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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Shadow
Shadow is an advanced AI-driven meeting assistant that enhances your productivity by optimizing your workflow. Operating directly on your device, it records meeting conversations and converts them into concise summaries, actionable items, and follow-up reminders without actually participating in the calls. Ideal for team leaders or those managing various projects, Shadow simplifies the post-meeting routine, allowing you to save valuable time while remaining organized. Featuring customizable templates, insightful analytics, and a strong emphasis on privacy, Shadow revolutionizes your approach to handling meetings and tasks, ensuring that you stay on top of your commitments effortlessly. By integrating this tool into your routine, you can enhance both efficiency and clarity in your professional engagements.
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MeetSave
MeetSave is a comprehensive AI meeting assistant that captures, transcribes, summarizes, and analyzes online meetings across major platforms like Google Meet, Zoom, and Microsoft Teams. Designed for modern remote and hybrid teams, it automatically detects and records meetings without requiring manual action, providing high-accuracy transcription with speaker identification and timestamps. The platform supports multi-language transcription and translation in over 50 languages, enabling global collaboration. Powerful smart search capabilities allow users to find decisions, topics, or action items quickly across extensive meeting histories. MeetSave offers easy sharing and customizable permissions for recordings and transcripts, along with multiple export formats including PDF, Excel, and JSON. Its cloud-based storage ensures meetings are accessible anytime, anywhere with 99.9% uptime. Security is a priority, with AES-256 encryption, SOC 2 certification, GDPR compliance, and ISO 27001 standards in place. Thousands of companies rely on MeetSave to save time, improve communication, and enhance meeting productivity.
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