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We bring together everything a post-sales teams team needs including a ticketing system, B2B omnichannel integrations (Slack Connect, Microsoft Teams), modern chat widget, knowledge base, AI support bot, account management, customer marketing, and more.

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.

Regpack is a powerful onboarding, registration, and payments platform trusted by thousands of organizations worldwide. Our mission is simple: to give you the tools to automate busywork, streamline your processes, and keep your focus where it belongs, on growing your programs and serving your clients.

New customers get $300 in free credits to spend on Speech-to-Text. All customers get 60 minutes for transcribing and analyzing audio free per month, not charged against your credits.