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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.

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TriNet is a leading provider of HR outsourcing solutions built for small and midsize businesses. Its platform combines payroll, benefits, risk management, compliance, and HR technology in one integrated system. Through its PEO (Professional Employer Organization) and HR Plus (ASO) offerings, TriNet helps companies streamline HR administration, stay compliant, and access enterprise-level benefits. Businesses can run payroll efficiently, manage compliance with complex state and federal regulations, and offer competitive employee benefits with ease. The company’s intuitive HR platform also automates time tracking, leave requests, and onboarding. With TriNet, organizations can focus on growth while ensuring their people and processes are supported by expert HR guidance.