
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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Epicor Advanced MES is a manufacturing execution system that is suited to plastic molders, repetitive manufacturers and those with an assembly process involving multiple machines. It is designed to help floor operators to monitor and optimize their plant operations.
Advanced MES helps manufacturers monitor and control production with real-time plant and machinery information. The system enables users to identify inefficient resource allocations to find new capacity within the business. It also helps track machine downtime and record scrap and material waste throughout the production process.
The software provides real-time production visibility, scheduling, process monitoring, and performance reporting. Users can access production details and operational metrics to support informed decision-making. Maintenance teams can also access machine condition information to help plan preventive maintenance activities.
Advanced MES offers integration capabilities that connect production information with ERP, accounting, manufacturing estimating, and other business systems.
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Cropwise Operations
Monitor all your fields in one place. Get real-time updates on current field and crop conditions. Receive immediate notifications if something’s wrong. Track changes even if you’re offline. Forecast your harvest. Fast setup in a matter of days, depending on land size. Initial training, presentations and ongoing support. Available on computer and smartphone. Try Cropwise Operations for free for a limited time of 14 days and start using the most advanced production management system for farmers. Available on AppStore and Google Play. Our mobile apps are made for the field. Alerts with 1,5 times more recorded and timely identified problems and violations. Units of machinery, equipment and trackers controlled by users. Times more photos of fields, plants, diseases, pests and other threats.
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