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.
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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.
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ScopeMaster
ScopeMaster streamlines the evaluation of software requirements and user narratives. By leveraging natural language processing, a subset of artificial intelligence, ScopeMaster dramatically accelerates the requirements analysis process, completing it in mere seconds. This powerful tool excels in identifying a wide array of defects, facilitating the creation of functional tests, and providing accurate functional sizing.
In terms of quality assurance, ScopeMaster can detect as many as nine distinct types of potential flaws in the requirements. Furthermore, it automatically assesses user stories using both COSMIC and IFPUG function point methodologies to ensure precise sizing.
In addition to generating functional tests, ScopeMaster develops both positive and negative test scenarios that align with the core functional intentions of the requirements. The platform also offers seamless integration with Jira Cloud and Azure DevOps, enhancing its utility within existing workflows. Additionally, a REST API is available for further integration with various other software tools, promoting an adaptable and efficient development environment.
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Fivani
Fivani is your contract intelligence assistant, designed to remove confusion and risk from the agreements that run your business. It scans contracts instantly, translating dense legal clauses into simple insights you can understand at a glance. Beyond highlighting risks, Fivani maps every deliverable, due date, and dependency into a full project plan you can put into action immediately. Its recommendations help you negotiate terms around payments, revisions, scope, timelines, and liabilities with confidence. You can spot unfair or risky clauses—such as unlimited revisions, vague scope, or cancellation loopholes—before they cost you time or money. Fivani also compares your contract’s terms to industry standards so you know what’s normal and what’s not. For teams, it provides a centralized workspace to track contracts, approvals, and project progress seamlessly. Whether you manage five contracts a year or fifty, the platform keeps your workflow consistent and protected. With automated risk detection and professional-grade insights, Fivani brings clarity to the entire contract lifecycle. It’s the smarter, faster, and safer way to review, negotiate, and manage client agreements.
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