About
8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting.
With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.
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About
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.
By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.
Key capabilities include:
Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.
Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.
Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.
Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.
Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.
Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.
Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.
Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.
Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Law firms, accounting practices, and professional service firms seeking an integrated, secure, and compliant platform to manage billing, operations, and client relationships with greater efficiency
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Audience
Accountants, accounting firms, tax professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$50.00/month
Starting price $89.00/month for unlimited users
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Pros from Real UsersPros
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Information8am
United States
www.8am.com
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Company InformationCanopy
Founded: 2013
United States
www.getcanopy.com
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Alternatives |
Alternatives |
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Categories8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice. 8am™ DocketWise is immigration case management software and immigration forms software designed specifically for immigration law firms. The platform streamlines client intake, case management, immigration form preparation, and billing in a single system built specifically for immigration law workflows, rather than generic case management tools. Smart questionnaires automatically generate USCIS and related immigration forms, helping firms complete filings faster and with fewer errors. Multilingual intake forms and client portals improve accessibility and client communication, while built-in invoicing and LawPay integration simplify billing and payments. DocketWise is part of 8am, the professional business platform that brings together LawPay, MyCase, and CasePeer to help law firms streamline operations and focus on client outcomes. 8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice. 8am™ LawPay is a trusted legal industry payment solution, purpose-built to help law firms get paid faster while maintaining strict compliance with legal accounting rules. Designed specifically for attorneys, LawPay automatically separates trust and operating funds, protects against commingling, and supports IOLTA and PCI compliance. Firms can accept credit cards, debit cards, and eCheck payments, send secure payment links, automate billing, and offer flexible client payment options. Approved by all 50 state bars and the ABA, LawPay powers payments for more than 60,000 law firms across the U.S. and Canada. LawPay is part of 8am, the professional business platform that brings together MyCase, CasePeer, and DocketWise so firms can focus on clients and do more of the work that matters. 8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice. 8am™ MyCase is a leading legal practice management solution designed for small and midsize law firms. Built specifically for legal workflows, MyCase brings case management, client communication, billing, payments, and legal accounting together in one unified system. Firms can manage matters, track time, automate tasks, communicate securely with clients, and gain real-time visibility into firm financial performance. With integrated payments powered by LawPay and built-in trust accounting tools, MyCase helps firms streamline operations, improve client experiences, and make more informed business decisions. MyCase is part of 8am, the professional business platform that brings together LawPay, CasePeer, and DocketWise to help firms run a more efficient and profitable practice. 8am™ CasePeer is a cloud-based personal Injury practice management solution built specifically for personal injury law firms. Designed specifically for high-volume PI practices, CasePeer empowers firms to manage cases, track medical treatment and liens, oversee settlements, and improve client communication. The solution includes PI-specific workflows, reporting, and real-time dashboards that reduce manual work and help teams move cases toward resolution faster. With centralized case data and built-in analytics, CasePeer gives personal injury firms clear visibility into case progress, team productivity, and marketing performance. CasePeer is part of 8am, the professional business platform that brings together LawPay, MyCase, and DocketWise so firms can focus on their clients and grow their practice. |
CategoriesCanopy is award-winning, all-in-one accounting practice management software engineered to help CPA, bookkeeping, and accounting firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document storage, workflow automation, time and billing, proposals, and engagements into one modern, cloud-native platform with one login. At the center is Canopy Coworker, Canopy’s everywhere AI, which simplifies accounting workflows, drafts client communications, and extracts insights across your practice to reduce daily administrative load. Learn more at getcanopy.com. Canopy is award-winning, all-in-one accounting practice management software designed to help accountants build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected tools by centralizing client management (CRM), document management, workflow automation, time and billing, engagements, and proposals into one modern, cloud-native platform under one login. At the center of the platform is Canopy Coworker, an everywhere AI built specifically for accounting workflows that drafts client communications, summarizes complex documents, and automates administrative tasks. By bringing every core practice function together into a single platform, Canopy gives CPA, tax, and bookkeeping firms the complete visibility and structure needed to scale, increase capacity, and focus on high-value client work. Learn more at getcanopy.com. Canopy is award-winning, all-in-one tax practice management software engineered to help tax professionals, CPAs, and accounting practices build an autonomous firm. Built to eliminate busy season bottlenecks and data silos, Canopy unifies client management (CRM), secure document collection, workflow automation, and billing into one modern, cloud-native platform with one login. Tax teams can pull IRS transcripts, track notices, and execute tax resolution workflows natively alongside daily client communications. At the center is Canopy Coworker, Canopy’s everywhere AI, which accelerates complex document summarization and message drafting to automate administrative load across the practice. Learn more at getcanopy.com. |
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Bankruptcy Features
Bankruptcy Case Management
Calculators
Calendar Management
Client Management
Critical Date Alerts
Document Management
Electronic Filing
Exemption Management
Forms Automation
Legal Forms Library
Task Management
Time Tracking
Conflict Checking Features
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
Court Management Features
Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking
Docketing Features
Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking
Enterprise Legal Management (ELM) Features
Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics
Law Practice Management Features
Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management Features
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Spend Management Features
Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Integrations
8am AffiniPay
8am CPACharge
8am CasePeer
8am ClientPay
8am DocketWise
8am LawPay
8am MyCase
Calendly
Clerx
Gmail
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Integrations
8am AffiniPay
8am CPACharge
8am CasePeer
8am ClientPay
8am DocketWise
8am LawPay
8am MyCase
Calendly
Clerx
Gmail
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