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.
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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.
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Smokeball
Smokeball's legal practice management software lightens the administrative burden, so legal professionals have more time to serve the people who need them most.
With automatic time tracking, tailored workflows, and secure AI, Smokeball is the industry standard in people-law. Our practice management software and award-winning client support help legal professionals capture more billable hours without working more and regain peace of mind.
Key features include:
• 200+ pre-built matter types for different areas of law
• Secure, integrated AI working with full matter context
• Automatic time tracking
• Robust document automation
And so much more!
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Vast Edge ODR
Vast Edge offers a cloud-based Online Dispute Resolution (ODR) software that facilitates the efficient handling of a variety of conflicts, such as those arising in consumer settings, e-commerce, family issues, workplace disputes, and landlord-tenant disagreements. This innovative platform employs a hybrid model that merges traditional human mediation with cutting-edge AI automation, fostering both adaptability and affordability. Participants can connect through remote communication channels, including chat and video calls, with either human mediators or AI-driven systems. The software ensures that courts maintain oversight, enabling judicial monitoring and intervention in the dispute resolution process when necessary. Sensitive dispute information is securely shared, with access strictly limited to the relevant parties and authorized experts, thereby prioritizing confidentiality. Vast Edge's ODR software also features round-the-clock real-time customer support for mediation, negotiation, and evaluation services. Furthermore, it allows users to file claims at no charge and offers customized expert guidance tailored to meet their unique requirements, ensuring a comprehensive support system for all involved. In addition, the platform’s user-friendly interface makes it easy for individuals to navigate through the dispute resolution process effectively.
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