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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.

In a world that lives and breathes all things digital, every business is at risk. Cybersecurity has become a major problem for small and growing businesses due to limited budgets, resources, time, and training. Hackers are leveraging these vulnerabilities, and most of the existing cybersecurity solutions on the market are too cumbersome, too complicated, and far too costly.

Planview links your technology vision directly to teams' daily work, providing complete visibility and control over your digital product delivery ecosystem.