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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.

Zoho Assist is cloud-based remote support and remote access software that helps you support customers from a distance through web-based, on-demand remote support sessions. Set up unattended remote access and manage remote PCs, laptops, mobile devices, and servers effortlessly. A few seconds is all you need to establish secure connections to offer your customers remote support solutions.