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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.

UnForm® is a platform-independent software product that creates, delivers, stores and retrieves graphically enhanced documents from ERP application printing. A complete, end-to-end document management solution, UnForm interfaces at the point of printing to produce documents in various formats for printing and electronic delivery.

Enable your employees to easily book desks, meeting rooms, parking spots, equipment, and more – all in one place. With flexible rules and group permissions, you stay in full control of who can access what.

Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track.