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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.

Runn has a modern and easy-to-use interface that provides your team with a shared view of all the people and projects in your organization. Plan new work alongside existing projects and instantly see how changes to your plans and resourcing affect your company’s bottom line. Runn is intuitive to use and lets you quickly schedule work using simple drag and drop functionality. Runn also allows you to collaborate with your co-workers in real-time, seeing updates live without having to refresh your browser. Runn combines resource and capacity planning with integrated actual tracking and powerful forecasting to deliver meaningful insights and a full picture of your organization.