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 a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.
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Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.
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Teamwork.com
Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.
Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners.
Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.
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