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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8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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EasyACCT
ProConnect EasyACCT Write-Up offers a comprehensive solution for managing accounting tasks, including accounts payable, accounts receivable, payroll, bank reconciliation, asset depreciation, and financial reporting. It supports over 30 essential forms, such as SUTA, 94x, W-2, and 1099, and allows for the automatic filing of 940, 941, and 944 forms with the IRS, provided a tax preparer PIN is used. This tool seamlessly exports data to Intuit ProConnect Lacerte or ProSeries tax software, facilitating a smoother tax season. Regular updates ensure that all forms necessary for effective payroll management are current, enhancing the efficiency of handling business clients' needs. Additionally, EasyACCT simplifies crucial accounting operations and end-of-period tasks, making it an invaluable asset for accountants aiming to improve productivity and save time.
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RealtyAPX
Comprehensive accounting solutions designed to enhance workflow efficiency are now at your fingertips. Streamline commission processes by integrating them with accounting, facilitating check writing, and delving into detailed financial management. Oversee office expenses, bills, and revenue with ease, whether dealing with accounts payable, accounts receivable, or general ledger tasks; you can also sync with QuickBooks. Both large enterprises and small brokerages can efficiently handle the entire transaction process. This system offers a straightforward method to store, share, attach, email, sign, and oversee a variety of documents. In addition, it allows for the management of caps, expenses, commission divisions, and team dynamics within a flexible commission framework. You can also monitor and follow all incoming offers on your properties. With electronic signatures that are not only legally valid but also safeguarded with top-tier security, the platform allows you to create custom forms that can be easily filled and signed within RealtyAPX. Say goodbye to cumbersome Excel spreadsheets; the system automatically tracks and oversees agent caps, minimums, maximums, commission expenses, and office fees on a per-use basis. Designed specifically for the real estate sector, AcctFusion encompasses all the essential tools needed for effective back-office accounting management, ensuring that users can operate with confidence and efficiency.
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