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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INTOO
INTOO is the global outplacement flagship of Gi Group Holding, trusted by more than 25,000 companies over the past 30 years to guide their people through career transitions. Our award-winning program blends unlimited one-on-one coaching with innovative, easy-to-use technology—helping employees to land 2.5x faster than the national average, with a 97% satisfaction rating. With delivery across 130+ countries and 40+ languages, we’re a proven partner to leading HR teams, offering real-time insights, global scalability, and unwavering support. At INTOO, our brand promise is simple: We care more—about your people, your results, and you.
Our programs deliver:
- On-demand access to experienced career coaches 7 days a week for guidance on networking, LinkedIn, personal branding, interview prep, job search strategies, and more
- 1:1 detailed resume review to maximize ATS visibility
- A curated calendar of live daily coaching webinars covering a variety of job search topics
- and more...
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Nudge Coach
We help coaches, consultants, creators and influencers launch a customized coaching app for their clients in less time without coding or breaking the bank. Nudge is the easiest way to launch your online coaching program in a customizable mobile app. No coding, just coaching. Built to make online coaching easier, more effective and more scalable, Nudge Coach makes it easy to customize a coaching app for your clients. Make staying on track easier for your clients by building simple forms and trackers right into your coaching app. Enough with the hassle of admin, coordination and scheduling, do it all from one centralized location. Create program cards in your coaching app to deliver coaching content. With user-friendly content creation tools, templates and imagery, you can keep clients on track without sending emails that go unread. Deliver your program at scale, customize trackers to keep clients accountable, and engage clients with personalized messages.
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