Canopy
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.
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Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data.
Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results.
Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization.
Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.
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Planview AdaptiveWork
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine.
Key Capabilities Ready on Day One
- Artificial Intelligence
- Portfolio Management
- Project Management
- Resource Planning
- Team Collaboration
Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.
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