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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.

The Receptionist for iPad is visitor management software that allows users to calm the chaos of the front office. Our digital check-in solution is customizable to your needs; from your company branding, to configurable buttons and drag-and-drop-design badge printing. Effectively manage and track everyone who comes to your workspace and store the information securely in the cloud: no more paper visitor log!

Need easy access to consumer insights? Our intuitive platform is the answer. Get the ultra-reliable research that brands and agencies need to stay ahead of changing consumer behavior.

In a world that lives and breathes all things digital, every business is at risk. Cybersecurity has become a major problem for small and growing businesses due to limited budgets, resources, time, and training. Hackers are leveraging these vulnerabilities, and most of the existing cybersecurity solutions on the market are too cumbersome, too complicated, and far too costly.