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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Accept and review any type of submission with Submittable, a cloud-based submission management platform. Whether you're looking to receive editorial, resumes, applications, contest entries, or portfolios, Submittable provides the tools to help you receive and manage all types of digital content so you can make better decsions. Top tools include form customization, team management and reviewing, submitter communication, and reports and data.

We help Retailers, Libraries, Casinos, Universities, Places of worship, Office buildings, and other industries to analyze and take action on their people traffic trend.