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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.

Assembled is the only platform that unifies AI agents and intelligent workforce management to power fast and flexible support operations. Built for scale, we help teams automate over 50% of customer interactions, forecast with 90%+ accuracy, and optimize staffing across in-house and BPO teams. Orchestrate every chat, email, or call, balancing workloads between human and AI agents in real time — without sacrificing quality or control. Trusted by Stripe, Canva, and Robinhood, Assembled transforms support from a cost center into a strategic advantage. Our Workforce and Vendor Management tools connect forecasting, scheduling, and performance for smarter staffing decisions. AI Agents automate conversations across channels with your workflows and brand voice. AI Copilot empowers agents with real-time guidance, suggested replies, and one-click actions for faster, higher-quality resolutions.

Concord serves small and mid-sized businesses and Fortune 500 companies. This robust, web-based platform is used by human resource, sales, procurement, and legal teams, and virtually anyone who deals with contracts.

Calling made modern. Your business number. Your employees' phones. Our amazing features. A dial menu spoken by our voice actors. Callers press numbers to make purchases, hear MP3s, connect to specific staff, and more. Make and answer calls using your number on multiple phones without the caller ever knowing. Employees hear secret in-house menus, transfer calls, and send voicemails to their email, all from their dialpad. These business features require no new software or hardware. Your dialpad come to life. Porting your business or personal number at the press of a button. Select from our menu of modern voice features for your business or personal line. We'll activate these features on your current phone for you. No work (or learning) required from you. We'll be here to transform your number whenever your desires change.