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.
Learn more
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
Learn more
Settlement IQ
FORUM stands out as a prominent provider of Alternative Dispute Resolution (ADR) services, focusing on arbitration, mediation, and online dispute resolution (ODR) through its innovative platform known as SettlementIQ. This entirely online system is crafted to enhance the dispute resolution experience by minimizing administrative expenses while optimizing the potential for settlements or payments. SettlementIQ encompasses a range of dispute resolution techniques, such as blind bidding, direct online negotiations, and neutral assistance, all carried out in a secure digital setting. The platform allows for seamless integration with arbitrators, mediators, or experts, tailored to meet the unique needs of each dispute. Its advantages are particularly pronounced in sectors like insurance, debt recovery, business-to-business transactions, and general ADR, offering a more streamlined and economical alternative to conventional dispute resolution methods. Furthermore, the adaptability of SettlementIQ ensures that it can cater to a wide variety of disputes, making it a versatile tool in the field of conflict resolution.
Learn more
NextLevel Mediation
NextLevel Mediation is an advanced online platform that harnesses the power of Decision Science (DS) and Artificial Intelligence (AI) to improve the process of resolving disputes through the internet. Tailored for mediators, lawyers, and their clients, this platform equips users with tools that allow them to analyze and visualize essential factors such as client priorities, potential litigation hazards, and strategies for negotiation, thereby supporting informed decision-making grounded in data. By transforming subjective inputs into measurable models, it encourages users to move away from purely emotional reactions and towards logical evaluations, fostering a more positive approach to resolving conflicts. The platform caters to diverse types of disputes, such as those arising in workplaces, families, or organizations, and includes functionalities like risk modeling, stakeholder assessment, and visual timelines. Additionally, NextLevel Mediation creates a secure space for private communications and document exchanges, prioritizing user confidentiality and adherence to legal regulations. This innovative solution not only streamlines the mediation process but also empowers users to achieve fairer resolutions.
Learn more
