Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible.
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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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PlainScribe
Effortlessly transcribe your media files, break language barriers with translations, and distill key insights through summarization. Upload your files and let us take over. Easily search through the text once it's processed. Summarize and download the results as needed. Upload your audio and video files up to 100MB without needing to worry about any limits. We take care of processing it and send you an email when it's done. Only pay for what you use, based on the number of hours of audio/video transcribed or translated. Your data's privacy is our priority; we automatically delete it after 7 days, guaranteeing complete peace of mind. We support transcription in a variety of languages as well as translation to English. We create a summarized version of the transcript for each 15-minute chunk so you can quickly get the essence of the text. Download your transcripts in an easy-to-read CSV format or SRT/VTT (for subtitles).
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