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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ComplianceHR
Since 2015, ComplianceHR has provided HR compliance and risk management solutions for HR and Legal teams. Based in Missouri, serving the U.S. Its guidance is powered by Littler Mendelson's employment law expertise, with content authored, reviewed, and continuously updated by attorneys at the world's leading employment and labor law firm.
ComplianceHR is trusted by 16,000+ companies for federal, state, and local employment law guidance, and is backed by 10,000+ legal sources. Federal, state, and local law across all 50 states, plus city and county jurisdictions, is consolidated into a single source of truth with no added charges for additional jurisdictions, covering 30+ HR compliance topics including minimum wage, pay frequency, final pay, FMLA, leave requirements, meal and rest breaks, predictive scheduling, and paid sick leave.
Its classification workflows evaluate worker status against IRS, DOL, and state-specific ABC test criteria. The independent contractor workflow draws from 1,900+ reported court decisions and DOL opinion letters, and the overtime workflow draws from 3,000+, turning 7 to 8 hours of attorney review into a 20-minute evaluation. Every run generates audit-ready outputs and defensible documentation for every employment decision, structured to evidence good-faith diligence in an audit or in litigation.
Where jurisdictions overlap, ComplianceHR applies the most protective standard in real time. Regulatory alerts cover federal, state, and local changes with business impact analysis, policy updates arrive redlined with before-and-after language, and a 12-month legislative timeline shows what is coming.
ComplianceHR is built for HR generalists rather than attorneys, with no implementation lift and no training required.
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Veza Reception
Veza Reception is a dedicated virtual receptionist service tailored for law firms, enabling them to efficiently handle incoming calls, client requests, and appointment arrangements without the need for on-site front desk personnel. This platform employs trained legal receptionists who answer calls under the firm’s name, adhering to personalized scripts and routing guidelines established during the onboarding process, which guarantees that every interaction aligns with the firm's brand identity, professional standards, and client intake procedures. Calls can be filtered, directed, or escalated based on their urgency and the type of client, with warm transfers utilized for critical cases when attorneys are on hand. Receptionists collect vital information, including the caller's identity, the purpose of their call, relevant case specifics, and additional intake details, ensuring that attorneys receive concise and well-organized summaries shortly after the conversation. The platform also facilitates the scheduling of consultations and follow-up calls, thereby assisting law firms in transforming prospective leads into confirmed appointments. In this way, Veza Reception not only streamlines communication but also enhances the overall efficiency of law firm operations.
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