TaxCycle vs. Lacerte

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.

DWR eDiscovery provides legal professionals with the capability to examine, manage, and produce documents that may be pertinent to ongoing litigation cases. Our suite of software and hosted subscription services includes a variety of document review functionalities, such as AI-based search, keyword searches, keyword highlighting, metadata filtering, and document marking. Moreover, it features privilege logging, redaction capabilities, and analytical tools designed to enhance the user's understanding of their document collection. Users can independently execute all these tasks, allowing them to perform essential eDiscovery functions without the need for external assistance. DWR eDiscovery offers both hosted and on-premises subscription options. The DWR Pro desktop application can be installed on personal computers or servers, with a licensing fee of $1995 per concurrent user per year. For cloud subscriptions, charges are applied based on storage per GB, with a transparent pricing model and no hidden costs involved. The basic Single Matter subscription starts at $10 per GB per month, with a minimum monthly fee of $250. Additionally, private cloud options accommodate multiple matters and users at a rate not exceeding $4 per GB per month, which can decrease to as low as $1 per GB per month for larger volumes. This flexible pricing structure ensures that clients can choose an option that best fits their needs and budgets.

Fixed Asset Pro is an all-inclusive and cost-effective software solution designed for fixed asset depreciation management. It caters to small and medium-sized enterprises, organizations, and accounting professionals seeking to enhance their depreciation tracking, generate insightful reports, and move away from the complications associated with spreadsheets and outdated software systems. - There are no restrictions on the number of assets or entities that can be managed. - The system supports both Book and Tax depreciation with 68 different methods across 6 distinct books, accommodating half-year, mid-month, and mid-quarter conventions, along with options for Bonus and Section 179 deductions, among others. - Users can monitor assets and their depreciation throughout the entire fixed asset life cycle, from Construction in Progress (CIP) to final disposal. - The platform helps maintain an accurate inventory of all assets. - It offers comprehensive reporting tools tailored for accounting, tax, and management purposes. - The software is regularly updated to comply with the latest changes in tax and accounting regulations. By optimizing workflow processes, users can keep precise asset records throughout their entire lifecycle, ensure maximum tax benefits, generate current reports, and avoid the frustrations of spreadsheet management. Additionally, Fixed Asset Pro enhances efficiency and accuracy in financial reporting, making it an essential tool for businesses looking to simplify their asset management.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

MaxiDent, a Canadian company specializing in dental practice management software, boasts over four decades of expertise and has expanded its offerings to include marketing and business services to support dental practices throughout Canada. The software suite from MaxiDent encompasses a wide range of features such as clinical charting, patient scheduling, and SecureSend integration, along with functionalities for billing and digital imaging. Additionally, it provides optional tools like patient self-check-in kiosks, email and SMS reminders, electronic signature captures, voice recognition, voice commands, and a comprehensive payment system that is fully integrated. Clients of MaxiDent benefit from the support of a dedicated SUCCESS TEAM consisting of four members, tailored to understand and address the unique requirements of each practice. This team is comprised of one Account Manager, one Implementation Manager, and two Support Technicians, ensuring personalized assistance and guidance. Furthermore, this collaborative approach enhances the overall experience for dental practices, allowing them to thrive in a competitive marketplace.

Your team's content can be effectively consolidated within a workspace that is well-organized, version-controlled, and easily shareable. While Air provides a space for storing your content, it also boasts features like intelligent search capabilities, guest access permissions, and customizable layouts. Additionally, it simplifies the process of version tracking and sharing, enhancing the overall creative experience. No longer will you need to bury assets within zip files and folders; instead, you can craft lightweight presentations and social media posts. Your content can be structured in a manner that aligns seamlessly with your brand identity. The workspace doubles as a powerful search engine, equipped with smart tags and image recognition, enabling all team members, including managers, to effortlessly find and utilize assets. One of the most challenging aspects of collaboration is often the feedback process, but Air allows guests to contribute directly to your workspace via public boards. You can engage in discussions, leave comments, and make selections with context, fostering a collaborative environment. Moreover, you can easily track changes and pinpoint the latest version of any asset, ensuring that everyone is on the same page. This streamlined approach not only facilitates better organization but also promotes creativity and innovation within the team.

ServiceDesk Plus Cloud stands out as a premier online service desk software, designed for ease of use and powered by ManageEngine, the IT segment of Zoho. This SaaS solution enables organizations to deliver exceptional support services to their customers. With over 100,000 IT service desks globally leveraging this cloud-based ticketing platform, it streamlines the process of tracking and managing IT tickets, facilitating faster issue resolution and enhancing user satisfaction. Featuring ready-to-use ITIL workflows, the software allows for comprehensive management of the entire lifecycle associated with IT issues, problems, and projects. Users can establish support SLAs, define escalation procedures, and maintain compliance with organizational standards. Additionally, it automates the distribution, categorization, and classification of tickets, adhering to pre-established business rules. Timely notifications and alerts can be configured to promote prompt ticket resolution. By empowering users with greater control and minimizing the need for in-person visits, the platform includes a service catalog and self-service portal, enabling users to create and track their own tickets while also searching for potential solutions. This user-centric approach not only optimizes service delivery but also fosters an environment of self-sufficiency.

An All-In-One Call Center Solution CallShaper’s cloud-driven software for call centers offers a straightforward approach to call management. Inbound and outbound call center managers benefit from CallShaper's dynamic, user-friendly, and adaptable platform for optimizing their operations. The platform is tailored to help call centers lower expenses and enhance return on investment. CallShaper collaborates with businesses to boost contact rates, monitor agent performance, manage leads and sales workflows, and optimize outreach efforts. Managers can easily route calls to different parties using the intuitive drag-and-drop interactive Voice Response (IVR) editor, which considers agent availability, type, and timing. CallShaper also enables call centers to examine databases to identify leads, whether landline or mobile, as well as manage Do Not Call list entries and track call abandonment rates, aiding customers in adhering to Telephone Consumer Protection Act (TCPA) regulations. Supervisors have the capability to upload leads in bulk, while agents can rely on call scripts to effectively address and resolve customer inquiries. Furthermore, with predictive and preview dialing features, marketing agents can streamline their call processes and gain insights into lead information prior to engaging with clients, thus enhancing overall productivity and efficiency.

StackAI is an enterprise AI automation platform built to help organizations create end-to-end internal tools and processes with AI agents. Unlike point solutions or one-off chatbots, StackAI provides a single platform where enterprises can design, deploy, and govern AI workflows in a secure, compliant, and fully controlled environment. Using its visual workflow builder, teams can map entire processes — from data intake and enrichment to decision-making, reporting, and audit trails. Enterprise knowledge bases such as SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected directly, with features for version control, citations, and permissioning to keep information reliable and protected. AI agents can be deployed in multiple ways: as a chat assistant embedded in daily workflows, an advanced form for structured document-heavy tasks, or an API endpoint connected into existing tools. StackAI integrates natively with Slack, Teams, Salesforce, HubSpot, ServiceNow, Airtable, and more. Security and compliance are embedded at every layer. The platform supports SSO (Okta, Azure AD, Google), role-based access control, audit logs, data residency, and PII masking. Enterprises can monitor usage, apply cost controls, and test workflows with guardrails and evaluations before production. StackAI also offers flexible model routing, enabling teams to choose between OpenAI, Anthropic, Google, or local LLMs, with advanced settings to fine-tune parameters and ensure consistent, accurate outputs. A growing template library speeds deployment with pre-built solutions for Contract Analysis, Support Desk Automation, RFP Response, Investment Memo Generation, and InfoSec Questionnaires. By replacing fragmented processes with secure, AI-driven workflows, StackAI helps enterprises cut manual work, accelerate decision-making, and empower non-technical teams to build automation that scales across the organization.

Quick Consols is a specialized financial consolidation software tailored for intricate companies and their group structures. This application streamlines the consolidation process for complex organizations that operate across various fiscal year-ends, currencies, and ERP systems by utilizing a slice-and-dice methodology for reporting. With Quick Consols, users can expect precise and consistent calculations for essential reports and figures. It simplifies both individual company reporting and group consolidations, making these tasks less burdensome. In addition, Quick Consols enhances reporting for business units, profit centers, and cost centers, which empowers users to focus on analyzing data and generating valuable insights regarding financial performance and operational efficiency. The platform boasts an intuitive interface that facilitates easy setup and usage, accommodating an unlimited number of users while also providing extensive support to ensure a smooth experience. Furthermore, this comprehensive tool is designed to adapt as the needs of your business evolve, ensuring long-term value and efficiency.