Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login.
By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability.
Key capabilities include:
Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load.
Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record.
Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM.
Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time.
Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging.
Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep.
Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options.
Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace.
Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
Learn more
EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP.
Companies use EBizCharge to:
◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart
◉ Automate billing and reconciliation to save time and reduce errors
◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more
◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization
Learn more
Util360
Util360 is a company that specializes in providing innovative utility billing and customer engagement solutions for the public sector. Their services are designed to streamline operations through ERP integration and ensure compliance, aiming to enhance efficiency, sustainability, and operational excellence in utility management.
Key Features of Util360:
Utility Billing Solutions: Util360 offers transparent and efficient billing solutions to streamline invoicing and payment processes for utilities.
Customer Self-Service: They empower communities by providing instant access to utility information, enhancing consumer engagement and satisfaction.
Meter Data Management: Util360 ensures precision in utility monitoring and billing with efficient meter data management solutions.
ERP Solutions: They provide comprehensive ERP systems for integrated and efficient utility operations.
BI Analytics: Util360 leverages data-driven analytics solutions for informed decisicions.
Learn more
