Compare Canopy vs. CTERA

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

dbt Labs is redefining how data teams work with SQL. Instead of waiting on complex ETL processes, dbt lets data analysts and data engineers build production-ready transformations directly in the warehouse, using code, version control, and CI/CD. This community-driven approach puts power back in the hands of practitioners while maintaining governance and scalability for enterprise use. With a rapidly growing open-source community and an enterprise-grade cloud platform, dbt is at the heart of the modern data stack. It’s the go-to solution for teams who want faster analytics, higher quality data, and the confidence that comes from transparent, testable transformations.

DataHub is a versatile open-source metadata platform crafted to enhance data discovery, observability, and governance within various data environments. It empowers organizations to easily find reliable data, providing customized experiences for users while avoiding disruptions through precise lineage tracking at both the cross-platform and column levels. By offering a holistic view of business, operational, and technical contexts, DataHub instills trust in your data repository. The platform features automated data quality assessments along with AI-driven anomaly detection, alerting teams to emerging issues and consolidating incident management. With comprehensive lineage information, documentation, and ownership details, DataHub streamlines the resolution of problems. Furthermore, it automates governance processes by classifying evolving assets, significantly reducing manual effort with GenAI documentation, AI-based classification, and intelligent propagation mechanisms. Additionally, DataHub's flexible architecture accommodates more than 70 native integrations, making it a robust choice for organizations seeking to optimize their data ecosystems. This makes it an invaluable tool for any organization looking to enhance their data management capabilities.

Apryse (formerly PDFTron) makes documents work harder for you. We give organizations the power to handle the full document lifecycle — from secure server-side processing to smooth web-based collaboration — without relying on third-party services. With Apryse, you can: Integrate advanced document capabilities like viewing, editing, annotation, and e-signature directly into your applications. Deploy on your own infrastructure for maximum control, privacy, and compliance. Scale effortlessly with technology built for high-volume, enterprise-grade workflows. Deliver modern web experiences that are fast, accessible, and reliable across browsers and devices. Trusted worldwide, Apryse helps enterprises, developers, and small businesses simplify workflows, cut costs, and deliver better digital document experiences.

BigQuery is a serverless, multicloud data warehouse that makes working with all types of data effortless, allowing you to focus on extracting valuable business insights quickly. As a central component of Google’s data cloud, it streamlines data integration, enables cost-effective and secure scaling of analytics, and offers built-in business intelligence for sharing detailed data insights. With a simple SQL interface, it also supports training and deploying machine learning models, helping to foster data-driven decision-making across your organization. Its robust performance ensures that businesses can handle increasing data volumes with minimal effort, scaling to meet the needs of growing enterprises. Gemini within BigQuery brings AI-powered tools that enhance collaboration and productivity, such as code recommendations, visual data preparation, and intelligent suggestions aimed at improving efficiency and lowering costs. The platform offers an all-in-one environment with SQL, a notebook, and a natural language-based canvas interface, catering to data professionals of all skill levels. This cohesive workspace simplifies the entire analytics journey, enabling teams to work faster and more efficiently.

MongoDB Atlas stands out as the leading cloud database service available, offering unparalleled data distribution and seamless mobility across all major platforms, including AWS, Azure, and Google Cloud. Its built-in automation tools enhance resource management and workload optimization, making it the go-to choice for modern application deployment. As a fully managed service, it ensures best-in-class automation and adheres to established practices that support high availability, scalability, and compliance with stringent data security and privacy regulations. Furthermore, MongoDB Atlas provides robust security controls tailored for your data needs, allowing for the integration of enterprise-grade features that align with existing security protocols and compliance measures. With preconfigured elements for authentication, authorization, and encryption, you can rest assured that your data remains secure and protected at all times. Ultimately, MongoDB Atlas not only simplifies deployment and scaling in the cloud but also fortifies your data with comprehensive security features that adapt to evolving requirements.

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration AUTOMATED SALES PROPOSALS & SOWs Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.

Jama Connect®, a product development platform, uniquely creates Living Requirements™. This digital thread is created through siloed, test, and risk activities to provide end to end compliance, risk mitigation, process improvement, and compliance. Companies creating complex products, systems, and software can now define, align, and execute on what they need. This reduces the time and effort required to prove compliance and saves on rework. You can be sure of success by choosing a solution that is easy-to-use, flexible, and offers support and services that are adoption-oriented.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.