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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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.
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MyFileRunner
You have tried the rest, and now trust the best to ensure your legal filings are accurate, secure, and submitted on time! MyFileRunner offers class-leading support even if you do have a question, we dare you to try us. You don’t have to be sentenced to a lifetime of confusing filing processes or time-consuming phone calls with the clerk. MyFileRunner is your simple, secure, and efficient solution to making legal filings. Our exceptional customer support is what truly sets us apart. We handle each and every client’s needs with the same white-glove treatment. We’re not just an 800 number, we’re real, accessible, diligent (and friendly) humans on the other line. We study and keep up with the filing rules of every single county. As the industry-leading masters of eFiling, we can help you eliminate rejected filings and maximize your firm’s productivity. Eliminate human error, avoid rejections, and ensure notifications get sent to the right people.
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