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.
Learn more

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.
Learn more
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.
Learn more
Infince
In today’s enterprises, teams often juggle dozens of applications — project management tools, CRMs, analytics dashboards, communication platforms, and more. Each comes with its own login, interface, and learning curve. The result? Wasted time, scattered information, and mounting frustration.
Infince was built to fix that. It’s an enterprise application cloud that centralizes all your tools in one secure, customizable platform. With Single Sign-On (SSO), employees log in once to access everything they need. No more password fatigue or constant switching between apps.
Your Infince environment runs on dedicated Virtual Private Servers (VPS) within a secure, scalable cloud. Host your own enterprise apps, or deploy pre-integrated tools from the Infince Marketplace — from productivity and communication apps to analytics and ERP solutions. Everything is accessible via a unified dashboard with intuitive admin controls.
Why it works:
Boosts productivity by reducing time wasted in app-switching
Cuts IT complexity with centralized management
Keeps your brand front and center with full white-labeling
Ensures security & compliance with private cloud hosting and granular access controls
Infince transforms a fragmented IT landscape into a cohesive, high-performing digital workplace. Your team works faster. Your operations run smoother. Your IT gets simpler. And your enterprise finally has a platform built to scale with its ambitions.
Learn more