Alternatives to Canopy

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

IRS Solutions is a Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps tax pros save time while dealing with the IRS. Become more efficient in your operations with an automated software solution to manage IRS collection cases, OICs, and responding to notices. IRS Solutions makes running and growing your tax resolution business easier than ever. Up-to-date on the latest forms and notices the IRS uses for collections and audits, soyou can be confident in front of your clients when facing the IRS. Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API. - Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases. - Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. - Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.

In one line, PitBullTax is a business advantage for tax resolution professionals. Those who use the software to simplify and automate theiir work solve cases faster. In greater detail, what PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process that lets you deliver the fast, accurate and lasting solution your clients are looking for. Just add a new client and start working. PitBullTax takes care of the rest: - Calculate your fees - Prepare engagement letters and IRS authorization documents (POA & TIA) to start working - Communicate securely through a client portal - Get a workflow for each case - Send questionnaires to your clients to get information faster - Request their IRS transcript & read the analysis report - See on one screen the result of the resolution evaluation - Get full representation support (forms, IRM, letters) - Receive alerts whenever IRS changes something on their side PitBullTax also includes powerful support and customization tools: - History log - White-labeling - Email import - Document preview & annotation - Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive - API access - Case management, billing & payment processing With PitBullTax, you even make Revenue Officers’ lives easier (yes—one told us!). Via PitBullTax Institute, receive tax resolution training several times a year and get continuing education credits for your licence.

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.

CanopyTM serves as a comprehensive IoT platform for enterprises, enabling centralized monitoring, management, and control of connected devices on a large scale. The platform features a real-time dashboard along with advanced functionalities and customizable KPIs, providing thorough visibility into your entire network. You can oversee the overall condition of your devices, proactively resolve service issues before they escalate, and enhance customer experiences with innovative solutions. Configurable KPIs allow you to tailor device management to meet specific business requirements effectively. By remotely controlling devices and automatically triggering notifications, you can ensure timely responses to emerging issues. CanopyTM not only fosters customer satisfaction through unique experiences but also supports sustainable profit growth. The platform aggregates real-time data from your network, consolidating it into a singular, accessible view. By logging into Canopy’s cloud-based portal, you can efficiently manage all your devices, locations, and integrations with essential business applications, ensuring seamless operations. This level of integration and control empowers businesses to streamline their processes and improve overall efficiency.

Canopy is a secure, compliant loan management software that eliminates the limitations of legacy software. It is the most flexible platform API for loan servicing and management. The platform supports custom product builds with flexible building blocks that can be used for a variety of uses. Canopy supports multi-product capabilities, real time processing, account-level policies and callback automation. It also offers dispute and reversals, realtime statements and more. Canopy is part of an ecosystem that modernizes money transfers and debit cards. Canopy connects to the best-of-breed technology partners and provides end-to–end solutions for all types of financial products. Canopy helps improve the borrower experience by offering next-generation credit and lending products.

Enhance your production capabilities and eliminate unexpected downtime with our innovative AI solution, Canopy. By leveraging historical data, Canopy’s AI learns how your machines operate under varied conditions, making it a vital tool in multiple industries. It proactively identifies potential failures, minimizes machine downtime, and boosts overall performance. With the ability to continuously monitor your machines' health, you can detect components displaying unusual behavior and take action before problems escalate. Real-time performance tracking keeps you informed, allowing you to receive alerts for any underperformance and explore corrective measures. Collaboration is made easy as teams can resolve issues collectively, accessing the same data from various perspectives in a unified platform. Furthermore, our technology is designed for easy remote deployment without the need for hardware installation. Canopy provides the capability to investigate emerging issues at the sensor level, offering advanced visualizations and tools that present the machine's status in diverse ways, thus empowering you to pinpoint exactly what is amiss within your machinery. This comprehensive approach not only facilitates immediate awareness but also fosters a deeper understanding of machine dynamics over time.

Revolutionize your omnichannel marketing approach with the innovative CanopyDeploy platform. User-friendly and designed for efficiency, CanopyDeploy caters to both global campaigns and small enterprises alike. Featuring an intuitive drag-and-drop interface, instantaneous segmentation, and the capability to connect with any secure data source, it enables the creation of fully integrated customer experiences across various channels on a unified CRM platform. Unlock critical insights and enjoy real-time reporting to enhance the performance of all your marketing efforts. Experience the transformative power of this marketing automation tool. Effortlessly coordinate customer journeys that encompass all touchpoints, such as email, SMS, landing pages, social media, WhatsApp, and more, thanks to CanopyDeploy's easy-to-use features. With the ability to craft specific segments within the platform, you can engage in personalized conversations with your customers. No matter if you're a small business or a large global entity, CanopyDeploy is fully adaptable to meet your evolving needs. Furthermore, its versatility ensures that you can scale your marketing strategies as your business grows.

Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.

Canopy stands out as the sole digital parenting application capable of identifying and restricting access to pornography across all websites on the internet. It also uniquely notifies parents right away if any sexting occurs, enabling them to engage in important discussions with their children. With Canopy, parents can feel secure about their children's safety as they navigate online spaces. The app employs cutting-edge technology, leveraging artificial intelligence and machine learning to promptly detect and eliminate pornographic material on both the internet and their child's smartphone camera. Protecting two million devices globally, Canopy plays a crucial role in safeguarding children in numerous schools and assists US law enforcement in combating digital crimes against minors. In addition to filtering inappropriate content on smartphones, it allows parents to schedule screen time breaks and track when their child leaves home or school. Moreover, Canopy provides families with a comprehensive suite of tools designed to help them flourish in an increasingly digital landscape, ensuring peace of mind for parents and a safer online environment for kids.

Qount is a platform that leverages artificial intelligence to streamline the essential functions of tax, accounting, bookkeeping, and audit firms into a cohesive system. By integrating various components such as time and billing, customer relationship management, document management, client communications, workflow management, tax services, invoicing, payment processing, and secure client portals, it eliminates the need for disparate spreadsheets and numerous third-party applications. The platform incorporates QAI, an AI feature that supports three main areas of intelligence: Operational Intelligence, which optimizes work prioritization, assignment, and scheduling based on deadlines, staff workload, data availability, and client feedback; Client Intelligence, which evaluates the nuances of client interactions to identify potential risks or opportunities, create detailed meeting summaries, and formulate accurately defined proposals; and Performance Intelligence, which monitors key performance indicators related to profitability, utilization, realization, and employee productivity. Overall, Qount aims to enhance the efficiency and effectiveness of firm operations, providing a comprehensive solution for modern accounting practices.

Leverage the capabilities of artificial intelligence for rapid and precise data mining in the context of cyber incident response. Canopy's software solutions are specifically designed to uncover personally identifiable information (PII) and protected health information (PHI) hidden within any dataset. With our AI-enhanced processing, you can conduct data mining more swiftly than ever, while enjoying increased confidence in the precision of your evaluations. Whether you are managing personal storage tapes, shared files, or servers, our machine-learning models are adept at pinpointing sensitive information. They have successfully identified billions of PII elements without relying on regular expressions or keyword searches, continually advancing with each project completion. Whether your focus is on reacting to a security breach or proactively addressing potential risks, Canopy's innovative cybersecurity and data privacy solutions are equipped to assist you. Ensure compliance with regulatory and ethical standards for timely notifications in the event of a data breach through efficient data mining, thorough PII reviews, and streamlined entity consolidation processes. This approach not only enhances your incident response capabilities but also fortifies your overall data protection strategy.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

Clarity Practice Management (CPM) represents a pioneering client-focused practice management SaaS designed specifically for CPAs, accountants, tax preparers, and firms of all sizes. Our platform enhances the overall value of your practice while alleviating the burden of non-billable management tasks that can consume valuable time. The inspiration for Clarity Practice Management originated from a real-life relationship between an accountant and their client nearly a decade ago. With CPM, service providers and clients can seamlessly engage through a single, user-friendly platform, setting it apart from any other service available on the market today. This innovative solution not only streamlines communication but also fosters a more productive and collaborative environment for all parties involved.

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.

Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.

Senta, a cloud-based, dynamic platform for practice management, was created to make accountant practices more profitable and scalable, as well as to provide great customer service. Senta practice management allows you to power up your accounting or bookkeeping practice with a simple-to-configure CRM and powerful workflows, integrations, and our best client portal. We will help you grow your business and provide outstanding service to your clients every day. Senta can help you automate your work, and provide all the information you need to grow a service-oriented culture.

Canopy’s Core Modules serve as the essential building blocks of a fully integrated system, acting as the initial point of contact for all businesses. These foundational modules cater to the universal infrastructure needs of every food company, irrespective of their specific focus or niche. They encompass critical areas such as Accounting, Purchasing, Sales, Inventory, and Reporting, all of which are integral to the Core. Furthermore, the inclusion of advanced report writers ensures straightforward access to your data. Each comprehensive module is filled with numerous features tailored to enhance operational efficiency, thereby establishing a solid base for achieving growth and profit objectives. The value of a system is heavily influenced by the support provided by the company behind it. The Aspen team is prepared with departments centered on customer needs. Their Technology Solutions team is equipped to supply hardware and support suitable for businesses of any scale. Additionally, Implementation Specialists are available to assist in the deployment of a new system or even the incorporation of an additional software module into your organization. This commitment to client success ensures a seamless transition and optimal utilization of the system's capabilities.

DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.

BrightManager serves as a cloud-centric practice management system specifically designed for accounting and bookkeeping firms, streamlining administrative tasks and enhancing client management from the initial onboarding to the final service delivery. The platform features a client timeline that meticulously logs and timestamps every client interaction, including email openings, document signatures, and form completions, thereby facilitating comprehensive audit trails and ensuring liability protection. Among its capabilities are advanced onboarding automation, integrated task and time-tracking functionalities, customizable forms, templated workflows, a secure client portal for document sharing and e-signatures, as well as automated communication options through email and SMS. Additionally, BrightManager's Insights Hub offers detailed reporting on productivity metrics, outstanding work-in-progress, and client profitability analysis. By focusing on customization and seamless integration, the platform empowers firms to optimize repetitive administrative processes, consolidate client information in a single location, and ultimately enhance team efficiency, allowing them to devote more time to serving their clients effectively. This comprehensive approach not only improves operational efficiency but also fosters stronger client relationships through improved communication and service delivery.

Identify and categorize assets while overseeing them through workflows and alerts for non-compliance, all within a unified control panel; take action utilizing advanced alert profiles via API, email, or SMS. What exactly is Canopy Manage? It is a data aggregation solution that showcases the health status of assets discovered across IoT, operational technology, and IT environments, allowing for both one-time and scheduled actions facilitated by workflows and predictive analytics. This platform provides a snapshot of corporate asset governance, offering rich visual tools for immediate insights and customizable dashboards that simplify large, complex cloud systems into clear and pertinent views. This capability empowers quantified decision-making, ensuring both optimal performance and effective cost management while providing asset health oversight and security for IT and IoT assets. How can Canopy Tools assist you? If you are a technical professional, you can realize your vision while maintaining control and circumventing many of the conventional and avoidable IT expenses. As a decision-maker, you will benefit from streamlined operations that enhance efficiency and effectiveness. By leveraging these tools, organizations can achieve a greater understanding of their asset landscape, ultimately driving strategic initiatives forward.

Introducing the Canopy API: A Cutting-Edge Solution for Amazon In the dynamic realm of online retail, having access to data is crucial for success. We are thrilled to unveil the Canopy API – a powerful tool crafted to equip businesses, developers, and entrepreneurs with unparalleled access to data from the largest e-commerce platform, Amazon.com. Highlighted Features: Instant Product Information: Explore a wealth of product information, encompassing detailed descriptions, specifications, pricing, and user reviews. Enhanced Search Insights: Discover what products are popular among customers, along with valuable keyword analytics and trending search data. Seller Performance Insights: Gain a competitive advantage with comprehensive insights into seller activity and performance metrics. Category Exploration Tools: Effortlessly navigate through Amazon's vast array of categories. Seamless Integration & Dependable Support: Our API is designed for easy integration with your current systems, and our committed support team is always available to help you maximize your data utilization, ensuring you can fully leverage the insights offered by the API.

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

An all-in-one accounting management solution designed to streamline document handling, workflows, and client interactions. This platform stands out as the most connected practice management tool available for various accounting services, including tax, audit, advisory, management consulting, and compliance. Avii offers a comprehensive suite of applications aimed at boosting your firm's automation processes while enhancing the overall experience for your clients. Whether you operate a large firm or a smaller one, you have the flexibility to choose the complete suite or only the specific solutions that align with your current needs. It ensures secure document sharing within your organization while facilitating collaboration and task management with your clients. The system allows you to tailor the flow of information to the appropriate individuals and teams. By highlighting critical insights, it empowers you to drive your firm toward greater success. With Avii Intelligence powering the platform, all aspects of your operations are consolidated in one place, ultimately enabling you to optimize technology usage for improved outcomes with your clients. This holistic approach not only simplifies workflows but also fosters stronger relationships and drives efficiency across your firm.

Canopy Labs has unveiled Orpheus, an innovative suite of advanced speech large language models (LLMs) aimed at achieving human-like speech generation capabilities. Utilizing the Llama-3 architecture, these models have been trained on an extensive dataset comprising over 100,000 hours of English speech, allowing them to generate speech that exhibits natural intonation, emotional depth, and rhythmic flow that outperforms existing high-end closed-source alternatives. Orpheus also features zero-shot voice cloning, enabling users to mimic voices without any need for prior fine-tuning, and provides easy-to-use tags for controlling emotion and intonation. The models are engineered for low latency, achieving approximately 200ms streaming latency for real-time usage, which can be further decreased to around 100ms when utilizing input streaming. Canopy Labs has made available both pre-trained and fine-tuned models with 3 billion parameters under the flexible Apache 2.0 license, with future intentions to offer smaller models with 1 billion, 400 million, and 150 million parameters to cater to devices with limited resources. This strategic move is expected to broaden accessibility and application potential across various platforms and use cases.

PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.

Enhance both patient experiences and health outcomes while ensuring the success of medical practices in the fast-evolving field of oncology. Canopy’s Intelligent Care Platform serves as a comprehensive suite of interoperable software solutions that integrates seamlessly with EMR and Practice Management systems, allowing healthcare providers to offer superior care to a larger patient base at reduced costs. Boost revenue by maximizing treatment duration and effectively implementing reimbursement strategies, all while improving quality metrics within the practice. Our remote monitoring tools, triage algorithms, and symptom management pathways contribute significantly to better patient outcomes and overall quality of life. Additionally, we optimize incoming call workflows, facilitating better task management and fostering collaboration across various departments and locations, ultimately leading to more cohesive and efficient patient care.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

Top-tier Imaging AI and radiology IT solutions, recognized as leaders in KLAS rankings, can be implemented on-premises, in the cloud, or through a hybrid approach to suit your organization’s unique requirements. By utilizing our extensive scale and strong vendor partnerships, we can enhance your ROI while lowering your imaging and radiology IT expenses. Canopy Partners specializes in developing adaptable, client-focused business solutions that boost productivity, increase profitability, and enhance patient care. Our clinical IT team possesses extensive experience collaborating with clients nationwide, providing assessments for some of the most esteemed imaging practices across the country. If you are looking to elevate the performance of your imaging operation, we are prepared to assist you with a thorough and impartial IT assessment. Our modernized PACS system, also highly rated in KLAS, offers flexible deployment options, either on-premise or through cloud solutions. We are confident in our ability to help you save substantial costs while structuring your system as an operating expense, which minimizes the need for a hefty initial investment. Our commitment to serving your needs ensures that you receive the best possible support to optimize your imaging capabilities.

Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.

Remindoo is an all-in-one AI practice management solution designed to modernize accounting and bookkeeping firms. It streamlines daily operations by combining task management, client records, workflows, and communication in one platform. Firms can create tasks instantly or build detailed workflows with priorities, deadlines, and assignees. Automation supports recurring work, ensuring nothing is missed during busy compliance cycles. Team collaboration is improved through comments, tagging, and shared task visibility. Time tracking tools provide insight into staff productivity and job profitability. Powerful filters and customizable views help teams stay organized at scale. Remindoo reduces manual admin work across the practice. The platform supports both internal and external deadlines in one place. This results in better control, consistency, and efficiency across the firm.

Empower your development team to significantly reduce time spent on tasks, streamline processes, and rapidly provide exceptional experiences using Canopy. Establish secure connections to top-tier SaaS platforms, relational databases, spreadsheets, and CSV files. Create new connectors to any dataset within minutes, accommodating internal data, niche and long-tail SaaS applications, as well as intricate integrations. Format your data precisely to suit any action or experience required. Distribute data via your tailored API, implementing the ideal communication and caching methods to ensure peak performance. Instantly monitor, manage, and resolve issues related to your priorities with real-time insights, actions, and controls at your fingertips. Designed to surpass enterprise requirements, Canopy offers unparalleled security, compliance, scalability, and rapid response times, making it an essential tool for modern businesses. With its robust features, Canopy ensures that your team can focus on innovation rather than getting bogged down by operational challenges.

Regrow stands out as the leading supply chain management platform specifically crafted for the cannabis sector, aiming to enhance your grams per square foot. As a pioneering cloud-based solution, it is tailored to assist cannabis operators in boosting yields, optimizing canopy utilization, streamlining workflows, overseeing workforce management, and ensuring compliance throughout the entire supply chain. Developed by dedicated software and process experts with a deep passion for the cannabis field, Regrow empowers businesses to grow by automating tedious tasks, cutting costs, preventing supply shortages, and establishing flexible workflows that ultimately maximize yields and enhance profitability. Uniquely, Regrow serves as a comprehensive solution providing a complete suite of supply chain management applications designed to elevate our clients' yields and profit margins while maintaining strict compliance. This innovative approach not only supports operational efficiency but also fosters sustainable growth within the rapidly evolving cannabis industry.

SignalsHQ is an innovative platform that leverages artificial intelligence to automate tax processes for small and mid-sized tax firms across the United States, enhancing tax research, document management, and compliance operations. By providing quick access to reliable, legally sound tax information, our solution minimizes the need for manual work and reduces the likelihood of mistakes. It also streamlines the extraction of data, the creation of working papers, and the drafting of documents, all while maintaining top-tier security standards. With SignalsHQ, firms are empowered to transition from traditional filing activities to more strategic advisory roles, enabling them to operate with greater confidence and improved efficiency. This shift not only enhances productivity but also allows firms to better serve their clients in an ever-evolving tax landscape.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling. TPS offers an option for a multi-office database that allows the firm to operate one data file but report by the office and partner. TPS includes the latest in analytical tools including MS Power BI. It also offers a full MS Office 365 Outlook bi-directional synchronization. If needed it also offers a full QuickBooks Online bi-directional synch and portal. TPS also works closely with its clients to ensure the system provides the simplest, yet most flexible methods for all the elements of the program.

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.