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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.

Project Insight offers powerful tools for project managers and teams in order to deliver optimal performance and ensure success. An enterprise project and portfolio management software, Project Insight offers personalized dashboards, intelligent scheduling, resource management, collaboration, time and expense tracking, project and portfolio tracking, workflow, and reporting features to help teams work better and get real results. Project Insight is suitable for small teams, mid-market companies, and large enterprises.