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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.

DeskTime is a high-performance, automated time tracking and workforce management solution for teams and freelancers. It runs silently in the background, logging computer activity from the moment of boot-up to ensure 100% accurate data without the need for manual timers.

ScreenMeet’s unique combination of video calling, screen share, and remote desktop functionality lets you quickly diagnose hardware and software issues with no frustration.

Our 10x simpler screen sharing tool is designed for you if you spend your days on the phone with clients, and need to add a visual presentation to close sales. No more scheduling a follow-up meeting, or teaching them to use a complex tool. Send them a text message or email, and they see your screen in seconds.