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.
Learn more
RealCISO is a compliance intelligence platform for two audiences: MSPs and MSSPs managing security across multiple clients, and enterprise teams running compliance in-house.
It gives MSPs, MSSPs, consultants, and in-house security teams a single place to run compliance assessments, manage risk, track remediation, and demonstrate security posture to boards and auditors — without the spreadsheet chaos.
Built on NIST CSF and mapped to 30+ frameworks including SOC 2, ISO 27001, HIPAA, and CMMC, RealCISO turns assessment data into action. Over 3,000 security providers use it to deliver vCISO services at scale.
Founded by Brian Haugli — former DoD, former VP & CSO at The Hanover Insurance Group, and co-author of the NIST CSF book published by Wiley — RealCISO was built by practitioners who ran these programs manually and knew there had to be a better way.
Learn more
That Clean Life
Tailored nutrition planning for healthcare professionals has reached new heights of simplicity. Now, you can seamlessly provide exceptional nutrition advice to your clients, specifically crafted for high-achieving practitioners. This innovative strategy transforms the nutrition planning landscape, allowing you to create customized nutrition plans that clients are more inclined to follow. You can quickly find recipes sorted by preparation time, dietary preferences, nutritional values, and additional criteria. Meal plans can be assembled in just seconds, taking into account calories, macronutrient ratios, and any dietary limitations. Save precious time with over 100 adaptable templates designed to cater to various health conditions and dietary requirements. With options for every type of diet, you have the benefit of your very own team of dedicated recipe creators. Clients receive all relevant information through a secure, personalized link that is uniquely theirs. Flexibility plays a crucial role in nutrition, as a one-size-fits-all approach often falls short. Enhance your nutritional guidance by presenting a complete meal plan, hand-selected recipes, or a collection that resonates with your clients' preferences. This bespoke experience guarantees that clients feel recognized, valued, and supported throughout their wellness journey. With more than 90 filtering options available for recipes, you can effortlessly identify the best choices tailored to your clients' individual needs and preferences. By using this approach, you not only improve client satisfaction but also foster stronger relationships built on trust and understanding.
Learn more
Medesk
Medesk is an ideal solution for private clinics and healthcare providers, offering a cloud-based platform designed to enhance practice efficiency while attracting and retaining patients at a competitive cost. The system features video consultations integrated with an electronic health record (EHR), online appointment scheduling, timely reminders, as well as robust analytics and various payment options. Furthermore, Medesk has tailored its offerings to meet the needs of general practitioners, mental health professionals, allied health providers, and specialists in hair loss treatment. It also enables practitioners to automate patient engagement through a suite of helpful tools, including a user-friendly online booking system with adaptable time slots, direct entry of patient contact information into the EHR for quick access, and automatic confirmation notifications sent via email and text immediately upon booking. To minimize appointment cancellations and no-shows, Medesk provides customizable reminders, ensuring that both patients and practitioners stay informed and connected. Overall, this comprehensive approach not only improves operational efficiency but also enhances patient care and satisfaction.
Learn more