Canopy
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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8am
8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.
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8am MyCase
8am MyCase offers a comprehensive platform for overseeing your case files effectively. It equips you with resources to enhance organization, boost efficiency, and expand the operations of your firm. With MyCase, accessing all pertinent case information—such as documents, contacts, emails, tasks, and invoices—becomes a straightforward task. This user-friendly interface ensures that you can manage your legal affairs seamlessly and with greater productivity.
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UniCourt Enterprise API
The UniCourt Enterprise API offers immediate access to both state and federal court data through LegalTech’s exclusive API-first platform, facilitating business growth, litigation planning, docket oversight, and additional functionalities. In contrast to traditional providers, UniCourt features a plug-and-play architecture that is API-first, utilizing advanced data normalization techniques to supply a detailed and organized dataset essential for driving the future of legal analytics. This innovative approach not only enhances efficiency but also empowers legal professionals to make informed decisions based on reliable data.
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