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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 links your technology vision directly to teams' daily work, providing complete visibility and control over your digital product delivery ecosystem.

When a message is received ThinkAutomation automatically executes one or more Automations. Automations are created using an easy to use drag-and-drop interface to run simple or complex tasks. Automations can perform many business process Actions, including: updating company databases, CRM systems and cloud services, sending outgoing emails, Teams & SMS messages, document processing, custom scripting, integration and much more. Over 100 built-in actions are included, plus ThinkAutomation is extensible with Custom Actions.