share work and stay on schedule.

Find Opportunities for Automation

Look for repeat tasks, such as tracking documents, moving data, matching accounts, and updating work status. Your existing software may help make some of these steps easier, leaving more time for checks and client questions.

Add the Right Support at the Right Time

Talk with us about accounting, tax preparation, tax review, or virtual CFO support based on your workload. You can plan for busy periods while keeping control of client relationships and final decisions.

Software and digital workflows

Software Technologies We Work On

We work with a range of accounting and business software. Tell us which tools your firm uses, and we can discuss ways to make everyday tasks and work tracking easier.

  • QuickBooks
  • Xero
  • Sage
  • Zoho
  • Paychex
  • ADP
  • CaseWare
  • AuditBoard
  • Archer
  • MiniBridge
PASBA Membership

CapActix Is a Proud PASBA Associate Member

As a PASBA associate member, CapActix welcomes the chance to learn from members, understand what their firms need, and build lasting relationships across the profession.

We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work. We welcome conversations about your goals for Tax Season 2027, including workload planning, staffing needs, and opportunities to make repeatable processes more efficient.

We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work.

Flexible Support Options

Choose a Hiring Model That Fits Your Firm

Choose full-time support, part-time help, or hourly support for projects and busy periods. Our professionals can work with QuickBooks, Sage, Xero, Zoho, ADP, and other software your firm uses.

Full-Time Monthly Support

8 hours/day · 5 days/week

160 Hrs / Month
  • A dedicated full-time team member
  • Works with your time zone and software
  • Billing in advance
  • Terms & conditions apply
Choose This Plan

Part-Time Monthly Support

4 hours/day · 5 days/week

80 Hrs / Month
  • Regular support for a growing firm
  • A dedicated part-time team member
  • Billing in advance
  • Terms & conditions apply
Choose This Plan
FOR BUSY PERIODS

Hourly Support

Pay only for the hours you use

Min. 50 Hrs / 2 Months
  • Flexible help for short-term projects
  • Adjust support to match your workload
  • Billing in advance
  • Terms & conditions apply
Choose This Plan
What Happens Next

How the Hiring Process Works

Choose a Support Model

Choose hourly help for busy periods or monthly support for ongoing work.

Review Candidate Profiles

Look through a shortlist of candidates who match your needs.

Interview and Select

Interview the candidates and choose the person who feels right for your firm.

Get Started

We will help with orientation, system setup, and training before work starts.

Security and Quality

Protecting Client Data

Our certifications and security practices help us protect information, maintain service quality, and respect client privacy.

AICPA SOC 2 Type II

Independent audits review controls designed to keep client data secure, available, and confidential.

ISO 27001:2013

A framework for managing information security and protecting sensitive financial records.

ISO 9001:2015

Processes that help us deliver consistent, quality work.

GDPR Compliant

A commitment to protecting personal information and respecting privacy.

FAQs

PASBA Conference FAQs

Will CapActix attend the PASBA Fall Management Conference 2026?

Yes. CapActix is a proud sponsor of the PASBA Fall Management Conference 2026 in Louisville, Kentucky. Members of our leadership team will attend.

How can I meet the CapActix team at PASBA?

Use the form below to tell us which days you will attend. We will contact you to arrange a meeting. You can also email biz@capactix.com.

Who is eligible for PASBA attendee pricing?

These offers are for PASBA Fall Management Conference attendees. Mention PASBA when you contact us so we can confirm which offer applies.

Do I need to hire CapActix during the conference?

No. You can meet with us, talk about what your firm needs, and ask for a quote before making a decision. Attendee pricing is available until December 31, 2026.

What services can I discuss with CapActix?

You can ask us about accounting, bookkeeping, payroll, accounts payable and receivable, tax preparation, tax review, and virtual CFO services. We can discuss what may work best for your firm.

What should I prepare before meeting CapActix?

It helps to tell us how big your firm is, which software you use, what work you need help with, and when you are busiest. This gives us a clear starting point.

What is the CapActix booth number?

Does CapActix have a special offer for PASBA attendees?

Yes. The offer includes five free hours of Virtual CFO services for conference attendees. Contact us to confirm the terms and see if the service is right for your firm.

Contact our team

Tell Us What Your Firm Needs

EventPASBA Fall Management Conference 2026
DateNovember 2–5, 2026
LocationLouisville, KY, USA

Send an Inquiry to CapActix

Tell us a little about your firm and the help you need. We will get back to you to discuss your options and what to do next.

  • Email: biz@capactix.com
  • USA: +1 201-778-0509
Thank you. Your inquiry has been noted. The CapActix team will follow up with you.