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Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Equip your agents with powerful AI tools and workflows that boost efficiency and elevate customer experiences across every channel.

With customizable iOS and Android mobile apps, Slack and Microsoft Teams integrations, and an intuitive design employees love, Haystack brings an outstanding digital employee experience to your entire workforce, no matter where their work takes them.

Traditional training doesn't equip employees with the practical skills they need to drive business success. ACI Learning provides hands-on IT and cybersecurity training designed to build real-world, on-the-job skills. Our outcome-based programs empower employees with certification prep, industry-recognized credentials, and flexible learning options. With expert-led video training, labs, and scalable solutions, we help businesses, individuals, governments, and academic institutions develop a skilled workforce, align with business goals, and stay ahead in a rapidly evolving digital world.