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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Gravity Software
Multi-Entity Cloud Accounting Software for Growing Businesses
Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems.
Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required.
🎈 Multi-entity & multi-location accounting
🎈 Automated intercompany transactions
🎈 AP automation & multi-level approvals
🎈 Real-time consolidated reporting & dashboards
🎈 Advanced analytics with Microsoft Power BI
🎈 Easy navigation from accounting to sales & service
Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.
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AccountEdge
AccountEdge is a powerful, easy-to-use, small-business accounting software for the Mac and Windows desktop.
With AccountEdge, business owners can organize, process, and report on their financial information so they can focus on their business. Features include: accounting, integrated payroll, sales and purchases, contact management, inventory tracking, time billing, and more.
Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales.
Expenses - Manage your vendors, payments, and recurring transactions.
Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.
Payroll - Pay your employees and tracking their pay, accruals, and expenses is critical to your business.
Inventory - Manage your items and services and track their stock by location to ensure you have enough products on hand.
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