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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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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CollectCue
CollectCue helps small bookkeeping firms reduce the time spent chasing clients for missing documents. It brings document requests, upload status, reminders, and file review into one clear workflow.
Bookkeepers can create recurring request lists, send clients a simple secure upload link, and see which documents have been received, which are still missing, and which need review. Clients can upload files without creating an account or using a complicated client portal.
CollectCue is well suited to month-end close, tax preparation, cleanup work, and onboarding. Plans start at $19.90 per month, with a 30-day free trial available.
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SREDlog
SREDlog is a specialized software tool created to streamline the process of preparing SR&ED claims for Canadian consultants, accounting firms, and internal teams. It effectively gathers client documents, supporting evidence, recorded hours, and expenses into one cohesive workspace for enhanced efficiency. Users have the ability to generate T661 project narratives linked to their source documents, assess both technical and financial options, collect client confirmations, draft submissions for federal and provincial forms, and compile an indexed package of supporting materials. The platform features AI technology that assists in the drafting phase, while the responsible firm maintains the right to review and finalize the output. It is essential to understand that SREDlog does not evaluate ultimate eligibility, submit claims to the CRA, or guarantee outcomes. Additionally, a 30-day trial period is offered, allowing access for one claim with unlimited users and no credit card requirement, enabling firms to thoroughly test the software’s features before deciding to purchase. By providing this trial, SREDlog ensures that potential users have ample opportunity to assess its effectiveness in facilitating SR&ED claims.
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