4.6 out of 5 stars
(1259 Ratings)
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.
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4.1 out of 5 stars
(90 Ratings)
Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine.
Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice.
Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive.
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PBHS SecureMail
Achieve and maintain data privacy compliance. PBHS Secure Mail is a mature HIPAA encrypted messaging solution for doctors, dentists, hospitals and other healthcare providers. Compliancy made easy! There is no software to install, configure or maintain. PBHS Secure Mail works on any device, from any location. It’s simple to share. Documents, Radiographs, CT Scans, and Messages are organized and available to all colleagues working on a case. Account initiation is as simple as logging in with your ADA Membership ID. Our optional Outlook Plug-in enables users to send and receive messages directly via Microsoft Outlook on your PC. Treatment Letters and private communications that are delivered from your practice management software to Outlook are now encrypted. Radiographs that are delivered from your digital x-ray systems to Outlook are now encrypted. No need to change how you email your colleagues and patients. Continue to use Outlook without violating HIPAA.
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