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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.

Plan more projects with Worksection. Use Gantt chart and Kanban boards to organize your projects, get your team onboard and assign tasks and due dates.

For organizations seeking the most effective way to prevent malware and ransomware in their environments. It has been designed to provide scalable, efficient endpoint security for organizations with even the most diverse architectures and rigorous compliance requirements. Built by practitioners for the world’s largest and most secure organizations, Airlock Digital delivers precision Application Control & Allowlisting for the modern enterprise.

Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler.