Office Puzzle vs. Thread Learning Comparison Chart

For solo and small-group mental health practice owners, TheraNest is the EHR and practice-management platform that simplifies clinical documentation, streamlines billing, and empowers sustainable practice growth without administrative headaches. Unlike SimplePractice and TherapyNotes, TherapyNotes uniquely allows therapists to run secure group telehealth sessions (up to 20 participants), automatically insert evidence-based Wiley® treatment plans, and access built-in flat-rate RCM services — all in one place. TheraNest gives therapists back time, control, and confidence by combining workflow automation, AI-enhanced documentation, and reliable U.S.-based support.

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

Find the right caregiver for any client fast! Our database matches your caregivers with clients by skills, location, and availability. Monitor your leads and referral sources, with a complete history of your activities. You can even link your website to AdaCare's database. Keep records of all your staff, names, addresses, phone numbers, available hours, CEUs, and license expirations. Our "instant timecard" replaces paperwork, and sends alerts if caregivers are late. Less work, and better documentation. Your caregivers can sign in to view their schedules, calendars, maps, and more. Help your caregivers and your office staff. Print and export hours and mileage, for easier billing and payroll. Plus, reports and charts for managing your business. Secure and reliable, and you can work from anywhere, home, office, or in the field. Your caregivers can log in from home and print their own schedules and maps.

Auth0 takes a modern approach to Identity, providing secure access to any application, for any user. Safeguarding billions of login transactions each month, Auth0 delivers convenience, privacy, and security so customers can focus on innovation. Auth0 is part of Okta, The World’s Identity Company™. Auth0 lets you quickly integrate authentication and authorization for web, mobile, and legacy applications, with new Fine Grained Authorization (FGA) that goes beyond role-based access control. Authenticate users across all applications with a customized, secure, and standards-based single login. Universal Login connects users to a central authorization server. Credentials aren’t transferred across sources, which boosts security and protects against phishing and credential stuffing attacks. OAuth 2.0 recommends that only external user agents (like the browser) be used by native applications for authentication flows. Auth0’s Universal Login achieves this while enabling SSO.

The Skillcast Compliance Portal is a solution that enables organisations to deliver, track, and evidence compliance learning and related activities in a single platform. Designed for compliance, risk, and HR teams, it simplifies the management of e-learning, policies, disclosures, registers, and events while ensuring auditability and regulatory compliance. Available in Standard, Enhanced and Premium tiers, the portal connects learning and compliance workflows, providing visibility, efficiency and control across all programmes. Key features include an LMS for delivering and reporting on training with a built-in content editor, a Policy Hub for policy distribution and attestation tracking, Training 360 for complete records and CPD, Event Management for sessions and attendance, automated Declarations, configurable Registers for gifts, hospitality and conflicts, Compliance Surveys for employee insights and SMCR Registers to support Senior Managers and Certification Regime compliance.

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Bookinglayer is an all-in-one reservation system built for complex booking scenarios involving accommodation and activities. They help retreats, resorts, and schools automate their booking process from start to finish. Bookinglayer’s solution allows you to start selling activities with your accommodation (80% of their clients' bookings include an activity). The software is highly customizable, allowing you to fully adapt your booking flow to your guest's decision-making process. Use the Guest Portal to request guest data post-booking, ensuring the booking process is simple and quick. The Guest Portal can also be used to sign waivers, schedule sessions, and collect outstanding balances, all of which are fully automated. Whether you have 5 cabanas or are a large multinational chain, Bookinglayer revolutionizes booking management, making it easier to collect and change bookings, sell and schedule activities, assign instructors, handle payments, and communicate with guests.

ISL Light is an easy-to-use remote desktop software for security-conscious users. It comes at a great price-performance. ISL Light is a powerful tool that helps IT staff and support technicians solve problems remotely, either through unattended access, remote support or even though screen-sharing on mobile devices. It works cross-platform and offers 256-bit encrypted sessions with all standard remote access features plus some important extras: single-sign-on (SSO), session recording, live chat, videocall, multi-monitor support, file transfer, reporting and many more. Users can choose between cloud or on-premise service. ISL Online license does not limit the number of users, workstations and clients you support. It's a reliable and highly secure software used in all industry sectors including banks, hospitals, governmental institutions and insurances.