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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OneTimePIM
Centralize, Enrich, and Distribute Product Data with Precision
OneTimePIM delivers a comprehensive solution for businesses seeking to streamline their product information workflow. As the central source of truth for all your product data, our platform eliminates information silos and ensures consistency across all channels.
Key Benefits
* AI-Powered Data Enrichment — Our built-in AI assistant automatically generates product descriptions, optimizes content, and creates compelling captions, saving your team countless hours.
* Seamless Integration Ecosystem — Connect effortlessly with major e-commerce platforms including Shopify, WooCommerce, and Magento, plus synchronize with your existing ERP systems for end-to-end data flow.
* Intuitive Data Management — Experience our unique spreadsheet view for familiar navigation, advanced media management tools, and automated datasheet generation that transforms complex information into professional materials.
The OneTimePIM Difference
While other PIM solutions require extensive technical setup and ongoing support costs, OneTimePIM includes free implementation, personalized training, and dedicated support in every package. Our client-first approach means we're partners in your success, not just another vendor.
For businesses ready to elevate their product information management with innovation and flexibility, OneTimePIM provides the ideal balance of powerful features and user-friendly design.
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Intuit Practice Management
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.
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Karbon
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.
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