SafetyCulture is a workplace operations platform trusted by 80,000+ teams to work safely, meet higher standards, and improve every day.
1. Streamline operations by eliminating paper processes - with simple checklists your teams can complete on any device.
2. Get the job done with seamless task and issue management - whether a team member spots something that needs fixing during an inspection, or while on the go, it’s easy to create and assign tasks to hold the right people accountable.
3. Reduce downtime with total asset visibility - gain unique visibility via sensors and telematics data o
4. Onboard, train, and upskill teams seamlessly - deliver bite-sized training that fits into the flow of your team’s work. No matter the device or location.
5. Workplace communications fit for the frontline - close the communication gap with a message system frontline teams love to use.
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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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OurPeople
OurPeople is a communication and engagement platform designed specifically for organizations with frontline, deskless, and dispersed employees who are often the hardest to reach with traditional workplace tools. Unlike email or chat apps that quickly become cluttered and inaccessible, OurPeople provides a secure, mobile-first hub where managers and team members can connect in real time. Companies use OurPeople to deliver announcements, send two-way messages via SMS or in-app, collect feedback through forms and surveys, and share essential documents or checklists all in one place. This approach eliminates the need for multiple disconnected systems and ensures every employee, regardless of location or access to a desk, stays informed and engaged. The platform also integrates with leading HR systems to automatically sync staff information, reducing manual work and preventing errors when employees join, leave, or change roles.
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