FirmOS Reviews

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.

Epicor Kinetic boasts a legacy of over five decades in manufacturing, establishing itself as a leader in delivering customized solutions on a global scale. At the heart of the Epicor strategy lies the cultivation of authentic, enduring partnerships, which ensures that its offerings are responsive to ever-evolving business requirements. Kinetic aims not only to meet existing needs but also to guide organizations towards the principles of Industry 4.0 and smarter manufacturing practices. This proactive stance is enhanced by the Epicor dedication to pioneering cloud solutions, characterized by unparalleled security, ease of use, and robust support. With an intuitive interface, Epicor Kinetic -- the global, AI-powered cloud ERP designed specifically for discrete, mixed-mode, and make-to-order manufacturers in the small and mid-market spaces -- empowers everyday users to transform business data into actionable insights and impactful reports that enhance productivity. By incorporating cutting-edge AI, machine learning, and Internet of Things technologies, the user experience provided by Kinetic enables a seamless transition to modern manufacturing methodologies. While primarily focused on cloud-based solutions, Epicor Kinetic also accommodates on-premises and hybrid deployment options, ensuring flexibility for various operational needs. Kinetic not only propels customer ambitions forward by offering tools to enhance productivity, growth, and operational efficiency but also solidifies Epicor's role as an indispensable ally for the most vital enterprises worldwide. Consequently, partnering with Epicor translates into a strategic advantage in navigating the complexities of today's manufacturing landscape.

Corvee empowers tax, accounting, and financial advisory firms to enhance their tax decision-making processes for clients while also improving their overall business efficiency. The standout product of Corvee is its Tax Planning software, which serves as a powerful yet user-friendly tool that enables firms to swiftly assess potential tax savings, devise proactive tax strategies, and facilitate smoother collaboration with clients. Over the past year, Corvee has garnered several prestigious accolades, including being recognized as Accounting Today's Top New Product of 2021, shortlisted for the 2021 CPA Practice Advisors Technology Innovation Awards, and more recently, earning a spot on the 2021 Inc. 5000 List of the fastest-growing companies in the United States. This recognition highlights the growing impact Corvee is making in the financial industry.