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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.

ShareMyToolbox is a tool tracking solution that enables companies to track individuals who are responsible for tools and small equipment. Mobile users are able to search the company tool inventory, request tools and accept tool assignments with Apple or Android devices such as phones or tablets. Built for contractors, the system was designed to be extremely easy to use.