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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8am
8am is the professional business platform designed to help law firms, accounting firms, and associations run more efficiently from intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, 8am unifies firm management, billing, and client engagement in one connected ecosystem. Its solutions automate administrative tasks, streamline compliance, and accelerate cash flow so professionals can focus on delivering exceptional client outcomes. With enterprise-grade security, seamless integrations, and award-winning support, 8am empowers professionals to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am’s technology to power their practices and simplify operations. Built for the way modern firms work, 8am helps you reclaim time, reduce complexity, and drive sustainable growth.
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BeenVerified
BeenVerified's mission is to make public records easy, affordable, and accessible to everyone. Since 2007, millions of people have used BeenVerified's website and applications to access public data. In 2013, we were named the fastest growing company in New York City and 26th in the U.S. by Inc. Magazine. We're an expanding team dedicated to building world class products via data and design! Find and contact old friends, family members & classmates. Connect with customers and clients. Generate leads. Monitor your public records and online reputation. Lookup used vehicles and online sellers before you buy. Build trust in people you or your family meet online or in-person. Our data accuracy scores suggest someone's best personal and professional emails, phone numbers, and addresses. With people search, you may access court records including arrests, criminal records, traffic violations and bankruptcies.
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