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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.

Assess how your company's digital footprint can be leveraged by cybercriminals. Identify the most at-risk individuals using thousands of public data points and take steps to proactively defend them.

DeskTime is a high-performance, automated time tracking and workforce management solution for teams and freelancers. It runs silently in the background, logging computer activity from the moment of boot-up to ensure 100% accurate data without the need for manual timers.

Slash response times for questionnaires, audits, and RFPs by up to 90%. OptiValue.ai automates the heavy lifting, freeing your team to focus on strategic priorities with intuitive tools for seamless review and validation.