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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8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting.
With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.
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Cowbell Cyber
Combining outside-in and inside-out continuous risk assessment, Cowbell delivers coverages tailored to identified risk exposures in minutes and empowers policyholders to improve their cyber risk posture. Coverage is specifically designed for cyber risk exposure—not entwined with other lines of coverage. Ongoing observation capabilities allow you to adjust your cyber insurance coverage as your business evolves. No hardware or software installation. Artificial intelligence techniques determine your insurable threat rating. Cowbell Factors provide decisive insight into the likelihood and severity of an insurable threat that enables you to select appropriate coverage, implement remediation guidance, and optimize premiums. Fast, automated, continuous exposure assessment puts all the pieces in place to determine the correct policy for your needs. It also means coverage and premiums can be adjusted on an ongoing basis.
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