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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Proton Drive is a secure cloud storage and collaboration platform built for professionals who manage sensitive data.
Whether you’re sharing internal documents, legal contracts, or client files, Proton Drive keeps your data private — by default.
Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t read your files. You can set passwords, add expiration dates, or revoke access instantly — so you’re always in control.
Each user gets 1 TB of storage, with the flexibility to add more as your team or projects grow.
Designed and hosted in Switzerland, Proton Drive is developed by the team behind Proton Mail and Proton VPN — trusted by over 100 million users worldwide. We’re independent, open source, and committed to keeping your data safe from surveillance and vendor lock-in.
Proton Drive helps you stay compliant, with support for:
- GDPR, HIPAA, ISO 27001, NIS2, and DORA
- Verified SOC 2 Type II audits
- No complex setup. No third-party tools required.
Built for security teams, law firms, healthcare providers, consultancies, and privacy-conscious organizations of all sizes.
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Proposify
Proposify is a digital proposal tool designed to give you oversight and management of the critical closing phase in your sales pipeline. This empowers you to approach deal structuring and finalization with both confidence and flexibility.
By creating sales documents that maintain consistency and eliminate errors, you enhance your professional image.
Additionally, you gain vital insights that help you streamline your process, ensure timely communication, and improve forecasting accuracy.
Your clients and potential customers will appreciate a smooth sign-off process, enhancing their overall experience.
Among its various features are a user-friendly design editor, electronic signature capabilities, and seamless CRM integrations. Moreover, the platform offers data-driven insights, interactive pricing options, and comprehensive content management tools, among many other capabilities that can elevate your sales approach.
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OnBoard Board Management Software
OnBoard is a leading board management platform that simplifies governance, enhances board meetings, and drives engagement. With AI-powered meeting minutes, OnBoard generates accurate, real-time transcriptions and structured minutes with a single click. Its intuitive features, such as agenda building, secure messaging, digital voting, and document management, streamline processes for boards and leadership teams. Accessible via devices like iPads, iPhones, and Android devices OnBoard ensures seamless collaboration and communication.
With robust security measures, including two-factor authentication and encryption, OnBoard guarantees data protection. The platform integrates with Microsoft 365, Google Workspace, and Zoom, providing a versatile solution for modern boards. Trusted by over 6,000 organizations globally, OnBoard enhances meeting efficiency and governance.
Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings.
Transform how your board meetings are conducted by choosing OnBoard today, and experience the difference in governance and collaboration that it offers!
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