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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.

NewOrg is a robust platform built with enhanced features to help non-profit organizations that capture and integrate the information from all of their operational areas to better manage volunteers, clients, programs, outcome reporting, activity sign-ups & scheduling, communications, surveys, fundraising activities and Development campaigns. NewOrg can truly deliver an intuitive product that will help manage your Committees, Donors, Events, and Memberships so that the organization runs efficiently.