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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RXNT
RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software.
Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice.
Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states.
Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 125 million prescriptions have been transmitted and over $7 billion in claims have been processed using RXNT.
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Digitail
Digitail is a cloud-based, AI-powered veterinary practice management platform for clinics of every size, from single-location practices to multi-site groups.
Veterinary teams spend less time on documentation and more time with patients. Tails AI handles intake, voice dictation, and SOAP notes, while scheduling, billing, payments, inventory, and reporting all connect in one unified system, so nothing gets lost between tools or teams.
Clients stay informed and engaged throughout their pet's care journey. Online booking, two-way messaging, automated reminders, and a native pet parent app keep communication simple from first appointment through to follow-up.
Inventory tracking, expiry alerts, wellness plan management, and real-time reporting give owners better visibility and control.
Digitail is independently owned with no ties to corporate groups or insurance companies, with transparent pricing and a dedicated migration team to support practices making the switch.
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