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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box. Suitable for any business size or industry 3CX can accommodate your every need; from mobility and status to advanced contact center features and more, at a fraction of the cost. 3CX makes installation, management and maintenance of your PBX so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise on Windows, Linux or in the cloud.