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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.

iBabs not only captures the entire decision-making process – it takes all the paperwork out of meetings. iBabs empowers everyone who has ever organized or attended, a meeting. With a seemingly simple app that offers complete control and a comprehensive overview of all those fiddly details. With about 3000 organizations and over 300,000 users, iBabs gives you peace of mind. So you can quickly organize effective meetings, and good decisions can be made with confidence. iBabs didn’t just happen overnight. We started analyzing and simplifying board meeting processes many years ago. We understand all the work that goes into meetings, and how to streamline everything so it all flows smoothly. On any device, confidentially, securely and automatically. Make good decisions with confidence.