Canopy
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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Proton Drive
Proton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners.
With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage:
- Real-time collaboration with Proton Docs
- Granular sharing controls for external and internal access
- File recovery for peace of mind
- Cross-device access, including Windows, macOS, iOS, and Android
We also help you meet compliance requirements out of the box. Proton Drive supports:
- GDPR, HIPAA, DORA, NIS2, and ISO 27001
- Independently audited SOC 2 Type II compliance
- No complex setup or third-party integrations required.
By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
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ClickUp
ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads.
ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content.
ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team.
ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.
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Proposify
Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off.
Make sales documents that are consistent and error-free.
Get the insights you need to scale your process, make timely contacts, and forecast accurately.
Your customers and prospects will enjoy a seamless sign-off experience
The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.
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