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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.

Our autodialer software can massively increase productivity by dropping busy, unanswered and disconnected line, passing calls answered by real people back to your agents, and leaving messages on answering machines.

Workable is the preferred software for today's recruiting industry and HR teams, trusted by over 6,000 companies to streamline their hiring processes. Finding the right person for the job has never been easier—users now possess the ability to manage multiple hiring pipelines at once, from posting a job to sourcing candidates. Workable is also seamlessly integrated between desktop and mobile, allowing admins full control and flexibility all in the ATS without needing additional software.