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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.

Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization.

Welcome to the simpler way to sell. Pipedrive is CRM software that makes your life easy, for less legwork and more sales. Let us track your sales conversations, eliminate admin tasks, get you more leads and uncover how you win, because your day belongs to you. Join more than 100,000 sales teams around the world that use the CRM rated #1 by SoftwareReviews in 2019. Start your free 14-day trial and get full access – no credit card needed.