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.
Learn more
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.
Learn more
Lexzur
Lexzur is a comprehensive Legal Practice Management Solution addressing the entire market of legal practitioners, in law firms and in-house legal departments.
One solution that enables law firms and other businesses in the legal industry to manage legal matters, tasks, contracts, deadlines, clients, documents, hearings, time logs, expenses, financial records, and much more.
Lexzur supports multiple languages & multiple currencies. It is available on-cloud, Private SaaS & on-server (on-premises).
Lexzur's Mobile App app for iPhone, iPad and Android allows teams to carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected.
Lexzur is one solution that replaces all tools used by legal professionals; it is modular, easy to use, and addresses the entire market, with clients in 67+ countries of all sizes.
Learn more
