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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.

Manage your business as a unified system of interacting processes. Use BPMN 2.0 for low-code process modeling by business people. Follow your strategic goals with process architecture that always corresponds to the structure of an actual business.

AI-Assisted features of the Ango Hub will automate your AI data workflows to improve data labeling efficiency and model RLHF, all while allowing domain experts to focus on providing high-quality data.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business. Whether it’s customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless.