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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SurveyLegend is the next generation of online surveys — engaging, platform-independent, & beautiful. We empower companies - large & small - & individuals, to create mobile-friendly, gorgeous surveys.
Create great-looking surveys, forms, polls, voting, questionnaires, NPS, customer satisfaction, customer experience, employee satisfaction surveys... on your computer or tablet, customize the look of your survey however you like, & display collected data with eye-catching and insightful graphics.
Creating questionnaires is done simply by drag & drop, & you don't need to be a market research expert to use our tool.
It has never been this easy to listen to customer demand, measure customer or employee satisfaction, manage client experience, or maintaining student & employee engagement.
SurveyLegend has users all over the world, from amazing companies like L'Oréal, Universal, Harvard, Greenpeace, Airbnb, Sony, CocaCola, Roche, to awesome start-up companies and individuals.
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IDTree
Save time setting up your HR surveys with ready-to-use questionnaires: employee engagement, remote work, leadership, hyper-stress, burnout, professional risks, equity, etc. Customize your questionnaires with our ergonomic online editor. Choose options just as our risk dashboard, e-learning for managers or multiple-access. Maximize participation rates thanks to a user interface that your employees love (automatic reminders, multiple participation devices, 100% anonymity). Understand unspoken issues in your organization and visualize automatically analyzed results by category: team, age, gender, area, country, etc. Setup your own analytical filters and export and pin your insights. Distribute your questionnaires in the languages of your choice to include staff at your various sites around the world. Adapt questionnaires on our simple and ergonomic online editor.
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