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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Fathom is an AI meeting assistant that helps users capture, summarize, search, and act on meetings with less manual work. The platform creates accurate transcripts, instant summaries, action items, and follow-up notes so users can focus on live conversations instead of taking notes. Fathom supports both traditional meeting capture and bot-free capture through its desktop app. Teams can use Fathom as a shared source of truth across customer calls, internal meetings, strategy sessions, and project conversations. Ask Fathom lets users search across meetings and ask questions about conversations, decisions, commitments, risks, and next steps. The platform also supports topic monitoring so important moments and signals are easier to find. Fathom syncs meeting notes, insights, and action items into tools such as Slack, Salesforce, HubSpot, Notion, Asana, Gmail, Zoom, Google Meet, Microsoft Teams, ChatGPT, Claude, Zapier, and API or MCP workflows. It supports security and compliance needs with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI notetaking, bot-free capture, transcripts, summaries, integrations, search, and workflow automation, Fathom helps teams move from meetings to execution faster.
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Rev
Rev is an Investigative Intelligence Platform built for legal, law enforcement, court reporting, and investigative workflows. The platform helps teams turn audio, video, documents, police reports, depositions, body cam footage, medical records, and case files into searchable and citable records. Rev combines AI transcription, human transcription, evidence analysis, document editing, image analysis, AI templates, clipping, and secure dictation. Users can ask direct questions across evidence files to identify contradictions, reconstruct timelines, find key moments, and support case preparation. Every AI-generated answer is tied back to the original record so teams can verify findings instead of relying on unsupported model output. Rev also helps users turn findings into memos, outlines, case summaries, motions, trial briefs, affidavits, and other legal work product. Its transcript editor allows teams to mark up testimony, create timestamped clips, and securely share evidence with trial teams. Rev emphasizes security with encryption, legal workflow controls, and a policy that uploaded data is not sold or used to train third-party LLMs. By combining transcription, evidence search, AI analysis, citations, secure collaboration, and legal drafting workflows, Rev helps investigative teams find critical facts faster.
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NoteGen
Transform your spoken words into valuable written material with our innovative AI voice notes application. You can easily record or upload audio for various purposes such as note-taking, summarizing calls, journaling, crafting posts, and generating content scripts. This AI-driven voice notes tool supports over 90 languages, making it accessible to a global audience. Just imagine the convenience of generating polished notes, engaging content, and organized to-do lists simply by articulating your thoughts. Whether you’re recording live audio or uploading existing files, our app effortlessly processes everything from meeting recordings to other audio or video formats. You can speak naturally, and our advanced AI captures your words seamlessly. Instantly access your transcriptions and modify them as required, allowing you to create blog posts, to-do lists, content scripts, social media updates, and much more with just a few clicks. With this tool, the potential to streamline your content creation process is at your fingertips, making it easier than ever to express your ideas.
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