Cone vs. Client Portal

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.

Pylon offers an easy-to-use design software that enables you to generate precise proposals in under two minutes from virtually anywhere. As a unique feature, Pylon allows users to access high-resolution imagery directly within the application. The software also includes an award-winning 3D Solar Shading toolkit, which assists in identifying and monitoring shading effects throughout the seasons. With Pylon's load profile analysis and interval data analysis, your team can gain valuable insights into customer consumption trends. By examining load profiles and interval data, you can make more informed decisions. The use of interactive Web and PDF proposals, along with native eSignatures, can significantly enhance your ability to finalize solar proposals. Additionally, Pylon provides a fully integrated solar Customer Relationship Management (CRM) system that seamlessly works with its design software to streamline the proposal conversion process. The Pylon Solar CRM includes features such as two-way SMS and email communication, team and lead management, as well as ready-made deal pipelines to optimize your workflow. This comprehensive solution ensures that your team can collaborate effectively while maximizing opportunities in the solar industry.

TRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.

Melio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Melio’s platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept checks, which not only helps in managing cash flow but also allows users to earn rewards. Melio integrates seamlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, you’ll get to streamline your day-to-day work. Either input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will make those payments happen. International vendors? Our platform facilitates payments to global vendors in USD or the local currency, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before. Finally, no matter where your business takes you, Melio can follow—just be sure to download the mobile app, available on iOS and Android, to manage your business payments on the go.