Socius is a Microsoft Partner with Gold and Silver competency certifications, a Sage Authorized Partner, a NetSuite Partner and a SYSPRO Partner.

In order to most efficiently and effectively provide our services and solutions to organizations across the globe and in specific industries, we have formed strategic alliances with other Microsoft Dynamics organizations to deliver “best-of-breed” services. In addition, Socius partners with several Independent Software Vendors (ISVs) to provide additional functionality to our ERP and CRM solutions. Many of these partner organizations are reflected in the list below.

If you are interested in learning more about any of the partners below, then please contact us.

Colorado Springs, CO | 719-433-7000

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage 100 ERP | Sage 500 ERP

Accellos is a global provider of software solutions specifically designed for the unique needs of logistics service providers and small and midsized businesses (SMB). Over 3,000 companies trust Accellos to be the technology backbone of their global supply chains. Accellos provides solutions for warehouse management systems (WMS), third party logistics (3PL), fleet management, transportation management systems (TMS), trading partner integration (EDI), automated barcode data collection, parcel shipping, transportation optimization and supply chain business intelligence.

ADAP-logo-H-4c_450Adaptive Insights
Palo Alto, CA | 800.303.6346

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage 500 ERP

Adaptive Insights is the leader in corporate performance management (CPM). Via its software as a service (SaaS) platform, the company offers budgeting software, forecasting software, and capabilities for financial reporting, planning, forecasting,consolidation, and visual analytics dashboards, providing greater business intelligence to empower finance, sales, and other business leaders with insight to drive true competitive advantage. The Adaptive Suite is sold direct, and through Adaptive Insights’ robust cloud CPM channel ecosystem of 200+ partners.More than 2,600 companies in 85 countries use Adaptive Insights. These range from mid-sized companies and nonprofits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Siemens.

Laguna Hills, CA | (800) 997-9921 x1255

INTEGRATES WITH: Sage | Microsoft Dynamics

Altec is the provider of DocLink, enterprise document management and workflow solution which streamlines any business process and provides improved visibility and control to the entire document lifecycle. DocLink offers a secure, single repository to store, search for, retrieve and send all documents, effectively eliminating the need to file paper documents while improving organizational efficiency and reducing costs associated with human errors. With DocLink, businesses easily enhance productivity, collaboration, and communication for any document, any process, anywhere.

Bainbridge Island, WA |206-826-4900

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage 100 ERP | Sage 500 ERP | SYSPRO

Avalara is the fastest, easiest, most accurate and affordable way to calculate sales tax, manage exemption certificates, file returns, and remit payments across multiple tax regions. Our tax decision engine determines rates based on 100,000+ taxability rules in 11,000+ taxing jurisdictions and instantly applies them to each transaction.

BS_Logo_CMYK-PNGBinary Stream Software, Inc.
Burnaby, BC | 604.522.6300

INTEGRATES WITH: Microsoft Dynamics GP | Microsoft Dynamics AX

Binary Stream is a Microsoft Gold Certified, award-winning provider of powerful and affordable enterprise solutions, with over 1,300 customers across a wide range of industries, Binary Stream develops enterprise-grade, add-on software that enhances Microsoft Dynamics GP and AX. Our solutions are scalable, simplifies complex business processes, and saves our clients time and money.

BM-Tag-Hi-CMYKBlue Moon Industries
Providence, RI | 401-276-9000

INTEGRATES WITH: Microsoft Dynamics GP

Blue Moon provides critical accounting and distribution functionality. This includes fully scalable warehouse automation with EDI integration, from basic pack and ship to seamless integration with warehouse management systems. Blue Moon also provides manifest entry and tracking, chargeback tracking and processing, customer consignments, invoice automation, online invoice processing and presentment, and solutions for other critical business functions.


INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Sage 100 ERP | Netsuite

Wolters Kluwer Tax & Accounting US, ( and (, is a leading provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager®, CCH® Sales Tax Office, CCH® Sales Tax CORE, Tax Interchange for Retail, and the U.S. Master Tax Guide®.

(888) 214-4228

INTEGRATES WITH: Microsoft Dynamics CRM

ClickDimensions is the highest rated marketing automation solution for Microsoft Dynamics CRM. It enables you to see who is interested in your products/services, gauge their level of interest and determine and execute next steps through social discovery, web intelligence, email marketing, lead scoring, nurture marketing, form and survey captures, and more.

CRG-LogoCorporate Renaissance Group
Ottawa, Ontario | 613-232-4295

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL

Corporate Renaissance Group (CRG) is a global provider of innovative products and services that help Microsoft Dynamics customers drive financial performance and improve operational effectiveness. CRG helps companies improve productivity and make better decisions by offering a diverse suite of products for data automation (Changer, Re-Formatter, Company Combiner, AA Tools, Reverser, Merger and Linker Series), financial planning and analysis (Cost Allocator and BI cubes), and employee performance management (emPerform). CRG Changer, Certified for Microsoft Dynamics GP, is used by thousands of end customers around the world. CRG is a Microsoft Gold Certified Partner providing expertise that extends beyond Microsoft technologies: costing, business intelligence, management consulting, and employee performance management.

eone color logo pngeOne Solutions
Fargo, ND | 888.319.3663

INTEGRATES WITH: Microsoft Dynamics CRM | Microsoft Dynamics GP

Headquartered in Fargo, ND, eOne Solutions is the proud creator of smart, configurable, and integrated software tools for business platforms and web services including Microsoft Dynamics GP, CRM, Microsoft SQL, and Founded in 2001, eOne has a family of seven flagship products specifically designed to enable business users with the easiest way to view, automate, report, and take action on information – including SmartConnect, Extender, SmartList Builder, SmartView and more. In 2005, Microsoft and eOne built one of the most successful OEM partnerships in the history of Dynamics. With more than 13,000 companies trusting eOne tools daily and over 21,000 installs worldwide, eOne helps more Dynamics customers and partners than any other ISV or service provider.

ex.logo.GrayBlue.1000pxExperlogix, Inc.
Santa Barbara, CA | 805.504.9729

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics NAV

Experlogix is dedicated to providing fully integrated quote and order automation solutions for Microsoft Dynamics CRM, NAV, GP and AX. Available via the web or offline, Experlogix Configurators deliver the scalability and flexibility needed to handle virtually any complex quote and order requirement at a low total cost of ownership. More than 900 companies worldwide in a variety of industries rely on Experlogix, including Konica Minolta, Mitsubishi Caterpillar Forklift Europe, iBahn, Husky Injection Molding Systems, Hitachi Construction Machinery, AMX and FEI Company.

Urbandale, Iowa | 877-893-6295

INTEGRATES WITH: Microsoft Dynamics AX | Dynamics CRM | Dynamics GP | Dynamics NAV | Dynamics SL

Fastpath is the leader in audit, compliance and security solutions for mid-market companies, especially those using the Microsoft Dynamics platform. With our solutions, customers can automate their IT and financial controls and improve their security while lowering their costs.

Jacksonville, FL | 888-255-3815

INTEGRATES WITH: Microsoft Dynamics GP | Microsoft Dynamics SL

Greenshades Software handles the headaches that come along with running payroll so our clients can focus on more important things. Most of our solutions work by integrating directly into the accounting systems that are already in place, such as the Microsoft Dynamics line, increasing the value of software you already own.

kwiktagImageTag, Inc.
Tempe, AZ | 888.594.5824

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL

KwikTag is a patented and innovative document management platform which embeds within ERP systems to provide rapid document access and powerful workflow capabilities designed to automate any document-burdened process or department. Unlike any other document management system, the KwikTag platform offers KwikApps, which are packaged workflow applications designed to automate a specific business process such as Accounts Payable, Expense Management, Applicant Tracking, Employee Onboarding, Corporate Forms Management and more.

V9-Jet-Blue-Blk-LogoJet Reports
Portland, OR | 503-608-3602

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV

With over 100,000 users in 94 countries, Jet Reports is the most widely used reporting and Business Intelligence solution for Microsoft Dynamics. Gain immediate access and insight into your critical business data. Jet Reports’ solutions are drag-and-drop simple so business users can generate reports and mobile dashboards within minutes.

Plymouth, MI | 855-k-eCommerce

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics CRM

k-eCommerce delivers an innovative cloud-based eCommerce solution that simplifies and accelerates your ability to sell online. Fully integrated with the Microsoft Dynamics™ suite, our solution offers a complete omnichannel platform for B2C and B2B. Whether in the wholesale, distribution, or retail industry, this highly scalable and turnkey solution offers organizations the flexibility to grow their business online.

Lanham_color_logoLanham Associates
Norcross, GA | 678-379-4200

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Sage 500 ERP

Lanham Associates provides Supply Chain solutions and services, built directly inside Microsoft Dynamics NAV, for midmarket distributors looking to streamline operations, increase productivity, cut costs and improve the bottom line. Through its sister company, Absolute Value, the firm also offers a demand planning and multi-site replenishment solution which can be integrated with a variety of ERP systems and is available in the cloud or as an On-Premise offering.

Laguna Hills, CA 92653 | 888-635-6762

INTEGRATES WITH: Microsoft Dynamics GP

Mekorma MICR is designed to improve efficiency and simplify your payment processing. We offer MICR Check Printing, Secure Approval Workflow and Encrypted Electronic Signatures that proved security for your checks and EFTs. Our invoice selection tools can help speed up your batch creation process. Mekorma also offers additional products like; Multi-Batch Print and Post that allows you to process all your check and EFT batches across companies from one screen.

Delafield, WI | 262-646-3590

INTEGRATES WITH: Microsoft Dynamics GP

PanatrackerGP extends Dynamics GP to mobile devices to access inventory and fixed asset data and capture transactions at the point and time the transaction occur. Our embedded solutions transforms your GP investment to a Warehouse Management System or Fixed Asset tracking tool.  Panatrack offers scalable solutions that are easy to learn for the user and fast to implement.

Miami, FL | 877-727-3799

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics SL

PaperSavePro is the leader in providing invoice automation, electronic workflow and document management Dynamics clients. Our unique integration provides one click access to documents related to a Dynamics record or the ability to pull all documents for every record in a SmartList/Query! PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Paramount WorkPlace
Walled Lake, MI | (248) 960-0909

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage 100 ERP | Sage 300 ERP | Sage 500 ERP

Advanced web-based & mobile Requisition, Procurement, and Expense for mid-market organizations across a range of industries.  Trusted by global, national, and local Brands for its powerful capabilities, intuitive features, ease of use, and deployment as SaaS/cloud-based, hosted, and on-premise.  Paramount WorkPlace can be a stand-alone solution or seamless out-of-the-box integrated extension of Microsoft Dynamics GP, NAV, SL, AX; Sage ERP 100, 100c, 300, 300c, 500; Sage Intacct, Blackbaud Financial Edge, Blackbaud NXT, Acumatica, and NetSuite.


Bellevue, WA | 734.302.2316

ReQlogic for Microsoft Dynamics delivers powerful browser-based functionality to drive eProcurement, requisitions, invoices, expense reports, and time tracking throughout your business, powering efficiency and controlling costs.

  • Manage maverick spending
  • Simplify your purchasing process
  • Automate your workflow throughout the procurement process from requisition through invoicing

With over 40,000 users worldwide, ReQlogic has the functionality, the in-market experience and the support services you need to add value to your Microsoft Dynamics environment.

SalesPad Solutions
Grand Rapids, MI | 616-245-1221

INTEGRATES WITH: Microsoft Dynamics GP

SalesPad Solutions delivers easy to use tools to enhance your Microsoft Dynamics GP experience, including flagship product SalesPad, which makes sales and customer service teams more effective with quick order entry, complete inventory visibility, easy access to customer information, configurable workflow, and more.

Manchester, NH | 603.622.5109

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage SalesLogix

Scribe is a top provider of cloud and on-premise data integration solutions worldwide. With over 12,000 customers and a Microsoft President’s Award winner, Scribe has proven its ability to deliver cost-effective, reliable data solutions that give both its customers and partners a competitive advantage in business today.

SOL_Logo_RGB_LargeSolver, Inc.
Los Angeles, CA | 310-691-5300

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics GP | Microsoft Dynamics NAV | Microsoft Dynamics SL | Sage 500 ERP

Solver is the leading provider of complete BI solutions for today’s mid-market enterprise and the company has been at the forefront of BI technology for over a decade. Solver’s BI360 solution is a powerful, Microsoft-based suite of modules for reporting, budgeting, dashboards, and data warehousing.

SPS logo horiz Blue with tagline jpegSPS Commerce
Minneapolis, MN | 612-326-7375

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Microsoft Dynamics NAV | Sage 100 ERP | Sage 500 ERP

SPS Commerce perfects the power of trading partner relationships with the industry’s most broadly adopted, retail cloud services platform. As a leader in cloud-based supply chain management solutions, we provide prewired, proven integrations and comprehensive retail performance analytics to thousands of customers worldwide. With a singular focus on the retail marketplace, we revolutionized traditional EDI systems by developing a platform that enables highly cost-effective and reliable trading partner collaboration. SPS Commerce has achieved 56 consecutive quarters of revenue growth and is headquartered in Minneapolis. For additional information, please contact SPS Commerce at 866-245-8100 or visit


Philadelphia, PA

INTEGRATES WITH: Microsoft Dynamics AX | Microsoft Dynamics GP | Sage 100 ERP | NetSuite |

Vertex SMB is built upon Vertex Inc.’s more than 35 years of tax expertise and position as the leading provider of corporate tax software and services. With Vertex SMB, growing businesses can realize the benefits of performing sales and use tax processes on the most advanced calculation and returns software platform in the industry. The solution is available for use as a stand-alone solution or integrated directly with mid-market ERPs and ecommerce platforms. From tax calculations to outsourcing services that include returns filing and payment processing, Vertex SMB provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.

For additional information, please contact Vertex at 855-221-5885 or visit