Alternatives to Canopy
Compare Canopy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Canopy in 2026. Compare features, ratings, user reviews, pricing, and more from Canopy competitors and alternatives in order to make an informed decision for your business.
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1
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
Xero
Xero
Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. -
3
Soraban
Soraban
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. -
4
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
5
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
6
IRSLogics
Logics CRM
IRSLogics is the oldest professional tax resolution software. Being in business for almost a decade we use our experience in improving our product and services based on the requirements and reviews of our customers. At Logics we give highest priority to the customer experience. To provide you an uninterrupted service we have a dedicated support team to hear your concerns and solve your query at no cost to you. IRSLogics is completely web-based and does not require time-consuming setup. You can log in from any device and from any location. The only requirement is an internet connection. IRSLogics is the oldest professional tax resolution software. Being in business for almost a decade we use our experience in improving our product and services based on the requirements and reviews of our customers. At Logics we give highest priority to the customer experience. Call 312-957-8979Starting Price: $89 per month -
7
Accounting CS
Thomson Reuters
Accounting CS is a professional accounting tool for accountants and CPA firms, built to streamline operations and help firms take a more strategic approach to client service. It combines write-up, trial balance, payroll, financial statement analysis, and more in one complete solution for firms that serve multiple clients across different industries and entity types. Accounting CS is designed to give firms flexibility while reducing the time spent searching for and entering data. Its smarter interface automatically finds and verifies much of the information users need and integrates with other applications automatically, helping staff work more efficiently and focus on higher-value services. It can pull data directly from client spreadsheets or QuickBooks and integrate transactions with financial institutions, making it easier to bring client information into the workflow. Firms can work with different entity types, reporting periods, locations, and departments. -
8
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
9
Mango Practice Management
ProfitSolv
All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.Starting Price: $35 per user per month -
10
IRS Solutions Software
IRS Solutions
IRS Solutions® is Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. With IRS Solutions on your team, you can automatically calculate and recommend solutions, submit autofilled forms and reports, communicate with clients, invoice for your services, and process payments all within one easy-to-use, intuitive system. Become more efficient with an automated software solution to manage IRS collection cases, prepare and submit OICs and Installment Agreements, and respond to notices. Project an air of confidence in front of clients with up-to-date IRS collections and audit forms and notices at your fingertips.Starting Price: $159 per month -
11
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
12
SeQwens
SeQwens
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.Starting Price: $69.99 per month -
13
PitBullTax
PitBullTax Software
In one line, PitBullTax is a business advantage for tax resolution professionals. Use the software to simplify and automate your work, and see how you solve cases faster. What PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process—so you can deliver fast, accurate, and lasting solutions to your clients’ tax debt problems. Just add a new client and start working. PitBullTax takes care of the rest: - Fee calculation - Engagement letter templates - IRS authorization prep (POA & TIA) - Secure client portal - Case workflow tracking - Guided client questionnaires - IRS transcript delivery & analysis - Resolution evaluation & scenario analysis - Full representation support (forms, IRM, letters) - IRS change alerts PitBullTax also includes powerful support and customization tools, and tax resolution training with valid CE/CPE credits several times a year. You can find more details on their site.Starting Price: $135/month/user -
14
Practice CS
Thomson Reuters
Practice CS is a world-class practice management tool for accountants, built to help firms reduce wasted time, avoid duplicated work, and manage the business of the practice with better visibility and control. More than time-and-billing software, Practice CS helps accounting firms onboard new staff easily, invoice clients faster and more accurately, analyze service profitability over the long term, and boost revenue without increasing the workload of the staff. It shifts the firm from reactive to proactive practice management, so teams are ready to handle client demands or compliance requirements as soon as they come up. It gives real-time access to essential firm, client, and staff information, helping the entire practice operate at peak productivity. It scales to suit the size of the firm, whether large or small, and lets users implement only the features they need. -
15
TaxDome
TaxDome
Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.Starting Price: $58 per month -
16
Canopy
Canopy
Canopy is a secure and compliant loan management system that removes the constraints of legacy software. It is the most flexible API platform for loan management and servicing. The platform supports custom product constructs with flexible building blocks for an array of use cases. Canopy offers multi-product capabilities, real-time processing, account-level policies, callback automation, disputes and reversals, real-time statements, and more. Canopy fits into an ecosystem built to modernize debit cards and money transfers. By plugging into best-of-breed technology partners, Canopy provides end-to-end solutions for financial products of all kinds. Canopy empowers a better borrower experience through next-gen credit and lending products. -
17
Canopy IoT Platform
Banyan Hills Technologies
CanopyTM is an enterprise IoT platform that lets you centrally monitor, manage and control connected devices at scale. Its real-time dashboard, advanced features and configurable KPIs give you complete visibility into your network. Manage the overall health of your devices, address service issues before problems arise and delight customers with entirely new experiences. Manage the overall health of your devices through configurable KPIs that fit your business needs. Address service issues before problems arise. Remotely control devices, and automatically trigger notifications. Delight customers with entirely new experiences and grow profitably. CanopyTM takes real-time data from a network and centralizes it into a single view. Log into Canopy’s cloud-based portal to view and manage all your devices, locations and integrations with critical business applications. -
18
CanopyDeploy
Inspired Thinking Group
Transform the way you do omnichannel marketing with our game-changing CanopyDeploy platform. Intuitive and easy-to-use, CanopyDeploy is designed to drive global campaigns and work for small businesses. With simple drag-and-drop functionality, instantaneous segmentation and the ability to integrate with any secure data source, build fully connected customer experiences across any channel on this single-view CRM platform. Get invaluable insights and real-time reporting to maximize the effectiveness of all of your campaigns. Get the game-changing marketing automation platform. Seamlessly coordinate omnichannel customer journeys that span all touchpoints (email, SMS, landing page, social, WhatsApp and more) with CanopyDeploy's drag-and-drop functionality. Simply create detailed segments within the platform and talk 1:1 with your customers. Whether you're a small business or global brand, CanopyDeploy is completely scalable to your requirements. -
19
Jungle.ai Canopy
Jungle.ai
Increase your production and prevent unplanned downtime with our AI product Canopy. Canopy’s AI uses historical data to learn how your machines function under all operating conditions. We are deployed in various industries, helping to detect failures ahead of time, reduce machine downtime and increase performance. Continuously monitor the health of your machines. Track components with abnormal behavior and act before it’s too late. Track performance in real-time. Receive notifications of underperformance and investigate what you should do about it. Collaborate and resolve issues together, and work in one place while looking at the same data from all possible angles. Our technology doesn't require any hardware installation and is remotely deployed. Canopy allows you to explore developing issues at the sensor level. Advanced visualizations and tools show the machine state in different ways, empowering you to find out exactly what is abnormal in your machines. -
20
Canopy
Canopy
Canopy is the only digital parenting app that detects and blocks pornography on every single website on the internet. It’s also the only one that alerts parents immediately when it detects sexting, so they address it in a conversation with their kids. With Canopy, parents can rest easy knowing their children are safe, no matter where their online adventures take them. Canopy uses advanced computing technology, including artificial intelligence and machine learning, to instantly recognize and filter out pornographic content online and on your child’s smartphone camera. Protects two million devices around the world. Keeps kids at thousands of schools safe online. Helps US law enforcement prevent digital crimes against children. Filter out inappropriate content on your kid’s smartphone, schedule breaks from screen time, and know if your kid has left home or school. And that’s just the beginning. Canopy gives families everything they need to thrive in the digital world.Starting Price: $7.99 per month -
21
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
22
Qount
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.Starting Price: $74 per month -
23
Canopy
Canopy
Harness the power of AI for fast, accurate data mining for cyber incident response. Canopy’s software products are purpose-built to find PII & PHI buried in any data set. Our AI-powered processing allows you to data mine faster than ever, with even greater confidence in the accuracy of your assessment. Whether you're dealing with PSTs, file shares, or servers, our machine-learning algorithms are trained to zero in on protected data. They've already detected billions of PII elements without the need for regex or keyword searches, and continue to improve with every completed project. Whether you're responding to a breach or you're proactively working to mitigate risk, Canopy's patented cybersecurity and data privacy technology has you covered. Fulfill regulatory and ethical obligations to notify quickly in the event of a data breach with streamlined data mining, PII review, and entity consolidation. -
24
Eleven
RunEleven
Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time. -
25
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
26
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month -
27
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
28
Senta
IRIS
Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.Starting Price: $29 per user, per month -
29
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
30
Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
31
Engager.app
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.Starting Price: $12.17 per month -
32
Canopy Wave
Canopy Wave
Canopy Wave is the best inference platform for open models, built to deliver high-quality, reliable, and secure AI services from infrastructure to build, tune, and scale AI models. Its model platform gives users instant access to advanced open source models optimized for quality, speed, and security through API, with a model library covering different types and fields, so users can call models directly without additional development or adaptation. Canopy Wave’s serverless inference service lets teams run pretrained models through simple API calls without managing infrastructure, with fast response, low latency, no cold start issues, and globally optimized performance powered by next-generation GPUs and edge caching. For production workloads that need stronger control, dedicated endpoints run inference at scale with exceptional speed and reliability on hardware instances dedicated exclusively to the user.Starting Price: $0.07 per GB per month -
33
DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
34
Aspen Systems Canopy
Aspen Systems
Canopy’s Core Modules are the foundation of the fully integrated system and the starting place for all companies. These base modules address the most common infrastructure within every food company in the industry, regardless of focus or specialty. Areas such as Accounting, Purchasing, Sales, Inventory and Reporting are included with the Core. In addition, robust report writers are included for easy access to your data. Each of these full-featured modules includes countless elements designed to help you run your company more effectively, laying the groundwork for growth and profit goals. A system is only as good as the company standing behind it. The Aspen team stands ready with integrated customer-focused departments. Our Technology Solutions team can provide the hardware and support for a company of any size. Implementation Specialists are available to guide you through the implementation of a new system or simply the addition of a new software module to your organization. -
35
Socket
Socket Digital Limited
Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.Starting Price: $13.52 per month -
36
Canopy Manage
Canopy Tools
Discover and group assets, manage through workflows and non compliance alerts presented in a single control pane, action through sophisticated alerts profiles via API, email or SMS. What is Canopy Manage? A data aggregation platform that presents the health state of discovered assets from IoT, OT and IT environments, enabling one-off or scheduled actions through workflows and predictive analysis. Corporate Asset Governance through at a glance vizibility. Rich informative visualization tools for instant insight and flexible relevant dashboards. Reducing large distributed complex cloud systems into a visible and relevant frame. Enabling quantified decision making to ensure optimal performance and cost control. Offering asset health management and security control for IT & IoT assets. How Canopy Tools can help you. I’m a Technical Person. Deliver your vision while retaining control and avoiding many of the traditional (and unnecessary) IT costs. I’m the Decision Maker.Starting Price: $2 per month -
37
TaxFlow
TaxFlow
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.Starting Price: $20 per user per month -
38
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
39
Canopy API
Canopy API
Introducing Canopy API: The modern API for Amazon In the fast-paced world of e-commerce, data is king. That's why we're excited to introduce the Canopy API – a solution designed to empower businesses, developers, and entrepreneurs with the most comprehensive data access to the world's largest online ecommerce store, Amazon.com. Key Features: Real-time Product Details: Dive deep into extensive product details, including descriptions, specifications, pricing, and customer reviews. Advanced Search Data: Gain insights into what customers are searching for, trending products, and keyword analytics. Seller Data Intelligence: Get an edge in the competitive marketplace with detailed seller data. Category Data Analysis: Navigate through Amazon’s extensive categories with ease Easy Integration & Reliable Support: Our API integrates seamlessly with your existing systems, and our dedicated support team is always on hand to ensure you get the most out of your data experienceStarting Price: $400/month -
40
Orpheus TTS
Canopy Labs
Canopy Labs has introduced Orpheus, a family of state-of-the-art speech large language models (LLMs) designed for human-level speech generation. These models are built on the Llama-3 architecture and are trained on over 100,000 hours of English speech data, enabling them to produce natural intonation, emotion, and rhythm that surpasses current state-of-the-art closed source models. Orpheus supports zero-shot voice cloning, allowing users to replicate voices without prior fine-tuning, and offers guided emotion and intonation control through simple tags. The models achieve low latency, with approximately 200ms streaming latency for real-time applications, reducible to around 100ms with input streaming. Canopy Labs has released both pre-trained and fine-tuned 3B-parameter models under the permissive Apache 2.0 license, with plans to release smaller models of 1B, 400M, and 150M parameters for use on resource-constrained devices. -
41
Avii Workspace
Avii
A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.Starting Price: $20 per feature -
42
Portal 360
Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client. Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.Starting Price: $1/per month -
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Canopy Care
Canopy
Improve patient experience and outcomes while optimizing for practice success in today’s rapidly changing oncology landscape. Canopy's Intelligent Care Platform powers an entire layer of interoperable software solutions over the EMR and Practice Management systems that enables providers to deliver higher quality care to more patients at lower cost. Drive revenue by increasing time on treatment and operationalizing reimbursement programs, all while simultaneously enhancing practice quality metrics. Improve patient outcomes and quality of life through our remote monitoring solution, triage algorithms, and symptom management pathways. Streamline inbound call processes, improving task management and collaboration across departments and locations. -
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PracticePro 365
PracticePro 365
PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most. -
45
Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
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Canopy Partners
Canopy Partners
State of the art solutions for Imaging AI and radiology IT ranked at top of KLAS. Can be deployed on-prem, in the cloud, or hybrid. Tailored to the specific needs of your organization. Leverage our scale and vendor relationships to drive ROI and reduce your imaging & radiology IT costs. Canopy Partners creates flexible, customer-driven business solutions that improve productivity, profitability, and patient care. We have a clinical IT team experienced in working with clients from coast to coast. We’ve performed assessments for some of the most respected imaging practices in the country. If you’re interested in raising the level of performance for your imaging enterprise, we stand ready to help you with an independent objective IT assessment. A more modernized PACS, rated at the top of KLAS rankings. Can be deployed on-premise or in the cloud. We can likely save you significant money and structure the system as an operating expense requiring less upfront capital. -
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Double
Double
Double is an AI-powered accounting workflow and month-end close platform designed to help accounting firms, bookkeepers, and internal finance teams automate repetitive financial tasks, streamline close processes, and manage accounting operations from a centralized workspace. The platform integrates directly with accounting systems such as QuickBooks Online, Xero, Sage, and NetSuite, allowing teams to automate transaction categorization, reconciliations, journal entries, accruals, receipts management, 1099 processing, and AI-assisted bank feeds while maintaining financial context from the ledger. Double combines month-end close automation with integrated client communication, task management, reporting, review tools, and practice management capabilities to reduce manual workloads and improve accounting efficiency.Starting Price: $10/month/client -
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ClientTable
ClientTable
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.Starting Price: $14 per user per month -
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CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
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Remindoo
Accotax LTD
Remindoo is an AI-powered practice management platform built specifically for accountants and bookkeepers. It centralizes tasks, clients, workflows, and team collaboration into one intuitive system. Automated task management helps firms stay on top of deadlines without constant manual follow-ups. Remindoo supports recurring jobs, detailed task tracking, and real-time visibility across teams. Built-in time recording improves productivity and profitability tracking. Smart filters and global search make it easy to manage growing workloads. Remindoo allows firms to focus on growth while automation handles the operational complexity.Starting Price: £19.55/month