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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.

Klaviyo unifies your customer profiles by capturing every event, and then lets you orchestrate your email marketing, SMS marketing, push notifications, WhatsApp, and RCS campaigns in one place. Klaviyo AI helps you build audiences, write copy, and optimize — so you can always send the right message at the right time, automatically. With real-time attribution and insights, you'll be able to make smarter, faster decisions that drive ROI.