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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.

BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organisation to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content.

Send and receive SMS and fax online, from email, app or with our developer friendly SMS & fax API. HIPAA compliant & ISO 27001 certified. Outstanding value and 5-star service.