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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Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption.
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CentralReach
Delivering end-to-end applied behavior analysis and related behavioral health software and services for outcomes-based autism care. Automate operations, improve cash flow, and stay audit-ready with a fully integrated HIPAA-compliant EMR, smart scheduling and an optimal ABA billing system. Streamline back-office work, reduce inefficiencies, and elevate the client experience. Deliver superior care and improve client outcomes with a suite of electronic ABA data collection solutions for effective service delivery in every setting. Digitally construct ABA programming, modify client targets and behaviors for their treatment plans, and collect data across any developmental domain. Boost billing and revenue cycle operations to generate up to 96% claims reimbursements. Stop leaving money on the table with the support of an expert ABA billing team with one single goal in mind: maximize your cash flow and profitability.
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